Pipefy
Overview
Pipefy is a business process automation software company that leverages AI and no-code solutions to help organizations build, optimize, and manage workflows efficiently. The platform is designed to automate repetitive tasks, improve process visibility, and enhance decision-making through data-driven insights. It serves a wide range of industries by providing customizable workflows that integrate seamlessly with existing systems, enabling teams to operate more strategically and with greater agility.
Industry: Software
Ideal Customer Profiles: Pipefy's ideal customers are medium to large enterprises across various industries such as finance, HR, procurement, and IT, looking to automate and optimize their business processes. These customers value efficiency, scalability, and the ability to integrate with existing systems without extensive coding knowledge.
Website: pipefy.com
LinkedIn: http://linkedin.com/company/pipefy
Products
Business Process Automation Software
Pipefy's platform allows users to build, automate, and manage workflows using AI and no-code solutions, making it accessible for non-technical users to customize and optimize processes quickly.
Features
No-Code Workflow Builder
Description: Allows users to create and customize workflows without coding, using an intuitive interface and AI prompts. This feature simplifies the process of setting up and managing workflows, making it accessible to non-technical users.
Benefit: Enables rapid deployment and customization of workflows, reducing the time and resources needed for implementation.
AI-Powered Automation
Description: Automates repetitive tasks such as data extraction, image recognition, and status updates, reducing manual work and errors.
Benefit: Increases efficiency and accuracy by automating routine tasks, allowing teams to focus on more strategic activities.
Performance Monitoring and Analytics
Description: Provides tools to monitor workflow performance and analyze key performance indicators (KPIs) in real-time, offering insights for continuous improvement.
Benefit: Enables data-driven decision-making and continuous optimization of business processes.
Seamless Integrations
Description: Offers out-of-the-box connectors and open APIs to integrate with existing systems, ensuring data consistency and process cohesion across platforms.
Benefit: Facilitates a unified ecosystem, reducing silos and improving data visibility across the organization.
Rapid Implementation
Description: Ensures quick deployment of the platform, allowing businesses to start building and optimizing workflows in a short time frame.
Benefit: Accelerates time-to-value, enabling organizations to realize benefits and improvements faster.
Procure-to-Pay Software
Pipefy's procure-to-pay solution streamlines procurement processes with AI-driven automation, enhancing efficiency and compliance while reducing manual tasks.
Features
Customizable Workflows
Description: Allows procurement teams to design workflows that fit their specific needs, from purchase requisition to supplier management, ensuring compliance and efficiency.
Benefit: Improves process accuracy and reduces errors by standardizing procurement workflows.
AI-Driven Purchasing Insights
Description: Uses AI to analyze purchasing data and forecast optimal quantities and suppliers, helping teams make informed decisions.
Benefit: Increases purchasing accuracy and optimizes spending, leading to cost savings.
ERP and Accounting Integration
Description: Seamlessly integrates with existing ERP and accounting systems, consolidating procurement processes and enhancing cross-functional collaboration.
Benefit: Improves process reliability and reduces manual data entry, increasing overall efficiency.
Automated Approvals and Assessments
Description: Automates the approval and assessment processes, reducing the need for manual intervention and speeding up the procure-to-pay cycle.
Benefit: Reduces processing time and improves compliance with procurement policies.
Data-Driven Decision Making
Description: Provides reliable data and insights into procurement processes, enabling strategic decision-making and process optimization.
Benefit: Empowers procurement teams to make informed decisions, improving efficiency and reducing costs.
HR Service Delivery Software
Pipefy's HR Service Delivery platform automates and centralizes HR processes, enhancing employee experiences and operational efficiency through AI-driven solutions.
Features
Quick HR Workflow Creation
Description: Enables HR teams to quickly create and manage workflows for various HR processes, such as hiring and onboarding, using AI and no-code tools.
Benefit: Reduces the time and effort required to set up HR processes, improving efficiency and employee satisfaction.
Employee Self-Service Portals
Description: Provides employees with self-service portals to access HR information and submit requests, streamlining communication and reducing HR workload.
Benefit: Enhances employee experience by providing easy access to HR services and reducing response times.
Integration with HR Systems
Description: Integrates with existing HR systems, such as payroll and recruitment, to streamline data flow and reduce manual entry.
Benefit: Improves data accuracy and process efficiency by automating data transfer between systems.
AI-Driven Insights
Description: Uses AI to provide insights into HR performance metrics, helping teams identify areas for improvement and optimize workflows.
Benefit: Enables data-driven HR decisions, improving overall team performance and efficiency.
Data Security and Access Control
Description: Ensures data security through role-based access control, allowing only authorized personnel to access sensitive HR information.
Benefit: Protects sensitive employee data and ensures compliance with data privacy regulations.
Custom Workflows Software
Pipefy's Custom Workflows Software allows businesses to design and manage tailored workflows that bridge processes, teams, and tools, enhancing operational efficiency and collaboration.
Features
Tailored Workflow Design
Description: Enables users to design custom workflows by defining starting points, phases, and integrations, ensuring processes are optimized for specific needs.
Benefit: Increases process efficiency and effectiveness by allowing customization to fit unique business requirements.
Seamless System Integration
Description: Offers integration capabilities with various systems, ensuring data consistency and process cohesion across platforms.
Benefit: Facilitates a unified ecosystem, reducing silos and improving data visibility across the organization.
AI-Powered Automation
Description: Automates repetitive tasks such as data extraction and status updates, reducing manual work and errors.
Benefit: Increases efficiency and accuracy by automating routine tasks, allowing teams to focus on more strategic activities.
Performance Monitoring and Analytics
Description: Provides tools to monitor workflow performance and analyze key performance indicators (KPIs) in real-time, offering insights for continuous improvement.
Benefit: Enables data-driven decision-making and continuous optimization of business processes.
Rapid Implementation
Description: Ensures quick deployment of the platform, allowing businesses to start building and optimizing workflows in a short time frame.
Benefit: Accelerates time-to-value, enabling organizations to realize benefits and improvements faster.
Integration Solutions
Pipefy's Integration Solutions provide seamless connectivity between various systems, enabling data flow and process cohesion across platforms without extensive coding.
Features
Comprehensive System Integration
Description: Offers out-of-the-box connectors and open APIs to integrate with existing systems, ensuring data consistency and process cohesion across platforms.
Benefit: Facilitates a unified ecosystem, reducing silos and improving data visibility across the organization.
No-Code Integration Management
Description: Allows IT teams to establish and manage integrations without extensive coding, simplifying the process and reducing technical barriers.
Benefit: Empowers IT teams to focus on strategic initiatives by reducing the time and effort required for integration management.
Real-Time Data Visibility
Description: Provides real-time access to comprehensive data across integrated systems, enhancing decision-making and operational efficiency.
Benefit: Improves data-driven decision-making by providing timely and accurate information across the organization.
Data Privacy and Security
Description: Ensures data privacy and security through compliance with industry standards and best practices, protecting sensitive information.
Benefit: Protects sensitive data and ensures compliance with data privacy regulations, enhancing trust and security.
Rapid Deployment
Description: Ensures quick deployment of integration solutions, allowing businesses to start benefiting from connected systems in a short time frame.
Benefit: Accelerates time-to-value, enabling organizations to realize benefits and improvements faster.
Quantitative Benefits
"Reduce manual work by 40% with process automation and AI."
"2X faster implementation"
"2X faster to deploy, for 1/2 the cost vs. incumbent solutions."
"Go from concept to production in 1 week. We promise."
"When business teams build more of their own workflows – up to 85% of them – IT has more time for strategy, security, and innovation."
"75% SLA reduction in supply request processing"
"295% productivity gain in the supply team"
"50% reduction in payment processing time"
"223% return on investment"
"228% return on investment"
"80% reduction in onboarding time"
"150% improvement in SLAs"
"46% fewer emails sent"
"2x more customers: how NEX Energy broke silos and scaled its operation with Pipefy"
"How Rooftop used Pipefy to connect processes and save +$230K in one year"
"How GPA House tripled their marketing deliveries with Pipefy"
"How Capgemini Brazil Meets 98% of HR Request SLAs Using Pipefy"
"Same Headcount, 50% Shorter SLAs: How Lacoste Automates Reimbursement Requests"
"CTA Smart's Key to Boost Sales by 300% with Pipefy's CRM"
"How Globalfy Delivered 172,000 Services Without Increasing IT Dependence"
"How DASA Increased Efficiency by 295% Automating Supply Chain Requests"
"How James Delivery Attained 134% ROI in 2 Months with Pipefy for Recruiting"
"How VTEX Scaled Onboarding to Almost 300 Employees"
"How Vindi Increased Customer Onboarding Efficiency by 89%"
"How Agilize Automated 37 Steps in Their Customer Service Workflow"
"How SFIEC automated 70 internal processes in 3 months with Pipefy"
"How Magazine Luiza creates +3k Marketing assets per month with Pipefy"
"How Enkla Juridik tripled its size in one year with Pipefy"
"How an Automotive Services Company Fills Job Openings 80% faster with Pipefy"
"How IMImobile South Africa Saved 80% of Time on Marketing Requests with Pipefy"
"Customer onboarding 50% reduction in lead time (from 4 to 2 days)144% increase in productivity (the same number of employees formerly processed 110 requests per month; now they process 269)"
"Delivery/collections 75% reduction in lead time (from 8 to 2 hours)50% increase in productivity per employee"
"Lens exchange increase of 66% in process efficiency at least 67% reduction in lead time (from 20 to 30 days to 6.7 days)"
"Procurement 70% reduction in lead time (from 25 to 30 days to 7.5 days)48.5% increase in productivity per work hour (an increase from 200 to 297 orders processed by the same number of employees)"
"Pipefy was a game changer for Globalfy. In 2021 alone, we delivered almost 54,000 services and each one of them was managed inside Pipefy."
Source: Globalfy Case Study - Pipefy
"Today, Globalfy team uses Pipefy for various departments — such as Operations, Accounting, Finance, Sales, Marketing, Human Resources, Purchasing, IT — to manage parallel services."
Source: Globalfy Case Study - Pipefy
"Automated more than half a million previously manual tasks"
Source: Globalfy Case Study - Pipefy
"Implemented more than 854,800 active conditionals to speed up processing"
Source: Globalfy Case Study - Pipefy
"Delivered 172,000+ customer services to date (54,000 in the first year alone)"
Source: Globalfy Case Study - Pipefy
"100% reduction on escalations to the client since Pipefy was implemented (previously averaged 10-15 escalations monthly)"
"90% improvement in first-call resolution rate"
"92% decrease in average turnaround time for approval workflows (25 days → less than 48 hours)"
"50% improvement on Critical SLA for customer satisfaction"
"Currently, an invoice's lifecycle — from request to schedule payment — is no greater than two business days."
"Whereas the accounts payable process once required three full-time employees to manually manage it on a daily basis, today it only requires one to supervise."
"Each dedicated employee also gained an additional three to four working hours back each week following the SAP integration."
"Today, seven different countries are using Pipefy to manage their processes with plans for future expansion into additional countries and even more departments."
Testimonials
"Used and loved by citizen developers and admins."
Source: Pipefy: AI-Powered Business Process Automation Software
"With Pipefy, we scaled our operation without hiring more people. We went from 230 tickets a month to 930 a month."
Mateus Priólli Pereira, Process and Project Specialist at UNKNOWN
Source: Pipefy's Procure-to-Pay Software: Empower Procurement with AI
"I modeled my own process and tested it myself. Pipefy's support was excellent and I quickly understood the value of the tool."
Gabriela Chammas, Controlling Coordinator at UNKNOWN
Source: Pipefy's Procure-to-Pay Software: Empower Procurement with AI
"Pipefy has given us flexibility to manage processes such as upcoming product development, orders and approvals."
Dan Tipton, Logistics Manager at UNKNOWN
Source: Pipefy's Procure-to-Pay Software: Empower Procurement with AI
"Instead of using over 15 different tools, I can teach any person within HR how to use Pipefy, and they can use it for almost any process."
Diogo Ayres, Service Designer at UNKNOWN
Source: HR Service Delivery - HR Service Management - Pipefy
"Pipefy took a familiar framework and added automation and operationalization in a way that I can administer on my own."
Corey Berkey, SVP of Human Resources at UNKNOWN
Source: HR Service Delivery - HR Service Management - Pipefy
"With Pipefy it is easier to control inventory and schedule deliveries so everything is set when the new employee arrives."
Neila Nascimento, Tech Recruiter at UNKNOWN
Source: HR Service Delivery - HR Service Management - Pipefy
"We didn't have a tool to check process statuses, gain access to those processes stuck in a workflow phase, or ensure a smooth task handover to a different business area."
Lygia Silva, Process Manager at ZEISS
Source: How ZEISS used automation to boost productivity and process visibility - Pipefy
"We needed flexibility. The request form has to be tailored to each different area. I think the ease of use, to customize things, was the main benefit of Pipefy. It's like playing with Lego bricks."
Lygia Silva, Process Manager at ZEISS
Source: How ZEISS used automation to boost productivity and process visibility - Pipefy
"The governance that Pipefy brings is a big help - we can now control what we're implementing and monitor deliveries. We can now calculate how much ROI is generated, whether or not we will save resources, and when process improvement occurs."
Lygia Silva, Process Manager at ZEISS
Source: How ZEISS used automation to boost productivity and process visibility - Pipefy
"In the past, we didn't have access to process KPIs. In processes managed via email, we sometimes had to guess as to whether something was wrong by accessing the shared inboxes. By using automation, we saw qualitative gains in process quality. Before that, employees weren't writing emails to clients to notify them of new activities pertaining to their requests because there simply wasn't time. Now those emails are sent automatically. The client has a far better experience and remains informed, and employees don't have to spend time writing emails."
Lygia Silva, Process Manager at ZEISS
Source: How ZEISS used automation to boost productivity and process visibility - Pipefy
"Pipefy gave Globalfy managers more autonomy. Before we started using it, I needed to look up code on the internet when I wanted to try to customize our systems. With Pipefy, each department is able to create and improve their processes in a matter of minutes."
Eva Palatinsky, Co-founder and CEO at Globalfy
Source: Globalfy Case Study - Pipefy
"Pipefy was a game changer for Globalfy. In 2021 alone, we delivered almost 54,000 services and each one of them was managed inside Pipefy."
Eva Palatinsky, Co-founder and CEO at Globalfy
Source: Globalfy Case Study - Pipefy
"Pipefy was a key partner in establishing a clean workflow process for our beverages customer, even participating in the impact assessment sessions helping to identify improvement opportunities since day 1."
Mario Alvarado, Operations Manager at Capgemini
"We are able to proactively act on critical items thanks to the automation and escalation capabilities of the tool, so we are not just reacting anymore and the client has recognized and acknowledged such improvement."
Mario Alvarado, Operations Manager at Capgemini
"The process involved managing the hard copy of the invoice, asking for signatures for payment approval, sending the payment approval to another department through email — and sometimes even sending the actual paper itself — so everything was being handled in a manual way."
Sérgio Marques, Processes and Projects Analyst at Ocean Network Express
"We tried finding workarounds to our problems. We started online forms to gather information, using email to exchange data and communicate. It was not ideal, but it at least covered what we were needing, and that was the communication. But with everyone working from home, the number of requests kept increasing and soon it became too difficult to manage the work and the communication."
Sérgio Marques, Processes and Projects Analyst at Ocean Network Express
"At the beginning, it was very crazy and very difficult for everyone because the number of emails started increasing. We used to communicate face-to-face and then we had to do everything by email, so we lost track of a lot of things even though we tried to keep control. We were receiving information in a lot of different ways. We were registering the information in different systems and using different support tools to keep track of what was happening. But with everyone working from home, the number of requests kept increasing and soon it became too difficult to manage the work and the communication."
Sérgio Marques, Processes and Projects Analyst at Ocean Network Express
"Pipefy has helped us to simplify supplier registration and payment. Nowadays, we have a single platform with approval flows and standardized and well-defined forms that have become much easier to work with in our daily routine."
Tercio Silva, Agency Accounting Expert Analyst at Ocean Network Express
"The automated communication flow is our biggest gain. We created several triggers in the process and connected many teams. This had a direct impact on our results. For example, we currently have no payment delays whatsoever."
Sérgio Marques, Processes and Projects Analyst at Ocean Network Express
Customer Stories
ZEISS
Problem: Lack of productivity and process visibility
Value Add: Pipefy provided automation to boost productivity and improve process visibility
Outcome: ZEISS increased productivity and process visibility through automation
Source: Pipefy: AI-Powered Business Process Automation Software
Globalfy
Problem: Delivering services without increasing IT dependence
Value Add: Pipefy enabled Globalfy to deliver a large number of services without relying heavily on IT
Outcome: Globalfy delivered 172,000 services without increasing IT dependence
Source: Pipefy: AI-Powered Business Process Automation Software
Capgemini
Problem: Inefficient order-to-cash processes for a multinational beverage corporation
Value Add: Pipefy provided automation for order-to-cash processes
Outcome: Capgemini automated order-to-cash processes for a multinational beverage corporation
Source: Pipefy: AI-Powered Business Process Automation Software
ONE Ocean Network Express
Problem: Inconsistent accounts payable processes across multiple continents
Value Add: Pipefy provided a platform to standardize accounts payable processes
Outcome: ONE Ocean Network Express standardized accounts payable across 4 continents
Source: Pipefy: AI-Powered Business Process Automation Software
DASA
Problem: Needed to improve efficiency in managing supply chain requests
Value Add: Pipefy helped manage supply chain requests more efficiently
Outcome: Increased efficiency by 295% in managing supply chain requests
Source: Pipefy's Procure-to-Pay Software: Empower Procurement with AI
James Delivery
Problem: Needed to improve their recruiting process
Value Add: Pipefy provided a platform for optimizing and simplifying their recruiting workflow
Outcome: Achieved 134% ROI in 2 months with Pipefy for recruiting
Source: HR Service Delivery - HR Service Management - Pipefy
CNH Industrial
Problem: Needed to digitize their employee experience
Value Add: Pipefy offered a platform to create and manage custom HR workflows
Outcome: Successfully digitized their employee experience with Pipefy
Source: HR Service Delivery - HR Service Management - Pipefy
GE Healthcare
Problem: Needed to improve CSAT rates
Value Add: Pipefy provided a platform for process automation and improvement
Outcome: Improved CSAT rates
Bloomin' Brands
Problem: Needed to create efficient backoffice operations
Value Add: Pipefy provided a solution for streamlining backoffice processes
Outcome: Created efficient backoffice operations
Ocean Network Express
Problem: Needed to maximize IT investments and gain control of Accounts Payable lifecycle
Value Add: Pipefy provided a platform for managing and automating the Accounts Payable process
Outcome: Maximized IT investments and gained control of Accounts Payable lifecycle
Casas Pedro
Problem: Faced high out-of-stock rates and long storage times
Value Add: Pipefy provided no-code automation for inventory management
Outcome: Reduced out-of-stock rates and storage time
Berneck
Problem: Faced inflating costs and long lead times
Value Add: Pipefy provided tools for cost control and process optimization
Outcome: Gained control of inflating costs and reduced lead time by 31%
NEX Energy
Problem: Needed to break silos and scale operations
Value Add: Pipefy provided a platform for process integration and scaling
Outcome: Broke silos, scaled operations, and doubled their customer base
Rooftop
Problem: Needed to connect processes and reduce costs
Value Add: Pipefy provided tools for process integration and cost optimization
Outcome: Connected processes and saved over $230K in one year
GPA House
Problem: Needed to increase marketing delivery efficiency
Value Add: Pipefy provided tools to streamline and automate marketing processes
Outcome: Tripled their marketing deliveries
Capgemini Brazil
Problem: Needed to improve HR request SLA performance
Value Add: Pipefy provided a platform for managing and automating HR requests
Outcome: Meets 98% of HR request SLAs
Sofisa Bank
Problem: Needed to offer high-quality customer services
Value Add: Pipefy provided automation tools for customer service processes
Outcome: Improved customer service quality through automation
Lacoste
Problem: Needed to improve reimbursement request processing
Value Add: Pipefy provided automation tools for reimbursement requests
Outcome: Achieved 50% shorter SLAs for reimbursement requests without increasing headcount
CTA Smart
Problem: Needed to boost sales
Value Add: Pipefy provided a CRM solution
Outcome: Boosted sales by 300%
Fluidra
Problem: Needed autonomy in supply chain processes
Value Add: Pipefy provided low-code workflows for supply chain management
Outcome: Gained autonomy in supply chain processes
VTEX
Problem: Needed to scale employee onboarding
Value Add: Pipefy provided tools for managing and automating the onboarding process
Outcome: Scaled onboarding to almost 300 employees
Vindi
Problem: Needed to improve customer onboarding efficiency
Value Add: Pipefy provided tools for optimizing the customer onboarding process
Outcome: Increased customer onboarding efficiency by 89%
Ti.Saúde
Problem: Needed to automate sales and onboarding processes
Value Add: Pipefy provided a CRM solution with automation capabilities
Outcome: Successfully automated sales and onboarding processes
JazzHR
Problem: Needed to improve human element in HR processes
Value Add: Pipefy provided process automation tools for HR
Outcome: Put the "Human" back in HR with process automation
BASF Agricultural Solutions
Problem: Needed to eliminate Excel spreadsheets and connect processes
Value Add: Pipefy provided a platform for process integration and management
Outcome: Eliminated Excel spreadsheets with connected processes
Loja Elétrica
Problem: Needed to eliminate paperwork for numerous processes
Value Add: Pipefy provided digital tools for process management
Outcome: Got rid of paperwork for over 70 processes
Viveo
Problem: Needed to transform customer experience digitally
Value Add: Pipefy provided tools for digital transformation of customer-facing processes
Outcome: Digitally transformed their customer experience
Gympass
Problem: Needed to save time on various processes
Value Add: Pipefy provided process automation and optimization tools
Outcome: Saves over 11k hours monthly
CHQ Group
Problem: Needed to scale franchise operations
Value Add: Pipefy provided tools for managing and scaling franchise processes
Outcome: Scaled to over 500 franchisees
Agilize
Problem: Needed to streamline customer service workflow
Value Add: Pipefy provided workflow automation tools
Outcome: Automated 37 steps in their customer service workflow
SFIEC
Problem: Needed to automate internal processes quickly
Value Add: Pipefy provided rapid process automation capabilities
Outcome: Automated 70 internal processes in 3 months
Magazine Luiza
Problem: Needed to increase marketing asset production
Value Add: Pipefy provided tools for managing and automating marketing processes
Outcome: Creates over 3,000 marketing assets per month
Enkla Juridik
Problem: Needed to scale operations rapidly
Value Add: Pipefy provided tools for process management and scaling
Outcome: Tripled its size in one year
Vodacom
Problem: Needed to manage marketing workflows across multiple agencies
Value Add: Pipefy provided a marketing workflow management solution
Outcome: Successfully manages marketing workflows with 7 agencies
Samsonite
Problem: Needed to improve purchasing process accuracy
Value Add: Pipefy provided tools for optimizing the purchasing process
Outcome: Built an error-proof purchasing process
Festka
Problem: Needed to optimize production line processes
Value Add: Pipefy provided tools for production process management and optimization
Outcome: Optimized their production line processes
IMImobile South Africa
Problem: Needed to reduce time spent on marketing requests
Value Add: Pipefy provided tools for automating and managing marketing requests
Outcome: Saved 80% of time on marketing requests
Eletromidia
Problem: Needed to structure and organize internal processes
Value Add: Pipefy provided tools for process structuring and organization
Outcome: Successfully structured and organized their internal processes
Nibo
Problem: Needed to improve customer onboarding and boost customer success
Value Add: Pipefy provided tools for optimizing customer onboarding and success processes
Outcome: Improved customer onboarding and boosted their customer success
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