Plan estratégico para una empresa de servicios de mantenimiento del sur de Sonora, México

Flor de María Miranda Pablos; Elba Myriam Navarro Arvizu

doi:10.31637/epsir-2025-1888

Authors

Flor de María Miranda Pablos Sonora Institute of Technology https://orcid.org/0009-0000-6115-8854
Elba Myriam Navarro Arvizu Sonora Institute of Technology https://orcid.org/0000-0003-2695-0883

DOI:

https://doi.org/10.31637/epsir-2025-1888

Keywords:

balanced scorecard, strategic objectives, strategic plan, strategic initiatives, corporate strategy, strategy, selection matrix, strategic plan implementation

Abstract

Introduction: This study presents the follow-up to the design of a strategic planning carried out for a maintenance services company in southern Sonora. The objective was to carry out a diagnosis of the administrative process and an internal analysis of the company's departments, identifying strengths and weaknesses through SWOT. Methodology: A qualitative and descriptive approach was used, applying the Balanced Scorecard (BSC) model by Kaplan and Norton (1997). This model allows directing the implementation of a strategic plan in its four perspectives (financial, customers, internal processes, learning and growth), maintaining cause-effect relationships between objectives and using indicators to evaluate their fulfillment. Results: As a result, a strategic initiative was proposed that will allow the company to plan strategies for growth, change or adaptation, and to make key decisions on investment and financing, according to the scenario presented. Discussion and Conclusions: The research highlights the importance of the BSC as a key tool to drive strategic implementation and to evaluate the effectiveness of the company's actions. It is concluded that the proposed strategic initiative is the most suitable to address the identified challenges and opportunities.

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Author Biographies

Flor de María Miranda Pablos, Sonora Institute of Technology

Bachelor's Degree in Administration, Master's Degree in Competency-Based Education and current fifth semester student of the Doctorate in Strategic Management of Organizations. Teacher by subject at the Instituto Tecnológico de Sonora since 2012. Thesis advisor and synod of professional exams. Author, collaborator in publications of research projects in national and international indexed journals. Coordinator of academies in the Education Department. Assistant to the Head of the Department of Administrative Sciences of the Instituto Tecnológico de Sonora supporting in the administrative area, scheduling of academic loads and attention to students and teachers. Work experience in companies such as FORD, Coca Cola and Universidad Interamericana para el Desarrollo (UNID), in the areas of administration, accounting, customer service, continuing education and liaison.

Elba Myriam Navarro Arvizu, Sonora Institute of Technology

Bachelor's Degree in Administration, Master's Degree in Administration and Doctorate in Strategic Planning for Performance Improvement. Responsible for the Educational Program of the Master's Degree in Business Administration and Development. Research Master of the Department of Administrative Sciences. Responsible and collaborator in research projects. Advisor (Direction) and reviewer of degree projects. Responsible for the Administration Block of the Bachelor's Degree in Tourism Business Administration educational program. Publication of refereed articles in indexed journals. Academic Stays: Detroit, USA; Madrid, Spain and Warsaw, Poland. Presentation of Papers: Guanajuato, Mexico; Montreal, Canada; Lodz, Poland and Bucaramanga, Colombia. Member of the Academic Body CA-35 Business Model in Organizations. Lines of Research: Management for Performance Improvement, Organizational Development and Management in General.

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