1. New features in Charisma
Business Suite
Florian Ridiche
Product Manager

2. 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

3. 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

4. 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.

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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)

11. Cash Flow
Standard Reports
Dan Giușcă
New Projects Manager

12. 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

13. 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)

14. Strategic planning and aligning
organizational strategy by using
Balanced ScoreCard
Silviu Crețean
Software Development Director

15. 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

16. Progress Indicators (Targets and Results)
To measure progress in achieving these objectives, application users
will define specific values ​for each performance indicator (targets,
results).
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17. Degree of meeting KPI-s
To measure progress in achieving a target, the degree of fulfilling
initiatives associated with the target must be known.
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18. History of Indicators' Evolution
BSC system allows keeping track of each indicator. Depending on its
target, comparative reports can be extracted.
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19. Charisma Mobile Suite
Bogdan Grigorescu
Mobile Apps Product Manager

20. Using Smartphones to organise business
 Charisma Mobile Suite
 Cash Flow
 Mobile HR & Workflows
 CRM

21. New features in Charisma
Business Suite
Daniel Bălăceanu
Business Applications Product Manager

22. Charisma eProcurement
 New features
 Supplier profile
 Sales events
 New reports
Expenses Requests
Set up budgets
Approve Expense requests
eProcurement
Supplier
contact
database
RFX process
(offers)
Auction
Sign contract
Contract Management
Track contract
execution
Payments
schedule
Case
management
Payment
approval

23. Sales Representatives Portal
 New features







Tracking activities
Client profile
Opportunities
Tracking results
Objectives
Teams and coordinators
Competitions

24. SFA – Sales Force Automation
Activities
My
results
Email
CRM
Contacts
My team
ERP
Opportunities
Support
Center
App1 App2
…

25. Examples

26. Reports

27. FFA – Task Management
Planning
Execution
Monitoring
BI
• Schedules
• Optimizes
• Forecasts
• Delivery
• Services delivery
• Technical Inventory
• Operational
Dashborad
• GPS tracking in real
time
• Routes Renewal
• Strategic Dashboard
• Data mining &
analysis
• Costs & Productivity

28. Main Features
• Technicians
management
• Cases management
• Sending
• Real time
monitoring
• Planning
• Routes
• Optimizing
Back
Office
BI
• Dashboards
• Predefined reports
• Data mining &
custom reports
Optimizer
Mobiles
• Daily calendar
• Offers management
• Product activation
• Customer feedback

29. Daily working orders – map viewing

30. Q&A
Thank you!