Implementación virtual de facturas en el proceso de control de negocios – Transborder S.A.S.

Abstract

This improvement plan is based around the process of an area of ​​the Transborder company. But to better understand the area, it must be contextualized since it is the company and how it is divided within it, in order to understand the department. In this way, Transborder is an international freight forwarder and is divided into different areas. It is classified exactly in 10, and each of them has its own manager, these are: CSR, Happiness, Technology, Accounting, Commercial, Operations, among others. This plan will be carried out in the Operations sector, which is made up of 4 areas: OTM, Exports, Imports and Business Control. Business Control will be used as a reference since it is where professional practices are carried out, with the main function of distributing invoices within the area. In this way, Business Control is of great importance within the company since it is in charge of approving the costs that are in the invoices that come from suppliers and agents abroad.

Taking into account that this department urgently needs the invoices to be able to approve, and that is where the problem comes from, since in this process in some cases the invoices take longer than the stipulated time or are lost, it has been decided to make a plan for improvement based on the virtualization of the invoices through folders in shared files, where all people can see these files from their respective computers, with the aim that the invoices do not take so long in the process, are not lost and are avoid spending on paper. All this has a great value within the Business Control process since invoices play a primordial and main role because it is where the money that circulates in the company is really evident. Hence, the fact of losing the invoices becomes something transcendent and very important, and the subject of acquiring them again requires some time that in some cases can be very valuable.

Likewise, the process is essential within Business Control and within the company since there is an estimated time to settle the operations that the company performs, this reflects the usefulness that it really has, hence delaying or losing invoices are a counterproductive issue in Transborder's profitability. That is why the improvement plan wants to streamline the process to bring greater benefits.

In this way, once you have the invoices virtually in a folder, you will proceed to identify the DO (Number of each operation), to know what traffic and person corresponds to within the area, after which the name of the invoice putting the DO in it and thus pass the invoices to the corresponding folder, taking into account the place of origin of each operation. In order to carry out this improvement plan, it was necessary to analyze and study how the area worked, and the results will be demonstrated through supports, on how invoice virtualization can become a better method throughout the process.