Navvia vs. Tallyfy

Process /Procedure production. Collaboration. Training / Education.

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

• Now takes Visio process flow diagrams and converts them into Navvia for process document production.
• Allows you to build your own profiles (essentially a custom template) for documentation.
• Has good reference / trainingmaterial for ITIL, CoBit etc..

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

• I don't particularly like the Navvia RACI being a RA(S)CI. Not a big issue however.

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

Seems very easy to use. Basically if you are OK with Process flow diagramming then "the rest" is easy.

Incentivized

Someone always available .Regular check-ins.

Incentivized

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

Incentivized

• Ensures that Process Production is more efficient.
• Allows faster collaboration via Navvia and Company email.

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