Success Stories with Pipefy: Automation in Action

Process automation has become an indispensable tool for businesses aiming to achieve greater efficiency and drive innovation. This article explores real success stories with Ti.Saúde, CNH Industrial, and Lacoste, showcasing how automation can be implemented across various contexts and sectors within an organization. 

With advanced features, the Pipefy platform plays a crucial role in optimizing operations, ensuring processes that are more agile and effective. Read on to discover how you can transform your company’s business processes!

What Capabilities Make Up These Success Stories?

Successful implementation of automation extends beyond mere digitalization of tasks; it relies on adopting adaptive and intelligent solutions that enhance organizational efficiency. 

Key elements such as service portals, customized forms, conversational Artificial Intelligence (AI), and effective SLA (Service Level Agreement) management are vital, enhancing coordination and productivity in business processes.

Service Portals

Service portals are a valuable tool in Pipefy, allowing for the centralization of information, requests, and interactions. With these portals, communication is streamlined—whether between employer and employee or supplier and client. 

By centralizing these interactions, service portals reduce data duplication and prevent misunderstandings, essential in work environments where precision and timing are critical. For businesses, this translates to increased operational efficiency and significantly reduced time spent managing dispersed data across departments.

Conversational AI

Conversational AI is a major differentiator in process automation. This technology not only facilitates the creation and customization of workflows, making them more intuitive and adaptable, but also improves user experience by enabling more natural interactions with complex systems. 

Pipefy AI is integrated into the platform, capable of building complete workflows, offering valuable business insights, helping anticipate issues, and suggesting real-time optimizations.

SLA Management

Managing SLAs is crucial for keeping expectations aligned among the company, its team, and clients. Pipefy excels in providing an efficient platform for SLA management, ensuring that delivery quality is maintained and future frustrations are avoided. 

Efficient SLA management through Pipefy allows companies to monitor processes closely and intervene proactively to prevent delays or compliance issues, ensuring not only customer satisfaction but also preserving the company’s reputation.

Pipefy in Action: Sales, HR, and Finance

Pipefy is a versatile platform applicable in various sectors within a business. In areas like Sales, HR, and Finance, the platform excels in optimizing process management, leading to tangible improvements in productivity and operational effectiveness.

Ti.Saúde

Ti.Saúde, a Brazilian startup based in Recife, offers digital transformation tools like online scheduling, telemedicine, and electronic medical records to healthcare institutions. The company rapidly expanded in 2020 amid the COVID-19 pandemic, needing to scale operations. 

In 2020, the startup implemented Pipefy, streamlining a smart sales flow using conditional logic, where each client type follows a distinct workflow adapted to the sales process complexity. 

• The entire journey is centralized, enabling automatic initiation of processes like Receivables and Customer Onboarding post-sales. 
• Qualified leads automatically generate a card in Pipefy for the sales team to contact. 
• Email templates are used to send automatic communications during the sales process, including follow-ups for stalled negotiations. 
• Reports are stored to measure metrics like conversion rates, average ticket size, and average sales time, facilitating commercial team performance tracking.

Read the full case study on Ti.Saúde. 

CNH Industrial

CNH Industrial, a global manufacturer of machinery and vehicles based in London, employs over 60,000 people in 180 countries. In 2019, it began a digital transformation to centralize HR processes, which were spread across more than 15 different systems. 

The lack of integration hindered efficiency and employee experience, forcing HR to rely on manual methods for communication and information storage. CNH chose Pipefy to redesign their HR workflows, leveraging no-code automation and easy integration. 

• The talent acquisition process was digitalized, from job requests to onboarding, centralizing everything on a single platform. 
• HR processes are now connected and centralized, with Pipefy orchestrating the sequence between them. 
• Pipefy’s online forms provide a self-service experience for employees, simplifying requests and surveys without the need for licenses. 
• API integration efficiently automates processes, sending and receiving data based on actions and triggers. 
• Pipefy customization allows for continuous improvements, with initial usage expanding from 35 users to more teams, continuously growing.

Read the full case study on CNH Industrial. 

Lacoste

Lacoste, with a significant sporting heritage, is present in 98 countries with 1,100 stores and digital operations in over 30 countries. The 2020 pandemic accelerated Lacoste’s digital presence, significantly increasing online sales, especially in Brazil. 

To ensure the best possible customer experience with an agile and error-proof process, Lacoste identified the need to digitize and standardize refund processes, which were previously manually managed with paper and spreadsheets. 

The key challenges were delayed order processing and lack of traceability, as information wasn’t centralized in a standard platform, complicating performance tracking.

With Pipefy: 

• Pipefy helped Lacoste scale the number of processed refund requests without expanding the team. 
• The standardized process and reporting capabilities allow managers to measure each team’s efficiency and make smarter decisions. 
• The average time to process a refund dropped by 50%. 
• Lacoste’s team saved more than a thousand hours of manual work, considering hours saved through automation rules—like sending emails to customers and handling information handoffs between teams.

Read the full case study on Lacoste. 

Integration, Flexibility, and Results

Any company, from small to large, can benefit from platforms like Pipefy, which automate business processes through integration with other tools, adaptability, and notable results, affirming Pipefy as a robust and valuable solution.

Integration with Various Tools

Integration with multiple tools is a strong point of Pipefy. The platform uses APIs (Application Programming Interfaces), communication standards enabling different applications to interact, connecting different systems, allowing seamless communication, and optimizing processes. 

This not only improves system flexibility but also helps companies adopt new technologies without needing to restructure existing IT infrastructures.

Customized Forms

The creation of customized forms is another distinguishing feature of Pipefy, reinforcing the platform’s versatility by adapting to user-specific needs. It’s possible to create forms tailored to business specifics, enable request tracking, group forms into portals, create standardized emails, and analyze and export comprehensive reports. 

This customization not only saves time but also improves data accuracy, ensuring crucial information is readily accessible and organized.

Secure Data with Pipefy

Data security is a priority for Pipefy. Auth0 Single Sign-On (SSO) authenticates users without requiring additional credentials, and two-factor authentication (2FA) is activated for password authentication, adhering to the required complexity standards. 

Additionally, access and viewing permissions can be configured within the platform, consolidating Pipefy as the ideal business process automation platform for companies seeking to optimize their operations with security.

Pipefy is established as the ideal solution for companies looking to optimize process management. By providing integration, flexibility, and efficient results, the platform not only enhances operational efficiency but also ensures customer satisfaction in a dynamic and ever-evolving business environment.

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