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Faculdade De Engenharia Da Universidade Do Porto FACULDADE DE ENGENHARIA DA UNIVERSIDADE DO PORTO Sistema de Gestão Financeira para um Parque Tecnológico utilizando um Sistema de Geração Automática de Código Luís Alexandre Moreira Matias VERSÃO PROVISÓRIA Relatório do Projecto Mestrado Integrado em Engenharia Informática e Computação Orientador: Eng.º João Moreira Sistema de Gestão Financeira para um Parque Tecnológico utilizando um Sistema de Geração Automática de Código Luís Alexandre Moreira Matias Relatório do Projecto Mestrado Integrado em Engenharia Informática e Computação Aprovado em provas públicas pelo júri: Presidente: ________________________________________ Arguente: Vogal: 20 De Março de 2009 Resumo Este documento descreve o projecto “Sistema de Gestão Financeira para um Parque Tecnológico utilizando um Sistema de Geração Automática de Código”, desenvolvido na Quidgest – Consultoria em Gestão, SA. De uma forma genérica, o problema apresentado foi o de desenvolver um Sistema de Gestão Financeira inovador e à medida do cliente com recurso a uma ferramenta de geração automática de código: o Génio. No mercado, existem várias aplicações de Gestão de Contabilidade. Contudo, estes produtos são estáticos e por esse motivo não se adaptam a realidades específicas. O Sistema tem de possuir automatismos que dispensem o utilizador de conhecimento funcional de contabilidade, nomeadamente um Classificador Automático de Documentos Contabilísticos. O Sistema deve ainda consolidar a contabilidade de vários organismos num só e possuir uma integração com ferramentas de Gestão Estratégica como o Balanced ScoreCard (BSC) através da construção de um sistema de indicadores financeiros. Por fim, foi-nos proposto desenvolver uma solução de Controlo de Gestão integrada no Sistema, recorrendo a Crystal Reports. Deveria ser investigada a sua implementação com uma de duas tecnologias de Rich Internet Applications (RIA’s): Adobe Flash e Microsoft Silverlight, justificando no final uma orientação para o futuro no que diz respeito à integração de RIA’s com aplicações de backoffice de Genio. O Sistema de Gestão Financeira foi implementado com vários automatismos que simplificam a sua utilização. A Classificação Automática de Documentos Contabilísitcos foi implementada recorrendo a um classificador de documentos que nos permite associar, à priori, os documentos à contabilidade geral e orçamental. É possível integrar o Sistema com o BSC através da solução BSC Quidgest. O sistema de indicadores responde a uma perspectiva meramente financeira, diminuindo assim o âmbito de utilização do BSC. A integração do Flash com o Genio é interessante e os desenvolvimentos actuais devem ser mantidos. Os desenvolvimentos de RIA’s com Silverlight têm um grande potencial, devendo, por isso, suportar o Controlo de Gestão, bem como futuras soluções de RIA’s cuja utilização o justifique. iii Abstract This document describes the project “Sistema de Gestão Financeira para um Parque Tecnológico utilizando um Sistema de Geração Automática de Código”, developed in Quidgest – Consultoria em Gestão, SA. The problem is to develop an innovative software solution to support a Financial Management System. This system has to be developed with an automatic software generation tool and fully customized to a specific organization. There are several solutions to support Financial & Accounting Systems in the market. However, this solutions are static and therefore, they are not flexible to support specific needs. This system needs to have automatic tools to disable the user’s need to have know-how about Financial and Accounting such as an Accounting Documents Classificator. This system still needs to support the consolidation of different accounts of different organizations in one only and to have integration with Strategic Management tools like Balanced ScoreCard with a system of financial indicators. At last, we have to develop a solution to support Management Control integrated in the System, using Crystal Reports. We have to research the developing of this solution using one of two RIA technologies: Adobe Flash and Microsoft Silverlight and, finally, conclude what is the best way to integrate RIA’s with Genio back office’s applications. The Financial Management System was developed with several automatic tools that improve user usability. The Accounting Documents Classificator was developed with document classificator that allows you to associate the documents to general and budgeting accounting. It is possible to integrate the System with BSC using the solution BSC Quidgest. The system of indicators only has the financial ones. This fact reduces the BSC full potential. The actual integration of Flash with Genio is interesting and it should be maintained. The development of RIA’s with Silverlight has a large potential in the near future. The Management Control must be supported by Silverlight, like other future solutions of RIA’s, if the it’s usability needs justify it. iv Agradecimentos Quero aqui deixar os meus mais profundos agradecimentos a todos aqueles que possibilitaram o desenvolvimento deste projecto e o finalizar desta etapa. Começo por deixar um sentido obrigado ao Professor João Mendes Moreira pela preseverança, pela paciência e pela incansável dedicação na orientação deste projecto. Gostaria de agradecer ao Eng. João Paulo Carvalho e ao Eng. Carlos Nogueira pela porta que me abriram na Quidgest – Consultoria em Gestão, SA. para que assim pudesse aprender o que é estar no mercado de trabalho e assim, crescer profissionalmente. Vou deixar ainda um agradecimento particular a todos os que comigo trabalham e em especial, aos elementos da equipa de desenvolvimento do CNT que tornaram possível este projecto: Dra. Anna Muzalska, Eng. Filipe Garcia, Eng. Marcos Topa e Eng. João Baptista. Só a vossa dedicação extremosa e alto nível de profissionalismo me deixaram chegar aqui. Obrigado também por isso. Os colegas. Os desconhecidos. Os que me deram a mão. Os que me voltaram a cara. Os que acreditaram em mim. Os que lutaram comigo e contra mim. A todos esses, quero agradecer por me tornarem, durante os últimos cinco anos de Faculdade, no homem em que sou hoje. Sobretudo, quero agradecer aos Amigos que nunca me deixaram cair desamparado nem a sorrir sozinho. Ao longo de tantas aventuras e desventuras, descobri vários nesta Faculdade de Engenharia da Universidade do Porto. A Vocês e à FEUP, trarei sempre no meu coração...por mais longe que pareça que estou, estarei sempre por perto. Este Projecto também é vosso. Finalmente, quero expressar a minha profunda gratidão e afecto à minha Família. Por serem quem são. Por serem como são. Por me fazerem ser quem sou. Obrigado. Luís Matias v vi Conteúdo Capítulo 1 – Introdução .............................................................................................................................................. 1 1.1 Contexto ............................................................................................................................................................... 1 1.2 Descrição do projecto ..................................................................................................................................... 2 1.3 Objectivos ............................................................................................................................................................ 3 1.3.1 Solução Base de Gestão Financeira ................................................................................................... 4 1.3.2 Integração com BSC Quidgest ............................................................................................................. 5 1.3.3 Integração Microsoft Silverlight com CNT ..................................................................................... 5 1.4 Motivação ............................................................................................................................................................. 6 1.5 Organização do Presente Relatório ........................................................................................................... 7 Capítulo 2 - Revisão Tecnológica ............................................................................................................................ 8 2.1 Sistema de Gestão Financeira ...................................................................................................................... 9 2.1.1 Tecnologias utilizadas para a implementação da solução ................................................... 10 2.2 RIA – Rich Internet Application ............................................................................................................... 12 2.3 Génio ................................................................................................................................................................... 14 2.3.1 Especificidades Técnicas .................................................................................................................... 14 2.3.2 Conceitos Proprietários ...................................................................................................................... 16 2.4 Crystal Reports ............................................................................................................................................... 19 2.5 Balanced ScoreCard ...................................................................................................................................... 19 2.6 Adobe Flash .....................................................................................................................................................
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