Mobile Solutions

Simple | Intuitive | Flexible | Complete

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.

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information withdrawn from various sources is automatically synchronized,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.

TotalSoft took a first step in

this direction by building a

suite of applications with

an optimized “multi-touch”

user interface. These

business solutions can be

used on Apple mobile

phones and tablets,

allowing a quick and easy

interaction due to their

similarity with iOS. Top

management can access

detailed company

information and real time

updates, in an intuitive

graphical manner, just with

a simple finger play.

The increased applicability of mobile

devices is rapidly turning them into

future business and analysis work

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.

Management team’s valuable time,

wasted on reports and analysis

generated by heterogeneous sources

or lack of communication can now

be saved by a robust comparative

business tool, which can be accessed

directly on the mobile device.

Companies and top management in

particular, need a modern, cutting-

edge, extremely fast and visually

intuitive solution, specially designed

to provide the company with figures

and real time images of its stability.

Reduces the performance analysis time

Complete overview of the performance indicators

Latest technology

Reduces the operational costs

Technology

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.

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.

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).

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.

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):

nMulti-touch;

nOver-the-air sync (3G/WIFI);

nMultitasking;

nPush-notifications.

Main Benefits

4 5

Database accessible through webservice

PUSH notifications

View offline reports

Security

Automatic implementation and updates

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.

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.

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.

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.

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.

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:

LineChartView: allows visualization of graphs

as bars or lines. The user can interactively

select any point on the graph and display it

properly.

1 TimeChartView: allow visualization of graphs

with phased milestones to better follow the

stages of a project. The user can interact with

the chart by selecting the time for seeking the

information - allows collapse, expand or move

the displayed time range.

2

PieChartView: allows visualization of graphs as

pies. The user can interactively select any

"slice" of the "pie" to display additional details.

3 UITableView: allows visualization of (UILabels,

UIImageViews etc.) as grid. Allows

customization of the background, font for

headers and table cells.

4

6 7

Features

Mobile AnalyzerCharisma 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.

Charisma Mobile Analyzer is natively

integrated with Charisma ERP and benefits

from the most well performing technology in

the world, developed by Tableau Software,

the BI software solutions market leader

through an efficient implementation and

reduced time to adapt to customer

requirements. Basically, even users less

familiar with BI software applications can

become productive in a very short time and

without special technical training.

Faster, one click-away distance reports

Charisma Analyzer brings the advantage of high speed in

processing and data visualization, providing more results

with less effort. Just drag and drop and the analysis

changed. Then just a few more clicks and trends or critical

points of the analysis are highlighted.

Flexible and easy to use solution

The solution enables real-time visualization of each change

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 9

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

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 11

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 nTotal 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: nGraphical view of total daily sales vs. target;

nGraphic of total sales/ analysis month vs. established nGraphical view of total monthly sales vs. same period

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

nSales total value vs. Target for each (store/ partner each type of analyzed cell (store, partner type, item

type/ item type); type);

nNo. units sold vs. Target for each cell (store/ partner nDetailed overview of sales on products, both

type/ item type); quantitative and qualitative, vs. Target.

nPerformance percentage;

Filter options according to cell name (store/ partner type/

item type);

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.

Thus, managers can make smart decisions,

having access by means of a simple mobile

device, to comparative analysis (budgeted vs.

done) for each medical unit, overview of

prepaid contracts, reports on mostly requested

services or doctors’ schedules on each

location, all these data being automatically

withdrawn from the information system that

manages the entire activity of the medical

services provider.

Features

Mobile Medical Software

Financial stability indicator per clinic/laboratory – performance

indicators of each medical unit are analyzed, while differences

that must be covered in order to achieve current goals are

determined;

Advance filter on aggregate revenues according to the clinic or

laboratory’s specialty (gynecology, ophthalmology, radiology,

ENT);

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.

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

Mobile EMR

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

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.

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

management has now full, real-time visibility on

the sales process. The solution tailors to each

organization, regardless its size or business field, by

automating the sales processes. Thanks to its

perfect integration with Charisma ERP or with any

other ERP or CRM system, the solution completes

and optimizes the management, operational,

marketing and the company's commercial strategy

flow.

Charisma Mobile SFA (Sales Force Automation) is a

solution intended to automate and increase the

efficiency of the sales process, providing the sales

forces on the field with all the required

information, anytime anywhere. The solution

enables the order retrieval, the tracking and

control of inventory, order flows, customer

management, sales forecast, as well as employee

performance assessment.

14 15

Travel routes planning and optimization;

Customer and contract management. Manages and

highlights the customer and contract portfolio per

agent.

Order management. Records online orders and

automatically loads them into the back-office

system. Automatically proposes the order based on

the customer history. Retrieves orders as "order

collection-delivery" and "van-sales".

Delivery management. Management of the

required and actual stock from the vehicle.

Invoice management.

nInstantly issues invoices and/or notices, returns,

records and assigns receipts from customers;

nOn spot invoice printing with mobile printers;

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;

Task management. Determines and offers mobile

support for standard work routes, as well as for

daily, weekly, monthly agendas per each sales

person.

3G or WiFi synch with the back-end webservice;

Reports. Include:

nClient orders grouped by client, location, item,

period

nReceipts recorded grouped by client, location,

period, revenue type

nUnpaid invoices grouped by client, location,

invoice number, due date;

Price lists. Displays prices for each item in stock..

Features

Poland Poland

Romania Romania

Bulgaria Bulgaria

Greece Greece

Czech RepCzech Rep

HungaryHungary

Albania Albania

Austria Austria

UnitedKingdom UnitedKingdom

Germany Germany

Russia

Ukraine

Moldova

Serbia

Slovakia

SenegalSenegal

Qatar Qatar

Saudi ArabiaUAE

BelgiumBelgium

FranceFrance

ItalyItaly

SwedenSweden

SpainSpain

Estonia

USAUSA

© T

ota

lSo

ft 2

01

2

TotalSoft Implementations

Planned Subsidiaries

Active Subsidiaries

TotalSoft Headquarters

TotalSoft Headquarters, Global City Business Park 10 Bucharest - Nord Street

thBuilding O2, 8 Floor,

P: +4021 335 17 09

W: totalsoft.ro, charisma.ro, acollada.com

E: office@totalsoft.ro

Voluntari, llfov,România

Austria | Greece | Bulgaria | Qatar