The document outlines new features and products in Charisma for 2014, including workflow improvements, mobility apps, web leasing, cash flow management, budget planning, and cloud services. Key areas of focus are improving processes, integrating mobile apps, enhancing the dealer and client experience, and optimizing performance and costs through cloud technologies.

1. New features in Charisma
2014
Vlad Cristuţiu
Product Management

2. Workflow (1)
Overview
 Process Designer
 Task Management
 Events Management
 Native integration with Charisma entities

3. Workflow (2)
Why?
 Creation of processes
 Tracking processes
 Changing standard flows

4. Workflow (3)
Example

5. Workflow (4)
Notions
Events
 Business
 Time
User actions
 Transactions / Documents
 Task-uri
Automatic actions
 Reports
 Data processing

6. Workflow (5)
• Step 1
• Uses Workflow
• Defines procesele
2
1
Notions
• Step 2
• Analyzes
• Searches for
improvement
solutions
• Modifies existing
processes

7. Strategic business planning
Performance indicators
management
Dan Giuşcă
New Projects Manager

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. Mobility 2014
Bogdan Grigorescu
Mobile Apps Product Manager

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. 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. 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. 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. 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. Mobile Cash Flow
Expand Cash Flow features on mobile devices
 Plan payments and estimate receipts per week
 Postponing payments

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. 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. Planning budgets
Vlad Cristuţiu
Product Management

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. Technology
Optimizations
 Redesigning web applications
 Focus on PERFORMANCE
 ASP.NET MVC, Bootstrap, KendoUI, Knockout
 Using the latest web technologies (HTML5, CSS3)

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. Cloud
 Benefits
 Scalability on request
 Costs optimized according to the loading