Tallyfy
17 Case Studies
A Tallyfy Case Study
VPOIDS, a technology and services company serving non-profits, faced a painful, multi-step member onboarding process that spanned up to 60 days and several software applications. Tracking was manual and fragmented, so VPOIDS needed a solution with a robust API and an easy-to-use UI to see each member’s progress, trigger step completion from other systems, and gather process insights. They chose Tallyfy and its API-driven workflow platform to centralize and automate onboarding.
Using Tallyfy, VPOIDS converted the complex flowchart into checklist-style workflows, integrated step completions with existing software via Tallyfy’s API, and centralized visibility into hundreds of onboardings so teams could manage by exception. The result was clearer progress tracking, faster interventions on delays, and measurable impact: members who complete the improved onboarding are 50% more likely to become contributing members, while manual tracking was largely eliminated and volunteer utilization improved.
Stephan Fopeano
Founder