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Desenvolvimento de um Sistema Integrado para Gestão de Workflows e Documentos
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Resumo(s)
A gestão de workflows e documentos é um desafio que está presente na àrea financeira,
podendo levar a ineficiências operacionais, atrasos e riscos de segurança. A falta de um sistema
robusto para gerir essas informações pode comprometer a precisão e agilidade necessárias,
afetando a qualidade do serviço ao cliente e a conformidade regulatória.
O principal objetivo deste trabalho foi desenvolver e avaliar uma solução integrada que otimiza
a gestão de workflows e documentos. Para isso, foram definidos alguns critérios de avaliação
tais como, a manutenibilidade, a escabilidade, o desempenho e a usabilidade. A metodologia
envolveu uma análise comparatativa de ferramentas e tecnologias existentes. Apresenta ainda
uma análise do domínio do problema, o desenho arquitetural e detalhes sobre a
implementação e testagem do protótipo desenvolvido.
A solução alcançada conseguiu responder a todos os objetivos propostos, demonstrando a sua
eficácia na resolução dos desafios identificados. O feedback dos utilizadores comprovou a sua
usabilidade, desempenho e confiabilidade. A interface intuitiva e fácil de navegar ajudou no
agilizamento do processamento das tarefas, permitindo que as atividades fossem executadas
de forma mais eficiente e com menor margem de erro.
Este estudo permitirá estabelecer uma base sólida para a evolução do setor financeiro e do
projeto SWORD, facilitando os processos internos e aumentando a eficiência operacional.
The management of workflows and documents is a challenge present in the financial sector, potentially leading to operational inefficiencies, delays, and security risks. The lack of a robust system to manage this information can compromise the necessary accuracy and agility, affecting the quality of service to customers and regulatory compliance. The main objective of this study was to develop and evaluate an integrated solution that optimizes the management of workflows and documents. To achieve this, several evaluation criteria were defined, such as maintainability, scalability, performance, and usability. The methodology involved a comparative analysis of existing tools and technologies. It also presents an analysis of the domain problem, architectural design and details about the implementation and testing of the developed prototype. The solution achieved met all the proposed objectives, demonstrating its effectiveness in addressing the identified challenges. User feedback confirmed its usability, performance, and reliability. The intuitive and easy-to-navigate interface helped streamline task processing, allowing activities to be executed more efficiently and with a lower margin of error. This study will establish a solid foundation for the evolution of the financial sector and the SWORD project at Natixis, facilitating internal processes and increasing operational efficiency.
The management of workflows and documents is a challenge present in the financial sector, potentially leading to operational inefficiencies, delays, and security risks. The lack of a robust system to manage this information can compromise the necessary accuracy and agility, affecting the quality of service to customers and regulatory compliance. The main objective of this study was to develop and evaluate an integrated solution that optimizes the management of workflows and documents. To achieve this, several evaluation criteria were defined, such as maintainability, scalability, performance, and usability. The methodology involved a comparative analysis of existing tools and technologies. It also presents an analysis of the domain problem, architectural design and details about the implementation and testing of the developed prototype. The solution achieved met all the proposed objectives, demonstrating its effectiveness in addressing the identified challenges. User feedback confirmed its usability, performance, and reliability. The intuitive and easy-to-navigate interface helped streamline task processing, allowing activities to be executed more efficiently and with a lower margin of error. This study will establish a solid foundation for the evolution of the financial sector and the SWORD project at Natixis, facilitating internal processes and increasing operational efficiency.
Descrição
Palavras-chave
Workflow Document Management Efficiency Documento Gestão Eficiência