Documentation Enhancement and Process Optimization in Luna & Company Inc.

dc.contributor.advisorCruzado Vélez, Héctor J.
dc.contributor.authorLeón Marrero, Damaris E.
dc.date.accessioned2025-08-13T19:13:03Z
dc.date.issued2025
dc.descriptionDesign Project Article for the Graduate Programs at Polytechnic University of Puerto Rico
dc.description.abstractThis project focuses on improving documentation and operational processes at Luna & Company Inc., an insurance service provider operating in Puerto Rico, Texas, and Florida. Rapid growth revealed inefficiencies in onboarding, workflow consistency, and digital tool usage. Using the DMAIC methodology, the team addressed issues such as lack of standardized documentation and unstructured training through targeted improvements. Key actions included developing a centralized digital knowledge base, digitizing workflows, and automating tasks with Microsoft 365 tools. Results included a 33% reduction in task time, onboarding cut from 14 to 7 days, and a 129% increase in digital tool adoption. Documentation errors dropped by 75%. Improvements were sustained through internal audits, dashboard monitoring, and KPI tracking. Strategic recommendations include ongoing training, performance monitoring, and continued integration of digital tools to sustain and build upon the improvements achieved. Key Terms – Automation, DMAIC, Onboarding, Workflow Digitization.
dc.identifier.citationLeón Marrero, D. E. (2025). Documentation Enhancement and Process Optimization in Luna & Company Inc. [Unpublished manuscript]. Graduate School, Polytechnic University of Puerto Rico.
dc.identifier.urihttps://hdl.handle.net/20.500.12475/3128
dc.language.isoen
dc.publisherPolytechnic University of Puerto Rico
dc.relation.haspartSan Juan
dc.relation.ispartofEngineering Management Program
dc.relation.ispartofseriesSpring-2025
dc.rights.holderPolytechnic University of Puerto Rico, Graduate School
dc.rights.licenseAll rights reserved
dc.subject.lcshPolytechnic University of Puerto Rico--Graduate students--Research
dc.subject.lcshPolytechnic University of Puerto Rico--Graduate students--Posters
dc.subject.lcshPolytechnic University of Puerto Rico--Subject headings--Unassigned
dc.titleDocumentation Enhancement and Process Optimization in Luna & Company Inc.
dc.typePoster

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