Hi Letícia

 

• Company name: PwC

• Process name: Customer Demand, Change Management, Shift Management, Compliance/Operational Incidents Management, Use Case Track Management

• What problems were you facing before using Pipefy? Missing: SLA Calendar (to configure business days only), update the Due to using automation, Request Tracker with authentication and others that I have submitted in the Community.

• What solution did you use before Pipefy? N/A

• What was wrong with that solution that made you look for something else? Mentioned in the problems

• What are the main benefits of using Pipefy? Process management, save time using automations

• How do you use our platform?* N/A

• Testimonial: N/A
   

With regards.

• Nome da empresa: LibraPort Campinas S/A

• Nome do processo: Gestão de incidentes/solicitações de TI; Pipeline de vendas; Controle de documentação aduaneira e outros

• Quais problemas você estava enfrentando antes de usar o Pipefy? Grande fluxo de e-mails, não gerenciamento de SLA e dificuldade de gerar KPI’s

• Qual solução você usou antes do Pipefy? CAPWorkflow (Iteris)

• O que havia de errado com aquela solução que o fez procurar outra coisa? Solução não low code ou no code.

• Quais são os principais benefícios de usar o Pipefy? Solução end user de fácil parametrização

• Como você usa nossa plataforma? N/A

• Testemunho: Transformou nosso negócio!

Olá, somos da empresa Nossa Seguros!

Implementamos os processos comercial, cadastro, cobrança, sinistro, gerência, financeiro e RH.
Nossas maiores dificuldades estava em perda de informações, demora na execução devido ao transito de informações também demorar a chegar em outras áreas. Controle e mensuração de produção. Tentamos utilizar outras ferramentas que auxiliassem mais sem sucesso devido as faltas de automações que facilitam o transito de informações.
A falta de aprimoramento na solução anterior, nos fizeram procurar por outra solução.
Os principais benefícios de usar o Pipefy estão nas automações e possibilidades de integrações entre pipes, envio de e-mail, interação entre membros do time.
Utilizamos 100% dos nossos processos na plataforma. Tarefas são criadas para outros times, gerência está atenta aos negócios para possíveis intervenções e os relatórios nos possibilitam entendermos os dados e tomar decisões.

O Pipefy veio na hora certa, com o crescimento da nossa empresa pudemos ter maior ganho de performance e agilidade.

Eder Silvério 

 

Hello Pipefy community!

• Company name: Pibernat Logística

• Process name: Gestão Logística e Aduaneira

• What problems were you facing before using Pipefy: We were facing a classic problem of logistics tracking and unlinear working process. 

• What solution did you use before Pipefy: Excel only

• What was wrong with that solution that made you look for something else: We could keep pace with the dynamics of logistics with only table sheets, we needed some visual organization and notifications to integrate the team. 

• What are the main benefits of using Pipefy: Organization, visualization and interconectivity.

• How do you use our platform: Keeping all our customers integrated with every single step of logistcs. 

• Testimonial: We’ve been using the platform a little more than 2 years and the benefits were perceived financially and our organization grew a little more confident with customers by providing automation processes using simple data visualization based on pipefy. 

Thank you everyone! 

• Company name: Advocaat Nathalie Verherstraeten
• Process name:
  • Manage administration of and legal reporting about legal guardianships
    • Process Scanned Documents to Onedrive archive backend:
      • Manual identification of the scanned document
        • Attribute related sender, case, receiver
        • Type of document: letter, invoice, etc.
      • Distribute documents to Onedrive in correct client/case folder
      • Distribute invoices to Pipefy process invoice management
    • Invoice Management for each guardianship
      • Automatically create invoices from identified scans and determine bank account to use
      • Manually enrich invoices with amount, due date and reference
      • Track invoice payments and soon to be overdue invoices
      • Track installments of payment of invoices
    • Report management for each guardianship
      • Track which yearly reports and the associated status
      • Track invoices to be made based on yearly reports

• What problems were you facing before using Pipefy?
  • We had absolutely no idea how many letters, invoices, etc. we received and processed for every person under guardianship.
  • We had no idea how many invoices had to be paid every week (now we know EVERY moment of the day what our upcoming workload is).
  • We sometimes lost documents
• What solution did you use before Pipefy?
  • Outlook
  • Excel
  • Microsoft To do
  • Paper, paper and paper!
• What was wrong with that solution that made you look for something else?
  • No overview
  • Space and time consuming to archive paper files
  • Documents/invoices that were lost
  • Different systems
• What are the main benefits of using Pipefy?
  • The ability to create a supporting process tailored to our needs which results in: 
    • Instant overview of the work to be done
    • Instant overview of the work that has been done
    • Correct and intime payment of invoices that has improved drastically
• How do you use our platform?
  • We use a combination of Make, Pipefy and OneDrive
• Testimonial:
  • I’m one of the users/designers of the processes myself! :)

• Ideas for future processes:
  • Authorisation of external expense requests in legal guardianships
  • eSigning of documents
     

Hey, community! Thanks for sharing the processes with us!  We are closing the topic, and in a few days, you all will receive your voucher! Thanks a lot