Regional Inventory and Financial Flow System for the Chilean Tax Authority

Over a 5-month engagement, I collaborated with the Chilean Tax Authority (Servicio de Impuestos Internos, SII) at their Concepción regional office to design and implement a custom system for managing both their regional inventory and the logistics financial flow. This project supported strategic decision-making, enhanced traceability, and streamlined reporting of accounts and expenditures.

Project Scope and Objectives

The system was designed to track all logistic financial operations related to the regional inventory, including:

  • Accounts payable and projected cash flows
  • Real-time inventory levels for office supplies and logistical resources
  • Tracking of procurement and invoice status across cost centers
  • Monthly budget planning and usage efficiency

The final goal was to provide an integrated view of the financial lifecycle of logistic operations in the region, enhancing both operational efficiency and reporting transparency.

System Features

The application included a user-friendly interface coded in PHP for regional administrative staff and generated dynamic dashboards and reports. Core features included:

  • Inventory entry and transaction tracking modules
  • Automatic calculation of financial commitments and obligations
  • Data exports and summaries for national reporting
  • Forecasting tools based on historical usage trends

Institutional Impact

The implementation of this system helped the SII regional office in Concepción significantly improve its control over operational spending and logistical resource allocation. It enabled:

  • Faster auditing and verification of financial documents
  • Improved budgeting based on real data
  • Higher visibility into regional inventory levels and needs

Technologies Used

  • Custom database design for inventory and financial transaction records
  • Interactive dashboards using R and Shiny for real-time insights
  • Automated reporting modules for scheduled PDF summaries
  • Data ingestion scripts for monthly financial updates

Project delivered during an on-site consulting engagement with the Chilean Tax Authority (SII), Concepción office, over a 5-month period in 2018.