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New features in 2013
Charisma ERP

Liviu Drăgan
CEO
Charisma ERP
 GlaxoSmithKline (GSK) – 7 branches
 WMS flows
 Enhanced functionalities for credit control at
partner level, partner address, division,
branch
 “telesales” features
 Special offers with effect on customer order
 Under implementation
 Logistics features
Charisma ERP
 TCE 3 Brazi
 Agricultural production, reporting at map level
 Tracking reports of manual labor and materials
at farm / slot / crop level
 Post-calculation at the farm / crop level
 Define execution technologies for each crop
(materials, manual labor, equipment)
 Define annual work plan
 Multidimensional allocations, internal invoicing
of expenses
Charisma ERP
 Deutsche Leasing Brazil & Iberica
 Extending collaboration into 3 new
countries
 Charisma localization on new markets
 Conditions for group standardization

 Mercedes Leasing
 New modules – Web wholsale
 Analysis on tablets – Cell Monitor
 Complete integration of different types of
funding
Charisma ERP
 Arta Farm Pharmacies
 Main module – Retail for pharmacies
 Multi-company implementation (different
locations for different companies in the same
database)
 Selling drugs without prescription / electronic
prescription
 Interfacing with SIUI/SIPE for taking over drugs
and physicians nomenclatures and validate
prescriptions
 Flows orders between pharmacies, central
warehouse and / or supplier
 Implementing WMS module in the warehouse
Charisma ERP
 Ax Perpetuum
 Divisions with different activity and management reporting at
division
 WMS implementation
 Budget execution report, both consolidated and divided by
division

 Nexxon
 Distribution of tires and related products, 7 stores in the country,
with online base
 Supply necessary, associated with generation of internal orders
or orders to suppliers
 Retail in some service locations, with offering and quotation in
Charisma
 Special Offers and trade policies on orders
Charisma ERP
 Electroputere


Implementation of Core Business, Production, Ante-Calculation
and Post- Calculation
 Calculation of wages conducted ​with information from
Charisma (manual labor performed)
 Tracking direct and indirect costs at production, order and
division level

 Noriel
 Upgrade Retail module in all stores
 Implementations of WMS within warehouses (for 2 companies)
 Automatic inter-company billing flows (sales - purchase)
Charisma ERP
 Rodbun
 Production and wholesale and retail of grains (with retail
module for locations)
 Tracking customer contracts, financial discounts, billing with
on–invoice discount
 Suppliers contracts and grain trading flow
 Integration Charisma – Document Management, Charisma –
Collection

 Carmistin
 Multi-company implementation with different business objects
(agriculture, livestock farming, feeding, etc.) integrated in a
single system
Charisma ERP
 BNP Paribas Luxembourg
 New market, important financial center

 Patria Credit
 Web application for crediting domain
 BCR Leasing
 The oldest collaboration in this area
New developments 2013
Charisma Business
Applications

Liviu Drăgan
CEO
Charisma Business Applications
 OMV Viena – Claims Management
on Microsoft Dynamics CRM technology
 Gas stations (clients and partners),
commercial customers, cardholders
 Localization and roll-out in AU, DE, RO, BG,
RS
 2014 localization and roll-out in CZ, SI, SK,
HU
 Customer Potal
 Call Center
 Complaints management on different
dimensions
Charisma Business Applications
 Mercedes Benz – CRM for Automotive





Flows designed for each division
Complete customer history
Integrated management of sales processes
Interdepartmental approvals that do not
require paper support
 Claims Management / Customer Feedback
 Marketing Campaigns Management

 Future plans: Dealer Portal
Charisma Business Applications
 ISTA iSales CRM (Italia & Olanda)
 One stop shop sales information
 Customer feedback management

 Orange
 Dematerialization Process
 Removes paper support, ensures compliance and
reduces contracts processing time

 Knowledge Management
 Consistent manner to organize and distribute
information procedures / internal throughout
the organization
Charisma Business Applications
 Dacia – SFA, CRM
 Portal for salesforce
 Management of opportunities, activities,
contacts, drive tests
 Integration with back-office systems
 Information on client, vehicle, warranty certificate
Charisma Business Applications
 OMV Petrom – Gas & Power Division
 Management of sales processes
 Ticketing & Customer Care

 Genpact
 Help Desk workflows
New features in 2013
Charisma HCM

Liviu Drăgan
CEO
Charisma HCM
 Vodafone România
 Benefits process management in an integrated system
 Timesheets and online flyers

 Ernst & Young
 Customizing Charisma according to the specifics of
Audit companies

 Kanal D
 Electronic documents
 Automated flows
New developments in 2013
Charisma Medical Software

Liviu Drăgan
CEO
Charisma Medical Software
 Medlife
9 hyper clinics, 8 laboratories, 6 hospitals, 3 maternity
hospitals, 26 General Practice centers

 Charisma Medical Software, Charisma ERP,
Charisma HCM, medical and financial Business
Intelligence

 Enhanced complexity
 Size, geographic spread, business processes, number
of users
Charisma Medical Software
 Marie Stops
 Benchmark in the field of contraception and
family planning in Romania and
internationally

 Victor Babeş
 Multidisciplinary medical center for
diagnosis and treatment, with a strong and
continuous development
Charisma Medical Software
 Spitalul Judeţean Constanţa
 The largest hospital in Constanta with
addressability to the entire region

 Onco Card Invest
 The most modern Diagnostic and Treatment
Center of Oncology in Central and Eastern
Europe, in top ten across Europe
New features in 2013
Acollada Software
Development

Liviu Drăgan
CEO
Acollada Software Development
 Servier Pharma
 Mobile Gamification for Sales
 First B2B application in Europe for Windows
Mobile 8

 Sparkware (888 Holdings)
 Development resources for core areas of
group activity
Acollada Software Development
 RePower
 End-to-End workflow to record leads, forecast
consumption and for customer support

 FlightRight
 Development resources for core areas of
group activity
Acollada Software Development
 National Antidrog Agency
 Project Management on European funds
 Indicators compliant with EU standards

 Heinken
 Web system for TPM (Total Productive
Maintenance)
 Quick adoption of the system -> just one month
Acollada Software Development
 Vodafone
 System for comparing specifications and
geographical localization of mobile terminals
 System for customer loyalty and generation
of new sales opportunities
New features in 2013
Primavera

Liviu Drăgan
CEO
Primavera Project Management
 Ministry of Defense Austria
 Largest training and research institution of
the Austrian Military Armed Forces

 Challenges
 Managing projects of more than 100
Primavera users
Primavera Project Management
 Azomureş
 The leading producer of fertilizers in
Romania

 Challenges
 Complete solution for project
management
 Preparing overhaul
 Overhaul
 Post overhaul
Primavera Project Management
 OMSK Refinery, Gazprom Neft Rusia
 Integrated oil company with exploration,
production, sales and distribution of crude oil
and petroleum products

 Challenges
 Management of the general overhaul 2013
Primavera Project Management
 Ministry of Culture – UMP
 Develops and implements projects funded from
reimbursable funds POS CCE, POR, Transnational
Cooperation Program "South East Europe", PODCA,
SEE financial Mechanism, Grundtvig Program

 Challenges
 Reimbursable European funds management
 Management of the "Rehabilitation of the Bucharest
Opera" project
Q&A
Thank you!

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Charisma 2014 - New features

  • 1. New features in 2013 Charisma ERP Liviu Drăgan CEO
  • 2. Charisma ERP  GlaxoSmithKline (GSK) – 7 branches  WMS flows  Enhanced functionalities for credit control at partner level, partner address, division, branch  “telesales” features  Special offers with effect on customer order  Under implementation  Logistics features
  • 3. Charisma ERP  TCE 3 Brazi  Agricultural production, reporting at map level  Tracking reports of manual labor and materials at farm / slot / crop level  Post-calculation at the farm / crop level  Define execution technologies for each crop (materials, manual labor, equipment)  Define annual work plan  Multidimensional allocations, internal invoicing of expenses
  • 4. Charisma ERP  Deutsche Leasing Brazil & Iberica  Extending collaboration into 3 new countries  Charisma localization on new markets  Conditions for group standardization  Mercedes Leasing  New modules – Web wholsale  Analysis on tablets – Cell Monitor  Complete integration of different types of funding
  • 5. Charisma ERP  Arta Farm Pharmacies  Main module – Retail for pharmacies  Multi-company implementation (different locations for different companies in the same database)  Selling drugs without prescription / electronic prescription  Interfacing with SIUI/SIPE for taking over drugs and physicians nomenclatures and validate prescriptions  Flows orders between pharmacies, central warehouse and / or supplier  Implementing WMS module in the warehouse
  • 6. Charisma ERP  Ax Perpetuum  Divisions with different activity and management reporting at division  WMS implementation  Budget execution report, both consolidated and divided by division  Nexxon  Distribution of tires and related products, 7 stores in the country, with online base  Supply necessary, associated with generation of internal orders or orders to suppliers  Retail in some service locations, with offering and quotation in Charisma  Special Offers and trade policies on orders
  • 7. Charisma ERP  Electroputere  Implementation of Core Business, Production, Ante-Calculation and Post- Calculation  Calculation of wages conducted ​with information from Charisma (manual labor performed)  Tracking direct and indirect costs at production, order and division level  Noriel  Upgrade Retail module in all stores  Implementations of WMS within warehouses (for 2 companies)  Automatic inter-company billing flows (sales - purchase)
  • 8. Charisma ERP  Rodbun  Production and wholesale and retail of grains (with retail module for locations)  Tracking customer contracts, financial discounts, billing with on–invoice discount  Suppliers contracts and grain trading flow  Integration Charisma – Document Management, Charisma – Collection  Carmistin  Multi-company implementation with different business objects (agriculture, livestock farming, feeding, etc.) integrated in a single system
  • 9. Charisma ERP  BNP Paribas Luxembourg  New market, important financial center  Patria Credit  Web application for crediting domain  BCR Leasing  The oldest collaboration in this area
  • 10. New developments 2013 Charisma Business Applications Liviu Drăgan CEO
  • 11. Charisma Business Applications  OMV Viena – Claims Management on Microsoft Dynamics CRM technology  Gas stations (clients and partners), commercial customers, cardholders  Localization and roll-out in AU, DE, RO, BG, RS  2014 localization and roll-out in CZ, SI, SK, HU  Customer Potal  Call Center  Complaints management on different dimensions
  • 12. Charisma Business Applications  Mercedes Benz – CRM for Automotive     Flows designed for each division Complete customer history Integrated management of sales processes Interdepartmental approvals that do not require paper support  Claims Management / Customer Feedback  Marketing Campaigns Management  Future plans: Dealer Portal
  • 13. Charisma Business Applications  ISTA iSales CRM (Italia & Olanda)  One stop shop sales information  Customer feedback management  Orange  Dematerialization Process  Removes paper support, ensures compliance and reduces contracts processing time  Knowledge Management  Consistent manner to organize and distribute information procedures / internal throughout the organization
  • 14. Charisma Business Applications  Dacia – SFA, CRM  Portal for salesforce  Management of opportunities, activities, contacts, drive tests  Integration with back-office systems  Information on client, vehicle, warranty certificate
  • 15. Charisma Business Applications  OMV Petrom – Gas & Power Division  Management of sales processes  Ticketing & Customer Care  Genpact  Help Desk workflows
  • 16. New features in 2013 Charisma HCM Liviu Drăgan CEO
  • 17. Charisma HCM  Vodafone România  Benefits process management in an integrated system  Timesheets and online flyers  Ernst & Young  Customizing Charisma according to the specifics of Audit companies  Kanal D  Electronic documents  Automated flows
  • 18. New developments in 2013 Charisma Medical Software Liviu Drăgan CEO
  • 19. Charisma Medical Software  Medlife 9 hyper clinics, 8 laboratories, 6 hospitals, 3 maternity hospitals, 26 General Practice centers  Charisma Medical Software, Charisma ERP, Charisma HCM, medical and financial Business Intelligence  Enhanced complexity  Size, geographic spread, business processes, number of users
  • 20. Charisma Medical Software  Marie Stops  Benchmark in the field of contraception and family planning in Romania and internationally  Victor Babeş  Multidisciplinary medical center for diagnosis and treatment, with a strong and continuous development
  • 21. Charisma Medical Software  Spitalul Judeţean Constanţa  The largest hospital in Constanta with addressability to the entire region  Onco Card Invest  The most modern Diagnostic and Treatment Center of Oncology in Central and Eastern Europe, in top ten across Europe
  • 22. New features in 2013 Acollada Software Development Liviu Drăgan CEO
  • 23. Acollada Software Development  Servier Pharma  Mobile Gamification for Sales  First B2B application in Europe for Windows Mobile 8  Sparkware (888 Holdings)  Development resources for core areas of group activity
  • 24. Acollada Software Development  RePower  End-to-End workflow to record leads, forecast consumption and for customer support  FlightRight  Development resources for core areas of group activity
  • 25. Acollada Software Development  National Antidrog Agency  Project Management on European funds  Indicators compliant with EU standards  Heinken  Web system for TPM (Total Productive Maintenance)  Quick adoption of the system -> just one month
  • 26. Acollada Software Development  Vodafone  System for comparing specifications and geographical localization of mobile terminals  System for customer loyalty and generation of new sales opportunities
  • 27. New features in 2013 Primavera Liviu Drăgan CEO
  • 28. Primavera Project Management  Ministry of Defense Austria  Largest training and research institution of the Austrian Military Armed Forces  Challenges  Managing projects of more than 100 Primavera users
  • 29. Primavera Project Management  Azomureş  The leading producer of fertilizers in Romania  Challenges  Complete solution for project management  Preparing overhaul  Overhaul  Post overhaul
  • 30. Primavera Project Management  OMSK Refinery, Gazprom Neft Rusia  Integrated oil company with exploration, production, sales and distribution of crude oil and petroleum products  Challenges  Management of the general overhaul 2013
  • 31. Primavera Project Management  Ministry of Culture – UMP  Develops and implements projects funded from reimbursable funds POS CCE, POR, Transnational Cooperation Program "South East Europe", PODCA, SEE financial Mechanism, Grundtvig Program  Challenges  Reimbursable European funds management  Management of the "Rehabilitation of the Bucharest Opera" project