New features in Charisma ERP
Financial Services

Mihai Botezat
Senior Consultant – PDM Team
Web Credit
Web solutions to support lending

 What brings Web Credit new?
 Latest technologies in producing web pages
 ...
Web Wholesale
Web solutions to support lending

 What brings Web Credit new?
 Web interface, wholesale module extension ...
Workflows
New ideas of creation and presentation

 What are the future activities for a new deal?
 What are the activiti...
Workflows
In the web application for tendering and approving

 Tasks automatically creates and sends
information to parti...
Leasing – Stock / Fixed assets (1)
Link automation

 Inventory Management module used in commercial
business
 Fixed Asse...
Leasing – Stock/ Fixed assets (2)
Automatizare legătură

 New features
 Transactions of insertion / removal from stock i...
Charisma Analyzer (1)
Easiness in processing accounting data

 New vision – complex and dinamic analysis tool
 Complex s...
Charisma Analyzer (2)
Proposed analyzes

 Currency position of the company, by filtering
information on a particular curr...
Cell Monitor for Leasing

 Modern, portable solution, within management’s
reach
 Follows in real-time key performance in...
Cell Monitor for Leasing

 Visualization of time evolution in years, months, YTD
 Monitored indicators can be divided in...
Charisma SEPA (Single Euro Payments Area)
Alignment with new European regulations required

 Compatibility with any Chari...
Insurances
New features Front-Office and Back-Office

 Frequent changes of Insurer’s web services?
 Easy deployment for ...
Charisma Brazil
Adapting to new markets

 Interfacing with the Brazilian Bank
System
 CNAB for sending payment notificat...
Charisma Portugal
Adapting to new markets

 Approval of the ERP system by the local Ministry of
Finance
 Reporting to th...
Customer Self Service in CRM
Web & Mobile

Messages
• Marketing
campaigns
• Notifications

Financial
• Unpaid invoices
• H...
Q&A
Thank you!
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Financial Services - New features in Charisma 2014

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New features in Charisma ERP Financial Services

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Financial Services - New features in Charisma 2014

  1. 1. New features in Charisma ERP Financial Services Mihai Botezat Senior Consultant – PDM Team
  2. 2. Web Credit Web solutions to support lending  What brings Web Credit new?  Latest technologies in producing web pages  Enhanced security, similar to Charisma  Ergonomic interface  Functional sorting of the fields and organizing pages according to steps
  3. 3. Web Wholesale Web solutions to support lending  What brings Web Credit new?  Web interface, wholesale module extension module for beneficiaries to view their own status in real time  Tool request further drawings and / or early repayment  Real-time synchronization with Charisma ERP, in both directions
  4. 4. Workflows New ideas of creation and presentation  What are the future activities for a new deal?  What are the activities/tasks which are assigned to me? To answer these questions, we included Workflows into the web application for approval and bidding
  5. 5. Workflows In the web application for tendering and approving  Tasks automatically creates and sends information to participants  Flows can be created directly from the interface  Easy configuration for access rights / circumstances for status changing  Graphical view of completed and future flows
  6. 6. Leasing – Stock / Fixed assets (1) Link automation  Inventory Management module used in commercial business  Fixed Assets module –> used independently Extending the repossession and operational lease features imposed automating link between these modules
  7. 7. Leasing – Stock/ Fixed assets (2) Automatizare legătură  New features  Transactions of insertion / removal from stock in the Leasing Mode  Stock revaluation  Automatic reflection of lease processes in the asset sheet:  Generation  Update  Preservation  Closing
  8. 8. Charisma Analyzer (1) Easiness in processing accounting data  New vision – complex and dinamic analysis tool  Complex source of data  Currency  Partner  Contract  Source document  Charisma Analyzer reports run on the web, which enables accessing them from any location
  9. 9. Charisma Analyzer (2) Proposed analyzes  Currency position of the company, by filtering information on a particular currency  Balances evolution over time / turnovers for an account / set of accounts  Balance  partner/ partner group  contract/ several contracts
  10. 10. Cell Monitor for Leasing  Modern, portable solution, within management’s reach  Follows in real-time key performance indicators of the business  Dimensions tracked:  New Business  Portfolio  NPL
  11. 11. Cell Monitor for Leasing  Visualization of time evolution in years, months, YTD  Monitored indicators can be divided into products and partners  Breakdown by type of item and delay buckets  Data retrieval is made from:  Data Warehouse  BI Reports
  12. 12. Charisma SEPA (Single Euro Payments Area) Alignment with new European regulations required  Compatibility with any Charisma version  Management of ordered payments / Direct Debit  Import of response, cancellation  Full / partial retransmission  Marking denials and related motivation  Management of payment mandates signed by the client and link to financing contracts  Leasing, credit
  13. 13. Insurances New features Front-Office and Back-Office  Frequent changes of Insurer’s web services?  Easy deployment for changes through a single web service, on a server under the management of TotalSoft  New insurance websites communicate by means of this service to obtain quotes and insurance policies  Any change needed by the insurer is undertaken by the development team within the internal web service and is automatically reflected in all insurance web applications
  14. 14. Charisma Brazil Adapting to new markets  Interfacing with the Brazilian Bank System  CNAB for sending payment notifications  Interfacing with Sao Paolo Web Service  Automatic transmission of invoices for publication on the website of government authorities  Interfacing with local company  Reporting to National Bank
  15. 15. Charisma Portugal Adapting to new markets  Approval of the ERP system by the local Ministry of Finance  Reporting to the National Bank
  16. 16. Customer Self Service in CRM Web & Mobile Messages • Marketing campaigns • Notifications Financial • Unpaid invoices • History of invoices • History of payments • Contracts • Insurances • Penalties Operations • Empowerments • Examination center • Early liquidation
  17. 17. Q&A Thank you!

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