Propuesta de visualización de Inteligencia de Negocios para la información Financiera en la Congregación de Misioneros Oblatos.

Abstract

This study proposes the design and implementation of a financial data visualization model using a Business Intelligence (BI) tool for the analysis of the 2024 financial statements and subsequent periods of the Oblate Missionaries Congregation. Currently, the organization relies on manual and fragmented accounting processes, leading to inefficiencies, inconsistencies in information, limited traceability, and delays in generating financial reports. This hinders effective managerial decision-making and the strengthening of internal controls. To address this problem, the project adopts a mixed-methods approach, combining document analysis with direct observation of accounting and financial processes. The study evaluates various Business Intelligence tools, considering criteria such as cost, technical requirements, scalability, and institutional relevance. It concludes that an internal Self-Service BI solution is the most suitable alternative given the organization's operational context, its moderate volume of information, and its need for autonomy and cost efficiency. The proposal includes a standardized financial data model aligned with International Financial Reporting Standards (IFRS), the automation of financial calculations, and the design of interactive dashboards that present key performance indicators, the income statement, and the balance sheet.