New features in Charisma 2014

Vlad Cristuţiu

Product Management

Process Designer

Task Management

Events Management

Native integration with Charisma entities

Workflow (1) Overview

Creation of processes

Tracking processes

Changing standard flows

Workflow (2) Why?

Workflow (3) Example

Automatic actions Reports

Data processing

User actions Transactions / Documents

Task-uri

Events Business

Time

Workflow (4) Notions

1

• Step 1

• Uses Workflow

• Defines procesele

2

• Step 2

• Analyzes

• Searches for improvement solutions

• Modifies existing processes

Workflow (5) Notions

Strategic business planning Performance indicators

management

Dan Giuşcă

New Projects Manager

Implementing the strategy should be a continuous process

The company's strategy is the responsibility of each employee

Aligning processes with corporate strategy

Translating corporate strategy into operational terms

Concept

Mobility 2014

Bogdan Grigorescu

Mobile Apps Product Manager

Charisma Web Leasing on mobile devices

Charisma Cash Flow

Payments analysis and approval on smart phone

Integrating My Tasks with Charisma Dashboard

Mobility

Car dealer can send the acquisition proposal for a car, by email, in 3 Steps

Car choice and configuration

Financing configuration

Send offer and documents to the client, by e-mail

Charisma Web Leasing On the spot financing offer!

Status of the lead, from the offer up to the fee payment

Special offers and new product

information Dealer motivation by providing

promotional tools: smartphone / tablet

TTY reduction by notifications on

the financing files

Charisma Web Leasing Features

Increased number of leads

Innovative tool with competitive advantage

New sales channel – the configurator and installments calculator are available as separate applications in App Store/ Google Play

TTY reduction

Sales force and approvers will be notified and will act

immediately, forwarding the file along the flow

Enhanced company image

Search for the vehicle

Configure payment schedule

Ask for an offer

Charisma Web Leasing Benefits

Accounts current cash status

Analysis of receipts and payments from the beginning of the month to the current date

Mobile Cash Flow Expand Cash Flow features on mobile devices

Plan payments and estimate receipts per week

Postponing payments

Mobile Cash Flow Expand Cash Flow features on mobile devices

Cash flow scenarios to estimate the period one can benefit from a certain amount of money

Partners financial history Charisma

Mobile Cash Flow Expand Cash Flow features on mobile devices

Notifications in real time, regardless of the location of the current ERP activities users are responsible for

Completion of activities, with implications concerning the ERP

Creation and delegation of tasks to other users

My Tasks Integration with Charisma Dashboard

Planning budgets

Vlad Cristuţiu

Product Management

Planning budgets Accounting and financial planning for the next period

Multi-site, multi-company, multi-currency

Top-down or bottom-up construction, with the

possibility to review, approve, reject

Multiple versioning

Specific ways of calculating per budget line

Automatic generation of new budgets from previous

ones by multiplication, addition, division at budget

line level

Redesigning web applications

Focus on PERFORMANCE

ASP.NET MVC, Bootstrap, KendoUI, Knockout

Using the latest web technologies (HTML5, CSS3)

Technology Optimizations

Enterprise Partnership with Microsoft for providing Cloud services (Azure)

TotalSoft solutions in cloud

eProcurement

Charisma Medical Software

Insurance Engine

Future plans

Charisma ERP

Disaster Recovery

Cloud

Benefits

Scalability on request

Costs optimized according to the loading

Cloud