Business Intelligence applied to inventory management: case of a small retail company/Business Intelligence aplicado na gestao de estoque: caso de uma empresa varejista de pequeno porte/Inteligencia empresarial aplicada en la gestion de inventarios: caso de una pequena empresa minorista

• Published in: GeSec : Revista de Gestão e Secretariado 2024-02, Vol.15 (2)
• Main Authors: Aguiar, Clara Gouveia, Alcala, Symone Gomes Soares
• Format: Article
• Language: Portuguese
• Subjects: Enterprise resource planning; Inventory control
• ISSN: 2178-9010; 2178-9010
• DOI: 10.7769/gesec.v15i2.3457

Business Intelligence (BI) is a set of techniques that assist organizations in making data-driven decisions, enabling interactive access to information, often in real-time. In this way, its application provides precise business analyses, contributing to goal tracking, results projection, identification of opportunities, and anticipation of risks. Therefore, the objective of this work is to create a BI solution using data extracted from an Enterprise Resource Planning (ERP) to assist inventory management in a small-scale retail company specializing in party supplies. Factors such as shelf stockouts and inconsistencies between the system and the real environment have driven the development of this project. Facing ineffective inventory management and limited access to strategic information, a BI solution was developed in the company following steps such as problem analysis, data selection, extraction and processing, database modeling, BI implementation, and testing and evaluation. Thus, two focused dashboards were developed, one for the overall inventory report and another for monitoring safety stock. Through these dashboards, it is possible to assess inventory levels and product movement, devise strategies based on historical analyses, and identify the need to issue new purchase orders by product. The achieved results were positive, highlighting significant improvements in inventory management effectiveness and consolidating decision-making processes through quick and interactive access to strategic information. Keywords: Business Intelligence. Inventory Management. ERP. Power BI. Small Business. Business Intelligence (BI) e um conjunto de tecnicas que auxiliam as organizacoes a tomarem decisoes impulsionadas por dados, possibilitando o acesso interativo e, muitas vezes, em tempo real as informacoes. Desta forma, sua aplicacao proporciona analises precisas do negocio, contribuindo para o acompanhamento de metas, projecao de resultados, identificacao de oportunidades e antecipacao de riscos. Portando, o objetivo deste trabalho e criar uma solucao de BI, utilizando dados extraidos de um Enterprise Resource Planning (ERP), para auxiliar a gestao de estoque em uma empresa varejista de pequeno porte, especializada em artigos para festas. O desabastecimento das gondolas e a inconsistencia entre as informacoes do sistema e do ambiente real sao alguns fatores impulsionaram o desenvolvimento do trabalho. Logo, diante da gestao de estoque ineficaz e do limitado acesso