Pipefy

My main use case for Pipefy is managing my project portfolio, and I have also used it for other functionalities, mainly in the treasury area for receiving invoices and for tracking requests. I have had a really good experience with Pipefy.

Pipefy now controls the entire lifecycle of my project portfolio management, from the opening of the request, where I can receive from the requesters what they need and the impact of each of their projects, to setting a prioritization and assigning a specific PMO for that type of project. It helps me manage the entire lifecycle from the request to requirements gathering, to the development phases, and the testing phases. In each of these stages I can upload evidence, and it asks me the right questions to ensure governance. Pipefy is a great ally in this process.

What I like most about using Pipefy in portfolio management or in other processes is that I can truly adapt it to my needs. I have some different tracks of projects, whether for internal projects, external projects, or structuring projects, and Pipefy allows me to make this adaptation and navigate in a very clear, easy, and transparent way across each of these tracks.

Pipefy has had a positive impact on my organization without any doubt. For example, with the accounts payable Pipefy, we were able to reduce approximately more than three thousand emails that were previously received by instead actually concentrating on a single platform where employees started to work much more effectively. We stopped missing deadlines, and Pipefy already helps us by doing a pre-analysis of this whole process. We managed to automate some cases and also offered the requester tracking that they did not have before because it was done via email. We gained FTE improvements, productivity gains, more clarity about the SLA, and a reduction of errors overall. This is a single project, but within the PMO area, for example, in project management, it shows us more effective governance. I can have clarity about which phase my project is in and what needs to be done.

In different areas, it has brought great effectiveness, but mainly more visibility and reduction of errors overall. The implementation impacts depend a lot on what the implementation was. For example, I am currently leading a purchasing implementation that aims to reduce at least part of an analysis that today a buyer spends around five to ten minutes on, down to two minutes. When I talk about accounts payable implementations, we had a reduction of approximately eight hours of work of a junior analyst, and so this FTE reduction was quite significant.

The best features that Pipefy offers are the ability to create something from scratch according to my needs. That is the main convenience it offers me.

I use a bit of everything for creating these solutions from scratch in my day-to-day work. I use custom forms, a series of automations, and the whole approval and document validation part within Pipefy. In addition to that, it can give me an overview and several reports about how my management is going and how my portfolio is doing.

Not only for me, but as a project manager of a large company, I see how each area uses Pipefy differently. We have everything from forms that will give the service team more clarity in requests to accounts payable and accounts receivable Pipefys that help from receiving invoices to automation and integration with other systems to post entries and reduce the workload. Pipefy adapts to your needs.

Something I would like to see improved in Pipefy is the dashboards. They are good, but they are a little limited. This point is important, and I would also like to see a bit more clarity in the use of AI tokens. Pipefy already offers connection and artificial intelligence tools that help you with your forms and make the process much more intuitive, but it is still a bit obscure regarding consumption, how that consumption occurs, and how to build this in a way that is relatively economical.

Another important thing is related to cost. Pipefy's license cost is a high cost compared to other players in the market, but so far it has been worth it.

Another thing I would suggest is if they had a white-label option where we could put a bit more of the company's identity. Pipefy already is white label, but the customization options are a little more limited. Turning that into a more attractive page would be nice for some companies so that we can incorporate it into our portals.

I have been using Pipefy for about three years.

In my experience, Pipefy is quite stable. There have been few times when there were instabilities, and when there were, they have a very effective communication system. They always notify about any maintenance and also inform what the progress is when there is a problem. When facing a problem, communication comes saying we are facing this issue. Soon after, another communication comes saying we are making progress and have deployed a temporary solution, and finally comes the problem has been resolved and access has been restored. There are few instabilities, and when they do occur, communication is very effective, leaving customers quite reassured regarding the return of the tool's operation.

Pipefy's scalability meets my company's growing demands very well. Edenred works with a very significant volume, and Pipefy has never had a problem meeting it. Whether that is tickets, payments to be made, requests, or purchase orders, it has handled the volume very well.

We have direct contact with Pipefy's customer support, so there are always one or two consultants who are dedicated to the company, and the support is excellent. Whenever I needed support, and there were many times I needed it, they were extremely attentive and quick in their service. Besides that, when you need any support in building any workflow or improving some process, they are always available. This is also included in our annual contract.

I did not use a specific solution before choosing Pipefy. Most things were done by email, by Excel, or by other tools that did not have this functionality. The implementation was aimed at organizing workflows, providing visibility, centralizing processes, and in a way it is also a document repository, providing more clarity and SLA for all processes.

I have already mentioned a bit about time reduction, SLA reduction, and FTE reduction. It depends on the usage and each area had its expected return. Some areas, mainly speaking here of reduction of rework, information centralization, and automations, see a series of gains here within Edenred.

Pipefy's setup fee is a high amount compared to other similar platforms, but I think they have very positive added value. In addition to the amount you already pay for the annual licensing, you have a limited number of licenses and you have some packages that help you, such as a consulting package and an AI tokens package. The package is interesting, but with a slightly high cost.

I did not evaluate other options because the first Pipefy purchase was not made by me. It was done by a previous management, so I cannot tell you which options were considered.

On a scale from one to ten, I rate Pipefy a nine.

I think it is a very complete tool and very easy to use, which is why I give it a nine rather than a ten. It does not require great instruction, so you can quickly learn how the tool works and make very effective builds. I only did not give it a ten yet because of the points I mentioned. They are improving every day. Since I started using it until now, the conditionals have become much clearer, the automations too, and the layouts have evolved and that is clear. However, there are still things to evolve, and that is why not a ten. I did not give a lower score because it is effectively functional. I think it is a very complete tool that can help many companies organize themselves better in various areas of any company.

I advise others thinking about using Pipefy to do a trial and not be limited to just one area. You can practically run Pipefy across the entire company, simplifying workflows, giving you more governance, standardizing processes, standardizing approvals, and automating several tasks that today are quite operational. Pipefy already has several ready-made layouts that you can adapt, or you can also build your layout from scratch. Do not be limited to just one need.

My main use case for Pipefy is during the implementation process, specifically for customer onboarding.

Pipefy has a function very similar to an agile methodology called Kanban, which is very necessary for the implementation process, so I use it to track all the steps and all the phases of the implementation process for each customer.

With Pipefy, I can have a broad view of each customer in each phase, so every day, I can go into Pipefy and understand the phases the customer is in, whether they are late or not, and whether I need to take action that day or not.

Pipefy gives me information about the phases the customer is in, allowing me to take action that day if necessary, especially if I identify some delay or lack of some data or information.

For some time, I have been working on the implementation of enterprise customers, where I need to work with several areas at the same time, and Pipefy gives me a view of which phase the customer is in, if they are behind schedule, if they are following the checklist, and all those involved as well; so it gives me autonomy, freedom, and security in the implementation process.

Pipefy gives me the autonomy to keep the flow going, ensuring I have the customer's history about everything that is happening so that I don't miss any phase of the schedule or any part of the checklist, which provides me more security that the project will run well until go-live.

Pipefy gives me a broad view of everything that is happening, allowing me to know what the day's urgencies are, where I need to act, and where I can wait, so I can have a practical and safe understanding of what is happening with the customers in my portfolio.

Before Pipefy, there was no process at the last company I worked at for the onboarding process, so with the arrival of Pipefy and the standardization of processes, we achieved excellent results, such as the implementation SLA, which used to be six months and went down to thirty days.

The best features Pipefy offers include having the phases defined and being able to customize these phases according to the company I work for, being able to send automatic emails, and keeping the customer's history; all of this helps me a lot to have more time in my daily routine to manage the onboarding process.

I have been using Pipefy for three years.

I believe Pipefy is the best tool today for monitoring customers in the onboarding process, especially enterprise customers who require more critical care because we work with several areas, different people, and the schedule and the checklist need to be very well updated, which is something that Pipefy provides us.

My main use case for Pipefy is that we used it for everything; all the areas of BIP Saúde used Pipefy: the data area, HR area, supplies area, logistics area, operations area, finance area, so all the areas were connected and interconnected through Pipefy.

I won't be able to give you a specific example of how we use Pipefy in finance because I wasn't in the finance department, but I used it, for example, in operations, and whenever a ticket was opened to let us know that a car was late in our operation, we would receive this ticket, check it, respond, and then move it through the appropriate stages, through its boxes on the kanban. This is something very good about Pipefy because it uses kanban, which is an easy way to visualize things and it doesn't get confusing or difficult for anyone. Additionally, we created several automations which we used a lot in other departments to create forms and create processes within Pipefy that improved our day-to-day work.

Pipefy has positively impacted my organization by organizing us to leave everything out in the open, so to speak; we had visibility of everything, we also had the time each process took, and it's a more organized way of knowing where each follow-up item is. I believe this is something very good because it worked well for me and it made me more organized.

Pipefy saved us time and helped with our collaborative work. For example, if at some point I couldn't see a demand, a colleague of mine could see it and could help. So besides enabling collaboration between teams, Pipefy is a very practical work model.

The best features Pipefy offers are the visualization. Nowadays, people have a lot of difficulty with many things, so a clearer, cleaner, more objective visual is great because then we don't need to spend much time training anyone new. I really appreciate objective things, and I think this is great because then we don't need to spend much time training anyone new. It's all kind of intuitive, and as I mentioned before, this kanban visual is very practical, with colors highlighting what each thing should be. I believe that from the most basic position up to management, everyone can use Pipefy perfectly because of these characteristics.

The visualizations in Pipefy are very good. From the most basic position to the most advanced, everyone can understand what is being done and what can be done. We don't waste much time teaching anything to anyone new because it's very clear, direct, and objective. I appreciate things that are clear, direct, and objective, so the visualization in Pipefy, because it uses this kanban model, is very practical.

I think Pipefy is great and very good; but there is always something to improve and enhance. I believe that at some point it can enhance some aspect much better, which probably no one is even identifying right now. For me, it worked well, but I heard reports from other people that it didn't work very well or that they didn't understand it very well. However, I won't speak with authority about other people; I'll speak about myself.

I used Pipefy for four years while I worked at the company BIP Saúde.

Throughout the whole time I used Pipefy, I liked it a lot. It's very practical and very fast, and I never had problems. All the operations I created through Pipefy always worked, and all my forms that were also created with Pipefy worked perfectly. I don't remember any moment when something had an error or when something froze my operation. Pipefy always worked perfectly for us.

I believe that Pipefy is secure because it is a highly reliable tool, and I believe that it doesn't have data leaks or all these security problems that we have. I would rate my overall experience with Pipefy as a ten.

My main use case for Pipefy is to receive tickets from other departments. I use Pipefy as my main tool to receive tickets from other departments, respond to them, and track the response SLA.

Besides using Pipefy for tickets with interaction with other departments, I also use it to issue some types of reports.

The best feature that Pipefy offers me is the ease of using the tool. This ease of use impacts my daily work because in the cards themselves we can identify the tickets as soon as we open the tool.

Pipefy has had a positive impact on my organization because it brought me more visibility to map the bottlenecks we were having within the operation so we could work on them.

I monitor the visibility that Pipefy has brought by its integration with our emails and the Slack tool, which gives me visibility of all the cases that other departments are reporting to me, and this ends up not impacting the ticket volume significantly.

In my opinion, Pipefy could be improved by enhancing the way of configuring the information in the email we receive, as sometimes the information in the email is not complete compared to what is on the card.

I have been using Pipefy for around three years.

Pipefy is stable in my daily use.

In my experience, Pipefy's scalability is good as it handles different volumes of tickets or demands well, allowing me to separate the cards and identify which card that ticket is related to.

I needed to contact Pipefy's customer support only once, but they were very helpful and answered my question quickly. I would rate customer support a 10.

I did not previously use any different solution.

Before choosing Pipefy, I evaluated other options such as Gestor.

The evaluation process of other tools before choosing Pipefy is something I cannot provide more detail about, as that information is handled by the procurement team.

My advice to other people who are thinking about using Pipefy is that it is a great tool to use in daily work, giving visibility of all the necessary information needed. You can extract reports to cross data.

I would rate this product a 9.

My main use case for Pipefy is bank reconciliation, entering orders, and entering purchases.A specific example of how I used Pipefy for bank reconciliation and order entry is clearing payments and reconciling the incoming orders in the bank with what came into the bank and what went out of the bank.In these financial routines, everything that was done related to purchases involved sending a request to have the purchase made and the request to clear it in the banks.

The best features that Pipefy offers are that everything is automated.Within that automation, specific features that made my day-to-day work easier are the integration with other systems, the use of artificial intelligence that makes things easier, and the creation of reports.The use of artificial intelligence made things easier and helped me improve my use of technology. It is a very good program with a lot of quality and an educational value.

What could be improved in Pipefy is the human support, which should be easier.Regarding necessary improvements in Pipefy, it really needs more humanized support that is faster. The responses need to be faster and not involve so many bots. When the system goes down, it takes a long time to get a response.

I used Pipefy for one year.

Pipefy is stable, having gone down only once. The problem was instability, as it was down for a day, and there was difficulty in getting human contact to solve the problem, which needs to be improved.

Regarding scalability, Pipefy offers a very good service that is very complete and very broad.

Pipefy's customer support is not good, as I go through many bots before reaching a human service.

Previously, I used a different solution that was done manually, which was a more archaic system because it was not done in a professional way.

My experience with the pricing, setup costs, and licensing of Pipefy is that it had a reasonably high cost. However, it offered good cost-benefit.

I have already obtained a return on investment with Pipefy, as it made it possible to need fewer employees, automated the programs, saved money, and enabled fewer errors.

My experience with the pricing, setup costs, and licensing of Pipefy is that it had a reasonably high cost. However, it offered good cost-benefit.

Before choosing Pipefy, I evaluated other options such as Omie and Linux, but Pipefy was chosen because it offered the best artificial intelligence technology.

My advice to other people who are thinking about using Pipefy is that it is very good. It offers a lot of artificial intelligence systems, automation, and it is an extremely reliable and secure system.Pipefy is a complete system which offers visual systems, is educational, and I highly recommend it. I would consider indicating it to other companies because it is a system that enables the facilitation of purchase orders and reconciliation. I would only improve the human contact with the customer for support.I gave this review a rating of 10.