Solución móvil para equipos de campo, agilizando y optimizando la gestión de transacciones de venta y recaudo
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Date
2026-03-01
Journal Title
Journal ISSN
Volume Title
Publisher
Universidad Tecnológica Centroamericana UNITEC
Abstract
La presente investigación tuvo como propósito abordar las deficiencias operativas en los procesos de venta, recaudo y trazabilidad de entregas de la empresa PACASA Honduras, donde la gestión manual generaba errores frecuentes, retrasos significativos y riesgos financieros derivados de la falta de control e integración tecnológica. El objetivo general fue diseñar una propuesta de implementación de una solución móvil integrada con el ERP Microsoft Dynamics NAV 2016 para agilizar y optimizar la gestión de transacciones de venta y recaudo en campo, mejorando la eficiencia operativa, la trazabilidad de la información y el control financiero. La investigación se desarrolló bajo un enfoque mixto con predominancia cuantitativa, diseño no experimental longitudinal, utilizando encuestas estructuradas aplicadas a 31 vendedores, 3 supervisores y 2 gerentes, complementadas con entrevistas semiestructuradas y análisis documental, empleando muestreo por conglomerado y triangulación multi-nivel. Los resultados revelaron que el 83.9% de los vendedores calificó el proceso de registro como lento, el 74.2% consideró ineficiente el proceso de cobros, el 87.1% indicó que el sistema manual no permitía seguimiento adecuado de entregas, y el 100% de supervisores y gerentes carecía de visibilidad en tiempo real. Se concluyó que la implementación de la solución móvil "MobilityApps" resultó pertinente y urgente, ya que los procesos manuales presentaron deficiencias sistémicas que la digitalización integral podía resolver, siempre que se consideraran las necesidades diferenciadas de cada nivel organizacional.
The purpose of this research was to address the operational deficiencies in the sales, collection, and delivery traceability processes of the company PACASA Honduras, where manual management generated frequent errors, significant delays, and financial risks derived from the lack of control and technological integration. The general objective was to design an implementation proposal for a mobile solution integrated with the ERP Microsoft Dynamics NAV 2016 to streamline and optimize the management of sales and collection transactions in the field, improving operational efficiency, information traceability, and financial control. The research was conducted under a mixed approach with a quantitative predominance, non-experimental longitudinal design, using structured surveys applied to 31 salespeople, 3 supervisors, and 2 managers, complemented by semi-structured interviews and documentary analysis, employing cluster sampling and multi-level triangulation. The results revealed that 83.9% of salespeople rated the registration process as slow, 74.2% considered the collection process inefficient, 87.1% indicated that the manual system did not allow adequate delivery tracking, and 100% of supervisors and managers lacked real-time visibility. It was concluded that the implementation of the mobile solution "MobilityApps" was pertinent and urgent, as manual processes presented systemic deficiencies that comprehensive digitalization could resolve, provided that the differentiated needs of each organizational level were considered.
The purpose of this research was to address the operational deficiencies in the sales, collection, and delivery traceability processes of the company PACASA Honduras, where manual management generated frequent errors, significant delays, and financial risks derived from the lack of control and technological integration. The general objective was to design an implementation proposal for a mobile solution integrated with the ERP Microsoft Dynamics NAV 2016 to streamline and optimize the management of sales and collection transactions in the field, improving operational efficiency, information traceability, and financial control. The research was conducted under a mixed approach with a quantitative predominance, non-experimental longitudinal design, using structured surveys applied to 31 salespeople, 3 supervisors, and 2 managers, complemented by semi-structured interviews and documentary analysis, employing cluster sampling and multi-level triangulation. The results revealed that 83.9% of salespeople rated the registration process as slow, 74.2% considered the collection process inefficient, 87.1% indicated that the manual system did not allow adequate delivery tracking, and 100% of supervisors and managers lacked real-time visibility. It was concluded that the implementation of the mobile solution "MobilityApps" was pertinent and urgent, as manual processes presented systemic deficiencies that comprehensive digitalization could resolve, provided that the differentiated needs of each organizational level were considered.
Keywords
Digitalización, Eficiencia operativa, Gestión comercial, Solución móvil, Trazabilidad