2. Trade Policies – New features
Filtering by stock properties
(e.g.: critical validity term)
Additional filters (e.g.: due date)
Improved Ergonomics of
application’s screen
Additional facilities for exclusion or
inclusion
3. Trade Policies – Intelligent analysis of sales
New specialized reporting structures to analyze the impact of trade
policies
New set of standard reports created in Charisma
Tool for analyzing the impact of trade policies
Allows analysis graphs and answers to questions such :
How sales or margins varied during the implementation of policies,
compared to a normal period?
What is the structure and the amount of the discounts granted?
4. Retail Pharma – New Features
Integration with Infotreat
Protocols type CMDTA, MAI
Possibility of delivery from another pharmacy’s stock
Control flow between branches, including for multi-company
5. SFA – New Features
Briefcase
Management of items catalogue
Integration of Tableau reports
Messages for representatives with attachments
Questionnaires: completion, adding pictures to answers
Automatic order submission upon completion
Possibility of keeping order in the tablet upon completion or
unlocking client
6. WMS – New Features
Graphical View of the warehouse
New Front office screens for “count by scan”
Possibility to associate barcodes to items from Front Office
Supplementary checking stage
Flexible workflow based on specific needs
7. Fleet Management – Integration with Business Processes
New version of Charisma ERP
New features
Log book – integrated with travel order
Cost centers history with effect on allocations
The vehicle may be analysis dimension, with effect in
tracking its expenses
9. „OPERATIONAL PLAN” tool
Estimate and activities schedulling
Reporting on the progress regarding operational plan
Resource planning
How to express the necessary resources? (capacities)
How express allocation of resources? (units)
Better control plan side-slipping
Working with real resources (units) vs. generic
resources (capacities)
11. Charisma Billing – Features
Operating on one or more
companies, each with one or more
locations based on a tree hierarchy
Multi-country, both at interface
level and in terms of legislation
12. Charisma Billing – Features
Configurable degrees of permissiveness, for data validation
Direct invoicing, based on contractual data
Configurable formulas for the calculation contract value (taxes,
charges, penalties)
Automatic generation of advance invoices, based on
consumption forecast
13. Charisma Billing – Features
Automatic generation of regularization invoices based on
deviations (from Base Settlement Parameter or Distribution
Protocol)
Possibility to configure the regulated tariffs for eligible
customers
Preserve customer consumption history
Recalculation values maintained at month and client level
Automatic management of green certificates
14. Charisma Billing – Key Aspects
Charisma Billing has been developed using cutting edge
technology
It is agnostic to databases and is able to function irrespective of
the chosen Database Management System
15. Charisma Billing – Key Aspects
The system has a responsive interface, allowing graphical,
dynamic scaling, depending on the resolution and the device on
which it is accessed (computer, tablet)
The system is fully integrated with Charisma - data exchange
(contracts, invoices) occurs in real time and without delays
16. Field Force Automation
Document Management
Mobile Gamification
Daniel Bălăceanu
Product Manager Charisma Business Applications
17. FFA – Task Management
Planning
Execution
Monitoring
BI
• Schedules
• Streamlines
• Forecasts
• Dispatching
• Service execution
• Technician inventory
management
• Operational Dashboard
• GPS tracking in real
time
• Routes renewal
• Strategic Dashboard
• Data mining & analysis
• Costs & Productivity
18. Main features
• Technicians
Management
• Cases Management
• Sending
• Real time
monitoring
• Scheduling
• Routes
• Streamlining
Back
Office
BI
• Dashboards
• Predefined reports
• Data mining &
Custom Reports
Optimizer
Mobile
• Daily Calendar
• Offers
Management
• Products activation
• Customer feedback
20. Document Management – More effective Document
Management in any company
Volume scanning
Barcodes automatic
scanning
Document Opis – what
documents are missing from
the archive
21. Documents flow
Contracts management
Expenses Approval
Payments Approval
Projects Budget Modification
... And many other flows
22. Impact of games on selling - Charisma Mobile
Gamification for Sales
Encourages the use of the systems and significantly increases
the rate of system adoption in the sales activity
Another motivation for the employees in the department
It adapts to any industry