Ingeniería en Sistemas, Electrónica e Industrial

URI permanente para esta comunidadhttp://repositorio.uta.edu.ec/handle/123456789/1

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  • Item type:Ítem,
    Implementación de un sistema BPM para optimizar la gestión documental en depósitos a plazo fijo
    (Universidad Técnica de Ambato. Facultad de Ingeniería en Sistemas Electrónica e Industrial. Carrera de Software., 2026-07-06)
    Paredes Chavez, Mateo Jose
    ;
    Naranjo Ávalos, Hernán Fabricio
    ;
    Universidad Técnica de Ambato. Facultad de Ingeniería en Sistemas Electrónica e Industrial. Carrera de Software.
    The purpose of this study was to develop a BPM system to optimize document management in the opening and renewal processes of Fixed-Term Deposits (FTDs) at the “Educadores de Tungurahua” Savings and Credit Cooperative Ltd. Initially, an análisis of the current process (As-Is) was conducted, identifying limitations associated with physical document handling, long customer service times, and the absence of automated mechanisms for monitoring deposit maturities. As a solution, a BPM system based on Power Apps, Power Automate, SharePoint Online, Outlook, and SQL Server was implemented, enabling the automation of document management, maturity control, alert generation, and operational reporting. In addition, a digital document repository was incorporated, improving information traceability and availability. To evaluate the impact of the solution, 193 FTD opening and renewal processes carried out under the traditional procedure were compared with 193 equivalent processes subsequently managed through the BPM system, considering the same operational activities and service conditions. The results showed a reduction in the average service time, which decreased from 38.92 minutes to 12.87 minutes, representing an improvement of 66.93%. Consequently, the implementation of the BPM system optimized document management and improved the operational efficiency of the Service Counter area through the automation of routine activities, the reduction of manual controls, and the centralization of information. The results obtained demonstrate that BPM technologies constitute an effective alternative for strengthening document-related and operational processes within the financial sector.