Company's Business Processes Research Articles

ACCOUNTING OUTSOURCING: CONTENT AND NEW REALITIES

Purpose. The aim of the article is to review the scientific interpretation of the concept of “accounting outsourcing” and its application in business processes of companies. Methodology of research. The research was conducted using a dialectical approach to the study of the current state of accounting development. General scientific and special methods are used, in particular: analysis, synthesis, induction, deduction and generalization as methods of scientific knowledge applied to the development of the provisions of the theory and practice of accounting outsourcing in the system of documentary and informational support of the main business processes of companies, monographic – when studying literary sources on accounting issues; epistemological method – to clarify and deepen the content of the “accounting outsourcing” category; system and analytical – when processing the received information; abstract and logical method – for formulating research conclusions. Findings. It was determined that in the conditions of decentralization of the company's business processes, introduction and development of new business concepts, approaches to the accounting methodology are changing, and the need to use accounting outsourcing is increasing. It is substantiated that the delegation of accounting responsibilities to specialized companies helps to change the functioning of the company's management and in accounting, in particular. It was found that the result of the development of accounting outsourcing will be the optimization of the organizational structure and functional capabilities of accounting, including through staff reduction, modernization of accounting processes and accounting policies in general; strengthening requirements for professional skills of users. Originality. A review of literary sources was carried out to clarify the meaning of the concept of “accounting outsourcing”, which made it possible to offer the latest understanding of the external accounting support of the company's business processes for the optimization of decentralized management functions. Practical value. The obtained results of the research will contribute to increasing the effectiveness of the formation and development of accounting outsourcing in modern conditions and will become the basis for further scientific developments in this field. Key words: accounting, accounting outsourcing, decentralization, business processes, specialized companies.

Factors influencing the digital transformation of sales organizations in Indonesia

A model that can elaborate the interaction between research variables influencing digital transformation, especially on the performance of sales organizations in Fast-Moving Consumer Goods companies, is fundamental. It allows the decision-makers to take proper action for their companies' optimization. By using Partial Least Squares Structural Equation Modeling (PLS-SEM) to build a model that can describe the interaction between Leadership Model, Organizational Citizenship Behavior, and Sales Management in 346 respondents working in various Fast-moving Consumer Goods companies in Indonesia, the present study found the most respondents were from the Special Capital Region of Jakarta (40.7%). It was found that the Sales Director (50.0%) was the most responsible for digital transformation implementation within the sales organization. Most respondents answered that effectiveness in the company's Internal Business Processes was the primary goal of digital transformation (28.1%). Concerning the success parameters of the digital transformation, Business Processes were the prominent expression of successful implementation (19.4%), with Sales Automation (37.4%) as the main activity in their digital transformation. Three hypotheses with the variables of leadership models, organizational citizenship behavior (OCB), and sales management control, had proven to affect digital transformation positively. Later, in four hypotheses where sales organization performance was set as the dependent variable, it was found that the leadership model influenced organization performance with digital transformation as a mediator. Finally, the last three hypotheses, with variables of sales management control, organizational citizenship behavior, and leadership model, positively influenced organization performance through digital transformation as a mediating variable. Leaders in organizations who carry out digital transformation must ensure that their organizations can respond to disruptions related to the use of digital technology in order for an organization to achieve proper performance.

The Role of Big Data in Circular Supply Chain Practices and Corporate Sustainability Performance

The green industry is a national priority target, with one of the indicators being the application of a circular economy. The application of a circular economy to the entire supply chain process is an effort to extend the service life of materials so that sustainability arises. The application of circular supply chains needs to be supported by digital technology to improve processes. This study aims to analyze the effect of circular supply chain practices on corporate sustainability performance and the moderating effect of Big Data. The hypothesis testing using SEM analysis tools. The number of samples used was 140, who are currently working or have worked in companies that have implemented a circular economy. [KM1] The results of the study show that Circular Supply Chain Practices do not influence on Corporate Sustainability Performance, so the moderating effect of Big Data is not supported. Therefore, managerial parties need to implement a circular supply chain in the company's business processes. Managers need to provide technical training related to designing environmentally friendly products and educational strategies to customers regarding the application of a circular economy. Nonetheless, this study also has limitations, in that it consists of only one variable, Circular Supply Chain practices, which affect Corporate Sustainability Performance. Thus, the next researcher should add other variables that can affect Corporate Sustainability Performance, such as the purchasing realized absorptive capacity variable. [KM1]Refer in research method section for my comment.

Generative Models of Artificial Intelligence as an Effective Tool for Optimizing Business Processes

In today’s world, Artificial Intelligence has become one of the most popular terms. It already creates a significant amount of digital content, including texts, pictures, music, videos, etc. According to some forecasts, by 2035, Artificial Intelligence will bring 15.7 trillion dollars to the world economy. In December 2020, the Cabinet of Ministers of Ukraine approved the concept of Artificial Intelligence development until 2030. For Ukraine, this direction is quite new, but with the help of such a step, the Ministry of Digital Transformation of Ukraine hopes to attract billions of investments through this initiative.Many industries seek to automate certain types of work with the help of intelligent machines, and Artificial Intelligence is extensively used in various fields, including business management. Chatbots, particularly those based on the GPT (Generative Pre-trained Transformer) model, are gaining popularity as effective tools for communication with customers and task management. However, there are challenges related to the formulation of requests (prompting) that must be addressed to achieve the maximum productivity of managers.Research and formation of effective prompting in chatbots (including GPT) for managing business processes have become key tasks under these conditions. Advances in Artificial Intelligence and machine learning enable the expansion of the capabilities of this tool to enhance the productivity of managers at all levels of management. The article presents the basic principles of prompting functionality and examines the existing problems. The authors have conducted several experiments using various methods of prompting and evaluated their effectiveness in real conditions when solving various management tasks, and, based on the conducted research, proposed approaches to increasing the efficiency of using Artificial Intelligence in the management of business processes of companies and organizations.

Adaptation of a logistics company`s business model in the era of digitalization

The article is devoted to the study of the adaptive capabilities of logistics companies in the conditions of global digitalization. The developed conceptual model of logistics company adaptation defines the tasks, principles, components, and stages of adaptive management, allowing the logistics company to obtain a synergistic effect from the implementation of the model as a complete system, provides an opportunity to improve the quality of management, forming a proactive adaptation management mechanism. Taking into account modern trends, in the conceptual model adaptation and sustainable development are highlighted as its main components, since sustainable development is based on compliance with the principles of environmental sustainability and social responsibility, adaptation is defined as a tool for the effective implementation of these principles in a logistics company in a changing environment. It was determined that to make corrective changes to the existing business model, it is necessary to assess the existing level of adaptability of the logistics company. To implement this approach, a system for evaluating the effectiveness of adaptive management of business processes of a logistics company has been developed, which consists of 7 subsystems, having a variable character, oriented to any stage of the company's digitalization. Applying a comprehensive approach to the system of evaluating the effectiveness of adaptive management based on the calculation of integral criteria for each subsystem is justified, which are summarized in a total integral indicator that summarizes the influence of all factors and determines the degree of adaptability of the logistics company's business model.

Potential carbon emissions reduction from warehousing activity using vegetation projection planting

Large energy consumption and environmental impact from logistical operations which majorly caused by the lighting, heating, cooling, and air conditioning systems alongside fixed and moving material handling equipment are now a major contributor to GHG (Greenhouse Gases). This research objective is to calculate the potential carbon emissions reduction by implementing vegetation projection planting on the company and alternative energy implementation. The method used in this study is by recording and calculating data from the company operational which then convert into data activity. The results from this study stated that company operational contribute 6,588,252.19 KgCO2/month. The existing vegetation capable to absorb 3,810 KgCO2/month, meanwhile the potential carbon emissions reduction which come from planting projection and alternative energy implementation is 6,928,718.7 KgCO2/month. With the increasing of environmental impact from logistical operations, it is necessary to conduct environmental assessment regarding the company business process. Calculating GHG emissions in form of carbon emissions can be the first step to conduct the assessment. Utilization of available green open space area and alternative energy implementation is some potential method to direct or indirectly reduce carbon emissions from warehousing operations.

Proposed Performance Management System Using Kbpms Framework At PT. Kita Bersama

In Indonesia, company performance measurement is regulated by standards such as Financial Accounting Standards (SAK) published by the Indonesian Accountants Association (IAI). PT Kita Bersama, which operates in the direct sales sector, has experienced a decline in revenue in the last 5 years. One of the causes is the absence of clear performance indicators for employees so that they work without adequate targets and control. Therefore, this thesis research aims to propose the implementation of an integrated performance management system at PT Kita Bersamawith a focus on product marketing and Key Performance Indicators (KPI). The result is 23 KPIs derived from the company's strategy and business processes to carry out more comprehensive performance measurement and evaluation. Furthermore, the Knowledge Based Performance Management System (KBPMS) is designed to overcome various company challenges related to data integration, employee involvement, alignment of activities with vision and mission, and performance management. KBPMS is also based on five principles to simplify operations, increase efficiency, and drive sustainable growth of the company. By implementing this knowledge management system, it is hoped that company performance can be improved in a structured manner according to long-term targets.

Аналіз трансформації бізнес-процесів міжнародної компанії

The purpose of analyzing the transformation of business processes of international companies is to summarize and systematize available research, identify general trends and patterns, evaluate the efficiency of various approaches to business process transformation and develop practical recommendations for management. Assessing the impact of business process transformation on the company’s positioning in the market compared to competitors helps to understand how successfully the company adapts to changes. The purpose of analyzing the transformation of business processes of international companies is to assess their impact on various aspects of the company’s activities in order to increase its competitiveness and sustainable development. Analysis of the transformation of business processes of international companies is relevant in the context of constant changes in the global business environment. The purpose of the analysis is to assess the efficiency, risks and opportunities associated with transformation processes in international companies. The study covers various aspects, including the impact of transformation on productivity, competitiveness, risk tolerance and customer satisfaction. The transformation of business processes helps to increase the efficiency of operations and reduce costs in international companies. The introduction of new methods and technologies allows companies to maintain their competitive advantage in the international market. A clear analysis helps identify and minimize transformation-related risks, such as technological failures or managerial deficiencies. The process optimization helps to increase customer satisfaction and increase customer loyalty. Changes in the business environment require constant updating of business processes to remain competitive. Analyzing the transformation of business processes of international companies is a pivotal stage in achieving success in the face of constant changes and the need to adapt to new market challenges.

DYNAMICS AND MODERN TRANSFORMATIONAL TRENDS IN BUSINESS PROCESSES OF MULTINATIONAL COMPANIES

Modern globalization processes and the formation of the world economic space have led to the integration of large companies and the emergence of new multinational companies (MNCs), which are the flagships of modern economic development, determine the driving force of the world economy and the level of competitiveness at the international level. In order to remain financially and economically powerful leaders in the international arena, business processes in multinational companies must be regularly updated and transformed in accordance with modern development trends. The purpose of the study is to study and analyze the dynamics and modern transformational trends of business processes of multinational companies in the global business environment. To achieve the goal, the research determined the essence and role of multinational companies, analyzed the main modern trends in the development of MNCs, researched current trends in business processes that are carried out in the activities of multinational companies, substantiated promising directions for improving the business processes of multinational companies. The author assessed the current state of operation of multinational companies for greater thoroughness of the research. The dynamics of the number of MNCs in the global dimension are analyzed. The world's largest multinational companies by region of the world as of 2022 have been determined. The Top-10 largest global multinational companies by the level of turnover of financial resources were analyzed. In the course of the study, modern transformational trends introduced by multinational companies for greater effectiveness of their activities were identified. Attention is focused on the fact that modern transformations of business processes of multinational companies are mostly aimed at digital transformation and global standardization. The authors also substantiated directions for further improvement and renewal of business processes of multinational companies, which are promising for implementation and will allow MNCs to function more effectively and efficiently (use of complex IT solutions; improvement of MNCs business processes; emphasis on regional affiliation; environmental sustainability and corporate responsibility).

Verification and validation of business processes in business architecture using the formal method with V-Model concept

In implementing EA itself, problems often occur, such as the incoherence and synchronization of business strategy with technology. To be able to find out the possibility that there is an error and quality in the company's business processes, it is necessary to carry out verification and validation. The stages of testing verification and validation of business processes use V-Model which has 3 layers. The results of this research will later become an improvement for the company to achieve effectiveness and efficiency in optimizing the company's business processes.

Digitalization of remote personnel recruitment

The article considers the issues of using digital technologies and tools in the field of search and selection of personnel, taking into account the development of forms of remote work and intercultural cooperation. Technological development, labor globalization processes, economic crisis, pandemic, war and increased fierce competition have led to the emergence of new forms of employment and the use of new modern tools in terms of attracting personnel. The analysis of the labor market proves the need for search and recruitment specialists to use digital tools, update business processes in companies, and adapt the company's recruitment processes to modern business needs. The ability to perform work from anywhere in the world, broad prospects for global staff mobility and remote work have become one of the modern challenges facing businesses and recruiters in particular. Remote recruiting as a form of hiring and personnel management is gaining popularity and is becoming an important component of the modern business process. A list of advantages and disadvantages of using remote recruiting is provided in order to simplify the selection and identification process. The study revealed a significant number of digital tools that are offered for remote recruiting, which indicates the relevance of this issue. The main characteristics of digital tools in terms of relevance and practical use are described, which help to navigate among the tools offered on the market. The study shows that the use of digital tools significantly improves the productivity and efficiency of the recruitment process. General recommendations on the main aspects of choosing an automated system to work in the context of remote recruiting are formed. It is noted that the choice of an automated system for recruiting should be adapted to the individual needs and objectives of the company. The use of digital tools in the context of remote recruiting will lead to optimization of business costs in terms of time, finance and resources, improving the candidate evaluation system and reducing the degree of influence of the human intervention factor.

ФОРМУВАННЯ ПРОФЕСІЙНОЇ КОМПЕТЕНТНОСТІ У СТУДЕНТІВ СПЕЦІАЛЬНОСТІ "МАРКЕТИНГ"

During professional training, future marketers study the demand for goods and services and analyse the economic activity of enterprises to maintain their competitiveness. They must possess a sufficient level of professional competence, which includes developing the company's business process planning technology. This research presents the results of a pedagogical experiment on the formation of professional competence of future marketers during professional training using the information system "BAS. Retail". The study was conducted at the State University of Trade and Economics. The authors describe a technology for training future marketers using an information system that includes a complex of conceptual, diagnostic-corrective, substantive, technological, and effective components. The hypothesis of the study is that marketers need knowledge and skills to solve financial and economic tasks successfully. This will enable them to analyse and correct their professional activities consciously. The research was conducted using the methods of theoretical generalization and modelling, as well as ascertaining and formative experiments. The object of the study is the process of developing the professional competence of future marketers during professional training in higher education institutions. The subject of the study is the technology of training future marketers during professional training using an information system. A model for developing the professional competence of future marketers during their training has been created. The concept of "professional competence of future marketers" has been clarified, and a training technology for future marketers has been developed for the first time using the information system "BAS. Retail". The practical significance of the conducted research lies in the development and implementation of the author's methodical recommendations for conducting practical classes in the discipline "Information systems in retail". The effectiveness of the developed teaching technology was confirmed according to the results of the pedagogical experiment, and the prospects for further research were determined.

ИНТЕГРАЦИЯ ЦИФРОВЫХ ТЕХНОЛОГИЙ В СФЕРУ МАЛОГО БИЗНЕСА

This study examines the impact of digital technologies on the business processes of medium and small companies. The main areas in which digital solutions can bring significant benefits have been identified, such as customer relationship management, automation of procurement and sales processes, and data analysis. The study also highlights the importance of selecting appropriate tools and integrating them with the company’s existing systems.

РАЗВИТИЕ СТРАТЕГИЧЕСКИХ ОРИЕНТИРОВ ТРАНСФОРМАЦИИ СТРОИТЕЛЬНЫХ УСЛУГ: ЦИФРОВЫЕ И ИННОВАЦИОННЫЕ АСПЕКТЫ

The model of digital transformation formed in the construction industry is strategically justified on the basis of three promising goals, which are the formation of digital culture (literacy) and digital maturity of the industry, digitalization of all processes of organizing activities in the construction services market, development and implementation of information technologies at all stages of the life cycle of performance and implementation of construction services. The introduction of digital solutions into the business process of construction companies will allow solving a number of functionally significant works and services for a construction company, which will increase the efficiency of their work and the quality of construction services performed. In general, the use of digital technologies in the construction services market is aimed at increasing the productivity and KPIs of employees and employees, increases the level of safety at construction sites, increases the effectiveness of each stage of the construction project. Uniquely, digital innovative solutions will radically change the construction services market in the future based on the introduction of digital solutions, projects, developments and technologies. The main theoretical and scientific and methodological foundations of the development of the construction industry at the stage of digitalization will become the object of scientific research and will be reflected in scientific publications in the future.

ОПТИМІЗАЦІЯ БІЗНЕС-ПРОЦЕСІВ УКРАЇНСЬКИХ КОМПАНІЙ НА ОСНОВІ БЛОКЧЕЙН-ТЕХНОЛОГІЇ

The key foundations of the blockchain technology, which determine the resistance of the systems built on it to external interference and the ability to work in an aggressive external environment, are considered. The first fundamental basis of the blockchain is the hash function. Its role is to create a unique digital fingerprint of each block of the network, and it also facilitates the use of other key solutions in the blockchain architecture. The second basis of the blockchain is its use of a "private-public key" pair, which allows you to ensure the signature of certain data, for example, transactions in crypto networks, as well as guaranteed verification of the authenticity of this data. The third basis of the blockchain is its construction in the form of a chain of blocks, the connection between which is ensured by including the hash function of the previous block to the next block. The fourth basis of the blockchain is the use of specialized consensus algorithms that ensure the correct addition of new blocks to the network. The fifth foundation of the blockchain, which ensures its protection, is the distributed architecture, that is, the decentralization of this network. In order to substantiate the choice of optimal blockchain-based systems for solving the problems of improving the efficiency of business processes at the level of individual companies, four types of blockchain were analyzed. The first of them - public - is the most common due to its use in cryptocurrency networks, which historically became the first powerful impetus for the development of blockchain technology. However, for application in the business processes of individual companies, at the time of the research, the private type of blockchain is more widely used, despite the presence of some significant shortcomings. Partial elimination of the shortcomings of the private blockchain ensures the use of two more types - the hybrid blockchain and the most modern blockchain of the "consortium" type.

ОПЫТ УПРАВЛЕНИЯ ПРОЕКТОМ ЦИФРОВИЗАЦИИ В ФАРМАЦЕВТИЧЕСКОЙ ПРОИЗВОДСТВЕННОЙ КОМПАНИИ

The article presents key results of practical research: experience of management of digital transformation projects of business processes in pharmaceutical production company. The methodology of the study includes such tools as case-study, content and situational analysis, observation and expert assessment. On the example of the digitalization project of dietary supplement labeling, a design specificity has been identified, which can be taken into account by other pharmaceutical manufacturers in the implementation of digitalization of marking projects. Conclusions about significant role of digitalization projects in development of the company are made. The analyzed factors influencing the success of the project are externally and internally specific. The identified features of project implementation could be taken into account for subsequent replication of project experience, its integration into the intellectual capital elements of the organization. The accumulated project experience of the company reflects its potential in business transformation, supporting strategic growth of the company.

ОСОБЕННОСТИ АНАЛИЗА И УПРАВЛЕНИЯ БИЗНЕС-ПРОЦЕССАМИ СУДОХОДНОЙ КОМПАНИИ

The article updates scientific developments and provisions on the description, analysis and optimization of business processes based on the materials of a shipping company in the Republic of Tatarstan. The main business process of a small shipping company (loading and unloading operations), auxiliary business process (ship repair, fleet maintenance), management processes are analyzed, losses in this business process are identified and classified, management decisions in the field of automation and optimization of business processes (work during loading and unloading operations and the use of technical vision to level out human error when loading a barge) are substantiated.

РАЗРАБОТКА ПРОГРАММНОГО ОБЕСПЕЧЕНИЯ ДЛЯ АВТОМАТИЗИРОВАННОЙ СИСТЕМЫ ОБРАБОТКИ ВИДЕОМАТЕРИАЛОВ

Trunk pipeline transportation is the most important component of fuel and energy complex of Russia. In accordance with the regulations, control of equipment operation, compliance with labor protection and industrial safety requirements at production facilities as high-risk areas is carried out. Based on the results of monitoring the operation of road construction equipment, it was established that the majority of violations occur in the operation of video recording equipment. To optimize the process of managing video information, the authors have developed a software package (PC) using artificial intelligence methods for digital processing of video content, which allows analyzing data received from video recorders. The software product is designed to automate the process of processing video data: identifying violations in the operation of video recording; operational control and analysis of performance indicators of the DVR; creating a database with identified violations; generating operational, reliable information online from construction equipment. The developed computer program examines video analytics scenarios that make it possible to automate the processing of video materials: defocus or contamination of the video camera lens (cloudy, unclear image, dirty or obscured camera lens); disconnecting the video camera from the DVR (recording is in progress, a black or blue screen is recorded with time stamps on the video); lack of movement (recording of “garbage” video without production of work, no movement, picture does not change); interference when recording video (stripes, strong video jerking, video “scattering” into rectangular segments). The software package consists of 3 main modules, each of which has its own functionality for a comprehensive solution to the task. The use of a software package allows you to identify violations in the operation of video surveillance equipment. Automated analysis of video information is considered as a resource for increasing the efficiency of management and safe operation of special equipment. Using video analysis systems, you can obtain valuable information about the quality of work of company personnel at remote sites, which allows for a more adequate assessment of their work, as well as checking compliance with safety standards at high-risk sites. Implementation of computer vision-based solutions in the business processes of oil companies will allow to achieve higher productivity, profitability and competitiveness of the economic sector.

TRANSFORMATION OF THE GLOBAL INSURANCE MARKET IN THE CONTEXT OF THE INTRODUCTION OF NEW BUSINESS MODELS AND MODERN INSURANCE TECHNOLOGIES

Introduction. The insurance industry has undergone significant changes in the last decade. Global transformations in society, rapid development of financial technologies, systemic financial shocks and the coronavirus pandemic, escalation of military conflicts into war, necessitate a rethinking of the conceptual foundations of insurance activities, modification of relationships between participants in the insurance market, and the testing of new business models for insurance companies. In this context, the study of current trends and the development of directions for further transformation of the global and local insurance markets in the context of optimizing the business processes of insurance companies in the global InsurTech environment become particularly important. The purpose of the article is to analyze the realities of the functioning of the global insurance market in the conditions of changing the paradigm of its development; to identify key challenges, identify new threats, and outline the main vectors of transformation of the insurance business environment in the modern InsurTech space. Results. The decisive role of the insurance market in providing insurance protection to economic entities, individuals, and international institutions has been clarified; macroeconomic uncertainty and geopolitical transformations that significantly affect the development of local and global insurance markets have been identified. It has been proven that the insurance business has demonstrated its adaptability to new realities of functioning by improving operational systems, applying innovative strategies and digital marketing technologies, implementing new financial solutions, and establishing strategic partnerships. New vectors of development of the insurance market in the global insurance space have been identified, aimed at introducing InsurTech and automating business processes in the activities of insurers; a customer-oriented approach in working with policyholders; and the development of new insurance products taking into account their hyper-personalization and accessibility. Conclusions. The following conclusions have been drawn based on the results of the study: new trends in the transformation and modernization of the insurance market are observed in the context of the implementation of innovative technological achievements, the formation of strategic alliances between insurance companies and other financial structures; intensive shifts in the insurance business are taking place in a regional context, particularly in Asian and other developing countries; insurance companies are being reprofiled towards a customer-oriented business model, digital marketing, remote customer service, and the promotion of new insurance products.

ФОРМУВАННЯ ТА УПРАВЛІННЯ ІННОВАЦІЙНО-ІНВЕСТИЦІЙНИМ ПОРТФЕЛЕМ В УМОВАХ ПЕРЕТВОРЕННЯ КОМПАНІЇ В ХОЛДИНГОВУ СТРУКТУРУ

The domestic economy, successfully integrated into world market relations, strives to take a leading position in modern world economic relations. The high dynamics of economic and political transformations of the legislative and executive power of our state has a stimulating effect on the activities of economic entities of the national economy. Fast-growing enterprises and companies of various forms of ownership and size are faced with the problem of finding further ways to improve the efficiency of their activities. One of these ways is the transition to innovative development factors. This path involves the development, development and use of a set of product (new products) and process (new technologies) innovations. Creativity of management allows to ensure economic adaptability of the company's management system to rapidly changing conditions of market relations. As a result of changes in the external conditions of business entities, it is the creative team of managers who are able to create a complex of non-standard management solutions for the company and successfully implement these solutions in the process of its development. Such a set of solutions, for example, may contain organizational changes in the company structure or business processes being implemented, redistribution of product and financial flows, development and implementation of investment projects, as well as various combinations of potentially possible elements of a set of management solutions. In order to obtain profit and achieve positive results from investment in innovation, modern organizations create innovation investment portfolios that reduce the risk of losing invested funds. The creation of an innovation-investment portfolio is connected with the selection of the most optimal objects of investment in innovation, that is, the implementation of innovation-investment activities. In order to evaluate the innovation and investment portfolio, various methods are used, in addition, the selection of the optimal option for the creation and regulation of the innovation and investment portfolio is carried out, as well as the analysis of potential risks that the organization will face.