charisma enterprise the best solution for leasing
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Charisma Enterprise The best solution for Leasing. Liviu Dan Dragan, General Manager Vlad Cristutiu, Charisma Enterprise Product Manager October 23, 2008. Agenda. TotalSoft – initiative, experience, successes! References – our business card Financial & Banking - references!. - PowerPoint PPT PresentationTRANSCRIPT
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Charisma EnterpriseThe best solution for Leasing
Liviu Dan Dragan, General ManagerVlad Cristutiu, Charisma Enterprise Product Manager
October 23, 2008
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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
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TotalSoft - initiative!
WE DARED TOWE DARED TO AT PREZENTAT PREZENT
… develop the first Romanian ERP
system
… the system is used in 11 European countries: Romania, Poland, Hungary, Czech Rep, Greece, Russia, Bulgaria, Ukraine, Estonia, 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
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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
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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
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In 2006, following a KPMG auditing, Charisma Enterprise was declared the sole Romanian ERP solution compatible with IFRS standards
In 2008, 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.
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;
Charisma Enterprisethe most popular ERP in the region
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Starting with 2004, Charisma went regional – TotalSoft followed its customers’ regional expansion, at their request:
Raiffeisen Leasing: Romania, Bulgaria, Albania, Ukraine
Piraeus Bank: Romania, Albania
Scania Credit: Romania, Bulgaria
BMW Bank & BMW Leasing: Greece, Russia
Balkan Star (Mercedes): Bulgaria
NLB Leasing: Bulgaria
Charisma Enterprisethe most popular ERP in the region
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TotalSoft – awards
eFinance Awards 2008 - TotalSoft was awarded the eSucces Prize for the implementation of the ERP system Charisma Enterprise at OTP Leasing
2007 and 2005 – Romanian IT&C Awards – Charisma Enterprise: winner at the category “the best software product”
ROCS 2006 - Excellence Award for the most extraordinary implementation of Charisma Enterprise system in the finance and banking field – a project developed for BMW Financial Services and BMW Hellas
ROCS 2005 – Excellence Award for the best implementation of Charisma Enterprise system in the finance and banking field – a project developed for Ion Tiriac Commercial Bank and HVB Bank Romania
2005 - The catalogue of software products developed on MICROSOFT platforms – Charisma Enterprise attains the leading position for ERP solutions
ROCS 2003 – Excellence Award offered by IDG for the best-integrated system implemented in construction industry
BINARY 2002 - National Award for the best-integrated system for company management - Charisma Enterprise
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References are our business card!
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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
BRD Finance
Piraeus Leasing
Tirana (Piraeus) Leasing Albania
Fortis LeasingEurial ( NBG) LeasingRomexterra Leasing
BT Leasing
Marfin Leasing
Italo-Romena Leasing
NLB Leasing Bulgaria
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RCI Leasing
Ţiriac Leasing Premium Leasing
Volvo Leasing Romania Scania Credit Romania Scania Credit Bulgaria Autoitalia Leasing
Main customers - Captive companies
Financial & Banking References
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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
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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
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Charisma Architecture
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Operational Leasing in Charisma
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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
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Operational Leasing Back-office Module
General presentation:
Definable Work-flow: actions and documents
Configurable payment schedule
Configurable services
Financing product fully configurable
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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
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Web Sales
The module covers all activities related to financial offers and proposals
Unique interface for dealers and credit officers
Includes the scoring functionality
The functionality of collecting and analyzing the clients’ financial data
Native integration with the leasing back-office system
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Credits
The module covers the activities related to credits
Fully configurable payment schedule
Reimbursements at contract level, with allocation for each item in the payment schedule
Integrated collection interface
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Brokerage
Tracking insurance policies, related or not to a contract
Native integration with the leasing module – contract, insurance policy
Functionalities for the calculation and payment of commissions
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Advantages
System completely integrated
Core business
Financial, accounting, acquisitions, sales, stocks
Financial services
Financial and operational leasing; web dealer interface
credits, wholesale
CRM and Document Management
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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
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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
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New modules
CRM & Call Center
Document Management
Self-Service System
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Document Management, CRM
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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
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Collection
Informative source on the accounts in overdue
Listings of the accounts in overdue for Collections operators based on pre-defined parameters (Work Queues)
Runs predefined processes
Manages collection actions (Sending SMS, Letters, Phone calls)
Productivity reports
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Screenshots
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Invoices
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Payments
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Payment Schedule
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Penalties
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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
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Document Management
Collects files from regional offices Attaches files to Charisma Records Runs complex approval / review
workflows Archives files in relation with Charisma
records (i.e. Contract files) Search / Versioning / Auditing (who
changed what)
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Screenshots
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Documents Management
Charisma Enterprse
Head QuarterCharisma Document Management
Adăugând mai multe servere poate fi îmbunătăţită performanţa
Charisma EnterpriseDatabase Server
`
Charisma EnterpriseClient
Location A
`
Charisma EnterpriseClient
Location B
`
Charisma EnterpriseClient
Page 1
Charisma Document Management
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Self-Service System
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Self-Service Systemmain functionalities
Value for your customers
Access their information (contracts, payment schedules, insurances, etc.) when they want, where they want, via internet or mobile phone
Get notified about specific events (new invoice issued)
Print digitally signed legal documents on-line
Receive documents via electronic services (e-mail)
Pay invoices on-line
Order new products and services
Accessing frequently asked questions and technical support sections
The portal layout can be fully customized according to your corporate image
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More than 100.000 users are using this system every day
BCR Leasing case study
More than 50.000 customers served
More than 5.000 logins daily eased the pressure on call-center department
Hypothetical calculation based on real facts 4 min. = 1 EUR cost
1 EUR X 40.000 logins => more than 40.000 EUR saved within 4 months
Self-Service Systemcase study
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Thank you!