Implementacija novega procesa poročanja v organizaciji x

Abstract

Reporting is present in every company. Whether it is small or big, it cannot be avoided. It plays a crucial role in the process and progress of business. The quality of reporting affects the development of the work environment and the company. Since business report is a document that contains business information, which supports the decisions about the future-oriented business decisions, it is very important for it to be designed in such a way that it contains the key information for the recipient and provides support for business decisions. The reporting process can take place horizontally upwards or downwards. Content and structure vary depending on the recipient of the report. We live in an age when our every step is accompanied by digitization, computerization, artificial intelligence, mass data, the Internet of Things, machine learning, and robotics. These changes have also affected the reporting process as well as its processes. The processes of data acquisition, processing and sharing have changed. Furthermore, the data quantity has increased, whereas the speed of the time in which to prepare the reports has decreased. We can have data without information, but we cannot have information without data. There is never enough time, especially nowadays when we are used to having everything at our fingertips. These are two conflicting factors – having more data and less time to prepare quality reports. The systems are developed to optimize the process, increase efficiency and quality and, what is nowadays most important, they have been created to obtain mass data in the shortest possible time. Therefore, it is important to adapt and implement software that can help achieve our daily tasks. We must know how to process huge amounts of real-time data and deliver the information they contain. It is crucial for companies to keep up with the environment and implement changes and innovations into their business process. A company is like a living organism for it must constantly evolve and grow. As soon as it stops growing and evolving, it can fail because it starts lagging and is therefore no longer competitive to others. To deliver faster feedback, companies need data of better quality. There are tools that can improve the business process, better facilitating the capacity of the human agents. The goal is to harness the employees’ full potential and knowledge for important tasks, such as analyzing, reviewing, and understanding data and acting upon them, invoking information technology to automate repetitive processes and facilitate better communication. The focus in this master’s thesis is on the reporting process in Group X. Group X is one of the world leaders in the automotive industry, a multinational corporation based in Canada with subsidiaries around the world. The complexity of the business reporting that is implemented for the Headquarters in Canada has to address the complexity of the multinational corporation to support the decision process. The aim of the thesis is to propose a reporting process for preparing and producing reports with a huge amount of data in a very time-efficient manner. We start by examining the existing processes and upon that, identifying the processes required for the reports to reach the final recipients. Our goal is to identify the toolset, which would increase efficiency, accuracy, credibility, and reduce errors in the fastest possible time. We investigate a short-term and a long-term solution. By a short-term solution, we mean a system, program, or a tool that can help us increase our potential by using digital resources, which are already existing in the organization. By a long-term solution, we mean a solution, which requires employment of specialized future tools in the field of reporting and in repetitive processes, which we can identify with current knowledge and expectations for development. This includes machine learning, robotic process automatization, artificial intelligence.Poročanje je prisotno v vsakem podjetju. Bodisi je majhno ali veliko, temu se ni moč izogniti. Ima pomembno in ključno vlogo v procesu in napredku poslovanja. Kakovost poročanja vpliva na razvoj delovnega okolja in podjetja. Ker je poročilo dokument, ki vsebuje informacije o poslovanju, na podlagi katerega se sprejemajo odločitve za naprej, je zelo pomembno, da je strukturirano tako, da vsebuje ključne informacije za prejemnika in zagotavlja podporo poslovnim odločitvam. Postopek poročanja lahko poteka vodoravno navzgor ali navzdol. Vsebina in struktura se razlikujeta glede na prejemnika poročila. Živimo v dobi, ko vsak naš korak spremljajo digitalizacija, informatizacija, umetna inteligenca, masovni podatki, internet stvari, strojno učenje in robotika. Te spremembe so vplivale tudi na proces poročanja in tudi na njegove postopke. Spremenili so se procesi pridobivanja, obdelave in izmenjave podatkov. Poleg tega se je povečala količina podatkov, medtem ko se je hitrost časa, v katerem je treba pripraviti poročila, zmanjšala. Lahko imamo podatke brez informacij, ne moremo pa imeti informacij brez podatkov. Časa ni nikoli dovolj, zlasti danes, ko smo navajeni imeti vse na dosegu roke. To sta dva nasprotujoča si dejavnika - več podatkov in manj časa za pripravo kakovostnih poročil. Sistemi so razviti za optimizacijo procesa, povečanje učinkovitosti in kakovosti ter, kar je danes najpomembnejše, ustvarjeni so za pridobivanje množice podatkov v najkrajšem možnem času. Zato je pomembno, da prilagodimo in uvedemo programsko opremo, ki nam lahko pomaga pri opravljanju vsakodnevnih nalog. Vedeti moramo, kako obdelati ogromne količine podatkov v realnem času in posredovati informacije, ki jih vsebujejo. Za podjetja je ključnega pomena, da sledijo okolju ter v svoje poslovne procese uvajajo spremembe in inovacije. Podjetje je kot živ organizem, saj se mora nenehno razvijati in rasti. Takoj ko preneha rasti in se razvijati, lahko propade, saj začne zaostajati in zato ni več konkurenčno drugim. Za hitrejše zagotavljanje povratnih informacij podjetja potrebujejo podatke boljše kakovosti. Obstajajo orodja, ki lahko izboljšajo poslovni proces in tako bolje olajšajo zmogljivosti človeških dejavnikov. Cilj je izkoristiti celoten potencial in znanje zaposlenih za pomembne naloge, kot so analiziranje, pregledovanje in razumevanje podatkov ter ukrepanje na njihovi podlagi, pri čemer se je treba sklicevati na informacijsko tehnologijo za avtomatizacijo ponavljajočih se procesov in omogočanje boljše komunikacije. V tej magistrski nalogi se bomo osredotočili na proces poročanja v skupini X, ki je ena izmed vodilnih v avtomobilski industriji na svetu. Skupina X je mednarodna korporacija s sedežem v Kanadi in podružnicami po vsem svetu. Cilj diplomske naloge je predlagati postopek poročanja za pripravo in izdelavo poročil z veliko količino podatkov na časovno zelo učinkovit način. Začnemo s preučevanjem obstoječih procesov in na podlagi tega opredelimo procese, ki so potrebni, da poročila dosežejo končne prejemnike. Naš cilj je opredeliti nabor orodij, ki bi povečal učinkovitost, natančnost, verodostojnost in zmanjšal število napak v najkrajšem možnem času. Preučujemo kratkoročno in dolgoročno rešitev. S kratkoročno rešitvijo mislimo na sistem, program ali orodje, ki nam lahko pomaga povečati potencial z uporabo digitalnih virov, ki že obstajajo v organizaciji. Z dolgoročno rešitvijo mislimo na rešitev, ki zahteva uvedbo specializiranih orodij na področju poročanja in v ponavljajočih se procesih, ki jih lahko opredelimo s trenutnim znanjem in pričakovanji za razvoj. To neizogibno vključuje strojno učenje, robotsko avtomatizacijo procesov, umetno inteligenco in masovne podatkov