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Charisma 2014 - New product features

Date post:29-Nov-2014
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Description:
New features in Charisma 2014, presented by TotalSoft CEO, Liviu Dan Dragan
Transcript:
  • 1. New features in Charisma 2014 Vlad Cristuiu Product Management
  • 2. Workflow (1) Overview Process Designer Task Management Events Management Native integration with Charisma entities
  • 3. Workflow (2) Why? Creation of processes Tracking processes Changing standard flows
  • 4. Workflow (3) Example
  • 5. Workflow (4) Notions Events Business Time User actions Transactions / Documents Task-uri Automatic actions Reports Data processing
  • 6. Workflow (5) Step 1 Uses Workflow Defines procesele 2 1 Notions Step 2 Analyzes Searches for improvement solutions Modifies existing processes
  • 7. Strategic business planning Performance indicators management Dan Giuc New Projects Manager
  • 8. Concept 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
  • 9. Mobility 2014 Bogdan Grigorescu Mobile Apps Product Manager
  • 10. Mobility Charisma Web Leasing on mobile devices Charisma Cash Flow Payments analysis and approval on smart phone Integrating My Tasks with Charisma Dashboard
  • 11. Charisma Web Leasing On the spot financing offer! 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
  • 12. Charisma Web Leasing Features 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
  • 13. Charisma Web Leasing Benefits 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 Search for the vehicle Configure payment schedule Ask for an offer TTY reduction Sales force and approvers will be notified and will act immediately, forwarding the file along the flow Enhanced company image
  • 14. Mobile Cash Flow Expand Cash Flow features on mobile devices Accounts current cash status Analysis of receipts and payments from the beginning of the month to the current date
  • 15. Mobile Cash Flow Expand Cash Flow features on mobile devices Plan payments and estimate receipts per week Postponing payments
  • 16. 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
  • 17. My Tasks Integration with Charisma Dashboard 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
  • 18. Planning budgets Vlad Cristuiu Product Management
  • 19. 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
  • 20. Technology Optimizations Redesigning web applications Focus on PERFORMANCE ASP.NET MVC, Bootstrap, KendoUI, Knockout Using the latest web technologies (HTML5, CSS3)
  • 21. Cloud 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
  • 22. Cloud Benefits Scalability on request Costs optimized according to the loading

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