The article considers the current and expected conditions of using tools of data processing by the oil producing company’s employees; it is stated that their level of IT knowledge does not fully correspond to the dynamic functioning and development of a system of continuous improvements. The main features and potential of Pivot Tables, VBA, Power Query, Power Pivot and Power BI tools are examined for their further application. There is described the investment process, its main difficulties and problems including the requirement to increase the level of detail of information, expand the list of reporting forms, as well as the transition to a matrix organizational structure by ensuring the interaction of project teams and structural functional units, which ultimately serves as a prerequisite for optimization. The main elements of optimizing the investment process are identified, including the formation of a data model, ensuring the collection of the necessary information, automation of data consolidation and developing final reports, a data storage and dashboards for analyzing the investment process results. A data model has been developed that includes a set of interrelated budget tables and directories providing a high level of detail in data analytics. Modules of registering budget information for the user experience have been created including a convenient user interface, automated calculations, protection against changes, a standardized form for entering comments, a system for coordinating information and a change log. A complex model of information processing has been presented including means for consolidating data and preparing final reports. A data storage has been formed that provides structuring of the results of the investment process and the ability to quickly extract information when constructing summary / comparative analytical information. A dashboard for monitoring the execution of IP has been developed available to interact by using web technologies as well as built-in on the user’s mobile phone, which doesn’t violate the corporate privacy policy. Approaches to assessing the qualitative and quantitative effect from the introduction of the described de-velopments are defined.
The paper represents a method for the digitalization in management by creating a Unified Management Information System, which provides an opportunity to analyze the data and expedite the decisionmaking process, to fulfill strategic objectives, maintain and enhance competitive advantages of fishery integration associations. The study proposes a concept of UMIS structure adjusted for the activity peculiarities of integration association member companies, which facilitates greater efficiency of interactions and communication between them. The designed organizational structure, concentrated on the key activities of integration association and built on the principles of centralization, which allows for a creation of a single business model of member companies, serves as a basis for the UIMS implementation.
В настоящий момент широкое многообразие и сложность форм и видов бизнес-процессов предприятий и организаций рыбохозяйственного комплекса обуславливает значительную вариативность учетно-аналитической деятельности, что снижает возможность использования эффективных способов обработки и интерпретации бизнес-информации, необходимой для принятия управленческих решений. В связи с этим возникает необходимость разработки универсальных требований к бизнес-анализу, на основе которых может быть построена соответствующая модель бизнес-аналитики. В результате авторами обоснованы принципы полноценного бизнес-анализа деятельности предприятий и организаций интегрированных структур рыбохозяйственного комплекса, описаны его фазы и представлена разработанная модель аналитики с ее реализацией в среде MS Power BI.
Для современной экономики актуальным является решение проблемы оптимизации фи-нансовых результатов деятельности при имеющихся ограничениях платёжеспособного спроса в рамках текущего функционирования предприятий и организаций. Данная проблема может решаться на основе операционного анализа с помощью определения существующей взаимосвязи объёма и структуры производства и затрат и их влияния на финансовый резуль-тат деятельности субъектов российского рынка. В связи с этим акцентируется внимание на невозможности безграничного увеличения объёма реализации товаров и услуг для дости-жения оптимального состояния деловой активности, и устанавливается функциональная за-висимость объёма реализации продукции от ценового параметра исходя из рыночной конъ-юнктуры с указанием взаимосвязи между спросом и показателями деловой активности. В рамках поставленной математической задачи оптимизации подробно описываются основ-ные этапы её решения при помощи дифференциального исчисления и операционного анали-за деятельности фирм и компаний. В результате находятся аналитические значения парамет-ров деловой активности субъектов экономической деятельности в условиях постановки задачи как по максимизации прибыли, так и по рентабельности, осуществляется графиче-ский анализ функций, определяющих прибыль и рентабельность на предмет соответствия их ма-тематической интерпретации и экономическому содержанию, и доказывается оптимальность полученного математического решения. Достигнутые результаты поставленной задачи оптими-зации могут быть применены в практике фирм и организаций различного профиля деятельности.Ключевые слова: операционный анализ, принятие решений, максимизация прибыли, максимизация рентабельности, ограничение спроса.
The article discusses aspects of business analysis of the Russian insurance market. The ability of enterprises and organizations to qualitatively analyze the external and internal environment in order to make management decisions necessary to improve efficiency and competitiveness is particularly important today. The situation is complicated by an overabundance of information about the external world due to the digital transformation of the global and national economy. The subject of business analysis is considered in the context of studying of the Russian insurance market, which plays an important role in the financial system of the national economy. It is assumed that a qualitative business analysis of the Russian insurance market should be based on the principles of reliability, objectivity, comparability, complexity, efficiency, visibility and target orientation. In order to improve the reliability, objectivity and comparability of the business analysis of the Russian insurance market, it is necessary to rely both on the official statistics data and on the administrative account data. Special attention in the analysis of the Russian insurance market is paid to the issues of complexity by maximizing the variability of the analysis tools used. It is proposed to use additional analytical sections and quantitative parameters. The importance of improving the efficiency and visibility of the business analysis of the Russian insurance market through the use of modern integrated software products that minimize the time and labor costs of accounting is emphasized. The possibilities of the Microsoft Power BI software product for business analysis of the Russian insurance market and advantages of its integration are analyzed. Based on the selected software product, it is proposed to use a number of visualizations that are necessary to increase the visibility of the achieved results. Groups of end users with examples of their target orientation and possible management situations in which the results of business analysis of the national insurance market can be used are analyzed. There is presented a conceptual diagram of business analysis of the insurance market in Russia describing the main stages from determining the purpose of the study to making decisions and implementing corrective actions
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