Go even further, and enjoy the most out of Pipefy’s professional services experience
Professional services packages
Choose the package that best suits your company, and count on our team’s support throughout your journey.
Light
Custom one time fee
Processes to set up: 1
Solutions Design (modeling hours): 4h.
Timeline for deployment:
- Deployment activities will expire 45 days from Deployment start.
- All deployments must be completed within 1 year of Customer’s purchase.
Implementation Roadmap:
- Kickoff Call (1h).
- Pipefy Online Certification.
- Processes built in Pipefy by our Solutions Design experts (4h).
- End users training (1h).
- Training webinars.
- Open Office Hours.
Standard
Custom one time fee
Processes to set up: Up to 2.
Solutions Design (modeling hours): 8h.
Timeline for deployment:
- Deployment activities will expire 60 days from Deployment start.
- All deployments must be completed within 1 year of Customer’s purchase.
Implementation Roadmap:
- Kickoff Call (1h).
- Pipefy Online Certification.
- Processes built in Pipefy by our Solutions Design experts (8h).
- End users training (1h).
- Training webinars.
- Open Office Hours.
Performance
Custom one time fee
Processes to set up: Up to 4.
Solutions Design (modeling hours): 16h.
Timeline for deployment:
- Deployment activities will expire 90 days from Deployment start.
- All deployments must be completed within 1 year of Customer’s purchase.
Implementation Roadmap:
- Kickoff Call (1h).
- Implementation Project planning (1h).
- Pipefy Online Certification.
- Processes built in Pipefy by our Solutions Design experts (16h).
- Admin training (1h).
- End users training (1h).
- Training webinars.
- Open Office Hours.
Enterprise
Custom one time fee
If you are looking for a tailor-made deployment experience, especially designed after our specialists have assessed your needs, professional services is the right implementation package for you. Contact us to learn more.
Starting from*:
- Project Manager: 20h
- Solutions Analyst: 20h
- Admin Training (1 part-day session)
- UAT (5 processes)
- End users training (2h)
- Launch planning (1h)
- Hypercare (1 week)
- Change management assets
- Full access to training webinars
- Full access to Open Office Hours
*Minimum package
If you’re looking for Pipefy license plans, please access our pricing page.
Companies maximize their Pipefy use to optimize sophisticated processes
Learn more about our implementation services
Project Manager
Implementation Success Manager (ISM) that will act as the project leader, being the guardian of the project planning, due dates, meetings and escalations.
Solutions Designer
Product specialist (SD) that will be responsible for designing the processes in the platform, including the pipes structure and any custom integrations needed (available in our custom integrations package).
Kick-off
The kick-off meeting is a welcome call to better understand customer's needs and align expectations. A Success Plan will be built to set expectations, priorities, and define the project's next steps.
Planning
The Planning stage includes developing deadlines and responsibilities that will be defined according to the process documentation complexity and user mapping exercises that are to be sent after the kick-off call. This plan will contain the project timeline for this specific implementation, considering all the stages that will be covered until the process goes live.
Admin Training
The Admin Training is a milestone that aims to provide product knowledge and cover all the key features that will be needed during the implementation period. It consists of taking Pipefy's advanced certification and joining the admin training call. The certification is an important step because you will get a conceptual and hands-on learning experience demonstrating how to set up and adjust your process. After completing this, the admins will join the admin training call to solve all of their questions about the product, guaranteeing your independence in the tool.
Modeling
This step focuses on setting up your process based on the detailed documentation previously shared. The Solutions Design team will be responsible for modeling and adjusting the process, while you, the Champion, will be responsible for validating the process in the agreed timeline. At the end of this stage, you will provide the first sign off and the process will be ready for testing by the power users.
User Acceptance Testing
User Acceptance Testing guided by the Project Manager to make sure all the requirements are covered before the modeling sign-off. It includes the UAT scripts and 1 training session with the power-users that will perform the UAT.
Team Training
With the process ready, all the users will be trained on the process. This training session will explore the main concepts of Pipefy, giving an overview of the product and sharing best practices that will provide a better experience with the tool. In the second part of the training, you will take over to demonstrate how the process was built in the tool. Having the knowledge about the tool and the process, your team will be ready to start using the tool.
Launch Planning
Post-modeling planning session to present the suggested next steps and build together the go-live schedule with its success metrics.
Go-live
After setting up the go-live date, your users can start using Pipefy on a daily basis and the usage data will be monitored by the ISM. To finish implementation, the stakeholders will meet for a final session to review the process, provide feedback, and define next steps.
Hypercare
Weekly post go-live support with daily 30-minute sessions to gather feedback from the users and perform small process adjustments based on it (up to 2h adjustments).
Change Management
Documentation with instructions on overall process maintenance and how to perform the most common adjustments on the pipes.
Webinar
Webinars are trainings that take place once a week, where you can deepen your knowledge as a Pipefy admin. You can learn about all the features we offer and their benefits! The webinars ensure you have the knowledge to keep your processes as up-to-date and efficient as possible.
Pipefy Online Certification
With the short and objective courses available through Pipefy University, you can learn and prove your knowledge in features that make processes more fluid, improve the performance of teams, and even allow for more efficient deliveries. Best of all, you're guaranteed a Pipefy Process Management Certificate at the end!
Open Office Hours (OOH)
During this time, you as a customer will be able to answer questions live with our Customer Success team. This happens twice a week! Sessions take place via video conference and you can open the microphone to ask your questions. Even if you don’t have questions, listening to other users can be beneficial. You can participate in these as often as you would like!
Access the professional services packages terms & conditions for more detailed information.
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