charisma office automation
DESCRIPTION
www.charisma.ro www.totalsoft.ro The exceptional modularity and the unlimited possibilities of configuring the application, the licensing flexibility, using the collaborative work environment provided by SharePoint technology, native Web architecture that allows accessing the data from everywhere in any moment make Charisma Office Automation the ideal solution for simplifying and automating the specific activities of the companies operating in the services area.TRANSCRIPT
Office Automation
Simple | Intuitive | Flexible | Complete
Main value
Organizes, simplifies and automates complex
processes and workflows;
Cross departmental automation and
organizational processes that cover multiple
departments;
Dramatically decrease operational costs and
improves employees' effiency;
Increases the company's agility and
competitiveness;
360 view over the performance indicators;
Increases customer loyality;
Collaborative working environment, focused on
satisfying business partners’ needs;
Updates and develops customers' business needs.
value
Provides key reports and analysis for executives to
run business;
Reports with the ability to go from high level to
low level detail;
Comprehensive insight from all departments and
systems;
Provides executive dashboards, on-spot quick
facts and real-time notifications.
value
Clean and friendly user interface;
Commonly performed tasks can be automated;
Can provide data from other applications and
sources;
Can access various reports from the same
interface;
Provides technical support directly from the
application interface;
Provides development methods and tools for
business flows and entities directly from the
application.
value
In 2012, Charisma ERP was designated as one of
the 5 strongest European B2B solutions in the
"Enterprise Vertical Market Solution" segment.
Management
Employee’s
Market
Serv
ices
If you have a company specialized in
providing consultancy services, IT solutions,
law, advertising, architecture or
engineering, you certainly faced the
questions such as: how profitable is actually
the business? How many of our projects
were completed on time and budget? Do
our teams know to sell the most profitable
services, in a professional manner? Are we
billing the worked hours? Such questions
occur due to intense work practices,
overloading or high number of projects
which lead to low productivity or
inefficiency within the company.
In order to answer these questions,
TotalSoft designed a solution for the
automation of processes in the companies
operating in the services field. Charisma
Office Automation generates a quick return
on investment by improving the operational
efficiency, increasing the employees'
profitability, through the reputation gained
among the customers and through the
better approach of the projects.
You have the opportunity to see the
solution live, visiting one of the reference
customers from abroad. Moreover, we can
provide additional developments to prove
our team’s responsiveness.
Technical support
Decreased reaction time
to any requests
Permanent access to
Charisma consultants.
;
Implementation
Data migration;
Integration with
external applications;
Quick customization
of internal specific processes.
Business consultancy
Internal processes consultancy;
Performance indicators and
specific processes implementation.
Training
Internal courses for using
the application;
Training workshops
for internal users.
CharismaOffice Automation
Why
Using SharePoint principles and Licensing flexibility
functionalities
Native Web solution
Exceptional modularity and scalability
Speed and flexibility during installation
and implementation
Charisma Office Automation is also available
as Software as a Service, providing you all By using SharePoint principles and cutting-
the benefits of this licensing model: low edge technologies from Microsoft, Charisma
initial cost, fast implementation, minimum Office Automation offers a collaborative
support and IT training, cutting the work environment, where all the employees
infrastructure and application maintenance can consistently access the information
costs, high security for accessing the stored in secured databases, based on
databases.access rights granted to predefined roles or
user groups they belong to. Thus, you
eliminate the downtimes, the routine tasks
and the redundant work usually spent Charisma Office Automation can be
looking for the information or their accessed from any mobile device with
integration in a consistent insight upon the Internet access, regardless the
company's activity. configuration. Thus, the field agents can
access any time, from anywhere, the
projects stored in the databases within the
company, and they can send the information The exceptional modularity of the
in real-time in order to inform the decision application and the possibilities of
factors regarding the field situation.interfacing with any other solution in
Charisma business suite allows achieving an
integrated end-to-end solution for the
complete automation of the internal
processes, with cross-department real-time Business expertise and advanced, data transfer, within organizations of any specialized consultancy encompassing size or complexity (multi-company, multi- Charisma Office Automation significantly sites, multi-localization, multi-currency etc). decrease the total implementation costs,
while providing fast return of investment.
Charisma Office Automation is a professional service automation
solution, dedicated to companies providing services for the
management and automation of business activity. The solution
generates a quick and substantial ROI by improving the
operational efficiency, employees profitability, reputation among
customers and by continuously tracking the projects’ deployment.
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Off
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Modules
Charisma Office Automation is a service
dedicated particularly to suppliers, which
simplifies the tracking of projects, streamlines
the resources involved in their execution and
maximizes revenues associated with contracts
concluded. Charisma Office Automation
streamlines and automates the billing and
collection cycle under timesheet hours,
manages documents of interest and provides
support in management decisions based on
metrics and performance indicators. Through
Charisma Office Automation, TotalSoft answers
the questions regarding business
development, as well as its afferent problems.
CharismaOffice Automation
The exceptional modularity and the unlimited possibilities of configuring the
application, the licensing flexibility, using the collaborative work environment
provided by SharePoint technology, native Web architecture that allows
accessing the data from everywhere in any moment make Charisma Office
Automation the ideal solution for simplifying and automating the specific
activities of the companies operating in the services area.
Time & Expense Management module is a self-service
tool, providing transparency both to the employees
and organization, being designated to efficiently track
the hours worked. This module helps the company to
automate the collection, validation, approval, billing
processes or any other information provided by the
employees regarding the worked hours, in a project-
oriented business.
Financial and Operational Benefits
Time & ExpenseManagement
Increases the employees' productivity Reduces the operational costs
Easy-to-use and user friendly tool for The timesheets recorded into a single
recording timesheets; location, including documents, tasks,
Allows online accessing, in any moment incidents, calendar, provides the
and from anywhere; advantages of working with a single
Provides various options to record the application – low costs of learning and
timesheets: real-time or at the end of using, fast adoption by the employees,
the period; consistently displayed information for
Allows detail or summary view of the entire organization;
timesheet period calendar, completely Allows tracking the timesheets recorded
configurable: day, week, month; by an unlimited number of projects,
Captures the effort spent, from any tasks, customers or employees;
section of the solution; Provides flexibility for implementing the
Allows automatic transformation of the timesheet model, depending on the
task list into time tasks; characteristics and working pattern of
Includes flexible schedules of tasks, as the company;
well as the comparative review of the Allows using timesheet templates,
scheduled vs. output. according to each company needs;
Includes a visual, intuitive marking of
timesheet cell status: not validated,
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validated, invoiced, closed; Eases the comparisons with the job
Offers e-mail or message board descriptions, which are useful in
notifications for various alerts - periods performance assessments;
without timesheet, hours to be validated Records holidays, overtime, sick leaves;
or invoiced etc. Quickly displays the split of the reported
Integrates with other human resources hours by project type, phase, task or
applications for transferring data, customer;
loading/unloading organization charts, Calculates the costs of the tasks - tracks
costs by employee type, dictionaries of the hours performed by employee,
positions within the company; project, activity or detailed task;
Integrates with MS Project or Primavera Validates in real-time the timesheets,
for the automatic recording of the based on automatic notifications;
employee's timesheet into both Records distinct types of activities:
applications. billable or non-billable, actual allocated
hours or customer hours;
Increases the efficiency of managerial Processes the approval of multi-
decisions resources timesheets in a flexible
Tracks the allocation and yield of the manner, tailored to company's needs;
employees over time periods or at Groups the timesheets by period or
project level; account, project, resource.
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Any project is based on a set of operations, where the
activities are performed against a time and money
budget, an ongoing calendar, allocated resources and
multiple deliverables. Finally, the success or failure of
the projects depends on the efficiency of each
operation. Charisma Office Automation includes a
powerful module, dedicated to project management
that targets the tracking assessing and improving all
the operational activities within a project.
Project Management
Efficient tracking of projects or of costs related to the projects;
contracted services Simultaneously manages the budgets
Defines and tracks at central level all the assigned to the projects, at task, project,
issues related to a project: objectives, task type or resource level;
costs, deadlines, calendar, events, Allows revenue forecasts, cost budgets
resources, risks, incidents, invoices, (time or money budgets) or tracking of
receivables; the output vs. the schedule.
Creates projects based on templates,
allowing predefining the project plan Increases the operational productivity
structure, with the available tasks and Easy and quick assignment of the
WBS (Work Breakdown Structure), as resources;
well as the categories of timesheets by Allows reviews and adjustments at
activity type; project level or resource allocation;
The possibilities to define and monitor Provides the employees' focus on their
multiple simultaneous projects, responsibilities and not on
regardless their type or size. administrative tasks;
Provides advanced functionalities of Allows tracking of both internal and
project planning: WBS, stages, tasks or customer posted incidents, at project
milestones; level; capturing and managing the
Allows complete and methodic cover of comment history, severity, person
a project: kick-off, planning, execution, responsible for solving;
control and closing; Offers discussion forums, where the
Quickly and accurately captures any type employees can disseminate best
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Financial and Operational Benefits
practices. decisions for reaching the goals
Streamlines and automates all the Helps to deliver the projects on time and
operational activities; budget;
Uses To-do list at project level, with drill- Defines and tracks the budget by
down and tracking capabilities for resource, task, project or customer;
various tasks; Allows quick identification of the
Provides quick notifications related to employees or tasks with deviations or
the main events recorded at project delays vs. the budget;
level; Provides centralized and intuitive
Minimizes the non-invoiced hours and information for ensuring the right
ensures revenue increase through a resources within the projects;
better planning of the projects and Tracks the project schedules, by
resources; displaying overdue or current
Allows the integration with any project milestones;
management solution and natively Reduces the differences between the
integrates with MS Project and budget strategy and project schedule;
Primavera; Updates in real-time the project status
Allows data import / export and based on the hours in the timesheets of
synchronization of schedules with other the resources for the projects' tasks and
applications. stages;
Provides permanent and secured access
Increases the efficiency of managerial to project information.
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Financial Management module manages the
operations and project execution from the financial
point of view, regardless the type or nature of the
concluded contractual terms. The solution includes
complex financial management tools, covering all
the financial flow, from issuing the invoices to the
customers to recording the payments and closing
the debts on contracts and projects.
Financial Management
Increases the efficiency of the financial Provides regular forecasts upon the
operations organization's revenues;
Eases the budget management by Tracks and improves the transparency of
defining and tracking them by resource, the cash-flow, providing support for the
project or contract; decisions regarding the future
Simplifies the project and contract investments of the company;
invoicing, the billable costs being Allows recording the receipts by
calculated and grouped by resource or customer or contract, with automatic
task type; invoice matching;
Provides accuracy in issuing the invoices Matches the customer receipts with
at detail level and in the format invoice details and allows quick retrieval
preferred by the customer; of rates by resource or resource type;
Provides flexibility in issuing the Allows automatic calculation of
invoices, by determining and grouping exchange rate differences, based on
the rates, periods, services and expenses payment and invoice dates.
to be included, as well as by setting the
specifics at project level regarding the Maximizes the billable revenues
billing process; Allows quick and automatic selection of
Allows further review of the invoices, valid spent hours as being billable;
changing their content, as well as Allows real-time access to the statement
adjusting the hours to be invoiced from of costs by resources or projects on a
the total worked hours; chosen period;
Allows managing different invoice types; Automates the invoice issuing based on
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Financial and Operational Benefits
the invoice schedule agreed under the and money consuming work;
contract; Automates the retrieval and grouping
Provides the possibility to use different the data related to budgets, costs,
invoicing rates, by resource, used allocated resources and deliverables at
professional education, contract or contract or project level;
project. Includes alerts at invoicing terms or
other financial events;
Improves the relationships with the Allows the implementation of workflows
organization's customers for invoice approval after issuing,
Provides quick and complete invoicing, according to the business specifics of
as well as lower costs per project or each single customer;
contract; Provides quick and permanent access to
Offers a correct and easy financial customer account record;
management of the customers' Includes alerts, quick access and
accounts; efficient analysis of the existing overdue
Includes advanced possibilities to use amounts by contract and/or project;
and record the advance payments or Allows planning the activities for
incomplete payments from the receiving the overdue amounts and their
customers. tracking until completion;
Allows automatic marking of timesheets
Reduces the internal costs and as invoiced;
increases the company's productivity Integrates with Charisma ERP or with
Removes the redundant, manual, time any other accounting or ERP system.
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Resource Management module schedules the
company's resources by projects in an efficient
manner, by providing the best usage, without
doubling the efforts, based on the competence profile
and skills of the employees, thus providing the best
resources for the projects' success. The solution takes
into account the experience in the fields, interests,
competences or psychological profiles, so that the
created teams are able to deliver the projects within
the restrictions enforced by time, cost and quality.
Financial and Operational Benefits
Resource Management
Increases the profitability at Quick and best support for the migrating the resources from
company's resources level company's goals one project to another;
Allows the resource selection Allows online and real-time Provides quick and transparent
based on the existing management of all the human access to the availability of any
allocations, updated in real- resources existing in the resource within the company;
time; company; Offers quick notifications for
Eliminates the overloading or Allows the management of increasing the workflow
over-allocations of the employees' profiles in order to efficiency, by e-mail or
resources; optimize the allocation process; dashboard. Thus, the availability
Allows multi-project, multi- Assigns the resources by of a resource is notified, as well
stage, multi-task allocations; matching their abilities, based as the delayed, current or
Uses standard rates at resource on the projects specifics and by completed tasks;
level; their availability at company Provides access to a centralized
Allows customized rates level; calendar of all the projects and
according to the specific of each Organizes and classifies the involved resources;
project or contract; company's resources based on Natively integrates with
Allows tracking and using the the organization chart or using Charisma HR or with any other
resources per task, phase or WBSs (Work Breakdown human resources management
project. Structures); solution, allowing the retrieval
Includes roles and / or or matching the costs per
professional categories resource or per resource
matching; category.
Prioritizies the projects by
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Charisma Contract Management is a module
especially designed for recording and managing all
types of contracts concluded with the customers
and partners of a company. This module centralizes
and manages the services' execution, according to
the agreed terms and conditions, immediately
notifying any deviation, thus supporting a
professional, agile work environment, based on a
strongly customer-oriented culture.
Financial and Operational Benefits
Contract Management
Reduces the costs and company; customer history;
optimizes the operational Allows tracking the costs by Provides different invoicing
processes contract; methods, such as flat price,
Maintains in an easy to access Uses contract templates, milestones or completed
manner all the data related to reducing the routine work and percentage, advance as security,
the company's customers and saving valuable time for other initial payment and equal
the contracts concluded with activities. installments or based on the
them; execution schedule;
Provides permanent and Increases the quality of the Includes quick support for
simultaneous access to provided services and improves invoicing and payment
contractual data; the relationships with the allocation to the customers;
Uses a resource allocation customers Allows tracking and access to
calendar for by contracts and Allows tracking different types the entire repository of
task schedules; of contracts and provided customers and their accounts;
Allows the implementation of services; Allows the management of
new workflows for changing and Allows the customization of confidential accounts.
approving the contracts, based rates and invoice schedules,
on the specifics of each single depending on the category and
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Document Management module is developed based
on the latest technologies from Microsoft, providing
easy to use and automation for the management
activity of any type of content, regardless the
format. The product perfectly integrates with online
or offline ERP or PSA solutions, providing exceptional
flexibility and configurability in order to meet any
specific needs.
Document Management
Increases the efficiency of adapted to the company's Easily and quickly adds, changes
working with documents image; and manages the documents,
Includes comprehensive Includes different configurable thus relieving the employees of
functions for saving, archiving, filters, for allowing advanced routine and time consuming
recovering, history, control, searches; tasks;
versioning and reporting; Organizes the documents, Simplifies the activity by using
Provides permanent public or created or loaded into the document templates.
private access to the required system, on tree structures.
information, based on the Optimizes the project and
security policies of the Reduces the internal costs contract management
organization; Reduces the paper waste and Manages the documentation at
Allows the implementation for the related maintaining costs. contract, customer account or
document workflows with The physical files can be project level;
multi-level approval; scanned and electronically Allows electronic storing,
Allows versioning and history loaded into the system;. archiving, access and control
change keeping at document Eliminates the effort of upon the valuable information
level, with timestamps and logs managing physical documents. needed for project execution;
of users and related comments; The electronic documents are Integrates with Charisma ERP
Creates workflows for increasing easily administrated and for retrieving the back-office
the efficiency of document organized by structure and/or information or with any other
circuit within the organization; operational flows; enterprise resource planning
Displays the information in a Manages different types and system.
graphic customized manner, sizes of files;
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Financial and Operational Benefits
Office Analysis module includes a set of reports
especially created for supporting the decisional
process and the agility of the organization. Perfectly
integrated with the operational flow defined by the
other modules within Charisma Office Automation
suite, these reports provide critical information
regarding the company's performance, from
resource usage to profitability per customer,
project, task, employee, team, department or
company.
Office Analysis
Increase the control over the Provides full traceability of projects and tasks, on the
company's processes hours, from timesheeting to invoiced hours vs. billable hours,
Provides color and symbolic billing and payment receiving; reported hours vs. billable hours
performance indicators for a Offers a complete and etc.;
quick analysis through transparent status by projects, Allows determining and
dashboards with advanced drill- tasks, resource allocation, monitoring performance
down or drill-through functions; incidents and risks. targets;
Includes standard detail reports Allows advanced analysis and
for the project managers; Increases the revenues and the scenarios using different rates
Allows generation and company's profit assigned to resources, such as
configuration of ad-hoc reports, Includes profitability metrics, at internal rate, rate at customer's
easy to accessed by the users; resource, invoicing or site, rate outside the city or
Allows fast calculation of cost completeness level; abroad.
per resource, project or Provides a correct and actual
contract; image of the time spent on
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Financial and Operational Benefits
Poland Poland
Romania Romania
Bulgaria Bulgaria
Greece Greece
Czech RepCzech Rep
HungaryHungary
Albania Albania
Austria Austria
UnitedKingdom UnitedKingdom
Germany Germany
Russia
Ukraine
Moldova
Serbia
Slovakia
SenegalSenegal
Qatar Qatar
Saudi ArabiaUAE
BelgiumBelgium
FranceFrance
ItalyItaly
SwedenSweden
SpainSpain
Estonia
USAUSA
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W: totalsoft.ro, charisma.ro, acollada.com
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