Pipefy was used to manage payments to suppliers and contracts in the operations area for travel management. On a daily basis, I used Pipefy to control payments to direct suppliers, contractors, hotels, rentals, monthly contracts, and one-off contracts with other service providers, as well as other platforms that required oversight of all payment dates, amounts, and manager approvals.
The control was very easy with Pipefy. The platform is very intuitive, and the adjustments made by the company were positive, allowing us to use it with ease, which helped significantly with our productivity and necessary control.
Regarding the positive points of Pipefy, I believe the first point would be the issue of autonomy, one of the great advantages that allowed the finance team to create and change flows and forms without depending on the IT queue or technology, while already complying with the rules defined by the company. The team made all the adjustments and everyone ended up benefiting, and whenever possible, we provided feedback and input so that something could be improved and scaled. This resulted in less friction, less noise, and more fluidity and agility in processes.
Another positive point is the issue of visibility and SLA control. Centralization in Pipefy helped us significantly in controlling deadlines, allowing each user to see the status of each request and each card instantly. I had my own controls, for example, being responsible for payment order requests to our suppliers.
Among the features of Pipefy, I believe the adjustment that each company can make in the fields to personalize them according to their needs is notable. The cards are created with the configuration and information needed for each one.
Pipefy had a very positive impact, mainly in terms of productivity and control. The company started to have far fewer errors, much greater control of documents, and centralization of all processes within the platform, making it much more practical to use.
A much greater control of processes was noticed with Pipefy, where emails stopped being used to send something directly to departments, for example to finance, to provide a payment or other related issues. Everything was centralized within the platform, and each user uploads a document there, which is recorded within a card, and the department that receives it immediately follows up and makes payments within the deadlines defined by the user. This control is much greater and much better, and as users we can track the deadlines from the creation of the card to its correct completion and follow it at each stage.
Time savings and much greater efficiency were achieved with Pipefy. The company has a high volume of contracts, payments, and other documents to manage, and Pipefy facilitated this centralization of information. There was a reduction mainly in time that used to be lost, greater efficiency, and productivity gains on the part of the employees.
At the time when I used Pipefy, it did not end up being the case for me in my travel management area. However, in other departments, I had the opportunity to observe that there was a high volume of cards and many phases, so navigation got a bit slow and even required excessive scrolling to locate them. Even with the system of searching by word or term to find the cards, this was an issue. In my area, we had an average number of cards, and we could manage them with relative ease.
Within the company where I worked, at EstrelaBet, we had already been using Pipefy for a little over a year.
Pipefy is stable. We had very few issues of unavailability or failures in use, very occasional, but they did not interfere at all with daily use, and it had very good stability.
As far as I could see, the scalability of Pipefy was positive. Even with the increase in the volume of processes or user access, it remained good and the company was able to scale this access internally.
I personally never needed to contact Pipefy support. When it was necessary in very specific cases, the contracting department and finance department took that action and made contact, but practically all cases were resolved in a very short time.
At the company, at least I only used Pipefy and did not use any other solution previously.
I do not have information about whether the company evaluated other options on the market, as that whole negotiation and evaluation was done by other departments.
Pipefy is a platform that I consider very good. It is practical and intuitive, and it has the possibility of configuration and customization of fields, which makes it easier for all information to be accurate and appropriate according to each client's needs. It is a stable platform and serves all areas of the company very well.
Based on my experience and use of Pipefy, the gains in efficiency and control were clear, as it allowed tracking everything through a single platform, ensuring that flows occurred correctly and deadlines were met. We avoided forgotten emails or loss of documents, and for the company, it was very positive, as it ended up being the biggest beneficiary with the evolution of internal management. I recommend Pipefy to other customers. My overall rating for this product is 8 out of 10.
