Document Locator vs. Kissflow vs. Pipefy

We've used Kissflow [School Cloud] in order to track parent requests for transportation in the SpEd department. It has been user friendly for parents to input a request and staff to review, double check school sites and locations, and set up specific routes to meet the needs of students and communicate the info back to parents.

Incentivized

Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.

Incentivized

• They know what they are. You aren't going to get a Workflow program that also wants to be a CRM. You will get the equivalent of an electronic assistant going from station to station, taking care of business and giving you the end result.
• Paper. It reduces the amount of paper needed for menial tasks tremendously. You can automate an entire process. As an educational institution, you may still need paper copies, but you aren't waiting for John Doe to sign Line 3, then Jane Doe to initial, and so on and so on with a paper form.
• Tracking. If you need to know where things are in the process, the fact that this program is dedicated to workflow makes it incredibly easy to identify where people are in the sales flow.
• Customer appreciation. When your workflow is stronger, faster, and better, the customers feel it. They feel like you are right there with them and getting things moving.

Incentivized

• Flexibility on process management.
• Internal automations and connections to different data bases and boards.
• Easily connection with external programs through API's.

Incentivized

• Workflow Design: There isn't a copy/paste function when creating the workflow, and you can't move a workflow task between parallel branches. This becomes a pain point when an item has 98% of what you need, but you can't copy it and place it in another branch to make the last tweaks. Instead, it needs to be completely recreated
• Interface: While I like the current design features, which make it easy for an end-user to find their tasks and items, it would be nice to also have some flexibility within the platform. Things like being able to groups apps under a category or tailoring the look and feel of the page a little more would be a welcome addition.

Incentivized

• I would like to be able to add a due date without a time attached.
• I would like to see completed tasks be deleted after a set amount of time.

Incentivized

Really love the product. Was pleasantly surprised that it has been easy to use for parents

Incentivized

The system has room to grow as it's limited by not being able to edit POs after they've been approved. The system is great for registrations and syncing to other systems while including the attachments. The reporting from Kissflow is also easy to setup to link to other platforms such as Looker

Incentivized

I haven't encountered a need for support with KiSSFLOW. It's not a perfect platform, but it's functional, dependable, and reasonably intuitive. I can't fault a support team just because their product works!

Incentivized

Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept

Incentivized

KiSSFLOW is much easier to set up, less coding and easier to explain to those that are being trained. The company already had SharePoint, but it is a very difficult system to set up. A class had to be taken, along with getting books in order to understand the process of the workflow. With KiSSFLOW, it is simple to understand, the helpdesk is quick with their response, help topics are laid out simply and you can even talk with someone on that side to ask your questions. Overall, KiSSFLOW is a much easier workflow and system to use.

We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.

Incentivized

• The only real hard number savings that we have had with KiSSFLOW is the money we have saved in forms being printed, especially multi-part forms. So for a small college like us that it probably in the $5000 to $10000 per year range. We have certainly saved money in increased efficiencies of the processes that we have moved to KiSSFLOW. But that is harder to calculate.

• Our processes are more organized and we are not missing any steps.
• We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
• We are able to keep track of customer billing changes easier.

Incentivized