Wroclaw, 2014

AGENDA

InTENSO - about the companyCar Fleet Management Platform Portal for customers CRM Bidding Car database Contracts Financial module Vehicle warehouse module Car reselling portal Fuel Cards Service and Damage SMS Notification Tires module Data Warehouse & Raporting Administration

Car Fleet Management Platform

CRMContract

management

Fuel transactions

Finance & accounting

Car maintenance module

BusinessInteligence / Data

Warehouse

Customer portal

Sales module

Car Fleet Management Platform

CFM platform main modules:• Customer portal• CRM• Bidding module• Contracts• Accounting module• Car maintenance• Fuel cards• Damage• Data Warehouse & Raporting• Administration

Car Fleet Management PlatformCar Fleet Management Platform

CFM Platform is an ERP class system that supports processes implemented by companies operating in Car Fleet Management sector.

Supported CFM products:• Leasing of vehicles (support for various product types: financial

/operational; currencies: PLN / CHF / EUR; various schedules; interest rates: variable / constant, etc.)

• Long term rental (currencies: PLN / CHF / EUR; various schedules; interest rates: variable / constant, etc.)

• Short term rental of vehicles

• Management of car fixed assets (flat-rate or actual costs variant)

Car Fleet Management PlatformCar Fleet Management Platform

Portal for customers

Customer portal – provides access to key information about the contract and vehicles for the customer:• Fleet Customer

• Data vehicle

• Required inspections and repairs

• Register damages

• Tires

• Fuel Cards

• Payment and settlement

• Notifications

• Adding the current car mileage

• Adding user data of the vehicle

CRM

CRM module:• Contractor managent (customers & suppliers)

• Parameters management (discounts and rates)

• Access to financial information regarding customer (outstanding capital, credit limit, engagement, ect.)

• Integration with other CRM systems

CRM

Bidding module:• Create a bid for one or more cars.• Many variants of bid within a single offer.• Car configuration (Eurotax database:models and equipment, residual value

„RV”).• Configuration of additional services.• Financial parameters management (margin / ROI, spread and discounts),• Customizable offer acceptance workflow• Printing, sending offers, exporting to other formats (XLS / PDF).

Bidding module

• Detailed Car configuration• Eurotax integration:

• Car configuration (Eurotax database of models and equipment).

• Car residual value „RV” management (Eurotax database of RV).

Car database

Bidding module

Contracts module

Contract module - allows to manage customer contracts:

• Contract managment (general contract and single vehicle contract)

• Management of multiple contract statuses

• Document repository and versioning

• Managing the payment schedule

• Contract annexing and cession

• Premature contract termination and financial settlements management

• Vehicle hand-over process management

Contracts module

Contracts module

Repository of documents for contract• generate documents by templates• manually add documents (other documents, scans, etc.)

Financial module

Financial module allows:• Automatic, manual creation or importing options of sales documents (invoices,

accounting notes).• Mass printing sales invoices

Vehicle warehouse module

Loose vehicle (after the end of contracts)• Conducting settlements• Reselling cars and exporting options

Car reselling portal

Reselling cars portal:• On-line cars export from CFM Platform• Review of the list of vehicles available for sale• Overview images of vehicles• Car valuation by experts• Contact the seller of the car

Full service fuel card transactions • Fuel cards management• Automatic import of fuel transactions from BP Fleet Expert Database (Orlen, BP,

Shell)• Access to detail information regarding fuel transactions• Settlement of transactions of fuel• Managing fuel discounts for customers

Fuel card module

Fuel transactions management - imported from files obtained from fuel providers:• Fuel transaction files managment options;• Importing files with filtering• Fuel transactions preview,• Fuel cost re-invoicing

Fuel cards module

Car Service and insurance claims modules:• Car damage information

processing and managing;• Creating car repair orders,

periodic inspection, replacement of consumables

• Processing a requests for services

• A complete history of events during use of the car

• Service ordering and replacing the tires periodically (highly automated process)

Car service and insurance claims

Tires module allows you to perform the following operations with the tires:• The purchase of tires• The purchase of tires with replacement• Tires exchange• Storage of tires• Tire utilization• Importing tires from xls file to vehicle data

Tires module

Integration with SMS gateway enables:• Quickly send SMS messages to designated persons,• Communication according to the rule: question - answer, where the

system automatically generates a response based on the query specified by the customer.

• Automatic SMS notifications to car drivers about coming car maintenace or tires change.

SMS notifications

Data Warehouse & Raporting

Data Warehouse and reporting modules:• Data Warehouse storing all the data from CFM platform• Dedicated customer reports• Advanced reporting options for different roles

Administration

Administration module• Managing users and permissions• Management of key parameters and rules of the system• Setting up business dictionaries

Contact

InTENSO Sp. z o.o.Plac Powstancow Slaskich 7

53-332 Wroclaw, Poland

e-mail: radoslaw.kosiec @ intenso.pl

www: www.intenso.pl/en/