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Gestão documental: processo de controlo de notas de crédito
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Resumo(s)
Este documento descreve o estágio que decorreu na empresa Deloitte, relativo à disciplina
de Projecto de Engenharia Informática, do Mestrado em Engenharia Informática da
Faculdade de Ciências da Universidade de Lisboa. O trabalho foi realizado no âmbito do
projecto D:Files, que se prende com a criação de uma solução de gestão documental para
toda a empresa, com vista a minimizar o uso de papel, contribuindo para aumentar a
eficiência dos processos de negócio e consequentemente a eficácia organizacional. Neste
contexto, o estágio foi fundamentalmente vocacionado à concretização de um módulo para
tratamento de notas de crédito. O módulo é um dos componentes do processo P2P
(Purchase-to-Pay), que inclui todas as actividades relacionadas com compras, desde a
requisição interna até ao pagamento, passando pela aprovação de processos e respectivos
arquivos digitais dos documentos.
Com o módulo deseja-se automatizar e simplificar o processamento interno das notas de
crédito, desde o momento que chegam à empresa até ao seu registo definitivo. Na sua
concretização foram realizadas um conjunto de tarefas, desde o planeamento e desenho de
um novo fluxo de trabalho, até à integração com os sistemas existentes e suporte a
utilizadores finais. O cumprimento de todas as etapas incluiu o desenvolvimento de um
conjunto de componentes, tais como formulários Web para interacção com o sistema,
serviços Windows e serviços Web para processamento de informação. Os componentes
desenvolvidos visam complementar a plataforma de gestão de conhecimento Livelink,
adquirida pela empresa, que permite a gestão de conteúdos empresariais (ECM –
Enterprise Content Management) e o armazenamento e organização de documentos
electrónicos (DMS – Document Management System).
This document describes the work developed during the stage that took place in the Deloitte Company, in connection with the degree in Informatic Engineering Project, second year of the Mastership for Informatic Engineering in Lisbon University – Sciences school. The accomplished work was connected to the D:Files project, which intends to create a document’ management solution for the whole company, in order to reduce the use of paper and as a contribution towards the increased efficiency of business processes – therefore, the organizational efficacy. In this context, the development of a module for processing credit notes was the job’s basic vocation. This module is one of the components of the process P2P (Purchase-to-pay), which includes all activities related to purchases, from the internal request-application up to payment, through out the approval of processes and digital filling-procedures of involved documentation. The aim of this module is to simplify and create automatisms for the internal procedures regarding credit notes, since their entrance up until their final registration at the company. For such purpose, several tasks were accomplished, starting with the planning and design of a new workflow, all the way through its integration with the existing systems until the support and assistance to final users. The accomplishment of all this phases involves the development of several components, such as web forms for interacting with the system, as well as Windows services and Web services for processing the information. The components developed intend to complement Livelink management platform, externally bought by the company, that allows the management of company contents (ECM – Enterprise Content Management) as well as the storage and organization of electronic documents (DMS – Document Management System).
This document describes the work developed during the stage that took place in the Deloitte Company, in connection with the degree in Informatic Engineering Project, second year of the Mastership for Informatic Engineering in Lisbon University – Sciences school. The accomplished work was connected to the D:Files project, which intends to create a document’ management solution for the whole company, in order to reduce the use of paper and as a contribution towards the increased efficiency of business processes – therefore, the organizational efficacy. In this context, the development of a module for processing credit notes was the job’s basic vocation. This module is one of the components of the process P2P (Purchase-to-pay), which includes all activities related to purchases, from the internal request-application up to payment, through out the approval of processes and digital filling-procedures of involved documentation. The aim of this module is to simplify and create automatisms for the internal procedures regarding credit notes, since their entrance up until their final registration at the company. For such purpose, several tasks were accomplished, starting with the planning and design of a new workflow, all the way through its integration with the existing systems until the support and assistance to final users. The accomplishment of all this phases involves the development of several components, such as web forms for interacting with the system, as well as Windows services and Web services for processing the information. The components developed intend to complement Livelink management platform, externally bought by the company, that allows the management of company contents (ECM – Enterprise Content Management) as well as the storage and organization of electronic documents (DMS – Document Management System).
Descrição
Trabalho de projecto de mestrado em Engenharia Informática, apresentado à Universidade de Lisboa, através da Faculdade de Ciências, 2008
Palavras-chave
Engenharia Informática Trabalhos de projecto de mestrado - 2008