Pipefy came in at the right moment: it allowed us to connect the processes to ensure the success of the activations.
Getup is a cloud container platform developed to help you deploy, manage and scale containerised applications without the complexity of managing and operating servers. Its goal is to let developers and digital companies in general focus on development and explore microservices architecture.
Getup is a cloud computing company, we offer hosting services. Our platform gives the developer a simple and fast way for him to integrate his development cycle to the infrastructure he needs to make the software work. After the software is up and running, we can deliver automatic scalability for times when they have more people accessing it.
It supports the creation of modern, cloud native applications by giving developers more freedom of choice and consistency. Offering a simple and fast way to integrate the development cycle, Getup currently caters to companies of all sizes and areas of expertise – specially ad agencies.
They help their customers host and manage all sorts of web apps, including a few developed specially for publicity campaigns. According to Diogo Goebel, Getup’s founder “we work with a lot of ad agencies.
They request web applications, generally ones they don’t have a defined idea of how many people will access, so we allow them to allocate the number of servers automatically according to the number of views during a specific period of time”.
Even though Getup is a self service platform, they needed to manage some of their sales processes, such as activating B2B users. Those processes generated a lot of information that was spread across many applications, creating a risk of information loss.
Then, the guys at Getup began looking for a platform that centralized their information and improved integration between their processes and teams.
We provide a mostly self-serviced platform but there are some process we can’t get rid of, such as B2B activation, and we couldn’t be at risk of losing information along the process. It came to a point where we had many simultaneous activations going on and we couldn’t depend on physical communication. Pipefy came in at the right moment: it allowed us to connect the processes to ensure the success of the activations.
They tried using task/project management tools for that but got frustrated when realized those were increasing the amount of work (they needed to manually insert all information, assign them to a responsible, etc.) and didn’t provide the level of complexity and integration between processes they were looking for.
With Pipefy, Getup was able to create integrated processes with mandatory fields, ensuring the information flow between teams (commercial, activation and finances).
Diogo says they migrated to Pipefy because if offers the possibility of creating specific rules: every time a card is created, it’s assigned to the right person with the right level of permission.
Implementing Pipefy at Getup was an easy task – within 4 hours on a weekend they were able to understand how everything worked by importing process templates and consulting the knowledge base. According to its founder, what took them the most was mapping their existing processes.
Pipefy helped Getup be more organized and save a lot of time. While before they lost a lot of time answering questions and searching for the information they needed, now they can easily find everything they need for their processes in a single place.
Sometimes, forms submitted by the comercial team didn’t come with all the necessary information for the activation process because we couldn’t create mandatory fields. We lost a lot of time going back and forward to get all the necessary information.
By visualizing their processes and their tasks, they were able to become more agile and efficient – it only takes them a minute to figure out everything they need to do, which phase each task is on, what’s late/expired, etc. Diogo points out that they’ve gained a lot in time and organization using Pipefy, now that they can find all the information they need in one place, the team has become more agile.