New features in Charisma 2014, presented by TotalSoft CEO, Liviu Dan Dragan

1. New features in 2013
Charisma ERP
Liviu Drăgan
CEO

2. Charisma ERP
 GlaxoSmithKline (GSK) – 7 branches
 WMS flows
 Enhanced functionalities for credit control at
partner level, partner address, division,
branch
 “telesales” features
 Special offers with effect on customer order
 Under implementation
 Logistics features

3. Charisma ERP
 TCE 3 Brazi
 Agricultural production, reporting at map level
 Tracking reports of manual labor and materials
at farm / slot / crop level
 Post-calculation at the farm / crop level
 Define execution technologies for each crop
(materials, manual labor, equipment)
 Define annual work plan
 Multidimensional allocations, internal invoicing
of expenses

4. Charisma ERP
 Deutsche Leasing Brazil & Iberica
 Extending collaboration into 3 new
countries
 Charisma localization on new markets
 Conditions for group standardization
 Mercedes Leasing
 New modules – Web wholsale
 Analysis on tablets – Cell Monitor
 Complete integration of different types of
funding

5. Charisma ERP
 Arta Farm Pharmacies
 Main module – Retail for pharmacies
 Multi-company implementation (different
locations for different companies in the same
database)
 Selling drugs without prescription / electronic
prescription
 Interfacing with SIUI/SIPE for taking over drugs
and physicians nomenclatures and validate
prescriptions
 Flows orders between pharmacies, central
warehouse and / or supplier
 Implementing WMS module in the warehouse

6. Charisma ERP
 Ax Perpetuum
 Divisions with different activity and management reporting at
division
 WMS implementation
 Budget execution report, both consolidated and divided by
division
 Nexxon
 Distribution of tires and related products, 7 stores in the country,
with online base
 Supply necessary, associated with generation of internal orders
or orders to suppliers
 Retail in some service locations, with offering and quotation in
Charisma
 Special Offers and trade policies on orders

7. Charisma ERP
 Electroputere

Implementation of Core Business, Production, Ante-Calculation
and Post- Calculation
 Calculation of wages conducted ​with information from
Charisma (manual labor performed)
 Tracking direct and indirect costs at production, order and
division level
 Noriel
 Upgrade Retail module in all stores
 Implementations of WMS within warehouses (for 2 companies)
 Automatic inter-company billing flows (sales - purchase)

8. Charisma ERP
 Rodbun
 Production and wholesale and retail of grains (with retail
module for locations)
 Tracking customer contracts, financial discounts, billing with
on–invoice discount
 Suppliers contracts and grain trading flow
 Integration Charisma – Document Management, Charisma –
Collection
 Carmistin
 Multi-company implementation with different business objects
(agriculture, livestock farming, feeding, etc.) integrated in a
single system

9. Charisma ERP
 BNP Paribas Luxembourg
 New market, important financial center
 Patria Credit
 Web application for crediting domain
 BCR Leasing
 The oldest collaboration in this area

10. New developments 2013
Charisma Business
Applications
Liviu Drăgan
CEO

11. Charisma Business Applications
 OMV Viena – Claims Management
on Microsoft Dynamics CRM technology
 Gas stations (clients and partners),
commercial customers, cardholders
 Localization and roll-out in AU, DE, RO, BG,
RS
 2014 localization and roll-out in CZ, SI, SK,
HU
 Customer Potal
 Call Center
 Complaints management on different
dimensions

12. Charisma Business Applications
 Mercedes Benz – CRM for Automotive




Flows designed for each division
Complete customer history
Integrated management of sales processes
Interdepartmental approvals that do not
require paper support
 Claims Management / Customer Feedback
 Marketing Campaigns Management
 Future plans: Dealer Portal

13. Charisma Business Applications
 ISTA iSales CRM (Italia & Olanda)
 One stop shop sales information
 Customer feedback management
 Orange
 Dematerialization Process
 Removes paper support, ensures compliance and
reduces contracts processing time
 Knowledge Management
 Consistent manner to organize and distribute
information procedures / internal throughout
the organization

14. Charisma Business Applications
 Dacia – SFA, CRM
 Portal for salesforce
 Management of opportunities, activities,
contacts, drive tests
 Integration with back-office systems
 Information on client, vehicle, warranty certificate

15. Charisma Business Applications
 OMV Petrom – Gas & Power Division
 Management of sales processes
 Ticketing & Customer Care
 Genpact
 Help Desk workflows

16. New features in 2013
Charisma HCM
Liviu Drăgan
CEO

17. Charisma HCM
 Vodafone România
 Benefits process management in an integrated system
 Timesheets and online flyers
 Ernst & Young
 Customizing Charisma according to the specifics of
Audit companies
 Kanal D
 Electronic documents
 Automated flows

18. New developments in 2013
Charisma Medical Software
Liviu Drăgan
CEO

19. Charisma Medical Software
 Medlife
9 hyper clinics, 8 laboratories, 6 hospitals, 3 maternity
hospitals, 26 General Practice centers
 Charisma Medical Software, Charisma ERP,
Charisma HCM, medical and financial Business
Intelligence
 Enhanced complexity
 Size, geographic spread, business processes, number
of users

20. Charisma Medical Software
 Marie Stops
 Benchmark in the field of contraception and
family planning in Romania and
internationally
 Victor Babeş
 Multidisciplinary medical center for
diagnosis and treatment, with a strong and
continuous development

21. Charisma Medical Software
 Spitalul Judeţean Constanţa
 The largest hospital in Constanta with
addressability to the entire region
 Onco Card Invest
 The most modern Diagnostic and Treatment
Center of Oncology in Central and Eastern
Europe, in top ten across Europe

22. New features in 2013
Acollada Software
Development
Liviu Drăgan
CEO

23. Acollada Software Development
 Servier Pharma
 Mobile Gamification for Sales
 First B2B application in Europe for Windows
Mobile 8
 Sparkware (888 Holdings)
 Development resources for core areas of
group activity

24. Acollada Software Development
 RePower
 End-to-End workflow to record leads, forecast
consumption and for customer support
 FlightRight
 Development resources for core areas of
group activity

25. Acollada Software Development
 National Antidrog Agency
 Project Management on European funds
 Indicators compliant with EU standards
 Heinken
 Web system for TPM (Total Productive
Maintenance)
 Quick adoption of the system -> just one month

26. Acollada Software Development
 Vodafone
 System for comparing specifications and
geographical localization of mobile terminals
 System for customer loyalty and generation
of new sales opportunities

27. New features in 2013
Primavera
Liviu Drăgan
CEO

28. Primavera Project Management
 Ministry of Defense Austria
 Largest training and research institution of
the Austrian Military Armed Forces
 Challenges
 Managing projects of more than 100
Primavera users

29. Primavera Project Management
 Azomureş
 The leading producer of fertilizers in
Romania
 Challenges
 Complete solution for project
management
 Preparing overhaul
 Overhaul
 Post overhaul

30. Primavera Project Management
 OMSK Refinery, Gazprom Neft Rusia
 Integrated oil company with exploration,
production, sales and distribution of crude oil
and petroleum products
 Challenges
 Management of the general overhaul 2013

31. Primavera Project Management
 Ministry of Culture – UMP
 Develops and implements projects funded from
reimbursable funds POS CCE, POR, Transnational
Cooperation Program "South East Europe", PODCA,
SEE financial Mechanism, Grundtvig Program
 Challenges
 Reimbursable European funds management
 Management of the "Rehabilitation of the Bucharest
Opera" project

32. Q&A
Thank you!