Automatización de los procesos del área de cartera en BBDO Colombia

Abstract

This professional internship report aims to present the experience developed at BBDO Colombia, a leading agency in the advertising and strategic communication sector, with a particular focus on the Accounts Receivable area, which is part of the Finance Department. During the internship, it was observed that a large portion of the activities related to accounts receivable tracking and client communication are carried out manually, resulting in a high operational workload and increasing the likelihood of errors in the management of financial information. During the internship, it was identified that one of the most time-consuming processes within the area is the sending of account statements and billing reminders to clients. This procedure involves reviewing tracking files, organizing invoice information corresponding to each client, and composing individual emails, which increases the time spent on operational tasks and limits process efficiency. Based on this diagnosis, an improvement proposal was developed, aimed at automating the sending of account statements through the use of technological tools such as Microsoft Excel, Power Automate, and Microsoft Outlook. The proposal consists of designing an automated workflow capable of processing information contained in accounts receivable files in CSV format, identifying the corresponding client email addresses, filtering invoice records, and automatically generating personalized emails with detailed information in table format. According to Davenport (2020), the automation of administrative processes enables the transformation of repetitive activities into structured digital processes, contributing to improved operational efficiency and reducing human errors associated with manual information handling. Similarly, García and Torres (2023) state that the implementation of technological tools in financial areas facilitates data management, optimizes client communication, and strengthens decision-making within organizations. During the development of the project, progress was made in structuring the automation workflow, organizing the data file, and building the logical model for automated email delivery. However, the full implementation of the system could not be completed due to access and permission limitations within the company’s corporate tools. Nevertheless, the proposed solution demonstrates the potential of automation as a strategy to optimize Accounts Receivable processes and improve operational management within BBDO Colombia.