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Charisma Cost Control

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www.charisma.ro www.totalsoft.ro Charisma Cost Control helps the companies that want to have an actual control of the purchasing process, as well as the management flow of operational costs and contracts with the suppliers. The product includes a suite of standalone applications (eExpense Request Approval, eProcurement, Supplier Contract Management), perfectly integrated with Charisma ERP or with any other ERP system.
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Cost Control Simple | Intuitive | Flexible | Complete
Transcript
Page 1: Charisma Cost Control

Cost Control

Simple | Intuitive | Flexible | Complete

Page 2: Charisma Cost Control

Main value

Organizes, simplifies and automates complex

processes and workflows;

Cross departmental automation and

organizational processes that cover multiple

departments;

Dramatically decrease operational costs and

improves employees' effiency;

Increases the company's agility and

competitiveness;

360 view over the performance indicators;

Increases customer loyality;

Collaborative working environment, focused on

satisfying business partners’ needs;

Updates and develops customers' business needs.

value

Provides key reports and analysis for executives to

run business;

Reports with the ability to go from high level to

low level detail;

Comprehensive insight from all departments and

systems;

Provides executive dashboards, on-spot quick

facts and real-time notifications.

value

Clean and friendly user interface;

Commonly performed tasks can be automated;

Can provide data from other applications and

sources;

Can access various reports from the same

interface;

Provides technical support directly from the

application interface;

Provides development methods and tools for

business flows and entities directly from the

application.

value

In 2012, Charisma ERP was designated as one of

the 5 strongest European B2B solutions in the

"Enterprise Vertical Market Solution" segment.

Management

Employee’s

Market

Page 3: Charisma Cost Control

Charisma Cost Control defines,

tracks, checks, approves and

centralizes the internal purchasing

processes. The product optimizes

the purchasing flows, from

structuring the budget, managing

the expense requests, managing

and developing the relationships

with suppliers to tracking the

contracts and their completion

under the best terms.

. Charisma Cost Control helps the

companies that want to have an

actual control of the purchasing

process, as well as the management

flow of operational costs and

contracts with the suppliers.

You have the opportunity to see the

solution live, visiting one of the

reference customers from abroad.

In addition, we can provide

additional developments to prove

our team’s responsiveness.

Cost Control

eExpense Approval

Definingbudget

Stockcheck

ApprovalExpense Request

eProcurement

Supplierdata base

Contractcompletion

Purchasing processes

(RFP, RFQ, RFX)Bids

Supplier Contract Management

Trackcontract

execution

PaymentApproval

Paymentschedule

DelinquencyManagement

The product includes a suite of

standalone applications (eExpense

Request Approval, eProcurement,

Supplier Contract Management),

perfectly integrated with Charisma ERP

or with any other ERP system.

Page 4: Charisma Cost Control

Diminishes the financial risk

The system controls each acquisition (stopping /

limiting / identifying), by enforcing an automatic

validation process. Thus the company's budget

exceeding is prevented, ensuring the permanent

framing within the planned and validated budget.

User transparency

The system provides quick access for all the

company's employees by posting the occurred

expense orders and their centralization into a single

location. The products eliminates the human

resources allocation for this process, therefore

significantly reducing the time for routine activities

and operational costs.

Controls and reduces the operational and data

migration costs

Connecting and synchronizing with any other ERP

system allows the automation and streamline of

purchasing management, based on an unique

database.

Reduces the time required for building the expense

budget

The user friendly interface and/or the integration with

the already configured ERP system allow quick

building of the expense budget, without any special

training.

eExpense Request Approval module

is a software product especially

designed for tracking, controlling

and increasing the efficiency of the

expenses within a company. The

main tools used are the expense

budgets, order cards, approval flow

for the expense requests and the

possibility to query the internal

inventor in real time. The products

includes the processes specific to

each business field, easy to adapt to

the specific needs of any company.

eExpense Request Approval

4 5

Financial and Operational Benefits

Page 5: Charisma Cost Control

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The budget is the organizations' nEach budget line is assigned to an

structure required for defining, planning owner who will confirm the cost or

and controlling the costs over time the value of the expense.

periods. Either we talk about expenses nEach budget is assigned an owner

for electricity, water, gas, office supplies, who will approve the expense

hardware equipment, telephony and amount.

Internet, or about the expenses with the Charging the expense into the budget

employees, operational departments, account can be done either when the

marketing, all can be grouped, restricted request is initiated, or on its approval,

and tracked in detail by means of manually or automatically, depending on

defining cost centers and budget lines, the company's approaching.

on distinct time periods, at the The application has the option to access

organization level. the internal material or stockable items

Regardless they are defined within inventory, being managed and stored

eExpense Request Approval application within the company.

or externally configured in other ERP The system provides a series of

system, each budget line is assigned a specialized preconfigured reports, as

budget owner. He/she manages all the well as performance indicators, to allow

expense requests posted by order cards, the quick tracking of the company's

including the amount, the cost center expense and money allocation process.

related to the requested expense and its eExpense Request Approval module can

type. be directly integrated with Contract

The expense request approval flow is Management module when the

flexible and can be tailored to any type selection of the service and equipment

of organization, and the actual approval providers is agreed, and the process

is done in three steps: does not need any prospection, tracking

nEach employee is assigned to a the purchasing and/or bidding

manager who approves the processes.

expense opportunity.

Features

Page 6: Charisma Cost Control

eProcurement module optimizes and simplifies the

planning, the execution, the assessment and the

improvement of purchasing, contracting and renegotiating

processes with various partners. This module includes the

politics and practices used by the largest companies in

Romania, in various business fields.

Quick decisions in choosing the offers

Thanks to the transparency of the purchasing process,

eExpense Request Approval module reduces the time

needed for managing the process of choosing the

favorable offer.

Reduces the operational costs

Thanks to the automation of the entire purchasing

flow and integration with other information systems

used by the purchasing or financial-accounting

departments, eExpense Request Approval solution

dramatically reduces the downtime and routine tasks,

streamlining and facilitating the purchasing process.

Increases the efficiency of quoting and ordering

process

eExpense Request Approval solution improves the

capacity to turn the opportunities to value, reducing

the company's expenses by choosing the best offer

that meets the specified selection criteria.

eProcurement

6 7

Financial and Operational Benefits

It is the moment to renegotiate a

series of contracts with the

traditional suppliers. Therefore, the

contracts of utilities, preferential

interest rates in the contracts with

the banks or financing institutions,

or the contracts with the retailers

related to purchasing the office

supplies, hardware equipment or

software can be reviewed and

improved for cutting the

operational costs. Also a helpful

solution for lowering the costs is to

totally or partially outsource the

payroll or personnel management,

the activities related to

transportation, infrastructure and IT

management, financial and

accounting services, equipment

maintenance, legal advisory, etc.

Page 7: Charisma Cost Control

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Provides quick access to the potential or quotations directly posted by

current suppliers by managing and suppliers or imported from external

querying a partner database. sources,

Provides an efficient management of nreviewing, selecting and approving

purchasing processes, capturing the the favorable offers,

entire process, from the occurrence and nopening bids on determined period,

defining of a company's need to by inviting the suppliers with the

contracting and actual fulfillment of the best offers to compete for the final

request (the approved expense request). selection,

The best platform for: nconcluding the contract with the

nmanagement of RFPs / RFQs supplier

(Requests For Proposal / Quotation) Provides complete information and

or any other type of requests to the history of suppliers, existing offers,

candidate partners, signed contracts, invoices.

nrecording and comparing the

Features

Page 8: Charisma Cost Control

Reduces the costs allocated for managing contracts

The module eliminates the medieval practices and

provides a modern method of contract management

by centralizing data, eliminating the redundancy of

manual work, automating and eliminating some steps

(for example, the contracts with a value lower than a

given threshold do not pass through the legal

department). The exceptional configurability of the

solution allows defining approval flows according to

the specific of each single company.

Increases conformity and eliminates financial risks

Includes a tool for storing the "lessons learned" over

time, helping the company to define and comply with

a series of company politics and rules.

Reduces operational risks

The module ensures an efficient control for running

the contracted projects, including alerts for the

required tasks, as well as notifications for the risks

associated with each task. Thus, any failure to comply

with the company policies is notified immediately to

the decision persons, who can proactively intercede in

the process, cutting the operational risks.

Improves the financial management

The module provides total transparency of contracts

on their entire effective period, being of a real

support in the strategic decisions of the company.

Supplier Contract Management

module within Charisma Cost

Control solution is the solution you

need for tracking the entire lifecycle

of a purchasing contract, from its

preparation to its signing and

termination. Supplier Contract

Management module is a requisite

component for supporting the

strategies of the companies running

large purchasing projects, becoming

a requisite both by its features, and

by its capabilities of integration with

any other ERP, project

management, human resources,

etc. business software solutions.

SupplierContract Management

8 9

Financial and Operational Benefits

Page 9: Charisma Cost Control

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Tracking the contracts and the related configuring and tracking "to be paid"

information. approval flows, by defining the roles

Managing the commercial and financial involved in the approval process and

issues related to the contracts, such as: payment terms.

suppliers' invoices, the agreed payment Matching the invoices with the

schedule, advance payments, securities, payments made and budget cells.

bank trust letters, outstanding amounts Document management - supporting

or debts situation by period, penalties. the work with documents and physical

Controlling the investment analysis and files assigned to workflows or to the

planning process: financing scenarios, execution of a contract with the supplier.

budgeting / business plan, cash flow or A high performance search engine for

balance sheet. quick finding the data related to

Management of delinquencies and suppliers, contracts, current stages in

events occurring during the contract contract execution.

(ticket management). The history of contractual relationships

Management of approval the supplier with various suppliers, helping the

invoice payment („ePayment”) by company in the decisional process.

Features

Page 10: Charisma Cost Control

poza

With over 17 years of experience, TotalSoft is

the largest Romanian ERP provider. With

1500 clients in the private and public sector

in 25 countries, such as USA, Germany, UK,

Austria, Italy or France, TotalSoft has an

undeniable expertise in 9 verticals, focusing

on retail and distribution, constructions,

financial services and medical ones.

The company has its own suite of software

solutions, namely Charisma Business Suite,

to which renowned systems, such as

Charisma ERP, Charisma HCM or Charisma

Medical Software belong.

TotalSoft is member of Global Finance

Group, one of the largest private investment

companies in South-Eastern Europe, with

offices in Athens, Bucharest, Sofia and

Belgrade. Global Finance manages funds

amounting to over EUR 850 million and has

carried out over 70 investments since its

founding in 1991.

Page 11: Charisma Cost Control

Poland Poland

Romania Romania

Bulgaria Bulgaria

Greece Greece

Czech RepCzech Rep

HungaryHungary

Albania Albania

Austria Austria

UnitedKingdom UnitedKingdom

Germany Germany

Russia

Ukraine

Moldova

Serbia

Slovakia

SenegalSenegal

Qatar Qatar

Saudi ArabiaUAE

BelgiumBelgium

FranceFrance

ItalyItaly

SwedenSweden

SpainSpain

Estonia

USAUSA

© T

ota

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01

2

TotalSoft Implementations

Planned Subsidiaries

Active Subsidiaries

TotalSoft Headquarters

TotalSoft Headquarters, Global City Business Park 10 Bucharest - Nord Street

thBuilding O2, 8 Floor,

P: +4021 335 17 09

W: totalsoft.ro, charisma.ro, acollada.com

E: [email protected]

Voluntari, llfov,România

Austria | Greece | Bulgaria | Qatar


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