Propuesta para un plan estrategico de digitalizacion financiera de la empresa Tecphone SAS/Proposal for a strategic plan for the financial digitization of the company Tecphone SAS

Abstract

Digital transformation has become essential for improving the efficiency of financial processes within organizations. This research aimed to diagnose the level of financial digitization in a company, identify gaps, and propose a strategic plan for its strengthening. A survey was administered to 49 employees from different departments, analyzing aspects such as the use of digital tools, process automation, systems integration, and training in financial technologies. The results showed that, although there is widespread use of platforms such as ERP and Power BI, shortcomings persist in automation, interdepartmental integration, and the use of financial analytics. A lack of clear protocols in some areas and insufficient training in data protection were also identified. Based on these findings, a three-phase plan was designed: adoption of basic tools, integration of financial systems, and application of analytics for decision-making. The study concludes that proper digitization can reduce operational times, improve information accuracy, and strengthen strategic decision-making. This proposal seeks to contribute to the digital transformation of the finance department and can be adapted to other companies in the same sector.