Track: Project Management

Abstract

Through this research, the objective is to analyze the main problems presented in the area of financial planning of a company in the food industry, among which can be found the excessive wear of certain collaborators, the non-compliance with the delivery deadlines of files and financial reports and lack of communication between team members; in order to improve the workflow of the financial planning area through the application of agile methodologies such as Scrumban, which flexibly combines the characteristics of Kanban and Scrum. The methodology used in this project has 3 steps, in which surveys, fault records and the Trello application will be used to collect a series of data that will allow us to evaluate the current situation of the work method used. By implementing this methodology, improvements can be found that were measured in qualitative and quantitative indicators that allowed increasing the degree of satisfaction of the collaborators and the functional area, saving time and achieving better efficiency in the work of the financial planning area. After performing the analysis and identifying the respective improvements in the area, this research may serve as a basis to optimize other similar processes in other companies and in large areas such as strategic planning, demand planning, financial planning, etc. They have mechanical components, but they also have projections taking into account internal and external factors of the company, such as the situation of a country at a given time.