Charisma 2014 - New product features
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New features in Charisma 2014
Vlad Cristuţiu
Product Management
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Process Designer
Task Management
Events Management
Native integration with Charisma entities
Workflow (1) Overview
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Creation of processes
Tracking processes
Changing standard flows
Workflow (2) Why?
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Workflow (3) Example
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Automatic actions Reports
Data processing
User actions Transactions / Documents
Task-uri
Events Business
Time
Workflow (4) Notions
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1
• Step 1
• Uses Workflow
• Defines procesele
2
• Step 2
• Analyzes
• Searches for improvement solutions
• Modifies existing processes
Workflow (5) Notions
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Strategic business planning Performance indicators
management
Dan Giuşcă
New Projects Manager
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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
Concept
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Mobility 2014
Bogdan Grigorescu
Mobile Apps Product Manager
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Charisma Web Leasing on mobile devices
Charisma Cash Flow
Payments analysis and approval on smart phone
Integrating My Tasks with Charisma Dashboard
Mobility
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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
Charisma Web Leasing On the spot financing offer!
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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
Charisma Web Leasing Features
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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
TTY reduction
Sales force and approvers will be notified and will act
immediately, forwarding the file along the flow
Enhanced company image
Search for the vehicle
Configure payment schedule
Ask for an offer
Charisma Web Leasing Benefits
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Accounts current cash status
Analysis of receipts and payments from the beginning of the month to the current date
Mobile Cash Flow Expand Cash Flow features on mobile devices
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Plan payments and estimate receipts per week
Postponing payments
Mobile Cash Flow Expand Cash Flow features on mobile devices
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Cash flow scenarios to estimate the period one can benefit from a certain amount of money
Partners financial history Charisma
Mobile Cash Flow Expand Cash Flow features on mobile devices
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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
My Tasks Integration with Charisma Dashboard
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Planning budgets
Vlad Cristuţiu
Product Management
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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
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Redesigning web applications
Focus on PERFORMANCE
ASP.NET MVC, Bootstrap, KendoUI, Knockout
Using the latest web technologies (HTML5, CSS3)
Technology Optimizations
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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
Cloud
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Benefits
Scalability on request
Costs optimized according to the loading
Cloud