Charisma Collection
description
Transcript of Charisma Collection
Collection
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
Charisma Collection is a
powerful software solution,
especially designed for
solving any management
activity of debit collection,
as well as for the
repossession and
remarketing process. This
platform will lead to the
increase of the debt
collection process
efficiency, the increase of
cash and the decrease of
costs with managing
customers' receivables.
In hostile economic situations, the
main competitive advantage of
organizations becomes the
availability of the cash balance. This
is why the efforts to collect the
debts from the customers have
priority, the employees allocating a
significant time budget for disputing
the invoices and receiving these
debts. Usually this procedure
involves many departments, from
sales, financials, customer
relationships, as well as external
companies in case of outsourcing of
debit collection or legal actions. As
the existence of cash is crucial,
providing stability and agility in
approaching new business
opportunities, the company should
quickly take actual actions, in order
to eliminate the danger regarding
organization's position on the
market and the relationship with the
customers.
Charisma Collection suite includes a series of modules covering areas specific to
the debit collection process. Thus, Collection module is dedicated to debt
collection, Legal module optimizes the management of moral or physical
damage collection, Repossession module optimizes the management of the
collected assets, as well as the additional fines the consumer should pay for
covering the seller's cost of repossession, and Remarketing module optimizes
the collection and reselling flow for the collected assets. These modules could
work as standalone applications, but when integrated they make the most
powerful, high-end and implemented debt collection solution in Romania.
Charisma CollectionWhy
Integration with any information
platform
Native Web solution
Using CRM principles and
functionalities
Speed and flexibility during installation and
implementation
Exceptional modularity and scalability
Charisma business suite allow achieving an
integrated end-to-end solution for the
complete automation of the debt collection By the native integration with other ERP process, with cross-department real-time solutions (Charisma, SAP, Oracle, etc.), the data transfer, within organizations of any debt collection processes are automated size or complexity (multi-company, multi-and perfectly integrated with accounting, sites, multi-location, multi-currency, etc.).procurement, logistics and sales information system. Thus, the entire organization will be
up-to-dated with the receivables collection
Charisma Collection can be accessed from progress.
any mobile device with Internet access,
regardless the configuration. Thus, the
employees involved in collecting debts from
the customers can check anytime, from By using the classical principles of customer anywhere, the collection process, and they relationship management solutions, you will can send information to the company in real be able to send consistent and controlled time, in order to inform the decision factors messages to your customers, you will be upon the situation on the field.able to generate analysis of the communication methods, receivables
collection lifecycle, but also positioning of
your company in relation with the The business expertise, the advanced and customers. Thus, you can manage an specialized consultancy accompanying extremely important process, related to Charisma Collection, significantly decrease your company's cash, without significantly the total implementation costs, while damaging the relationship with the providing a fast return of investment. You customers or your company's image on the have the opportunity to see the solution market.live, visiting one of the reference customers from abroad. In addition, we can provide
additional developments to prove our The exceptional modularity of the
team’s responsiveness.application and the possibilities of
interfacing with any other solution in
“Considering the increasing level of
the debt collection department’s
activity, the need for such a software
was more than obvious. Automating
the fax documents sending made it
much easier for us to work. There are
many documents to be sent to the
client: bills, notes etc. If they were to
be generated manually, they would
have required 2-3 days of additional
work for each employee.”.
Doru Popa
IT Manager, Tiriac Leasing
Reduces the analysis time and increases the operational efficiency. The solution automates
the processes and eliminates the manual effort, by simultaneous management of the
operational workflows, quick and consistent access to the interest information.
Fully covers the business needs. The exceptional flexibility and configurability of the solution
allows adapting the operational workflows to the specific of each organization, regardless its
size or complexity.
Increases the profitability of the organization. The fast collection of outstanding cash or
contracted assets, the increase of repossession sales or the optimum management of expenses
with the collection processes, is reflected into the profitability of the organization and cash,
critical factors in difficult economic periods.
Optimizes the document management. The company has the possibility to match or load
physical documents for each step of the collection process.
Benefits
Charisma Collection is a highly effective debt
collection from customers, managing settlement of
legal processes and repossession, as well as any
remarketing activities - reselling, renting, refinancing.
In this way, you can quickly recover arrears from
corporate customers, preventing the creation and
increasing accounts payable. Charisma Collection
visibly increase communication and efficiency in the
inter-departmental processes to recover the money.
Financial and Operational Benefits
Collection
Reduces the analysis time and increases completed or future task;
the efficiency of the collectors Simultaneously manages different
Includes an efficient ticketing system for processes and provides reports
identifying debtors, grouping debtors specialized on various processes:
based on delinquency level and creating nSummary report of delinquency
delinquency tickets; tickets. The reports show a
Automates the collection processes by summary of all open tickets,
closing and opening delinquency tickets classified by status, owner, product
based on the occurrence of payments type, with grouping functionalities;
into the system and closing the invoices; nSummary report of activities and
Tracks the activity flows associated with efficiency. The system provides
the current accounts, as well as the centralized data about all the
access to the entire history of past activities related to the collection
collection processes, such as current process. Therefore, the team leader,
status, completed steps, future step, manager or coordinator can track
debt amount, account owner or days how many activities are opened,
past due; the actions with due dates or who is
Coordinates and delegates the step responsible, thus assessing the
execution, simultaneously or performance of collection
dependently, according to individual operators.
abilities, thus optimizing the work of
each responsible for debt collection. The
system allows any responsible or
participant to be notified during the
collection process about the non-
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Optimizes the operational effort and letter – 10 days);
reduces the internal costs through: Includes collection process steps,
Eliminates manual work, both expensive conditions, automated or manual
and time consuming, needed for actions, involved roles;
managing invoices and communication Supports advanced multi-language
with customers with debts; functions (the system was already
Provides a centralized information localized in 4 international languages);
database with customers, contracts, Is natively integrated with Charisma ERP
invoices, associated payments or and any other ERP information system.
advance payments, securities, calculated
penalties, debts, as well as DPD (days Decreases customers' debts, optimizes
past due); the profit and increases the cash flow
Offers a quick and consistent view on Manages structured debt collection
overdue accounts, including information process, based on the specific of each
regarding the interaction with the organization;
customer, contact conclusion, account Decreases the value of DSO (Days Sales
distribution or promised amount. Outstanding) indicator by decreasing the
average number of days needed to turn
Exceptional flexibility the debts into cash;
Allows the definition, customization and Generates a fast return of investment
management of money collection thanks to low cost of ownership and
strategies by means of notifying quick implementation.
customers and setting terms to react on
such notifications and to cover the debts
(e.g. SMS – 1 day, phone call – 5 days,
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By utilizing Charisma Collection,
Financial Services organizations, their
partners, distributors and service
companies specializing in recovering
debts will be able to optimally
manage their debt collection efforts.
In straight-forward and exact steps
you will be able to identify debtors,
create delinquency tickets, manage
debtor accounts, track and complete
the collection process.
The difficult economic context determines the retail
or financing companies to treat the debt issue with
maximum care and to consider any debt as a critical
situation in the lifecycle of revenues and customer
services. Many times, the amount of debts
accumulated in a short period of time can surprise
organizations, their efforts or those of companies
specialized in debt collection not being able to
achieve expected results. Thus, due to the
unsuccessful actions taken for notifying or collecting
debts, the companies have to take the next step - to
legally handle the files.
Financial and Operational Benefits
Legal
Reduces the operational costs collection files;
Legal module reduces the required Real-time update of receivables
manual effort by automating the situation or the invoices attached to the
processes and workflows for collecting files, depending on their management in
the receivables from customers. The ERP system.
remarkable configurability and flexibility Handling personal or a company's goods
of the solution allows adapting the collection.
module to the specific of each single
organization, regardless its size or Eliminates the calculation and provision
business area. creation
The system eliminates the calculation
Automates the collection process and creation of provisions for risks and
Exceptional flexibility, thanks to native expenses by negotiating the amounts
integration with Charisma ERP or with and commercial terms, by highlighting
any other management system for good the promised payments and by updating
financing contracts; the system with the actual operations.
Automatic data import directly from the
company’s database, i.e. all the contracts Reduces the analysis time and increases
suspended for payment delays - or any the efficiency of the collectors
other reason specified by the customer - Includes complete and real-time view of
automatically generate the activation of each active file;
legal files with the collection company; Builds a consolidated calendar with
Allows simultaneously handling of many terms and planned activities by periods;
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Manages all the stages of a file, from matches the recorded promises and
activation to solving; actual receipts, managed by
Provides distinct, amicable or legal Charisma ERP 2011 or by any other
treatment of the files. Therefore, the ERP system.
stages of a file can be the following:
amicably, conciliation, execution End-to-end solution
disputes, execution, insolvency, Activates and handles the files for debit,
inspection, court, notification, penal leasing asset, insolvency and
complaint, payment summon, execution outstanding;
suspension. The followings can be Provides quick calculation and analysis
assigned and tracked for each stage: of all incurred expense types on each
nThe expenses incurred by the file;
collection company during handling Allows the easy management and
the file. The expense type is fully verification of the invoiced fees or
configurable, based on the specific collection costs;
of each company's preference. As a Ensures additionally the document
standard it can be recorded management by matching or loading
expenses for: travel, shipping, physical documents for each single file
collected assets, execution, legal or at stage level the file goes through.
stamp duty;
nThe payment commitments
obtained by the collection
company. The system automatically
This is why Charisma Collection suite
includes a module dedicated to legal
issues, which leads to efficiency
increase of the operations for
collecting the moral or physical
damages, thus lowering the prejudice
and increasing the chances for profit
for the financing companies.
When all attempts to convince the debtor to pay the
outstanding amounts fail to cover the delinquency of
the loan, the repossession process starts with the
guarantee securing this loan or even with the
transaction object. Repossession module optimizes
the management of the collected assets, as well as
the additional penalties the consumer should pay to
cover the seller's repossession costs.
Financial and Operational Benefits
Repossession
Decreases the damages of the financing Optimizes and automates the
company operational flow
Provides a consistent and real-time Records each expense made with the
updated view on the financial situation repossession, maintenance or repairs
of the contracts and required during the lifecycle of the asset in the
repossessions; inventory of the company and their
Manages all the collected assets based automatic accounting;
on VIN (vehicle identification number) in Automatically calculates the transfer
case of vehicles or real estate properties value, as equal to the uninvoiced capital
for their unique identification; at the moment of terminating the
Allows fast calculation of fees to be contract between the two parties
invoiced for the repossession process, as involved;
well as the current value of the collected Automatically or manually integrates
asset. with inventory management, based on
the data in any ERP information system;
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Integrates with fixed assets Brings continuity to the business
management, if they do not already through the transparency created
depreciate in the company accounting between the modules and functionalities
statements (eg. Operational leasing); of Charisma Collection. The life of the
Takes and manages the properties of the repossessed asset is ended either by
asset to be tracked, identified and then means of sale (stock removal through a
sold; sales invoice) or by means of refinancing
Manages and tracks the collected assets or renting the good (stock removal
per cost center and unique identifiers. through a leasing contract).
Measures the efficiency of the company
business by quick and aggregated access
to all financial and operational
information related to contracts and
their transactions.
Charisma Collection – Repossession
optimizes the management of the
collected assets, as well as the
additional penalties the consumer
must pay in order to cover the seller's
repossession costs.
It is in the interest of each financial services company,
retailer or any size vendor, regardless the type of
business, to sell as fast as possible all the collected or
in-house assets, both for revenue increase, as well for
the decrease of the expenses needed for their
management. An optimal transactional design at the
organization level means a good inter-department
and inter-process communication. In other words,
only the tight link between the collection process and
the sale and billing process, and the rest of the
operational activities can bring the ultimate
advantage: the improvement of receivable
management, receipt acceleration and optimization of
ongoing capital.
Financial and Operational Benefits
Remarketing
Improves the loading and sale process Optimizes the operational activities
Provides an efficient and fast Includes a high-performance system for
management of the reception protocols notifying each representative in the
for the assets, sales invoices and item process of sale and management of the
bookings; collected assets (inbound, outbound,
Reduces the costs at company level and booking expiration);
analyzes the profitability through a fast Allows the automatic update of stocks at
view on the collection and maintenance the moment of entering into the
costs against the revenues recorded per inventory and at the moment of sale;
asset. Captures all the properties required for
identifying and promoting a collected
asset;
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Remarketing module brings the
benefit of a solution especially
designed for a complete and efficient
management of the entire collection
and resale flow of the collected
assets. Additionally, this module eases
the remarketing efforts by positioning
the product for sale or rent and by
driving the demand for it by
adaptability to market changes.
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Automates the operational transactions Includes advanced methods for search,
due to native integration with Charisma quoting, subscribing for offers and detail
ERP or with any other ERP system. requests about the assets shown on the
Web platform;
Increase the revenues and profitability Provides simple, user friendly
of the organization by web-selling management of the Website;
Offers market visibility in a professional Issues efficiency reports about the most
manner and much faster resale of the accessed products, the most accessed
collected assets; categories, number of visitors;
Offers realistic and quick access view by Increases the profit by eliminating the
detailed information and presentation wholesale actions or dealers'
images; involvement.
Diferentiators
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Integration with any information
platform: Charisma, SAP, Oracle;
End-to-end, multi-company, multi-
location, multi-localization solution;
Web-based with access from any
browser, on any machine, regardless of
the hardware configuration;
Speed and flexibility during installation
and deployment;
Minimal TCO (Total Cost of Ownership)
and fast ROI (Return On Investment);
Advanced business expertise and
specialized consultancy;
Using CRM principles and functionality;
Advanced modularity and scalability.
poza
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.
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