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!