Plan de mejora en procesos de auditoria y consulta implementando plataformas para Ecovis Colombia

Abstract

The present degree project is based on an improvement plan carried out under the process of professional practices in the area of Outsourcing at Ecovis Colombia. The objective of this project is to present the experience, the limitations, the opportunities, the problems encountered and the learning solutions, thus obtaining a general perspective regarding the importance of improving processes by implementing platforms such as Power BI (Business Intelligence) within the company's management and the audits that these provide as services for the Analysis of Data and Financial Indicators. The study of this platform was born under theories, experiences and studies developed within the company. To find an adequate solution, it was important to analyze each aspect of the organization, starting from the processes and applications of the same to perform audits and consultancies, and itself, to be able to comply with the organizational purposes of the company without evading or changing the objective of this activity. With the above, the new model was proposed, to present financial reports on the control of the company, to check the financial situation of the company, in a segmented, detailed and organized way. This in order to have efficiency in both internal and external processes, taking into account factors that shape the financial situation and results that a company has had in a certain period, optimize performance, monitor the strategic plan and develop strategies for each need. Finally, the practical results of this new methodology, will allow the organization to generate added value from a dynamic analysis, detailed and in real time through a series of processes; the improvement of the processes in the organization, cleaning and collection of financial information, communication between auditor and client and the integral processes of management.