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O papel das ferramentas de business intelligence (BI) na estratégia financeira empresarial : estudo de caso na Otis Portugal
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Esta investigação tem como objetivo entender de que forma a BI pode contribuir para a melhoria da estratégia financeira, tomando como estudo de caso a Otis Portugal, uma empresa de referência no setor de transporte vertical. O contexto empresarial cada vez mais competitivo torna a BI uma aliada estratégica, capaz de apoiar decisões mais eficazes. Através do estudo de caso observamos que os processos da Otis apresentam forte dependência manual, estando mais suscetíveis a erros, o que dificulta o papel estratégico do departamento financeiro. Foi aplicado um questionário aos colaboradores e verificou-se que existe concordância sobre as limitações atuais, sobretudo a falta de acesso a informação em tempo real, dificuldade na consolidação de dados e insuficiente automatização. Os resultados revelam também que há consenso na recetividade à adoção de sistemas de BI, sendo reconhecidas vantagens como rapidez na análise e automatização dos processos e melhoria na qualidade da informação, ainda que existam preocupações relativas à formação, integração tecnológica e gestão da mudança. Assim, concluiu-se que a implementação de BI representa uma oportunidade estratégica para a Otis, podendo aumentar a eficiência dos processos financeiros e reforçar o papel analítico do departamento financeiro e de apoio à gestão de topo.
This research aims to understand how Business Intelligence (BI) tools can contribute to improving financial strategy, using Otis Portugal, a leading company in the vertical transportation sector, as a case study. The increasingly competitive business context turns BI into a strategic ally capable of supporting more effective decision-making. Through the case study, we observe that Otis’s processes show a strong manual dependence, making them more susceptible to errors, which hinders the strategic role of the financial department. A questionnaire was administered to employees, and it was found that there is agreement regarding the current limitations, especially the lack of access to real-time information, difficulty in data consolidation, and insufficient automation. The results also show that there is consensus regarding receptiveness to the adoption of BI systems, with advantages being recognized such as faster analysis, process automation, and improvement in information quality, although concerns remain regarding training, technological integration, and change management. Thus, it was concluded that the implementation of BI represents a strategic opportunity for Otis, potentially increasing the efficiency of financial processes and strengthening the analytical role of the financial department and its support to top management.
This research aims to understand how Business Intelligence (BI) tools can contribute to improving financial strategy, using Otis Portugal, a leading company in the vertical transportation sector, as a case study. The increasingly competitive business context turns BI into a strategic ally capable of supporting more effective decision-making. Through the case study, we observe that Otis’s processes show a strong manual dependence, making them more susceptible to errors, which hinders the strategic role of the financial department. A questionnaire was administered to employees, and it was found that there is agreement regarding the current limitations, especially the lack of access to real-time information, difficulty in data consolidation, and insufficient automation. The results also show that there is consensus regarding receptiveness to the adoption of BI systems, with advantages being recognized such as faster analysis, process automation, and improvement in information quality, although concerns remain regarding training, technological integration, and change management. Thus, it was concluded that the implementation of BI represents a strategic opportunity for Otis, potentially increasing the efficiency of financial processes and strengthening the analytical role of the financial department and its support to top management.
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Business intelligence Ferramentas de BI Estratégia financeira Previsão financeira Análise de desvios Tomada de decisão Gestão baseada em dados Controlo de gestão BI tools Financial strategy Financial forecasting Variance analysis Decision-making Data-driven management Management control
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