Estandarización Documental y Fortalecimiento Comercial en la Bolsa Mercantil de Colombia S.A

Abstract

This document, the result of professional practice, was developed in the Commercial Vice Presidency and Product Development Department of the Bolsa Mercantil de Colombia S.A., specifically in the Commercial Directorate of Private Business and Factoring. Throughout the process, internal audit findings were identified related to outdated commercial manuals, inconsistencies in the risk matrix, and weaknesses in the 2025 commercial plan. These failures generated operational and commercial risks and reflected a disconnect between institutional documents and the actual operation of the stock market products promoted by the area.

In response to this situation, an improvement plan was designed with the aim of standardizing commercial documentation, integrating the complete product portfolio, and establishing a periodic review process. This proposal was structured in four stages: document diagnosis, validation with support areas, standardization of manuals, and approval by internal committees, in order to develop a methodological roadmap for internal implementation in the vice presidency. As a result, five manuals, the risk matrix, and the vice presidency's commercial plan were updated and approved in an external audit without additional findings.