www.charisma.ro www.totalsoft.ro The increased applicability of mobile devices is rapidly turning them into business working and analysis platforms. Given the current trends, the expansion of software capabilities on cutting edge mobile devices is definitely a statement of TotalSoft team’s innovative spirit.

1. Mobile Solutions
Simple | Intuitive | Flexible | Complete

2. With over 17 years of experience, TotalSoft is
the largest Romanian ERP provider. With
1500 clients in the private and public sector
in 25 countries, such as USA, Germany, UK,
Austria, Italy or France, TotalSoft has an
undeniable expertise in 9 verticals, focusing
on retail and distribution, constructions,
financial services and medical ones.
The company has its own suite of software
solutions, namely Charisma Business Suite,
to which renowned systems, such as
Charisma ERP, Charisma HCM or Charisma
Medical Software belong.
TotalSoft is member of Global Finance
Group, one of the largest private investment
companies in South-Eastern Europe, with
offices in Athens, Bucharest, Sofia and
Belgrade. Global Finance manages funds
amounting to over EUR 850 million and has
carried out over 70 investments since its
founding in 1991.

3. The increased applicability of mobile
devices is rapidly turning them into
future business and analysis work
platforms. Given the current trends, TotalSoft took a first step in
the expansion of software this direction by building a
capabilities on cutting-edge mobile suite of applications with
devices is definitely a statement of an optimized “multi-touch”
TotalSoft team’s innovative spirit. user interface. These
Management team’s valuable time, business solutions can be
wasted on reports and analysis used on Apple mobile
generated by heterogeneous sources phones and tablets,
or lack of communication can now allowing a quick and easy
be saved by a robust comparative interaction due to their
business tool, which can be accessed similarity with iOS. Top
directly on the mobile device. management can access
detailed company
Companies and top management in information and real time
particular, need a modern, cutting- updates, in an intuitive
edge, extremely fast and visually graphical manner, just with
intuitive solution, specially designed a simple finger play.
to provide the company with figures
and real time images of its stability.
Charisma Mobile Solutions includes Analyzer, Cell Monitor, Portfolio
Management, Medical Software, EMR, Tasky and SFA (Sales Force Automation)
products that provide a continuous connection to the organization’s data sources
and represent the optimum basis for the decision making process or information
at managerial level - all due to the native integration with Charisma Business
Suite or any other enterprise resource planning system.
The mobile solutions combine the analytical capability of software applications
with the mobile gadgets one, allowing a rapid visualization of the performance
indicators, easy navigation through the data underlying these indicators,
generation of various statistics based on different data sources such as ERP,
Contract Management or medical activity management systems. The
information withdrawn from various sources is automatically synchronized,
while users have access to data, analyses, updated forecasts or meeting
agendas.

4. Main Benefits
Reduces the performance analysis time
Due to continuous and real time information updating on any changes in the
organization’s integrated information system, but also to expanded on-line
features, the management or authorized persons can view real-time financial or
non-financial performance indicators.
Complete overview of the performance indicators
The predefined performance indicators are shown in an intuitive manner to
quickly highlight the performing or underperforming business segments. The
solution uses scaled indicators, data series or matrix, for a full coverage of the
information necessary for the top management.
Latest technology
The solution is based on cutting-edge technologies, withdrawing, analyzing and
displaying relevant information based on comparative status cells. These solutions
address any business area, regardless of its size, activity field or structure
(distribution, retail, services and financial services; multi-location, multi-
department and multi-product).
Reduces the operational costs
Due to the 24/7 direct access to the application, the solution significantly reduces
the workload on the analysis departments. Data monitoring is performed at
general and/ or location level (store, city, department, region, business line etc.),
centrally or detailed, quantitative and/or value according to each company’s
specific requirements.
Technology
Charisma Mobile Solutions are applications developed on iOS, which can be
installed on iPhone, iPodTouch and iPad tablets. TotalSoft’s mobile solutions are
currently using the following iOS SDK features (software development kit):
n Multi-touch;
n Over-the-air sync (3G/WIFI);
n Multitasking;
n Push-notifications.
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5. Database accessible through webservice
Charisma Mobile Solutions benefit from a server side data processing module
that allows reports to become available through a mobile web service.
Thus, through a 3G or WIFI connection, users may update remotely the database
on demand or as a program update by default. The communication channel is
secure and encrypted for an improved data protection factor.
PUSH notifications
Using the integrated service Apple Push Notification, the reporting server can
notify iPad/iPhone clients, even though the application is off at the time. Thus,
when new data or reports come in, users are actively notified, being kept
updated on the evolution of parameters of interest.
View offline reports
Reports and indicators are stored locally on the mobile device for subsequent
offline visualizations. In this case, the pre-installed SQLite tool (engine) will be
used.
Security
By means of an application that can be accessed through any
browser, alert messages can be sent in order to return, block
or delete data remotely located on any tablet. Each tablet of
the devices portfolio can be located on the map, in case its
loss is announced.
Automatic implementation and updates
Due to TotalSoft 's exclusive certification obtained from
Apple Inc. the necessary software and updates operating on
tablets can be installed quickly by remote automatic
download.

6. iOS Charting Components
For increased user interactivity, attractive and modern design, TotalSoft carefully selected the most
useful data visualization features, creating the iOS Charting components suite.
The suite consists of four components, interactive and user-friendly graphs, which are fully
customizable in terms of design (you can customize the background, colors, fonts or headers).
The four components of the suite are:
1 LineChartView: allows visualization of graphs 2 TimeChartView: allow visualization of graphs
as bars or lines. The user can interactively with phased milestones to better follow the
select any point on the graph and display it stages of a project. The user can interact with
properly. the chart by selecting the time for seeking the
information - allows collapse, expand or move
the displayed time range.
3 PieChartView: allows visualization of graphs as 4 UITableView: allows visualization of (UILabels,
pies. The user can interactively select any UIImageViews etc.) as grid. Allows
"slice" of the "pie" to display additional details. customization of the background, font for
headers and table cells.
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7. Mobile Analyzer
Charisma Mobile Analyzer is an advanced
solution for analyzing and processing data,
which generates reports in a graphical and
intuitive manner, with minimal effort from
users.
Charisma Mobile Analyzer addresses all
activity fields from financial services, retail
and distribution, logistics, services,
constructions, medical, pharmaceutical, up
to human resources, providing an updated
and extremely important support for
planning and optimizing the company’s
business processes.
Features Charisma Mobile Analyzer is natively
integrated with Charisma ERP and benefits
Faster, one click-away distance reports from the most well performing technology in
Charisma Analyzer brings the advantage of high speed in the world, developed by Tableau Software,
processing and data visualization, providing more results the BI software solutions market leader
with less effort. Just drag and drop and the analysis through an efficient implementation and
changed. Then just a few more clicks and trends or critical reduced time to adapt to customer
points of the analysis are highlighted. requirements. Basically, even users less
familiar with BI software applications can
Flexible and easy to use solution
become productive in a very short time and
The solution enables real-time visualization of each change
without special technical training.
on the extent of their implementation, provides automatic
formatting of columns and rows and supports the creation
of dashboards from multiple perspectives of the company’s
processes and trend analyzes.
World leader in data visualization
According to Gartner’s study in January 2011, Tableau
Software is the world’s leader in interactive data
visualization for business analysis, their display in
dashboards and delivery.
Cutting-edge technology
The five principles underlying Charisma Analyzer’s visual
data display are the user-friendly interfaces, the easy to use
analysis and research features, the expressiveness and best
practices in visualization, as well as the database’s
independence.

8. Mobile Portfolio Management
Charisma Mobile Portfolio Management is an
on-line solution that addresses top
management, as well as people in
management positions for the monitoring of
real-time statuses of projects. Permanently
connected to the financial and non-financial
data from Charisma back-office or any other
project management and procurement system
(ERP, CRM, Primavera etc.), the portable
solution on the iPad offers maximum mobility
and cellular graphics visualization of business
active projects.
Features
Graphical cell view reported graphically and tabulated, with filter options
Users benefit from a graphical and intuitive view of such as: number of days late, value or outstanding
financial and non-financial information afferent to each amount;
active project or subcontractor: project name, project
Remote location in case of theft
value, aggregate contract value, invoiced amount,
In case of loss or theft, TotalSoft provided several ways to
outstanding invoiced amounts, project start date,
protect and recover users data, including the remote
activities end date, estimated time of completion,
device’s blocking and data removal through a web
percentage of project completion;
application launched by Apple for accessing the device
Graphical alerts for delayed and future milestones; based on user and password, as well as device location via
on-line maps.
Cash flow graph, with an overview of the last 30 days, as
well as a forecast for the next 30 days;
Graphic details, real costs and afferent weights in a
project, broken down by sub-contractors, materials,
labor, equipment, transport and others;
Increased visibility of each project resource/ cost type
Charisma Mobile Portfolio Management details each type
of cost, highlighting the total amount, weight in the
project’s total costs, tabular representation of the same
costs along with the real vs. planned costs, the amount
invoiced, paid, outstanding and payment amount;
Visibility on critical events needed to track the project's
performance
The solution has a graphic timeline that displays the
project’s milestones for a quick view of the real situation
vs. the planned one. Also, delayed and planned events are
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9. Main Benefits
Permanent mobility and connectivity Efficient and secure remote implementation
Charisma Mobile Portfolio Management provides a For the applications available on iPad, TotalSoft has an
permanent visualization tool of the financial information important advantage, given by Apple, which allows the
(Revenues, costs, cash flow), deliverables and activities company to change the classic implementation of a
statuses that contribute to the project’s milestone business to business solution and provide clients with a
achievement. In a creative, flexible and fast manner, fast installation, by direct download of both applications
engineers or project managers have secure access to cell and version updates.
site analysis, graphical indicators and data split on periods
of time to make the best decisions directly on the iPad.

10. Mobile Cell Monitor
Charisma Mobile Cell Monitor is the graphic,
user-friendly and updated view of your
organization. Without needing user
intervention, the company's performance or
operational indicators change their values per
second, according to their actual progress and
can be accessed anytime, anywhere, via any
type of mobile device with Internet access.
Features
Cellular view of the company’s sales, grouped according Detailed view of the sales status for each cell:
to three criteria: active stores, partner types (individual or n Total sales per current month vs. target for the same
legal person clients, legal person, vendor or employee period, with the afferent performance indicator
supplier) or item types (goods, income); automatically calculated;
Quick sales performance indicators on each cell: n view of total daily sales vs. target;
Graphical
n of total sales/ analysis month vs. established
Graphic n view of total monthly sales vs. same period
Graphical
target for the period, for each cell (store/ partner of the previous year;
type/ item type); n “Pie” graphical view of the best sold products for
n Sales total value vs. Target for each (store/ partner each type of analyzed cell (store, partner type, item
type/ item type); type);
n sold vs. Target for each cell (store/ partner
No. units n overview of sales on products, both
Detailed
type/ item type); quantitative and qualitative, vs. Target.
n Performance percentage;
Filter options according to cell name (store/ partner type/
item type);
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11. Mobile Medical Software
Charisma Mobile Medical Software is an on-
line system that provides mobility, financial
and non-financial information to managers of
medical units, laboratories and hospitals, with
multiple locations, business lines and
geographical areas. The application can be
integrated both with TotalSoft’s medical and
financial management solutions (Charisma
Medical Software and Charisma ERP) or any
other similar information systems.
Features Thus, managers can make smart decisions,
having access by means of a simple mobile
Financial stability indicator per clinic/laboratory – performance device, to comparative analysis (budgeted vs.
indicators of each medical unit are analyzed, while differences done) for each medical unit, overview of
that must be covered in order to achieve current goals are prepaid contracts, reports on mostly requested
determined; services or doctors’ schedules on each
location, all these data being automatically
Advance filter on aggregate revenues according to the clinic or
withdrawn from the information system that
laboratory’s specialty (gynecology, ophthalmology, radiology,
manages the entire activity of the medical
ENT);
services provider.
Temporal comparative analysis, with advanced displayed data –
for each specialty the services performed can be viewed:
number of patients, visits completed, referrals, information on
previous contracts;
Detailed financial analysis at service level – patients, visits,
referrals;
Revenues, costs, profitability, number of visits and wards that
have performed services according to
contracts concluded and breakdown of
contract revenues.

12. Mobile EMR
Charisma Mobile EMR is a software solution
dedicated exclusively to the medical personnel,
primarly to doctors and nurses, aimed at
easing their access to the electronic medical
records (EMR) of all patients, analysis
outcomes and diagnoses, regardless of the
patient’s position (emergency unit, room or
any other place within the medical unit). The
solution can also be integrated with any other
medical activity management application that
includes a module dedicated to electronic
medical records.
Features
Complete overview of received or performed visits – new
patients, outpatients, assignments, alerts according to case
priorities;
Integrated patient management – data are transferred direclty
from the CMS server, and according to changes performed on
the PC tablet they are submitted to the system for continuous
update;
Extended patient history categories – the application provides
details on patient’s record such as their position within the clinic
(ward, room, bed), case history, allergies and diagnoses,
treatment (start date/ end date, drug type/ quantity,
administration type/ frequency), laboratory requests (analysis
type, processing status, detailed result, analysis report), visit
program (date, frequency, doctor, specialty, current status –
performed/ not performed) or attachments to the observation
sheet;
Medical report analysis generation and import;
Quick database search; definition of new patients or discharges.
12 13

13. Tasky
Tasky is a stand-alone application that can be
easily synchronized with other professional
planning solutions (like MS Outlook), thus
providing ample opportunity for transfer or
update on the progress of daily activities.
Conceived as a collaborative application, Tasky
simplifies the tracking of these activities,
grouping them into categories, assigning and
replanning them according to priority alerts or
exceeded deadlines.
Features
Task timeline Search engine
The application enables task planning and visualization The application provides advanced search features by
depending on the timeframe, files or importance. means of a search engine.
If users choose to view tasks depending on their
Notifications and alerts
timeframe, the first category displayed on the screen will
Users may choose to be notified on overcoming
be the one including overcome tasks; the other categories
deadlines, this feature being available even when the
displayed include tasks that have no deadline or must be
application is offline.
completed in the present/ future.
Quick task introduction
Tasks can be introduced quickly, directly from the
application, which can also be transmitted via email. The
application provides default values for deadlines that can
be further configured by users. In addition, the application
provides automatic contextual data (date, time and
category task).
Completed tasks are automatically archived
Users can view the number of tasks to be completed
without opening the application, due to the fact that a
label with their number is available on the application’s
icon.
Tasks groups
The application allows grouping tasks on predefined user
files. In each group, users can only view the related
current and completed tasks.

14. Mobile SFA
The productivity of sales persons is a crucial factor
in the evolution of an organization. The agility of
the company, translated through decision speed
and mobility, is only possible with the help of
powerful software solutions, developed on the
latest technologies, able to support the need for
agility and efficiency of the sales forces.
With the help of Charisma Mobile SFA, the Charisma Mobile SFA (Sales Force Automation) is a
management has now full, real-time visibility on solution intended to automate and increase the
the sales process. The solution tailors to each efficiency of the sales process, providing the sales
organization, regardless its size or business field, by forces on the field with all the required
automating the sales processes. Thanks to its information, anytime anywhere. The solution
perfect integration with Charisma ERP or with any enables the order retrieval, the tracking and
other ERP or CRM system, the solution completes control of inventory, order flows, customer
and optimizes the management, operational, management, sales forecast, as well as employee
marketing and the company's commercial strategy performance assessment.
flow.
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15. Features
Travel routes planning and optimization; Task management. Determines and offers mobile
Customer and contract management. Manages and support for standard work routes, as well as for
highlights the customer and contract portfolio per daily, weekly, monthly agendas per each sales
agent. person.
Order management. Records online orders and 3G or WiFi synch with the back-end webservice;
automatically loads them into the back-office
system. Automatically proposes the order based on Reports. Include:
the customer history. Retrieves orders as "order n Client orders grouped by client, location, item,
collection-delivery" and "van-sales". period
n recorded grouped by client, location,
Receipts
Delivery management. Management of the period, revenue type
required and actual stock from the vehicle. n invoices grouped by client, location,
Unpaid
invoice number, due date;
Invoice management.
n issues invoices and/or notices, returns,
Instantly Price lists. Displays prices for each item in stock..
records and assigns receipts from customers;
n invoice printing with mobile printers;
On spot
Management of the credit limit for each customer,
with exceedance warning before or during
acquisition orders;
Management of special offers defined in the back-
office system, with different applicability according
to time, partner, partners hierarchy, categories of
items, item and quantity of the item or total order;

16. © TotalSoft 2012
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