Diseño e implementación de un sistema web para la gestión de cartera de la empresa iberconsa aplicando la metodología swirl.

Abstract

Due to the implementation of information systems in the business environment, it has been possible to optimize to a great extent the performance of the business activities of each company, becoming an essential resource as the business or company grows. Adequate portfolio control within an organization is useful, since it allows maintaining stability within the accounting balances and profits that the organization can obtain. Therefore, the follow-up must be carried out in a continuous and meticulous way, avoiding possible losses in the company. Information systems have been able to optimize the control processes of companies, allowing them to keep track of the loans granted to each client. However, very few systems of this nature are acquired by SMEs, either because of their dependence on other modules of the system or because of the complexity of understanding the interface. The need to be connected to the Internet has driven the consumption of web-oriented systems, providing easy access to information from multiple points. That is why, for its development and implementation, web-oriented development methodologies are used to guarantee the production of a quality system, in addition to relevant features such as accessibility, usability and, in several cases, modularity. Based on the above analysis, the technological proposal focuses on designing and implementing a modular web administrative system for portfolio management in the construction company IBERCONSA through the processes immersed in the SWIRL development methodology. The information system will monitor and control the credit portfolio of each of the company's clients, by opening new credits, registering monthly installment payments, creating contracts to validate the credit, visualizing debts and payment history by client, and finally keeping track of overdue installments and payments made in general. The system requirements are issued by the company, essentially the use of an administrative approach during its design. In this way, the functions are established according to the roles delegated in the company and the permissions assigned to each of them. It should be noted that the system has the management of users, roles, and assignment of permissions according to the policies of each company. The development process was carried out according to the procedures established by the SWIRL methodology; therefore, the analysis and due planning of the process was performed, identifying the system requirements, users, and functionalities of each module to be developed; followed by the design of user interfaces, UML diagrams, and database design through the use of the respective CASE tools for each model. For the implementation or coding of the proposal, client-side and server-side technologies were selected. On the server side, Node.js and Express.js were used as development technology, and MongoDB as database manager. On the client side, JavaScript language and the Angular.js Framework were used for the development of the user interfaces, including CSS, Bootstrap and HTML standards for their respective design.