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

• 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
     

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! 

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 

 

• 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!

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.