Process approach application in financial organizations of the popular and solidarity economy and its relationship with sustainable development goals, a practical case

Resumo

The purpose of this work was to apply the process theory to the selected organization, from the preparation of the necessary documents to the steps to formulate and develop the organic structure. The entire development and theoretical justification on which the technical team worked within a research project is presented. Due to the nature of this research, the approach used was qualitative, and descriptive techniques were employed to draft the scientific document. In accordance with management theory, the work for the application of the process approach to the financial organization fulfilled phases such as the survey of processes, documentation of processes and procedures, preparation of the process map, and process and indicator sheets, in addition to the management policy proposal preparation. The research carried out allowed the application of all the necessary elements to provide the Provincial Union of Savings and Credit Cooperatives of Chimborazo (UPROCACH) with the necessary documents to begin the change of organizational management from functional administration to process management. The developed fieldwork managed to make all its members aware of the purpose of this work and achieved full knowledge of the importance of efficient management, which not only generates benefits for the union but also for the social organizations it represents. After the work carried out to provide UPROCACH with the necessary elements to apply process management, the capacity of this administrative proposal to adapt to all types of organizations and contribute to improving their internal operations to achieve their stated objectives was evident. The importance of social organizations such as UPROCACH being successful is highlighted, since they manage to be efficient for themselves and contribute to generating social benefits for society, in accordance with the purposes established in the Sustainable Development Goals.