Pipefy vs. Mitratech TAP Workflow Automation

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

I think TAP is well suited for legal operations teams and processes that have been undergone lean process improvement. Moments when we have run into trouble with the tool has stemmed from our own internal struggle with how we want to run our processes. This is not the fault of the tool, but our failure to properly vet the process beforehand. As we begin to automate more processes, we have the ability to properly lean them out beforehand to make them more efficient. If you have a process that is inefficient, do not try to overcome it with automation. This tool is well suited for scenarios in which you require upfront data capture, routing, approvals and/or e-signature. It is also great for centralizing your data.

Incentivized

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

Incentivized

• Creating a user community and sharing knowledge of automation best practices.
• Easy to use form and workflow builder.
• Responsive and knowledgeable technical team.

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

• Adding form fields can be quite tedious as it has to be added to every stage/relationship.
• It's difficult to remember where a certain condition/formula sits.
• I wish the workflow itself can be exported for presentation/demo/documentation purposes.
• I wish there was a way for more than one admin to configure the tool at the same time.

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

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

I was not part of the evaluation/purchasing process for ThinkSmart. I can say it's a very unique tool in what it provides and has much potential to become very robust. I'm very excited to provide feedback/suggestions so both ThinkSmart & our company can grow together! At my previous company, we used Hiperos as a vendor risk management tool and it was very clunky and difficult to use/maintain from both an admin & end user perspective.

Incentivized

• We were able to register and manage over 5 thousand transactions in the first 2 years of our startup.
• It compiled more than 5,000 contacts for present and future campaigns.
• It's the back office for our startup.

Incentivized

• The tool hasn't rolled out yet so we cannot speculate the positive/negative impacts quite yet. However, I know it'll free up a lot of time for risk subject matter experts to gather vendor risk data for critical/high-risk vendors. From a negative standpoint, it may significantly delay the procurement process for purchases if due diligence is triggered and/or there's pushback from vendors.

Incentivized