Propuesta Para la Creación E Implementación de Un Manual De Políticas Para El Área De Cartera En La Empresa Onred Soluciones De Conectividad S.A.S

Abstract

Resumen El presente proyecto de pasantía presenta una propuesta de un manual de políticas para el área de cartera de la empresa ONRED SOLUCIONES DE CONECTIVIDAD SAS, realizada con la finalidad de crear e implementar dicho manual. El desarrollo de las pasantías se dio en las instalaciones de la empresa ONRED soluciones de conectividad, en el cual se brindó apoyo principalmente al área de cartera, en los procesos de gestión de cobro, seguimiento a la cartera en mora de la empresa y la generación periódica de informes de gestión, entre otras tareas, con el fin de conocer el funcionamiento actual de la empresa. Dicha pasantía se generó en cuatro etapas diferentes, como lo son: el diagnóstico, en la cual se realizó un análisis de la situación inicial de la empresa respecto al área cartera, identificando sus problemas y oportunidades de mejora. En la etapa de diseño se estableció el manual, en el que se describen los objetivos, las políticas y los procedimientos de la cartera, adicionalmente, se elaboró un borrador inicial basado en la información recopilada. En la etapa de implementación, se socializo el manual con el personal encargado del área de cartera, además de brindarle capacitación con respecto de su implementación, además de establecer métodos para el seguimiento y control para la verificación del cumplimiento, y por último en la etapa de evaluación se realizó un análisis de los resultados basándose en la identificación de los logros y las mejoras previstas por y parta el área de cartera. Abstract The present internship project presents a proposal for a policy manual for the accounts receivable area of ONRED SOLUCIONES DE CONECTIVIDAD SAS, carried out with the purpose of creating and implementing said manual. Currently, the company does not have a defined policy manual for accounts receivable, so most of the tasks performed by the personnel in the area are done empirically, which generates certain difficulties in relation to the processes developed by the accounts receivable area, such as collection management, follow-up to it, as well as decision making by those in charge. The internship was developed at the facilities of ONRED SOLUCIONES DE CONECTIVIDAD SAS, in which support was mainly provided to the accounts accounts receivable area of ONRED SOLUCIONES DE CONECTIVIDAD SAS, carried out with the purpose of creating and implementing said manual. Currently, the company does not have a defined policy manual for accounts receivable, so most of the tasks performed by the personnel in the area are done empirically, which generates certain difficulties in relation to the processes developed by the accounts receivable area, such as collection management, follow-up to it, as well as decision making by those in charge. The internship was developed at the facilities of ONRED SOLUCIONES DE CONECTIVIDAD SAS, in which support was mainly provided to the accounts This internship was generated in four different stages, such as: diagnosis, in which an analysis of the initial situation of the company was carried out regarding the accounts receivable area, identifying its problems and improvement opportunities. In the design stage, the manual was established, which describes the objectives, policies, and procedures of the accounts receivable area. Additionally, an initial draft based on the information collected was developed. In the implementation stage, the manual was socialized with the personnel in charge of the accounts receivable area, in addition to providing training regarding its implementation, as well as establishing methods for monitoring and control for compliance verification, and finally in the evaluation stage, an analysis of the results was carried out based on the identification of the achievements and improvements expected for the accounts receivable area.