New features in Charisma Business Suite

Florian Ridiche Product Manager

Result analysis on tablets: the new Cell Monitor

Functional upgrade:

Drill down features (cell with sub-cells)

Summary type cells

Improved design

Rewritten in WEB HTML5 technology: runs on any device and any operating system in any modern browser

Events Traceability

New concept in Charisma aiming to control business processes

Events may be determined by:

Triggers in the system automatically generated by Alerter

User actions other than generating documents

Results of interfacing with an external system (e.g.: Collection or CRM application)

Traceability screen shows now also events

Electronic Invoicing

Enables efficient integration of the billing process with providers of electronic signature, stamping and archiving services;

Compliant with actual legal requirements;

Advantages:

Simplifying and streamlining the way the bill reaches the customer;

Improved relationship with clients.

Electronic Invoicing

Components:

Charisma (invoices issuance, interfacing with external

services)

Signing or stamping service (external application)

Portal enabling the invoices to be downloaded by the

client (can be replaced by an eCare application)

Alerter Module which sends invoices via e-mail

Server for electronic archiving

Light Invoice: Integration with Stock Engine and Wizard

Ongoing technological upgrade in Charisma: Adaptive platform takes over increasingly more core components

Wizard and integration with stock engine: Charisma foundations

Objectives:

The technological upgrade benefits of de pattern tested over time

Streamline development activity

VAT Payers Validation

Integration with ANAF website which enables the identification of suppliers or providers who are or are not declared as VAT payers (taxable person)

Dual Functioning:

Specialized display to check and list active suppliers

Punctual validation within the screen for defining partners

The result is used in the application for VAT upon collection or statements

Agricultural Production Module

The agriculture vertical is a strategic direction for Charisma

We have developed and enhanced the product:

New features (multiple crops)

Specific post calculation (implementation of the post calculation according to dimensions)

Features specific for Zootechnics

Database Archiving

A significant number of organizations that use Charisma for over 5 years

Archiving: natural need to "exclude and put aside“ transactions which are possible to be archived

Smart process: keeps the traceability and consistency of documents (documents in the balance, documents with effect after the date of archiving)

Result: The data corresponding to the archiving period shall be reduced by about 95%

Benefits: enhanced performance, reduced need for hardware

Database Audit

The configurable audit mechanism provided by Charisma supports organizations to secure and control data

Provides application’s administrator, in an intuitive manner, with a complete picture of the operations that were performed on sensitive data (who, what, when changed)

The mechanism can be used also for events with business significance (e.g. changing a partner’s information)

Cash Flow Standard Reports

Dan Giușcă New Projects Manager

Cash Flow 2013- New Tool for Cash Flow Tracking and Planning

Standard Configuration (the specification)

Configuration Control (“others” line)

Exchange rate differences in cash flow

Reimbursement in cash flow

Exceptions in cash flow

Standard Reports

Documentation

Download from online (www.charisma.ro)

318 Reports (Simple grid, Crystal, Charisma Analyzer)

Any version in production (2.5 -> 3.4 -> 4.x)

Strategic planning and aligning organizational strategy by using

Balanced ScoreCard

Silviu Crețean Software Development Director

Balanced ScoreCard – General Presentation

BSC - IT tool for measuring and managing organizational performance

It brings together key performance indicators (KPI's) on strategic and operational objectives associated with each strategic perspective (Financial, Citizens / Clients / Customers, Internal Processes, Learning and Growth)

The result obtained by the use of BSC consists of a set of direct, measurable objectives

The system allows viewing the state, namely the degree of achievement of objectives, using “semaphore” mechanisms

Progress Indicators (Targets and Results)

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To measure progress in achieving these objectives, application users will define specific values for each performance indicator (targets, results).

Degree of meeting KPI-s

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To measure progress in achieving a target, the degree of fulfilling initiatives associated with the target must be known.

History of Indicators' Evolution

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BSC system allows keeping track of each indicator. Depending on its target, comparative reports can be extracted.

Charisma Mobile Suite

Bogdan Grigorescu

Mobile Apps Product Manager

Charisma Mobile Suite

Cash Flow

Mobile HR & Workflows

CRM

Using Smartphones to organise business

New features in Charisma Business Suite

Daniel Bălăceanu Business Applications Product Manager

Charisma eProcurement

New features

Supplier profile

Sales events

New reports

Contract Management

Track contract execution

Payments schedule

Case management

Payment approval

eProcurement

Supplier contact

database

RFX process (offers)

Auction Sign contract

Expenses Requests

Set up budgets Approve Expense requests

Sales Representatives Portal

New features

Tracking activities

Client profile

Opportunities

Tracking results

Objectives

Teams and coordinators

Competitions

SFA – Sales Force Automation

Activities Contacts Opportunities

My results

My team Support Center

Email CRM ERP App1 App2 …

Examples

Reports

FFA – Task Management

Planning

•Schedules

•Optimizes

•Forecasts

Execution

•Delivery

•Services delivery

•Technical Inventory

Monitoring

•Operational Dashborad

•GPS tracking in real time

•Routes Renewal

BI

•Strategic Dashboard

•Data mining & analysis

• Costs & Productivity

Main Features

• Daily calendar

• Offers management

• Product activation

• Customer feedback

• Dashboards

• Predefined reports

• Data mining & custom reports

• Planning

• Routes

• Optimizing

• Technicians management

• Cases management

• Sending

• Real time monitoring

Back Office

Optimizer

Mobiles BI

Daily working orders – map viewing

Q&A Thank you!