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 Congregation of Oblate Missionaries. The organization currently relies on manual and fragmented accounting processes, which generate inefficiencies, data inconsistencies, limited traceability, and delays in financial reporting, thereby constraining effective managerial decision-making and internal control. To address these challenges, the project adopts a mixed methodological approach, combining documentary analysis and direct observation of accounting and financial processes. The study evaluates several BI tools in terms of cost, technical requirements, scalability, and institutional suitability, concluding that an internal Self-Service BI solution is the most appropriate alternative given the organization’s operational context, moderate data volume, and need for autonomy and cost efficiency. The proposed solution includes a standardized financial data model aligned with International Financial Reporting Standards (IFRS), automated financial calculations, and interactive dashboards that present key performance indicators, income statements, and balance sheet information. The implementation enhances efficiency by reducing manual tasks, improves data reliability through automated validations, strengthens traceability for audit purposes, and supports timely, evidence-based administrative decision-making.

The results demonstrate high institutional acceptance and validate the technical and functional feasibility of the proposal. The study concludes that the adoption of a Self-Service BI financial dashboard constitutes a strategic step toward digital transformation, transparency, and sustainable financial management within the Congregation.