Charisma Workflow

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    28-Nov-2014

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www.charisma.ro www.totalsoft.ro Charisma Workflow software enables organizations of any size to quickly build complex processes whether by accessing a Web browser interface or directly in the client system of the back-office user. At the same time, the solution enables defining and automating the business processes, reviewing the task flows and automating the tasks related to Charisma ERP 2011 modules.

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  • 1. CHARISMA WORKFLOW 2011The lack of an efficient management of the organization workflows or the existence of delegation andexception risks occurring during the execution of these flows can disturb the business development. Theneed to extend the mechanism of managing each operational or business process has determined thedevelopment and integration of Charisma WorkFlow 2011 solution. For a functional added value inconfiguring the programming transactions based on decision hierarchy, Charisma Workflow 2011 is thestandalone solution that can be perfectly integrated with any enterprise resource planning (ERP) system.I. FINANCIAL AND OPERATIONAL BENEFITS............................................................................................. 2II. FEATURES .............................................................................................................................................. 2III. INTEGRATION WITH OTHER SYSTEMS .............................................................................................. 4IV. WORKFLOW TEMPLATES .................................................................................................................. 5V. WorkFlows Case Examples per business divisions ................................................................................ 6 A. Finance Division - Expense Forms ..................................................................................................... 6 B. Human Resources Division Employee On-Off Boarding ................................................................ 7 C. IT and Engineering Division Service Desk ....................................................................................... 9 D. Sales / Marketing Division Marketing Plan Approval................................................................... 10 E. Compliance / Quality Assurance Division Risk and Compliance Reporting ................................. 11 F. PR & Communication Division Complain Management process ................................................. 12 G. Administration & Office Management Company Directory fill-in process .................................. 13VI. Easy-to-use graphical interface and fast ROI .................................................................................. 14VII. Interfacing - SAP integration for Charisma WorkFlow 2011 ........................................................... 15VIII. Contact ............................................................................................................................................ 16 Global City Business Park, Str. Bucuresti - Nord, nr. 10, Cladirea O2, Etaj 8, 077190, Bucuresti-Ilfov, Romania Tel: +40-21-335.17.09; 335.17.10; Fax: 40-21-335.17.12 E-mail: office@totalsoft.ro; Web: www.totalsoft.ro; www.charisma.ro
  • 2. I. FINANCIAL AND OPERATIONAL BENEFITS Reduces the operational costs by eliminating redundant or manual execution time; Increases the efficiency of operations through an user-friendly and automated solution; Minimizes the internal risk due to the increase of control and the introduction of operational automations. II. FEATURESCharisma Workflow 2011 enables organizations of any sizeto quickly build complex processes whether by accessing aWeb browser interface or directly in the client system ofthe back-office user. At the same time, the solutionenables defining and automating the business processes,reviewing the task flows and automating the tasks relatedto ERP solutions. Creates new flows only through visual configuration - while the effort of additional developments is removed and responds to a broad spectrum of business needs; Completely manages all the elements included in the configuration process of the working process - actors, actor groups, entities (documents and tasks), inputs and outputs, interaction and control methods, etc.; Efficiently sets up and manages ways of avoiding bottlenecks, including delegations and error handling, ensuring the continuity and proper system functioning; Defines independent workflows specific to any task type within the organization; Generates workflows in hours and days; Manages and tracks the evolution of To-Do lists by users (actors) or user groups; Includes a multi-user approval feature for various workflow tasks; Provides decisional support by implementing execution stages, conditioning and time restrictions assigned to the execution; Includes task management that helps users (actors) interact with the workflow at a certain moment, including the owner, generating flow, documents attached, actions and entities affected, priority and status (stand-by, working, finished, cancelled); the tracking of the actions performed by users is managed through checklists; Global City Business Park, Str. Bucuresti - Nord, nr. 10, Cladirea O2, Etaj 8, 077190, Bucuresti-Ilfov, Romania Tel: +40-21-335.17.09; 335.17.10; Fax: 40-21-335.17.12 E-mail: office@totalsoft.ro; Web: www.totalsoft.ro; www.charisma.ro
  • 3. Automatically notifies each actor within the flow about the steps that were not performed or those that are to be performed; Automates the usual business processes and tasks related to the applications; Provides an updated, real-time image, of the tasks within the workflow, as well as the execution plan; Ensures user and security mechanism management; it also includes the delegation and the transfer of responsibilities and rights from the source users to the target users; Generates a detailed report at company level; Measures the performance of a flow or a certain task through expandable indicators, used in various statistics and reports: o Number of instances by period (e.g. month) of a workflow; o Minimum, average and maximum duration of the complete workflow execution; o Link between flow and task for the indicators: minimum, average and maximum duration of the execution, task number per user, period (e.g. month), etc. Global City Business Park, Str. Bucuresti - Nord, nr. 10, Cladirea O2, Etaj 8, 077190, Bucuresti-Ilfov, Romania Tel: +40-21-335.17.09; 335.17.10; Fax: 40-21-335.17.12 E-mail: office@totalsoft.ro; Web: www.totalsoft.ro; www.charisma.ro
  • 4. III. INTEGRATION WITH OTHER SYSTEMSImproves ERP processes by: Connecting to external data via SQL, Web Services, LDAP, XML; Creation and usage in specific Workflow Foundation operations; Interaction via Web Service API; Expanding and customizing, using the available SDK; Integration with BizTalk; Access to Active Directory Using already existing connectors included within standard package, supporting development of interfaces with other systems without advanced integration know-how (Charisma, Microsoft Dynamics, Oracle Financials, SAP, etc). Intranet Expenses Control Leasing Front Office eProcurement ... Workflow Global City Business Park, Str. Bucuresti - Nord, nr. 10, Cladirea O2, Etaj 8, 077190, Bucuresti-Ilfov, Romania Tel: +40-21-335.17.09; 335.17.10; Fax: 40-21-335.17.12 E-mail: office@totalsoft.ro; Web: www.totalsoft.ro; www.charisma.ro
  • 5. IV. WORKFLOW TEMPLATESCharisma WorkFlow 2011 includes standard workflow templates that can be used out-of-the-box, assoon as the action of defining a new workflow is selected. The templates include business divisionsspecific workflows that could serve as the basis for the creation of the new workflows and reduce timein analysis and development of requests from business users. Global City Business Park, Str. Bucuresti -