· Amit Kothari
· Process Improvement
When to hire a business process consultant
A business process consultant watches how your team works, finds bottlenecks and waste, then recommends fixes. Software can now do most of this for less.
Tallyfy Blog
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- · Amit Kothari · Sales
How to build a sales funnel that works
Most sales funnels break because nobody mapped the process before automating it. Here is how to design each stage so deals move forward instead of stalling out.
- · Amit Kothari · Workflow and BPM
How workflow analysis saves real money
Workflow analysis finds the hidden bottlenecks and time wasters bleeding your business dry. Learn a practical method to map, question, and fix your processes.
- · Amit Kothari · Sales
How a sales cycle works and why it matters
A sales cycle is the repeatable sequence from first contact to closed deal. Companies with a formal process generate 28 percent more revenue.
- · Amit Kothari · Technology Trends
Human in the loop is not optional for AI
Human in the loop keeps AI agents honest. Without structured human oversight in workflows, AI systems fail silently on the decisions that matter most.
- · Amit Kothari · Process Improvement
Why process consistency matters more than talent
Process consistency separates businesses that scale from those that stall. Without repeatable workflows, even the best teams produce unpredictable results.
- · Amit Kothari · Customer Success
What is client onboarding and why it matters
Client onboarding is the structured process of welcoming new accounts into your business while setting expectations and building long-term trust from the start.
- · Amit Kothari · Customer Success
Why keeping buyers matters more than finding new ones
Retention beats acquisition every time. A 5 percent lift in retention can boost profits by 25 to 95 percent, yet most businesses still chase new leads instead.
- · Amit Kothari · Project Management
What is nearshoring and why does it matter
Nearshoring moves work to geographically closer locations. It reduces timezone friction, protects intellectual property, and beats offshoring on coordination.
- · Amit Kothari · Workflow and BPM
Why business process management still matters
BPM delivers 15% or more ROI per project and cuts manual errors by 48%. Here is why process management is the foundation that AI agents need to work.
- · Amit Kothari · Customer Success
Customer win report: track, analyze and boost sales
Winning new customers can sometimes be a challenging. A customer win report helps your company track new customers that you have won and why you won them.
- · Amit Kothari · Technology Trends
Why customer tracking software matters for your business
When your business starts to grow - make sure that you are keeping up with essential information about your customers with customer tracking software.
- · Amit Kothari · Workflow and BPM
Intelligent BPM is broken without workflows
Intelligent BPM fails when you automate broken processes. Fix the workflow first, then add AI. Agents without structured workflows just scale the chaos faster.
- · Amit Kothari · Finance Workflows
How audit management software fixes broken audits
Most audit teams waste hours on spreadsheets and manual checklists. The right audit management software eliminates that chaos and gives you real-time visibility
- · Amit Kothari · Finance Workflows
Risk assessment software that actually works
Most risk assessment processes are broken rituals nobody follows. Good risk assessment software enforces repeatable workflows so threats get caught early.
- · Amit Kothari · Customer Success
Customer Onboarding Issues & How to Conquer the Top Issues
Companies should be aware of the potential problems and issues that can hinder customer onboarding - given that it is critical to retention and loyalty.
- · Amit Kothari · Customer Success
How to map a buyer journey that reduces churn
Up to 67% of churn happens during onboarding. A mapped buyer journey with repeatable steps turns first impressions into long-term retention and real revenue.
- · Amit Kothari · Customer Success
Customer First Impressions: Why They Matter & How to Improve
Your company's digital interface with potential customers typically occurs first - before they contact you. Customer first impressions are critical.
- · Amit Kothari · Customer Success
Complete guide to amaze customers with better first impressions
Amaze customers with an awesome first impression - it's your key to growth and customer retention. You only get one chance to create customer amazement.
- · Amit Kothari · Customer Success
Customer Implementation - Your Product Becoming a Habit
What happens once a customer has purchased your product? Will they feel buyer's remorse? Customer implementation shows them that they made the right choice.
- · Amit Kothari · Customer Success
What is the Biggest Gap Between Sales and Customer Success?
Smoothly bridge the gap between sales and customer success to ensure a smooth transition and exceptional client experience.
- · Amit Kothari · Customer Success
Share your Customer Onboarding Process With Your Customer
Develop a successful customer onboarding process by making it transparent and open to your customers. The benefits of sharing it are customer collaboration.
- · Amit Kothari · Technology Trends
How approval tracking software kills wasted time
Manual approvals drain teams through delays and zero standardization. Approval tracking software routes decisions and gives everyone real-time visibility.
- · Amit Kothari · Finance Workflows
Accounts payable mistakes that quietly drain cash
Most AP departments lose 1 to 2 percent of total spend to duplicate payments and preventable errors. Fix the process before layering on automation or AI tools.