Charisma ERP – Commercial (Distribution, Services,

Production)

Florian Ridiche

Product Manager Charisma ERP

Trade Policies – New features

Filtering by stock properties (e.g.: critical validity term)

Additional filters (e.g.: due date)

Improved Ergonomics of application’s screen

Additional facilities for exclusion or inclusion

Trade Policies – Intelligent analysis of sales

New specialized reporting structures to analyze the impact of trade policies

New set of standard reports created in Charisma

Tool for analyzing the impact of trade policies

Allows analysis graphs and answers to questions such :

How sales or margins varied during the implementation of policies, compared to a normal period?

What is the structure and the amount of the discounts granted?

Retail Pharma – New Features

Integration with Infotreat

Protocols type CMDTA, MAI

Possibility of delivery from another pharmacy’s stock

Control flow between branches, including for multi-company

SFA – New Features

Briefcase

Management of items catalogue

Integration of Tableau reports

Messages for representatives with attachments

Questionnaires: completion, adding pictures to answers

Automatic order submission upon completion

Possibility of keeping order in the tablet upon completion or

unlocking client

WMS – New Features

Graphical View of the warehouse

New Front office screens for “count by scan”

Possibility to associate barcodes to items from Front Office

Supplementary checking stage

Flexible workflow based on specific needs

Fleet Management – Integration with Business Processes

New version of Charisma ERP

New features

Log book – integrated with travel order

Cost centers history with effect on allocations

The vehicle may be analysis dimension, with effect in tracking its expenses

Resource planning in construction projects

Dan Giușcă

New Projects Manager

„OPERATIONAL PLAN” tool

Estimate and activities schedulling

Reporting on the progress regarding operational plan

Resource planning

How to express the necessary resources? (capacities)

How express allocation of resources? (units)

Better control plan side-slipping

Working with real resources (units) vs. generic resources (capacities)

Charisma Billing Electricity

Silviu Crețean

Software Development Director

Charisma Billing – Features

Operating on one or more

companies, each with one or more

locations based on a tree hierarchy

Multi-country, both at interface

level and in terms of legislation

Charisma Billing – Features

Configurable degrees of permissiveness, for data validation

Direct invoicing, based on contractual data

Configurable formulas for the calculation contract value (taxes,

charges, penalties)

Automatic generation of advance invoices, based on

consumption forecast

Charisma Billing – Features

Automatic generation of regularization invoices based on

deviations (from Base Settlement Parameter or Distribution

Protocol)

Possibility to configure the regulated tariffs for eligible

customers

Preserve customer consumption history

Recalculation values maintained at month and client level

Automatic management of green certificates

Charisma Billing – Key Aspects

Charisma Billing has been developed using cutting edge

technology

It is agnostic to databases and is able to function irrespective of

the chosen Database Management System

The system has a responsive interface, allowing graphical,

dynamic scaling, depending on the resolution and the device on

which it is accessed (computer, tablet)

The system is fully integrated with Charisma - data exchange

(contracts, invoices) occurs in real time and without delays

Charisma Billing – Key Aspects

Field Force Automation Document Management

Mobile Gamification

Daniel Bălăceanu

Product Manager Charisma Business Applications

FFA – Task Management

Planning

• Schedules

• Streamlines

• Forecasts

Execution

• Dispatching

• Service execution

• Technician inventory management

Monitoring

• Operational Dashboard

• GPS tracking in real time

• Routes renewal

BI

• Strategic Dashboard

• Data mining & analysis

• Costs & Productivity

Main features

• Daily Calendar

• Offers Management

• Products activation

• Customer feedback

• Dashboards

• Predefined reports

• Data mining & Custom Reports

• Scheduling

• Routes

• Streamlining

• Technicians Management

• Cases Management

• Sending

• Real time monitoring

Back Office

Optimizer

Mobile BI

Daily working orders– Map viewing

Document Management – More effective Document Management in any company

Volume scanning

Barcodes automatic scanning

Document Opis – what documents are missing from the archive

Documents flow

Contracts management

Expenses Approval

Payments Approval

Projects Budget Modification

... And many other flows

Impact of games on selling - Charisma Mobile Gamification for Sales

Encourages the use of the systems and significantly increases

the rate of system adoption in the sales activity

Another motivation for the employees in the department

It adapts to any industry

Q&A Thank you!