DocuWare vs. Process Street vs. Tallyfy

We currently have a scenario where we print 1,000 documents per month, one for each resident. Because of DocuWare's ability to process barcodes, we dump that pdf to DocuWare and it files it into each resident's account. We then run scripting to add each of those documents to our cloud-based property management software. Saves having to process one document at a time per resident.

Incentivized

if you have standard processes that are often executed, it's worth to use. If you are a small company it is generally not worth to implement because you will need somebody who permanently works with it and maintains the processes.

Good for customizing an onboarding process to help ensure a smooth process, and setting up a contract for electronic signature in an easier way than customizing an editable PDF and uploading it to any number of eSign platforms. I've integrated Tallyfy, using Zapier, to Webmerge and Signnow, to get the result I was looking for, but there are plenty of ways Tallyfy can be implemented.

Incentivized

• OCR is very good
• Support
• Ease of use

Incentivized

• Overview view is helpful to see a timeline of progress.
• Checklists are easy to manipulate and customize to exactly what you need to see.

Incentivized

• Easily to collect data to serve any number of purposes.
• We use it to collect data about our clients and to collect the data necessary to customize the contract and the customer experience.
• Tallyfy Webhooks then allow us to push that data out to other platforms, etc, so I've been able to create a solution that completes the document and sends it out for electronic signature with the click of a button... once the data has been collected.
• Create drop-downs, radio selections, checkboxes, short and long text paragraphs, etc. Even uploading documents and saving them directly to your favorite cloud storage, such as Drive or Dropbox.
• Manage the process from one team member to the next, depending on responsibility.

Incentivized

• No active directory integration, this doubles up user management.
• No Outlook integration. Would be nice to be able to interact with Docuware from email.
• No mobile application. We have many remote users that would benefit from this.

Incentivized

• If you had the ability to drag tasks around in a nonlinear way, it could be a cool creative feature. An example is to have a subtask next to another that says N/A if the task wasn't executed because it wasn't applicable.
• Inbox tab can be overwhelming but that may just be the style in which I built my checklists.

Incentivized

• I'd like more control over the view. For example, some way to condense the view so that more data can be seen at once. Currently, in my opinion, it is just a little too large or blown up, but this may be a petty request.

Incentivized

Docuware has become a vital part of our organization.

Incentivized

Fairly intuitive for average users.

Incentivized

We use a third-party company to assist in the support process, and they have been great to work with. Quick turn around on issues and almost immediate communication concerning support tickets. They are more than willing to consult with our IT partners as well, which is a must for our business.

Incentivized

Since my last login into the platform, the latest update made the app much easier to use and learn. It's incredibly clean, and everything is exactly where it should be location-wise. You can tell they listen to their user base for features.

Incentivized

Managing documents and processes are very similar. The added value of Docuware Cloud is seen in the administrative management and the investment cost.

Incentivized

I've tried other checklist tools like Google Keep, but it was too simple. I've tried Flowster, which is very similar to Process Street, but I like Process Street better. The interface is a lot more balanced and pleasant to look at. I found Flowster to be a less appealing interface even though the features were similar. I also briefly tried systemHUB but it is very expensive for what it offers compared to Process Street.

Incentivized

I was very satisfied with the Tallyfy solution and did not seek out any alternative solutions.

Incentivized

• Allowed us to do multiple hours less data entry per client/per week.
• ROI very quickly.
• Package is customizable so you can scale as needed.

Incentivized

• Because of Process Street I am no longer losing money when having to redo things
• It helps me eliminate those nasty "egg on the face" situations with clients because now nothing slips through the cracks. The team is able to be on top of it!

Incentivized

• Streamlined our intake process, leaving far less room for error.
• Also expedited and improved the accuracy of the sales contract process and execution.

Incentivized