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Page 1: Charisma Collection

Collection

Simple | Intuitive | Flexible | Complete

Page 2: Charisma Collection

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 Collection

Charisma Collection is a

powerful software solution,

especially designed for

solving any management

activity of debit collection,

as well as for the

repossession and

remarketing process. This

platform will lead to the

increase of the debt

collection process

efficiency, the increase of

cash and the decrease of

costs with managing

customers' receivables.

In hostile economic situations, the

main competitive advantage of

organizations becomes the

availability of the cash balance. This

is why the efforts to collect the

debts from the customers have

priority, the employees allocating a

significant time budget for disputing

the invoices and receiving these

debts. Usually this procedure

involves many departments, from

sales, financials, customer

relationships, as well as external

companies in case of outsourcing of

debit collection or legal actions. As

the existence of cash is crucial,

providing stability and agility in

approaching new business

opportunities, the company should

quickly take actual actions, in order

to eliminate the danger regarding

organization's position on the

market and the relationship with the

customers.

Charisma Collection suite includes a series of modules covering areas specific to

the debit collection process. Thus, Collection module is dedicated to debt

collection, Legal module optimizes the management of moral or physical

damage collection, Repossession module optimizes the management of the

collected assets, as well as the additional fines the consumer should pay for

covering the seller's cost of repossession, and Remarketing module optimizes

the collection and reselling flow for the collected assets. These modules could

work as standalone applications, but when integrated they make the most

powerful, high-end and implemented debt collection solution in Romania.

Page 4: Charisma Collection

Charisma CollectionWhy

Integration with any information

platform

Native Web solution

Using CRM principles and

functionalities

Speed and flexibility during installation and

implementation

Exceptional modularity and scalability

Charisma business suite allow achieving an

integrated end-to-end solution for the

complete automation of the debt collection By the native integration with other ERP process, with cross-department real-time solutions (Charisma, SAP, Oracle, etc.), the data transfer, within organizations of any debt collection processes are automated size or complexity (multi-company, multi-and perfectly integrated with accounting, sites, multi-location, multi-currency, etc.).procurement, logistics and sales information system. Thus, the entire organization will be

up-to-dated with the receivables collection

Charisma Collection can be accessed from progress.

any mobile device with Internet access,

regardless the configuration. Thus, the

employees involved in collecting debts from

the customers can check anytime, from By using the classical principles of customer anywhere, the collection process, and they relationship management solutions, you will can send information to the company in real be able to send consistent and controlled time, in order to inform the decision factors messages to your customers, you will be upon the situation on the field.able to generate analysis of the communication methods, receivables

collection lifecycle, but also positioning of

your company in relation with the The business expertise, the advanced and customers. Thus, you can manage an specialized consultancy accompanying extremely important process, related to Charisma Collection, significantly decrease your company's cash, without significantly the total implementation costs, while damaging the relationship with the providing a fast return of investment. You customers or your company's image on the have the opportunity to see the solution market.live, visiting one of the reference customers from abroad. In addition, we can provide

additional developments to prove our The exceptional modularity of the

team’s responsiveness.application and the possibilities of

interfacing with any other solution in

“Considering the increasing level of

the debt collection department’s

activity, the need for such a software

was more than obvious. Automating

the fax documents sending made it

much easier for us to work. There are

many documents to be sent to the

client: bills, notes etc. If they were to

be generated manually, they would

have required 2-3 days of additional

work for each employee.”.

Doru Popa

IT Manager, Tiriac Leasing

Page 5: Charisma Collection

Reduces the analysis time and increases the operational efficiency. The solution automates

the processes and eliminates the manual effort, by simultaneous management of the

operational workflows, quick and consistent access to the interest information.

Fully covers the business needs. The exceptional flexibility and configurability of the solution

allows adapting the operational workflows to the specific of each organization, regardless its

size or complexity.

Increases the profitability of the organization. The fast collection of outstanding cash or

contracted assets, the increase of repossession sales or the optimum management of expenses

with the collection processes, is reflected into the profitability of the organization and cash,

critical factors in difficult economic periods.

Optimizes the document management. The company has the possibility to match or load

physical documents for each step of the collection process.

Benefits

Page 6: Charisma Collection

Charisma Collection is a highly effective debt

collection from customers, managing settlement of

legal processes and repossession, as well as any

remarketing activities - reselling, renting, refinancing.

In this way, you can quickly recover arrears from

corporate customers, preventing the creation and

increasing accounts payable. Charisma Collection

visibly increase communication and efficiency in the

inter-departmental processes to recover the money.

Financial and Operational Benefits

Collection

Reduces the analysis time and increases completed or future task;

the efficiency of the collectors Simultaneously manages different

Includes an efficient ticketing system for processes and provides reports

identifying debtors, grouping debtors specialized on various processes:

based on delinquency level and creating nSummary report of delinquency

delinquency tickets; tickets. The reports show a

Automates the collection processes by summary of all open tickets,

closing and opening delinquency tickets classified by status, owner, product

based on the occurrence of payments type, with grouping functionalities;

into the system and closing the invoices; nSummary report of activities and

Tracks the activity flows associated with efficiency. The system provides

the current accounts, as well as the centralized data about all the

access to the entire history of past activities related to the collection

collection processes, such as current process. Therefore, the team leader,

status, completed steps, future step, manager or coordinator can track

debt amount, account owner or days how many activities are opened,

past due; the actions with due dates or who is

Coordinates and delegates the step responsible, thus assessing the

execution, simultaneously or performance of collection

dependently, according to individual operators.

abilities, thus optimizing the work of

each responsible for debt collection. The

system allows any responsible or

participant to be notified during the

collection process about the non-

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Page 7: Charisma Collection

Optimizes the operational effort and letter – 10 days);

reduces the internal costs through: Includes collection process steps,

Eliminates manual work, both expensive conditions, automated or manual

and time consuming, needed for actions, involved roles;

managing invoices and communication Supports advanced multi-language

with customers with debts; functions (the system was already

Provides a centralized information localized in 4 international languages);

database with customers, contracts, Is natively integrated with Charisma ERP

invoices, associated payments or and any other ERP information system.

advance payments, securities, calculated

penalties, debts, as well as DPD (days Decreases customers' debts, optimizes

past due); the profit and increases the cash flow

Offers a quick and consistent view on Manages structured debt collection

overdue accounts, including information process, based on the specific of each

regarding the interaction with the organization;

customer, contact conclusion, account Decreases the value of DSO (Days Sales

distribution or promised amount. Outstanding) indicator by decreasing the

average number of days needed to turn

Exceptional flexibility the debts into cash;

Allows the definition, customization and Generates a fast return of investment

management of money collection thanks to low cost of ownership and

strategies by means of notifying quick implementation.

customers and setting terms to react on

such notifications and to cover the debts

(e.g. SMS – 1 day, phone call – 5 days,

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By utilizing Charisma Collection,

Financial Services organizations, their

partners, distributors and service

companies specializing in recovering

debts will be able to optimally

manage their debt collection efforts.

In straight-forward and exact steps

you will be able to identify debtors,

create delinquency tickets, manage

debtor accounts, track and complete

the collection process.

Page 8: Charisma Collection

The difficult economic context determines the retail

or financing companies to treat the debt issue with

maximum care and to consider any debt as a critical

situation in the lifecycle of revenues and customer

services. Many times, the amount of debts

accumulated in a short period of time can surprise

organizations, their efforts or those of companies

specialized in debt collection not being able to

achieve expected results. Thus, due to the

unsuccessful actions taken for notifying or collecting

debts, the companies have to take the next step - to

legally handle the files.

Financial and Operational Benefits

Legal

Reduces the operational costs collection files;

Legal module reduces the required Real-time update of receivables

manual effort by automating the situation or the invoices attached to the

processes and workflows for collecting files, depending on their management in

the receivables from customers. The ERP system.

remarkable configurability and flexibility Handling personal or a company's goods

of the solution allows adapting the collection.

module to the specific of each single

organization, regardless its size or Eliminates the calculation and provision

business area. creation

The system eliminates the calculation

Automates the collection process and creation of provisions for risks and

Exceptional flexibility, thanks to native expenses by negotiating the amounts

integration with Charisma ERP or with and commercial terms, by highlighting

any other management system for good the promised payments and by updating

financing contracts; the system with the actual operations.

Automatic data import directly from the

company’s database, i.e. all the contracts Reduces the analysis time and increases

suspended for payment delays - or any the efficiency of the collectors

other reason specified by the customer - Includes complete and real-time view of

automatically generate the activation of each active file;

legal files with the collection company; Builds a consolidated calendar with

Allows simultaneously handling of many terms and planned activities by periods;

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Page 9: Charisma Collection

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Manages all the stages of a file, from matches the recorded promises and

activation to solving; actual receipts, managed by

Provides distinct, amicable or legal Charisma ERP 2011 or by any other

treatment of the files. Therefore, the ERP system.

stages of a file can be the following:

amicably, conciliation, execution End-to-end solution

disputes, execution, insolvency, Activates and handles the files for debit,

inspection, court, notification, penal leasing asset, insolvency and

complaint, payment summon, execution outstanding;

suspension. The followings can be Provides quick calculation and analysis

assigned and tracked for each stage: of all incurred expense types on each

nThe expenses incurred by the file;

collection company during handling Allows the easy management and

the file. The expense type is fully verification of the invoiced fees or

configurable, based on the specific collection costs;

of each company's preference. As a Ensures additionally the document

standard it can be recorded management by matching or loading

expenses for: travel, shipping, physical documents for each single file

collected assets, execution, legal or at stage level the file goes through.

stamp duty;

nThe payment commitments

obtained by the collection

company. The system automatically

This is why Charisma Collection suite

includes a module dedicated to legal

issues, which leads to efficiency

increase of the operations for

collecting the moral or physical

damages, thus lowering the prejudice

and increasing the chances for profit

for the financing companies.

Page 10: Charisma Collection

When all attempts to convince the debtor to pay the

outstanding amounts fail to cover the delinquency of

the loan, the repossession process starts with the

guarantee securing this loan or even with the

transaction object. Repossession module optimizes

the management of the collected assets, as well as

the additional penalties the consumer should pay to

cover the seller's repossession costs.

Financial and Operational Benefits

Repossession

Decreases the damages of the financing Optimizes and automates the

company operational flow

Provides a consistent and real-time Records each expense made with the

updated view on the financial situation repossession, maintenance or repairs

of the contracts and required during the lifecycle of the asset in the

repossessions; inventory of the company and their

Manages all the collected assets based automatic accounting;

on VIN (vehicle identification number) in Automatically calculates the transfer

case of vehicles or real estate properties value, as equal to the uninvoiced capital

for their unique identification; at the moment of terminating the

Allows fast calculation of fees to be contract between the two parties

invoiced for the repossession process, as involved;

well as the current value of the collected Automatically or manually integrates

asset. with inventory management, based on

the data in any ERP information system;

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Page 11: Charisma Collection

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Integrates with fixed assets Brings continuity to the business

management, if they do not already through the transparency created

depreciate in the company accounting between the modules and functionalities

statements (eg. Operational leasing); of Charisma Collection. The life of the

Takes and manages the properties of the repossessed asset is ended either by

asset to be tracked, identified and then means of sale (stock removal through a

sold; sales invoice) or by means of refinancing

Manages and tracks the collected assets or renting the good (stock removal

per cost center and unique identifiers. through a leasing contract).

Measures the efficiency of the company

business by quick and aggregated access

to all financial and operational

information related to contracts and

their transactions.

Charisma Collection – Repossession

optimizes the management of the

collected assets, as well as the

additional penalties the consumer

must pay in order to cover the seller's

repossession costs.

Page 12: Charisma Collection

It is in the interest of each financial services company,

retailer or any size vendor, regardless the type of

business, to sell as fast as possible all the collected or

in-house assets, both for revenue increase, as well for

the decrease of the expenses needed for their

management. An optimal transactional design at the

organization level means a good inter-department

and inter-process communication. In other words,

only the tight link between the collection process and

the sale and billing process, and the rest of the

operational activities can bring the ultimate

advantage: the improvement of receivable

management, receipt acceleration and optimization of

ongoing capital.

Financial and Operational Benefits

Remarketing

Improves the loading and sale process Optimizes the operational activities

Provides an efficient and fast Includes a high-performance system for

management of the reception protocols notifying each representative in the

for the assets, sales invoices and item process of sale and management of the

bookings; collected assets (inbound, outbound,

Reduces the costs at company level and booking expiration);

analyzes the profitability through a fast Allows the automatic update of stocks at

view on the collection and maintenance the moment of entering into the

costs against the revenues recorded per inventory and at the moment of sale;

asset. Captures all the properties required for

identifying and promoting a collected

asset;

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Page 13: Charisma Collection

Remarketing module brings the

benefit of a solution especially

designed for a complete and efficient

management of the entire collection

and resale flow of the collected

assets. Additionally, this module eases

the remarketing efforts by positioning

the product for sale or rent and by

driving the demand for it by

adaptability to market changes.

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Automates the operational transactions Includes advanced methods for search,

due to native integration with Charisma quoting, subscribing for offers and detail

ERP or with any other ERP system. requests about the assets shown on the

Web platform;

Increase the revenues and profitability Provides simple, user friendly

of the organization by web-selling management of the Website;

Offers market visibility in a professional Issues efficiency reports about the most

manner and much faster resale of the accessed products, the most accessed

collected assets; categories, number of visitors;

Offers realistic and quick access view by Increases the profit by eliminating the

detailed information and presentation wholesale actions or dealers'

images; involvement.

Diferentiators

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Integration with any information

platform: Charisma, SAP, Oracle;

End-to-end, multi-company, multi-

location, multi-localization solution;

Web-based with access from any

browser, on any machine, regardless of

the hardware configuration;

Speed and flexibility during installation

and deployment;

Minimal TCO (Total Cost of Ownership)

and fast ROI (Return On Investment);

Advanced business expertise and

specialized consultancy;

Using CRM principles and functionality;

Advanced modularity and scalability.

Page 14: Charisma Collection

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 15: Charisma Collection

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

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

© T

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