Kissflow vs. Tallyfy

Workflow. I would absolutely, 100% recommend it for a school, in Admissions, and I would recommend it to any small company who has an issue with workflow. The best thing about the program is that it knows what it is, and knows what it wants to be. You aren't going to sit down to work with KiSSFLOW and end up being sold an HR program. To make it work just right, find the person who truly understands how your business works. Have them build a workflow which takes care of the tedious tasks, and then let them train others on the process. You will find that your productivity increases, and that your paper costs decrease.

Incentivized

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

• Ease of Use: It's easier to use and see workflow tasks that are assigned to you, workflows that you've participated in, or workflows that are pending other peoples approvals. From a development side, it's easy to pick up and begin creating processes if you know Excel formulation, which is easily researched as well.
• Ease of Access: Since KiSSFLOW is hosted in the cloud, you can access the site from any internet connected device. All you have to do is sign in with your account, as opposed to needing to be on the network to access like our previous system.
• The App: This is a feature we really hope to get a lot of use out of. With the way our business is structured, there are a lot of Regional positions that are always on the go. Because our current system requires a user to be on the network to access, this makes it hard for these roles to respond to tasks, causing bottlenecks. With an app available, along with push notifications, we can keep these tasks responses on pace with the associates required in that task.

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

• The reporting could use some improvement. The actual reports are OK, it is access to the reports that is the problem. This is related to the permission schema. It really just has user, admin, and nothing in-between. There really needs to be something like report admin or something. Excel exports for data are needed as well.
• The user workflow selection UI is not the best. There is a big red + sign in the lower right of the browser window that is not labeled. That is not clear. Also the selection list is just a pop-up window, it really should be a full page.
• The mobile app does not have all the features that the browser version has, especially admin tools.

• 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

I haven't encountered a need for support with KiSSFLOW. It's not a perfect platform, but it's functional, dependable, and reasonably intuitive. I can't fault a support team just because their product works!

Incentivized

KiSSFLOW is much easier to set up, less coding and easier to explain to those that are being trained. The company already had SharePoint, but it is a very difficult system to set up. A class had to be taken, along with getting books in order to understand the process of the workflow. With KiSSFLOW, it is simple to understand, the helpdesk is quick with their response, help topics are laid out simply and you can even talk with someone on that side to ask your questions. Overall, KiSSFLOW is a much easier workflow and system to use.

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

Incentivized

• Kissflow has helped us keep careful records of costs and pricing for various products, which indirectly impacts our margin.
• Our owner had trouble with the phone app, so ultimately we stopped using Kissflow for purchase requests. There is some lost potential there.

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