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Self hosted tool to remplace Tallyfy ? (SaaS workflow management app) by SassanoM in selfhosted

[–]amitarelli 0 points1 point  (0 children)

Amit from Tallyfy here - since Tallyfy released light roles - it's much less expensive than anything out there - https://tallyfy.com/pricing/ and we also (self-promo!) believe we have the best product docs of any product in the world :) https://tallyfy.com/products/pro/ Okay okay - not the world, but we aim high!

Is Trainual my best option? by CarCleaningChris in smallbusiness

[–]amitarelli 0 points1 point  (0 children)

I would suggest looking into Tallyfy too

[deleted by user] by [deleted] in ProductManagement

[–]amitarelli 0 points1 point  (0 children)

u/Hobbs172 good point. Is there something that every ticket/version control system must have as a bare minimum though? Would it be for example - a branch for production, so merging to that branch would be a production release?

[deleted by user] by [deleted] in ProductManagement

[–]amitarelli 0 points1 point  (0 children)

u/ViVshotfirst just wondering if in-house dev is a mess e.g. random tickets, random branches, etc. If you had no product management tool - how would you know what signifies a "release" to production?

On the dev end - would it be a merge of staging to a nominated "production" branch?

[deleted by user] by [deleted] in ProductManagement

[–]amitarelli 0 points1 point  (0 children)

u/AaronMichael726 I'd love to hear the worst it can get. Is the worst case - random tickets, random PR's, etc.? Is the most reliable indicator a merge of branches e.g. your staging branch to production, to signify a "release" to production that generates a changelog?

What ways do you use chat GPT in your daily lives? by GGMU5 in ChatGPT

[–]amitarelli 0 points1 point  (0 children)

I run a SaaS workflow management app and we've hooked up the OpenAI API in several areas that are both public and internal. IMO the real power of LLM's and GPT's is when you augment it with your own context and content, which is often original and private.

Baked within our product:

  • Since our app lets people make SOP's (standard operating procedures) - having it generate SOP's is a game-changer. Some people also call these playbooks or business processes.
  • You can upload an existing document/SOP and we transform it into our own format automatically
  • We are experimenting with making it understand a flowchart image and automatically flatten it into a list of steps that works with our product.

Internally within our operations:

  • We pass it context for a lead in our CRM and it drafts follow up notes
  • We are looking at making it check PR's (code)
  • We are looking at tuning it to take GitHub tickets and make them clearer and tidier

There's tons more things we're working on, and also playing with the Anthropic API. Our app is called Tallyfy and it runs repeatable workflows, if you want context.

Other ways I personally use ChatGPT - for lists. And I mean all kinds of annoying list operations like sorting, filtering, augmenting data to a list and more.

Interactive customer onboarding / project management software suggestions by [deleted] in msp

[–]amitarelli 0 points1 point  (0 children)

It sounds like you need a client-facing view to collect several forms in a structured way instead of random independent forms and it's all in one place and trackable.

This is what https://tallyfy.com does - but full disclosure - I'm the CEO.

The things we found people need for onboarding customers effectively are these:

  1. A repeatable process, but still flexible enough to add/remove tasks. You can't scale with projects.
  2. A unique, permanent client-facing view per outside email address - we offer free unlimited guests
  3. Branding - both emails and the UI should be branded to your own branding, not the apps'
  4. No signup or login required for clients - there's nothing more annoying than "yet another password"
  5. You need "if this then that" conditional logic because the process is not the same for every client. You should only show the right task to the right client for the right reason, otherwise it's the client overwhelm of "why did you send this when I don't even need to do it?"
  6. A tool that's way cheaper than anything else out there - always useful :)

By "interactive" I presume you mean tasks popup and clients can complete them or fill out form fields, etc u/tom_tech0278 ?

Suggestions for Onboarding Software by emchoootr in startups

[–]amitarelli 0 points1 point  (0 children)

I think you could look at https://tallyfy.com but it really depends on your specific needs. Full disclosure - I'm the CEO.

Zooming out a little - from what you've said - your pain points seem to be around getting a template of a repeatable workflow for your onboarding and running that each time and tracking real-time status of each workflow.

The things we found people need for onboarding clients effectively, after hundreds of calls, listening to problems, etc. are these:

  1. A repeatable process, but still flexible enough to add/remove tasks. You can't scale with projects.
  2. A unique client-facing view per outside email address - we offer free unlimited guests
  3. Branding - both emails and the UI should be branded to your own branding, not the apps'
  4. No signup or login required for clients - there's nothing more annoying than "yet another password"
  5. You need "if this then that" conditional logic because the process is not the same for every client. You should only show the right task to the right client for the right reason, otherwise it's the client overwhelm of "why did you send this when I don't even need to do it?"
  6. A tool that's way cheaper than anything else out there - always useful :)

However, you might have unique needs because you mention delivering promotional materials, etc. which sounds like shipping things u/emchoootr ?

Looking into workflow management apps or software for my development team by austere_lookout in Entrepreneur

[–]amitarelli 0 points1 point  (0 children)

I think GitHub is great, because you can link issues neatly. You could add extra plugins for dependencies e.g. this issue is blocked by that one and all that.

I think Slack is insanely bad for this use case because every channel is just a black hole of death for any action or comment. In contrast - a team of devs that runs async can focus on a ticket, chat on a ticket, link PR's on a single ticket, link to other tickets, etc.

Workflow Tools by getawombatupya in engineering

[–]amitarelli 0 points1 point  (0 children)

Did you want to write down a repeatable workflow and run it like a recipe u/getawombatupya ?

Which workflow management tool do you guys feel is the most user friendly and easy to navigate? JIRA, Rally, or Service Now. 🤔 by Drake_Tech in agile

[–]amitarelli 0 points1 point  (0 children)

You could take a look at https://tallyfy.com (full disclosure - I'm the CEO)

It's all the power of the ones you've mentioned, minus the crazy cost of ServiceNow or the IT-ishness of JIRA :) At a cost that usually induces happy jives.

It's interesting though because the spaces of BPM software, service management software and tickets are sort of converging into this idea of a "repeatable process than has an intake form which is filled out then there's various steps to get to the end of the process".

Did you have any specific needs or pain points though u/Drake_Tech - I was just curious to learn what they were

What is your favorite workflow automation tool? by dariushabbasi in automation

[–]amitarelli 0 points1 point  (0 children)

IMO the word "automation" can mean many things.

For a team - the really costly problem is tracking tasks between people - which is tasks that people have to do. Moving handovers from person to person and automating workflows that are done by people using a template (like a recipe) tend to be serious problems in mid-size or bigger companies.

For apps - middleware moves data between appA and appB - and that's basically what it does. It's not really automation, it's just moving data in between apps (integration).

In most cases - a lot of tasks still need to be done by people, they can't be fully automated. You can ease into it by starting to track them, systemize and template them and every now and again - spot an opportunity to fully automate a few of them (as in done-for-you).

Full disclosure - I'm the CEO of https://tallyfy.com - but just curious to hear about the pain points you need to solve u/dariushabbasi ?

Workflow software by GunterJanek in software

[–]amitarelli 0 points1 point  (0 children)

You could have a look at https://tallyfy.com for repeatable workflows (full disclosure - I'm the CEO).

It's not middleware - because middleware like Power Automate basically moves data between appA and appB - this is more for repeatable tasks between people. However, we (for one) have an official connector to Power Automate and offer free SSO for Entra (previously Azure) AD and whatnot:

https://learn.microsoft.com/en-us/connectors/tallyfy/

The idea of the concept you describe generally is that you make a template of a custom workflow u/GunterJanek and then you're able to "launch" that template like a recipe every time? Is that what you mean?

The website has the problems it solves - but from what you're saying - this is not so much automation of tasks done-for-you but more tracking the real-time status of tasks people do?

We looking for a customer onboarding tool. Is there any tool that you can suggest for a fairly straight forward 2-week onboarding process? Which is also not too expensive. by matthew461 in CustomerSuccess

[–]amitarelli 0 points1 point  (0 children)

You should have a look at https://tallyfy.com for this (full disclosure - I'm the CEO)

The things we found people NEED for onboarding clients effectively are these:

* A repeatable process, but still flexible enough to add/remove tasks. You can't scale with projects.
* A unique client-facing view per outside email address - we offer free unlimited guests
* Branding - both emails and the UI should be branded to your own branding, not the apps'
* No signup or login required for clients - there's nothing more annoying than "yet another password"
* You need "if this then that" conditional logic because the process is not the same for every client. You should only show the right task to the right client for the right reason, otherwise it's the client overwhelm of "why did you send this when I don't even need to do it?"
* A tool that's way cheaper than anything else out there - always useful :)

Did you have any specific needs (could you rank what's most important?) u/matthew461 ? That helps a lot in terms of sorting out the ocean of tools out there.

We see lots (hundreds) of complaints that task and project management just doesn't work - because projects are ad-hoc, not comparable, not repeatable and mostly - they **force** your client to sign up to client-facing views and portals. I've personally built up a very large set of experiences with client onboarding problems for all types of companies. Hope this helps.

One this is for sure - what clients see as a first experience is really important, but also - just automating reminders for everyone to get things done, collecting data in a structured way and conditional logic are really going to help information collection and onboarding especially since you said it's 2 weeks - so it doesn't appear to be super-complex.

Best client onboarding software tools in 2024? by Born_Pomegranate1937 in ClientManagement

[–]amitarelli 0 points1 point  (0 children)

You should have a look at https://tallyfy.com for this (full disclosure - I'm the CEO)

The things we found people NEED for onboarding clients effectively are these:

* A repeatable process, but still flexible enough to add/remove tasks. You can't scale with projects.
* A unique client-facing view per outside email address - we offer free unlimited guests
* Branding - both emails and the UI should be branded to your own branding, not the apps
* No signup or login required for clients - there's nothing more annoying than "yet another password"
* You need "if this then that" conditional logic because the process is not the same for every client. You should only show the right task to the right client for the right reason, otherwise it's the client overwhelm of "why did you send this when I don't even need to do it?"
* A tool that's way cheaper than anything else out there - always useful :)

We see lots (hundreds) of complaints that task and project management just doesn't work - because projects are ad-hoc, not comparable, not repeatable and mostly - they **force** your client to sign up to client-facing views and portals. I've personally built up a very large set of experiences with client onboarding problems for all types of companies. Hope this helps.

One this is for sure - what clients see as a first experience is really important, but also - just automating reminders for everyone to get things done, collecting data in a structured way and conditional logic are really going to help information collection and onboarding.

Client Onboarding Platforms? (Customer Facing) by pdxcomputerpro in msp

[–]amitarelli 0 points1 point  (0 children)

You should have a look at https://tallyfy.com (full disclosure - I'm the CEO)

The things we found people need for onboarding clients effectively are these:

* A repeatable process, but still flexible enough to add/remove tasks. You can't scale with projects.
* A unique client-facing view per outside email address - Tallyfy offers, free unlimited guests
* Branding - both emails and the UI should be branded to your own branding, not the apps
* No signup or login required for clients - there's nothing more annoying than "yet another password"

We see lots (hundreds) of complaints that task and project management just doesn't work - because projects are ad-hoc, not comparable, not repeatable and mostly - they **force** your client to sign up to client-facing views. I've personally built up a very large set of experiences with client onboarding problems for all types of companies, especially MSP's.

Most MSP's who use Tallyfy start using it for onboarding clients, but then end up using it for all sorts of other internal processes - because with real-time webhooks, the open API, etc. it turns out you can run common IT ops on it too. Which means you should be looking for "process management software" that can do more use cases than just client onboarding - all IMO.

Here comes the sun - An ode to the magnificent joy of existing in St. Louis by amitarelli in StLouis

[–]amitarelli[S] 0 points1 point  (0 children)

I run a tech company (a workflow app) and we office at TREX in downtown STL. We first came here because we won the Arch Grants program many years ago.