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Charisma Enterprise The best solution for Leasing

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!.

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Charisma Enterprise The best solution for Leasing

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  1. Charisma EnterpriseThe best solution for Leasing Liviu Dan Dragan, General Manager Vlad Cristutiu, Charisma Enterprise Product Manager October 23, 2008

  2. 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

  3. TotalSoft - initiative! WE DARED TO AT PREZENT … the system is used in 11 European countries: Romania, Poland, Hungary, Czech Rep, Greece, Russia, Bulgaria, Ukraine, Estonia, Albania and Serbia … develop the first Romanian ERP system … promote the project management concept in Romania … Primavera is used by more than 550 companies and has more than 5000 certified trained users … Medicover, the largest chain of private clinics & laboratories in CEE uses our solutions … develop medical software solutions … Romanian public institutions as well as private companies likeDeutsche Telekom, BMW, Siemens AGuse our e-procurement solutions … develop complex e-business solutions

  4. 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 TotalSoft - experience! • 14 years of continuous presence on the Romanian and international markets; 400 employees • Total Revenues for 2007 reached 15 million Euros

  5. Business lines • 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

  6. Charisma Enterprisethe most popular ERP in the region • 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;

  7. Charisma Enterprisethe most popular ERP in the region 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

  8. TotalSoft – awards eFinance Awards 2008 - TotalSoft was awarded theeSucces 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 themost 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 thebest 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

  9. References are our business card!

  10. Financial & Banking References Main customers - Banks owned • 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 • BRD Finance • Piraeus Leasing • Tirana (Piraeus) Leasing Albania • Fortis Leasing • Eurial ( NBG) Leasing • Romexterra Leasing • BT Leasing • Marfin Leasing • Italo-Romena Leasing • NLB Leasing Bulgaria

  11. Financial & Banking References Main customers - Captive companies • RCI Leasing • Ţiriac Leasing • Premium Leasing • Volvo Leasing Romania • Scania Credit Romania • Scania Credit Bulgaria • Autoitalia Leasing

  12. Financial & Banking References Main customers – Independent companies • TBI Leasing • Balkan Star Bulgaria • Bavaria Leasing • Radacini Invest • Meridian Leasing • Medicredit Leasing • Cardinal Leasing • ETRA • Net Consult • Millenium Leasing • Transpec

  13. Financial & Banking References Main customers - Credit & inssurance • RCI InssuranceBroker • Raiffeisen Inssurance Broker • TBIInssurance Broker • BTWC - Broker de Asigurări • Gif Finantare IFN • RALFI(GE Money) Credit • TBI Credit • RCI Finantare • Romcom Oradea • FNGCIMM

  14. Charisma Architecture

  15. Operational Leasing in Charisma

  16. 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

  17. Operational Leasing Back-office Module General presentation: • Definable Work-flow: actions and documents • Configurable payment schedule • Configurable services • Financing product fully configurable

  18. 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

  19. 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

  20. 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

  21. 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

  22. 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

  23. 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

  24. 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

  25. New modules CRM & Call Center Document Management Self-Service System

  26. Document Management, CRM

  27. 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

  28. 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

  29. Screenshots

  30. Invoices

  31. Payments

  32. Payment Schedule

  33. Penalties

  34. 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

  35. 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)

  36. Screenshots

  37. Documents Management

  38. Self-Service System

  39. 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

  40. Self-Service Systemcase study 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

  41. Thank you!

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