Becomex
Success Case
"If we came into the company tomorrow and didn’t have SoftExpert Suite, we wouldn’t have visibility into what’s in our execution pipeline. Today, checking the system right after opening our email is part of our daily routine, it’s how we seamlessly orchestrate everything we deliver to our clients."
Agnes Raquel Pizzi – Coordenadora de Customer Success/Corporate Governance Coordinator
80% automation
Optimized data query workflows, enabling specialists to focus on more strategic activities
Unified management across 8 regional offices
Full visibility into the project portfolio and standardized service delivery
ISO 27001 compliance
Centralized management of evidence, policies, and document versioning, streamlining audits and strengthening governance
Becomex
Becomex Group is a technology-driven company that combines business expertise to optimize fiscal, tax, and customs processes, helping organizations improve efficiency and enhance their competitive edge.
Operating across Latin America, Becomex has 8 offices, more than 700 employees, and serves approximately 1,300 clients. Through innovative solutions, the company drives digitalization and improves the management of foreign trade operations while ensuring information security through ISO 27001 certification.
- Business Process - BPM
- Brazil
- High-tech
- Services and Consulting
- Project and Portfolio - PPM
Becomex achieves 80% automation and full project visibility with SoftExpert Suite
With six regional offices across Brazil and a strong portfolio of financial and tax services, Becomex faced the challenge of centralizing governance over its client delivery projects. Although well-defined methodologies were already in place, the company lacked clear visibility into project progress and team activities, making it difficult to identify bottlenecks, rework, and track information throughout service execution.
The implementation of SoftExpert Suite, internally known as "Flow", transformed the daily routines of over 550 users by integrating the entire service lifecycle, from sales confirmation to data processing and final client delivery. Today, the system has become the primary working tool for employees, serving as a daily guide for task execution.
In addition to improving operational efficiency, the project also strengthened the company’s compliance framework. As an ISO 27001-certified organization, Becomex centralized its Information Security Management System (ISMS) within SoftExpert Suite, consolidating the official repository for policies and procedures with defined approval workflows and version control. The solution also enabled audit processes based on Flow, as well as structured knowledge publishing and dissemination.
Results were quickly achieved. In a recent initiative to improve client data query processes, the company reached 80% process automation, allowing professionals to shift their focus toward analytical and strategic activities. As a result, service delivery to end clients became faster, smoother, and more secure.
"Today, everything related to our standards, policies, and information security management system is centralized within Flow. This significantly streamlines audit and certification processes, while ensuring version control, risk management, and structured knowledge sharing across the organization," adds Agnes Raquel Pizzi, Customer Success / Corporate Governance Coordinator.
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