Process Street vs. Tallyfy vs. Trainual

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

We have offices set around the world, and hiring new team members in certain countries makes it a bit difficult, especially now to fly out or fly in to help get them situated and fully trained. This really helps close the gaps in between the distance and training. Makes onboarding a heck of a lot easier.

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

• Tracks progress for training.
• Easily determines a new hires competency in handling tasks on their own.
• Houses all of our documents and videos in one location versus several.

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

• The subject organization could use work! It's just jumbled and needs folders.
• It's very cumbersome to have to click back and forth to subjects when you are within a task. I wish there was a larger side bar that could show ALL subjects, topics, and tasks in one glance with drop-down menus.

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

During the entire sales process, the Trainual team was great to work with. After the sale, their onboard process was top notch as well and was very quick to answer any questions and actually were open to customizing the platform to meet our specific needs. They have been great this entire time.

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

• This is our first time using anything like this!
• Previously we just wrote task items in shared Google documents. It was the best of what we could do at the time, but this is a whole different world, and we love it! Being able to integrate quizzes and photos and interactive video is excellent!

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

• Saves time for the team for training
• The fact that everything is in one location is really good!
• Allows us to edit and change and adjust as the business does
• Keeps us flexible and not cemented to a way of doing things

Incentivized