Implementación de Microsoft Lists como herramienta de optimización en los procesos del área de marketing del Banco de Bogotá

Abstract

This study aims to improve the management and monitoring of internal requests within the marketing area of Banco de Bogotá through the implementation of a digital tool designed to optimize task organization and communication among team members. Initially, a diagnostic assessment of the existing process was conducted through a survey applied to employees within the area in order to identify the main challenges related to request management. The results revealed issues associated with response times, lack of organization, and the absence of a centralized system for tracking tasks. Based on these findings, a request management system was designed and implemented using Microsoft Lists, complemented with automation processes through Power Automate to generate notifications for task creation, assignment, and completion. Subsequently, a second survey was conducted to evaluate the team’s perception of the newly implemented system. The results demonstrated a significant improvement in the organization and visibility of requests, as well as a high level of acceptance among users, who positively evaluated the ease of use of the tool and the clarity in task tracking. In conclusion, the implementation of this solution contributed to optimizing the internal management of the area and strengthening the operational efficiency of the team.