New features in Charisma
2014

Vlad Cristuţiu
Product Management
Workflow (1)
Overview

 Process Designer
 Task Management
 Events Management
 Native integration with Charisma entitie...
Workflow (2)
Why?

 Creation of processes

 Tracking processes
 Changing standard flows
Workflow (3)
Example
Workflow (4)
Notions

Events
 Business
 Time

User actions
 Transactions / Documents
 Task-uri

Automatic actions
 Re...
Workflow (5)

• Step 1
• Uses Workflow
• Defines procesele

2

1

Notions

• Step 2
• Analyzes
• Searches for
improvement
...
Strategic business planning
Performance indicators
management

Dan Giuşcă
New Projects Manager
Concept
 Implementing the strategy should be a continuous
process
 The company's strategy is the responsibility of each
...
Mobility 2014

Bogdan Grigorescu
Mobile Apps Product Manager
Mobility
 Charisma Web Leasing on mobile devices
 Charisma Cash Flow
 Payments analysis and approval on smart phone

 ...
Charisma Web Leasing
On the spot financing offer!

 Car dealer can send the acquisition proposal for a
car, by email, in ...
Charisma Web Leasing
Features

 Status of the lead, from the offer
up to the fee payment
 Special offers and new product...
Charisma Web Leasing
Benefits

 Increased number of leads
 Innovative tool with competitive advantage
 New sales channe...
Mobile Cash Flow

Expand Cash Flow features on mobile devices

 Accounts current cash status
 Analysis of receipts and p...
Mobile Cash Flow

Expand Cash Flow features on mobile devices

 Plan payments and estimate receipts per week
 Postponing...
Mobile Cash Flow

Expand Cash Flow features on mobile devices

 Cash flow scenarios to estimate the period one can
benefi...
My Tasks

Integration with Charisma Dashboard

 Notifications in real time,
regardless of the location of the
current ERP...
Planning budgets

Vlad Cristuţiu
Product Management
Planning budgets

Accounting and financial planning for the next period

 Multi-site, multi-company, multi-currency
 Top...
Technology
Optimizations

 Redesigning web applications
 Focus on PERFORMANCE
 ASP.NET MVC, Bootstrap, KendoUI, Knockou...
Cloud

 Enterprise Partnership with Microsoft for providing
Cloud services (Azure)
 TotalSoft solutions in cloud
 eProc...
Cloud

 Benefits
 Scalability on request
 Costs optimized according to the loading
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Charisma 2014 - New product features

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

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Charisma 2014 - New product features

  1. 1. New features in Charisma 2014 Vlad Cristuţiu Product Management
  2. 2. Workflow (1) Overview  Process Designer  Task Management  Events Management  Native integration with Charisma entities
  3. 3. Workflow (2) Why?  Creation of processes  Tracking processes  Changing standard flows
  4. 4. Workflow (3) Example
  5. 5. Workflow (4) Notions Events  Business  Time User actions  Transactions / Documents  Task-uri Automatic actions  Reports  Data processing
  6. 6. Workflow (5) • Step 1 • Uses Workflow • Defines procesele 2 1 Notions • Step 2 • Analyzes • Searches for improvement solutions • Modifies existing processes
  7. 7. Strategic business planning Performance indicators management Dan Giuşcă New Projects Manager
  8. 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. 9. Mobility 2014 Bogdan Grigorescu Mobile Apps Product Manager
  10. 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. 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. 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. 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. 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. 15. Mobile Cash Flow Expand Cash Flow features on mobile devices  Plan payments and estimate receipts per week  Postponing payments
  16. 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. 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. 18. Planning budgets Vlad Cristuţiu Product Management
  19. 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. 20. Technology Optimizations  Redesigning web applications  Focus on PERFORMANCE  ASP.NET MVC, Bootstrap, KendoUI, Knockout  Using the latest web technologies (HTML5, CSS3)
  21. 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. 22. Cloud  Benefits  Scalability on request  Costs optimized according to the loading

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