charisma enterprise the best solution for leasing liviu dan dragan, general manager vlad cristutiu,...
TRANSCRIPT
Charisma EnterpriseThe best solution for Leasing
Liviu Dan Dragan, General ManagerVlad Cristutiu, Charisma Enterprise Product Manager
October 23, 2008
Agenda
TotalSoft – initiative, experience, successes!
References – our business card
Financial & Banking - references!
CHARISMA – the operational leasing solution
New functionalities in Charisma Leasing
New modules connected
TotalSoft - initiative!
WE DARED TOWE DARED TO AT PREZENTAT PREZENT
… develop the first Romanian ERP
system
… the system is used in 8 European countries: Romania, Poland, Hungary, Czech Rep, Greece, Russia, Bulgaria,
Albania and Serbia
… promote the project management concept in Romania
… Primavera is used by more than 550 companies and has more
than 5000 certified trained users
… develop medical software solutions
… Medicover, the largest chain of private clinics & laboratories
in CEE uses our solutions
… develop complex e-business solutions
… Romanian public institutions as well as private companies like
Deutsche Telekom, BMW, Siemens AG use our e-procurement solutions
TotalSoft - experience!
Microsoft Certified Gold Partner
We were the second Romanian software company to become ISO 9001-2001 certified
Primavera Sole Authorized Representative for Romania, Bulgaria, Serbia and Hungary (in Romania we got more than 90% market share for Project Management software)
Regional software supplier with implementations in Greece, Poland,Hungary, Czech Rep, Bulgaria, Serbia, Albania, Moldova
14 years of continuous presence on the Romanian and international markets; 400 employees
Total Revenues for 2007 reached 15 million Euros
Enterprise Software (ERP) – Totalsoft is the leading vendor in the “2nd tier” segment for the last 3 years in Romania
Project Management – TotalSoft is the main promoter of completely integrated Project Management solutions in Romania
Customized Software / Outsourcing Services – TotalSoft offers turnkey solutions to the public and private sectors
Software solutions for mobile devices – solutions for accessing and displaying enterprise data on smart phones / PDA
HR & Payroll outsourcing services
Business lines
Over 300 implementations in Romania and other East European countries (50 of them, just in Financial services sector);
An ERP solution that includes specialized modules for: leasing, retail, fleet management, service, insurances, human resources and many others;
In 2006, Microsoft nominated Charisma as the most complex ERP system in Romania developed on Microsoft technology;
According to the KPMG study “Software systems for the leasing industry. An international overview” written by Eelco Wolters and Marc Peeters, IT consultants and leasing specialists, TotalSoft is presented among the main world providers of IT systems for the Automotive Leasing and Equipment and Finance Lease.
Charisma Enterprise… at a glance
Starting with 2004, Charisma went regional – TotalSoft followed its customers’ regional expansion, at their request:
Albania – Raiffeisen Leasing & Tirana Leasing (Piraeus Bank)
Greece – BMW Bank & BMW Leasing
Bulgaria – Raiffeisen Leasing, Scania Credit, Balkan Star (Mercedes), NLB Leasing
Rusia – BMW Bank
Ukraine – Raiffeisen Leasing
Charisma Enterprise… at a glance
References are our business card!
Referencesimportant clients!
DistributionServicesFinancial Retail Pharma ConstructionsProduction
Public
BCR (Erste) Leasing BMW Bank Greece BMW Leasing Greece BMW Russia Raiffeisen Leasing Bulgaria Raiffeisen Leasing Romania Raiffeisen Leasing Albania BNP Paribas Leasing Deutsche Leasing Eurobank Leasing
Main customers - Banks owned
Financial & Banking References
Piraeus Leasing
Tirana (Piraeus) Leasing Albania
Fortis LeasingEurial ( NBG) LeasingRomexterra Leasing
BT Leasing
Marfin Leasing
Italo-Romena Leasing
NLB Leasing Bulgaria
RCI Leasing
Ţiriac Leasing Premium Leasing
Volvo Leasing Romania Scania Credit Romania Scania Credit Bulgaria Autoitalia Leasing
Main customers - Captive companies
Financial & Banking References
TBI Leasing Balkan Star Bulgaria Bavaria Leasing Radacini Invest Meridian Leasing Medicredit Leasing Cardinal Leasing ETRA Net Consult Millenium Leasing Transpec
Main customers – Independent companies
Financial & Banking References
Main customers - Credit & inssurance
RCI Inssurance BrokerRaiffeisen Inssurance Broker TBI Inssurance Broker BTWC - Broker de AsigurăriGif Finantare IFN
RALFI(GE Money) Credit TBI Credit RCI Finantare Romcom Oradea FNGCIMM
Financial & Banking References
Charisma Architecture
Operational Leasing in Charisma
Operational Leasing Back-office Module
Description: All company functionalities using a single application and a single data base. Powerful security system that allows restrictions, even at data base field level. Multi-company and multi-location system, allowing on-line and off-line operating
from any connecting point; Multi-currency system that allows the tracking of all data, in multiple currencies
simultaneously, with positive effects in reporting; High configurable application – can be adapted to all types of business models; Fully operational leasing control
Operational Leasing Back-office Module
General presentation:
Definable Work-flow: actions and documents
Configurable payment schedule
Configurable services
Financing product fully configurable
Operational Leasing Back-office Module
Contract
Contract multiple validations
Full additional addendums
Tracking all real expenses per car,
making possible the comparison with invoiced
expenses
Electronic archiving interface
Fleet Management Module
Web based module
Natural integration with Leasing BO and Fixed Assets
Collects all real expenses done by car
Assure planning for maintenance and repairs
New important functionalities
Fully configurable payment schedule
Configurable actions on Document Type
Web Scoring configurable
Work-flow configurable
Special interface for expenses allocation on contracts
Insurance and refinancing additional functionalities
New modules
CRM & Call Center
Document Management
CRM & Call Center module
Based on Microsoft CRM
Automatic recognition of input calls
Levels of decision
History of input calls
Fully integration with Charisma Data and Reports
Document Management
Facilitates the process of working with documents: saving, archiving, finding, history, control of versions, reporting;
Connects directly to documents within Charisma Allows customized graphic presentation Settings of public and private sections Implements the document workflow systems Easy to use system for document updates Allows fast document tracking Manages access rights Creates workflows
Thank you!