Automação de processos de negócios: aplicação em uma cooperativa de crédito

Abstract

Introduction: Faced with the transformation experienced by the financial sector in recent years, accentuated by the COVID-19 pandemic, the search for technology and innovation to increase productivity, performance, and flexibility has been gaining ground, and the implementation of process automation is one of the tools that can be used. The consequence of social isolation has influenced the increase in the Special System for Settlement and Custody - Selic rate, negatively impacting financial institutions. Based on this scenario, the cooperative identified the opportunity to reduce its costs through the automation of its internal processes. Objective: To describe the impact of implementing Microsoft Power Automate for process automation in a Credit Cooperative. Method: The research method used for this study is characterized as exploratory-descriptive and applied in nature. A case study was conducted through documentary research and a semi structured interview with the manager responsible for the process automation. Results: It was identified that there was a 66.28% reduction in the average monthly execution time of the automated process, as well as a 99.55% reduction in the average monthly operational cost. Furthermore, it was possible to observe the mitigation of operational errors and an increase in process efficiency. Conclusions: Based on the obtained results, it can be said that the practice of process automation enables improvement in business processes within the organization, allowing for greater efficiency and productivity through cost reduction, errors, and process execution time. Business process automation allows the case company to remain competitive while keeping up with digital transformation.