Tallyfy vs. Zuri

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Workflow automation where you need business resiliency adjusting processes during time to enhance client experience. Zuri is easy. It allows easy updates on stablished (simple and robust!) processes to enhance the workflow. Operations Eficiency gets focus on reducing the human hours and human errors in communications (e-mails), manuals tasks such as spreadsheets and data treatments, all types of repetitive tasks can be automated. Easy, simple and fast by non technical people. Scenarios where you need to automate workflows to ensure qualify and controlling the progresses and productivity of teams, people and organizations. Dashboards and reports specifically created for my own KPIs and goals. I could benefit from more business intelligence, getting my operations data structured (structurated data) and then used Analytics to better understand where and how to improve my operations to: increase client experience, improve profit margins while I was decreasing costs and waist.

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Workflow automation made simple and fast by non technical people.
• Hyperautomation (technology and processes orchestration).
• Visual and intuitive interface developed for citizen developers and IT teams.
• Accelerate the automation solutions development by IT teams (from simple to complex).

• 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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• AI can be slightly improved.
• Process mining can be slightly improved.

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We tried other options, saw many demos, some customized, and used some Trials. Zuri was faster and simpler to model processes and activate the automation solutions. Zuri does now require technical knowledge to automate processes. Business people (citizen developers) can easily create their own automations in simple way, in minutes. Despite, Zuri is less expensive. And, it is used by entire organization, not only IT teams. Although IT teams have the governance (full governance and control - including auditing reports ready in clicks) the business people are on the spot too. IT teams use it to accelerate (faster and better, more controlled!) automation solutions (from simple to complex - all with drag and drop feature) the business people (Sales, Marketing, HR, Suppliers, Logistics...) they can easily automate their processes without the waiting time until IT team can deliver what is needed today.

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• ROI was around 7 to 9x the second option we had.
• Less expensive than other BPMS tools (options), very fast to implement.
• Additionally, this is a BPMS tool that is used by all organization, not only IT teams.
• Democratized expertise on automation leaving IT team free for more strategic projects rather than creating processes/workflow automation solutions for businesses teams.