Pipefy vs. Precisely Automate

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

It's more appropriate for inserting, updating, and deleting/deactivating data in bulk from Excel files, and for executing individual transactions in SAP systems in desktop environments, but not so much for executing chains of transactions, à la RPA, or in SAP systems with a web interface. Not Fiori. At least that's our experience with SAP in the desktop interface

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

Incentivized

• Update large quantities of data from Excel files.
• Automate the execution of SAP transactions.
• Clean data in SAP systems from Excel files.

• 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

• Improve the support from regional partners.
• Make work the identity federation, and the support to make it work.
• Make the integration with the Precisely admin portal.

It is very easy to use and learn. I have onboarded many users in the team with very short trainings. Overall feed back is good. Just the issue is with UI change done post becoming "Precisely". Otherwise easy and handy tool and must have for mass data automation and maintenance.

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

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

Have not evaluated any other yet.

• 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

• Positive impact in keeping the team small in charge of keeping data in order.
• Positive impact in the time used for massively updating data the system.
• Negative impact on the time that take get direct support with a partner.