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Charisma Mobile Solutions


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The increased applicability of mobile devices is rapidly turning them into business working and analysis platforms. Given the current trends, the expansion of software capabilities on cutting edge mobile devices is definitely a statement of TotalSoft team’s innovative spirit.

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Charisma Mobile Solutions

  1. 1. Mobile Solutions Simple | Intuitive | Flexible | Complete
  2. 2. With over 17 years of experience, TotalSoft isthe largest Romanian ERP provider. With1500 clients in the private and public sectorin 25 countries, such as USA, Germany, UK,Austria, Italy or France, TotalSoft has anundeniable expertise in 9 verticals, focusingon retail and distribution, constructions,financial services and medical ones.The company has its own suite of softwaresolutions, namely Charisma Business Suite,to which renowned systems, such asCharisma ERP, Charisma HCM or CharismaMedical Software belong.TotalSoft is member of Global FinanceGroup, one of the largest private investmentcompanies in South-Eastern Europe, withoffices in Athens, Bucharest, Sofia andBelgrade. Global Finance manages fundsamounting to over EUR 850 million and hascarried out over 70 investments since itsfounding in 1991.
  3. 3. The increased applicability of mobile devices is rapidly turning them into future business and analysis work platforms. Given the current trends, TotalSoft took a first step in the expansion of software this direction by building a capabilities on cutting-edge mobile suite of applications with devices is definitely a statement of an optimized “multi-touch” TotalSoft team’s innovative spirit. user interface. These Management team’s valuable time, business solutions can be wasted on reports and analysis used on Apple mobilegenerated by heterogeneous sources phones and tablets, or lack of communication can now allowing a quick and easy be saved by a robust comparative interaction due to theirbusiness tool, which can be accessed similarity with iOS. Top directly on the mobile device. management can access detailed company Companies and top management in information and real time particular, need a modern, cutting- updates, in an intuitive edge, extremely fast and visually graphical manner, just withintuitive solution, specially designed a simple finger provide the company with figures and real time images of its stability.Charisma Mobile Solutions includes Analyzer, Cell Monitor, PortfolioManagement, Medical Software, EMR, Tasky and SFA (Sales Force Automation)products that provide a continuous connection to the organization’s data sourcesand represent the optimum basis for the decision making process or informationat managerial level - all due to the native integration with Charisma BusinessSuite or any other enterprise resource planning system.The mobile solutions combine the analytical capability of software applicationswith the mobile gadgets one, allowing a rapid visualization of the performanceindicators, easy navigation through the data underlying these indicators,generation of various statistics based on different data sources such as ERP,Contract Management or medical activity management systems. Theinformation withdrawn from various sources is automatically synchronized,while users have access to data, analyses, updated forecasts or meetingagendas.
  4. 4. Main BenefitsReduces the performance analysis timeDue to continuous and real time information updating on any changes in theorganization’s integrated information system, but also to expanded on-linefeatures, the management or authorized persons can view real-time financial ornon-financial performance indicators.Complete overview of the performance indicatorsThe predefined performance indicators are shown in an intuitive manner toquickly highlight the performing or underperforming business segments. Thesolution uses scaled indicators, data series or matrix, for a full coverage of theinformation necessary for the top management.Latest technologyThe solution is based on cutting-edge technologies, withdrawing, analyzing anddisplaying relevant information based on comparative status cells. These solutionsaddress any business area, regardless of its size, activity field or structure(distribution, retail, services and financial services; multi-location, multi-department and multi-product).Reduces the operational costsDue to the 24/7 direct access to the application, the solution significantly reducesthe workload on the analysis departments. Data monitoring is performed atgeneral and/ or location level (store, city, department, region, business line etc.),centrally or detailed, quantitative and/or value according to each company’sspecific requirements.TechnologyCharisma Mobile Solutions are applications developed on iOS, which can beinstalled on iPhone, iPodTouch and iPad tablets. TotalSoft’s mobile solutions arecurrently using the following iOS SDK features (software development kit):n Multi-touch;n Over-the-air sync (3G/WIFI);n Multitasking;n Push-notifications. 4 5
  5. 5. Database accessible through webserviceCharisma Mobile Solutions benefit from a server side data processing modulethat allows reports to become available through a mobile web service.Thus, through a 3G or WIFI connection, users may update remotely the databaseon demand or as a program update by default. The communication channel issecure and encrypted for an improved data protection factor.PUSH notificationsUsing the integrated service Apple Push Notification, the reporting server cannotify iPad/iPhone clients, even though the application is off at the time. Thus,when new data or reports come in, users are actively notified, being keptupdated on the evolution of parameters of interest.View offline reportsReports and indicators are stored locally on the mobile device for subsequentoffline visualizations. In this case, the pre-installed SQLite tool (engine) will beused.SecurityBy means of an application that can be accessed through anybrowser, alert messages can be sent in order to return, blockor delete data remotely located on any tablet. Each tablet ofthe devices portfolio can be located on the map, in case itsloss is announced.Automatic implementation and updatesDue to TotalSoft s exclusive certification obtained fromApple Inc. the necessary software and updates operating ontablets can be installed quickly by remote automaticdownload.
  6. 6. iOS Charting ComponentsFor increased user interactivity, attractive and modern design, TotalSoft carefully selected the mostuseful data visualization features, creating the iOS Charting components suite.The suite consists of four components, interactive and user-friendly graphs, which are fullycustomizable in terms of design (you can customize the background, colors, fonts or headers).The four components of the suite are: 1 LineChartView: allows visualization of graphs 2 TimeChartView: allow visualization of graphs as bars or lines. The user can interactively with phased milestones to better follow the select any point on the graph and display it stages of a project. The user can interact with properly. the chart by selecting the time for seeking the information - allows collapse, expand or move the displayed time range. 3 PieChartView: allows visualization of graphs as 4 UITableView: allows visualization of (UILabels, pies. The user can interactively select any UIImageViews etc.) as grid. Allows "slice" of the "pie" to display additional details. customization of the background, font for headers and table cells. 6 7
  7. 7. Mobile Analyzer Charisma Mobile Analyzer is an advanced solution for analyzing and processing data, which generates reports in a graphical and intuitive manner, with minimal effort from users. Charisma Mobile Analyzer addresses all activity fields from financial services, retail and distribution, logistics, services, constructions, medical, pharmaceutical, up to human resources, providing an updated and extremely important support for planning and optimizing the company’s business processes.Features Charisma Mobile Analyzer is natively integrated with Charisma ERP and benefits Faster, one click-away distance reports from the most well performing technology in Charisma Analyzer brings the advantage of high speed in the world, developed by Tableau Software, processing and data visualization, providing more results the BI software solutions market leader with less effort. Just drag and drop and the analysis through an efficient implementation and changed. Then just a few more clicks and trends or critical reduced time to adapt to customer points of the analysis are highlighted. requirements. Basically, even users less familiar with BI software applications can Flexible and easy to use solution become productive in a very short time and The solution enables real-time visualization of each change without special technical training. on the extent of their implementation, provides automatic formatting of columns and rows and supports the creation of dashboards from multiple perspectives of the company’s processes and trend analyzes. World leader in data visualization According to Gartner’s study in January 2011, Tableau Software is the world’s leader in interactive data visualization for business analysis, their display in dashboards and delivery. Cutting-edge technology The five principles underlying Charisma Analyzer’s visual data display are the user-friendly interfaces, the easy to use analysis and research features, the expressiveness and best practices in visualization, as well as the database’s independence.
  8. 8. Mobile Portfolio Management Charisma Mobile Portfolio Management is an on-line solution that addresses top management, as well as people in management positions for the monitoring of real-time statuses of projects. Permanently connected to the financial and non-financial data from Charisma back-office or any other project management and procurement system (ERP, CRM, Primavera etc.), the portable solution on the iPad offers maximum mobility and cellular graphics visualization of business active projects.Features Graphical cell view reported graphically and tabulated, with filter options Users benefit from a graphical and intuitive view of such as: number of days late, value or outstanding financial and non-financial information afferent to each amount; active project or subcontractor: project name, project Remote location in case of theft value, aggregate contract value, invoiced amount, In case of loss or theft, TotalSoft provided several ways to outstanding invoiced amounts, project start date, protect and recover users data, including the remote activities end date, estimated time of completion, device’s blocking and data removal through a web percentage of project completion; application launched by Apple for accessing the device Graphical alerts for delayed and future milestones; based on user and password, as well as device location via on-line maps. Cash flow graph, with an overview of the last 30 days, as well as a forecast for the next 30 days; Graphic details, real costs and afferent weights in a project, broken down by sub-contractors, materials, labor, equipment, transport and others; Increased visibility of each project resource/ cost type Charisma Mobile Portfolio Management details each type of cost, highlighting the total amount, weight in the project’s total costs, tabular representation of the same costs along with the real vs. planned costs, the amount invoiced, paid, outstanding and payment amount; Visibility on critical events needed to track the projects performance The solution has a graphic timeline that displays the project’s milestones for a quick view of the real situation vs. the planned one. Also, delayed and planned events are 8 9
  9. 9. Main BenefitsPermanent mobility and connectivity Efficient and secure remote implementationCharisma Mobile Portfolio Management provides a For the applications available on iPad, TotalSoft has anpermanent visualization tool of the financial information important advantage, given by Apple, which allows the(Revenues, costs, cash flow), deliverables and activities company to change the classic implementation of astatuses that contribute to the project’s milestone business to business solution and provide clients with aachievement. In a creative, flexible and fast manner, fast installation, by direct download of both applicationsengineers or project managers have secure access to cell and version analysis, graphical indicators and data split on periodsof time to make the best decisions directly on the iPad.
  10. 10. Mobile Cell Monitor Charisma Mobile Cell Monitor is the graphic, user-friendly and updated view of your organization. Without needing user intervention, the companys performance or operational indicators change their values per second, according to their actual progress and can be accessed anytime, anywhere, via any type of mobile device with Internet access.Features Cellular view of the company’s sales, grouped according Detailed view of the sales status for each cell: to three criteria: active stores, partner types (individual or n Total sales per current month vs. target for the same legal person clients, legal person, vendor or employee period, with the afferent performance indicator supplier) or item types (goods, income); automatically calculated; Quick sales performance indicators on each cell: n view of total daily sales vs. target; Graphical n of total sales/ analysis month vs. established Graphic n view of total monthly sales vs. same period Graphical target for the period, for each cell (store/ partner of the previous year; type/ item type); n “Pie” graphical view of the best sold products for n Sales total value vs. Target for each (store/ partner each type of analyzed cell (store, partner type, item type/ item type); type); n sold vs. Target for each cell (store/ partner No. units n overview of sales on products, both Detailed type/ item type); quantitative and qualitative, vs. Target. n Performance percentage; Filter options according to cell name (store/ partner type/ item type); 10 11
  11. 11. Mobile Medical Software Charisma Mobile Medical Software is an on- line system that provides mobility, financial and non-financial information to managers of medical units, laboratories and hospitals, with multiple locations, business lines and geographical areas. The application can be integrated both with TotalSoft’s medical and financial management solutions (Charisma Medical Software and Charisma ERP) or any other similar information systems.Features Thus, managers can make smart decisions, having access by means of a simple mobile Financial stability indicator per clinic/laboratory – performance device, to comparative analysis (budgeted vs. indicators of each medical unit are analyzed, while differences done) for each medical unit, overview of that must be covered in order to achieve current goals are prepaid contracts, reports on mostly requested determined; services or doctors’ schedules on each location, all these data being automatically Advance filter on aggregate revenues according to the clinic or withdrawn from the information system that laboratory’s specialty (gynecology, ophthalmology, radiology, manages the entire activity of the medical ENT); services provider. Temporal comparative analysis, with advanced displayed data – for each specialty the services performed can be viewed: number of patients, visits completed, referrals, information on previous contracts; Detailed financial analysis at service level – patients, visits, referrals; Revenues, costs, profitability, number of visits and wards that have performed services according to contracts concluded and breakdown of contract revenues.
  12. 12. Mobile EMR Charisma Mobile EMR is a software solution dedicated exclusively to the medical personnel, primarly to doctors and nurses, aimed at easing their access to the electronic medical records (EMR) of all patients, analysis outcomes and diagnoses, regardless of the patient’s position (emergency unit, room or any other place within the medical unit). The solution can also be integrated with any other medical activity management application that includes a module dedicated to electronic medical records.Features Complete overview of received or performed visits – new patients, outpatients, assignments, alerts according to case priorities; Integrated patient management – data are transferred direclty from the CMS server, and according to changes performed on the PC tablet they are submitted to the system for continuous update; Extended patient history categories – the application provides details on patient’s record such as their position within the clinic (ward, room, bed), case history, allergies and diagnoses, treatment (start date/ end date, drug type/ quantity, administration type/ frequency), laboratory requests (analysis type, processing status, detailed result, analysis report), visit program (date, frequency, doctor, specialty, current status – performed/ not performed) or attachments to the observation sheet; Medical report analysis generation and import; Quick database search; definition of new patients or discharges. 12 13
  13. 13. Tasky Tasky is a stand-alone application that can be easily synchronized with other professional planning solutions (like MS Outlook), thus providing ample opportunity for transfer or update on the progress of daily activities. Conceived as a collaborative application, Tasky simplifies the tracking of these activities, grouping them into categories, assigning and replanning them according to priority alerts or exceeded deadlines.Features Task timeline Search engine The application enables task planning and visualization The application provides advanced search features by depending on the timeframe, files or importance. means of a search engine. If users choose to view tasks depending on their Notifications and alerts timeframe, the first category displayed on the screen will Users may choose to be notified on overcoming be the one including overcome tasks; the other categories deadlines, this feature being available even when the displayed include tasks that have no deadline or must be application is offline. completed in the present/ future. Quick task introduction Tasks can be introduced quickly, directly from the application, which can also be transmitted via email. The application provides default values for deadlines that can be further configured by users. In addition, the application provides automatic contextual data (date, time and category task). Completed tasks are automatically archived Users can view the number of tasks to be completed without opening the application, due to the fact that a label with their number is available on the application’s icon. Tasks groups The application allows grouping tasks on predefined user files. In each group, users can only view the related current and completed tasks.
  14. 14. Mobile SFA The productivity of sales persons is a crucial factor in the evolution of an organization. The agility of the company, translated through decision speed and mobility, is only possible with the help of powerful software solutions, developed on the latest technologies, able to support the need for agility and efficiency of the sales forces.With the help of Charisma Mobile SFA, the Charisma Mobile SFA (Sales Force Automation) is amanagement has now full, real-time visibility on solution intended to automate and increase thethe sales process. The solution tailors to each efficiency of the sales process, providing the salesorganization, regardless its size or business field, by forces on the field with all the requiredautomating the sales processes. Thanks to its information, anytime anywhere. The solutionperfect integration with Charisma ERP or with any enables the order retrieval, the tracking andother ERP or CRM system, the solution completes control of inventory, order flows, customerand optimizes the management, operational, management, sales forecast, as well as employeemarketing and the companys commercial strategy performance assessment.flow. 14 15
  15. 15. FeaturesTravel routes planning and optimization; Task management. Determines and offers mobileCustomer and contract management. Manages and support for standard work routes, as well as forhighlights the customer and contract portfolio per daily, weekly, monthly agendas per each salesagent. person.Order management. Records online orders and 3G or WiFi synch with the back-end webservice;automatically loads them into the back-officesystem. Automatically proposes the order based on Reports. Include:the customer history. Retrieves orders as "order n Client orders grouped by client, location, item,collection-delivery" and "van-sales". period n recorded grouped by client, location, ReceiptsDelivery management. Management of the period, revenue typerequired and actual stock from the vehicle. n invoices grouped by client, location, Unpaid invoice number, due date;Invoice management.n issues invoices and/or notices, returns, Instantly Price lists. Displays prices for each item in stock.. records and assigns receipts from customers;n invoice printing with mobile printers; On spotManagement of the credit limit for each customer,with exceedance warning before or duringacquisition orders;Management of special offers defined in the back-office system, with different applicability accordingto time, partner, partners hierarchy, categories ofitems, item and quantity of the item or total order;
  16. 16. © TotalSoft 2012TotalSoft Headquarters Planned SubsidiariesActive Subsidiaries TotalSoft Implementations Sweden Senegal Estonia Russia United Kingdom Poland Germany Belgium Czech Rep Ukraine Slovakia Austria Moldova France Hungary Qatar RomaniaUSA Italy Serbia Saudi Arabia Bulgaria UAE Spain Albania Greece TotalSoft Headquarters Global City Business Park, 10 Bucharest - Nord Street Building O2, 8th Floor, Voluntari, llfov,România P: +4021 335 17 09 W:,, E: Austria | Greece | Bulgaria | Qatar