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Charisma Mobile Solutions by TotalSoft


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.

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									Mobile Solutions

 Simple | Intuitive | Flexible | Complete
The increased applicability of mobile
  devices is rapidly turning them into
   future business and analysis work
 platforms. Given the current trends,               TotalSoft took a first step in
            the expansion of software               this direction by building a
  capabilities on cutting-edge mobile               suite of applications with
  devices is definitely a statement of              an optimized “multi-touch”
    TotalSoft team’s innovative spirit.             user interface. These
 Management team’s valuable time,                   business solutions can be
      wasted on reports and analysis                used on Apple mobile
generated by heterogeneous sources                  phones and tablets,
  or lack of communication can now                  allowing a quick and easy
   be saved by a robust comparative                 interaction due to their
business tool, which can be accessed                similarity with iOS. Top
       directly on the mobile device.               management can access
                                                    detailed company
 Companies and top management in                    information and real time
  particular, need a modern, cutting-               updates, in an intuitive
    edge, extremely fast and visually               graphical manner, just with
intuitive solution, specially designed              a simple finger play.
to provide the company with figures
 and real time images of its stability.

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
Main Benefits
Reduces the performance analysis time                              Latest technology
Due to continuous and real time information updating on            The solution is based on cutting-edge technologies,
any changes in the organization’s integrated information           withdrawing, analyzing and displaying relevant information
system, but also to expanded on-line features, the                 based on comparative status cells. These solutions address
management or authorized persons can view real-time                any business area, regardless of its size, activity field or
financial or non-financial performance indicators.                 structure (distribution, retail, services and financial services;
                                                                   multi-location, multi-department and multi-product).
Complete overview of the performance indicators
The predefined performance indicators are shown in an              Reduces the operational costs
intuitive manner to quickly highlight the performing or            Due to the 24/7 direct access to the application, the
underperforming business segments. The solution uses               solution significantly reduces the workload on the analysis
scaled indicators, data series or matrix, for a full coverage of   departments. Data monitoring is performed at general and/
the information necessary for the top management.                  or location level (store, city, department, region, business
                                                                   line etc.), centrally or detailed, quantitative and/or value
                                                                   according to each company’s specific requirements.

Technology                                                         View offline reports
Charisma Mobile Solutions are applications developed on            Reports and indicators are stored locally on the mobile
iOS, which can be installed on iPhone, iPodTouch and iPad          device for subsequent offline visualizations. In this case, the
tablets. TotalSoft’s mobile solutions are currently using the      pre-installed SQLite tool (engine) will be used.
following iOS SDK features (software development kit):
n    Multi-touch;                                                  Security
n    Over-the-air sync (3G/WIFI);                                  By means of an application that can be accessed through
n    Multitasking;                                                 any browser, alert messages can be sent in order to return,
n    Push-notifications.                                           block or delete data remotely located on any tablet. Each
                                                                   tablet of the devices portfolio can be located on the map, in
Database accessible through webservice                             case its loss is announced.
Charisma Mobile Solutions benefit from a server side data
processing module that allows reports to become available          Automatic implementation and updates
through a mobile web service.                                      Due to TotalSoft 's exclusive certification obtained from
Thus, through a 3G or WIFI connection, users may update            Apple Inc. the necessary software and updates operating on
remotely the database on demand or as a program update             tablets can be installed quickly by remote automatic
by default. The communication channel is secure and                download.
encrypted for an improved data protection factor.

PUSH notifications
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.

                                                                Mobile Analyzer
                                                                    Charisma Mobile Analyzer is an advanced
                                                                    solution for analyzing and processing data,
                                                                    which generates reports in a graphical and
                                                                    intuitive manner, with minimal effort from

                                                                    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.

Features                                                            Charisma Mobile Analyzer is natively
                                                                    integrated with Charisma ERP and benefits
  Faster, one click-away distance reports                           from the most well performing technology in
  Charisma Analyzer brings the advantage of high speed in           the world, developed by Tableau Software,
  processing and data visualization, providing more results         the BI software solutions market leader
  with less effort. Just drag and drop and the analysis             through an efficient implementation and
  changed. Then just a few more clicks and trends or critical       reduced time to adapt to customer
  points of the analysis are highlighted.                           requirements. Basically, even users less
                                                                    familiar with BI software applications can
  Flexible and easy to use solution
                                                                    become productive in a very short time and
  The solution enables real-time visualization of each change
                                                                    without special technical training.
  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
                                                   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.

  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   n   Total 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:                     Graphical
                                                                   n view of total daily sales vs. target;
  n of total sales/ analysis month vs. established                     Graphical
                                                                   n 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
  n    Sales total value vs. Target for each (store/ partner           each type of analyzed cell (store, partner type, item
       type/ item type);                                               type);
       No. units
  n sold vs. Target for each cell (store/ partner                      Detailed
                                                                   n overview of sales on products, both
       type/ item type);                                               quantitative and qualitative, vs. Target.
  n    Performance percentage;

  Filter options according to cell name (store/ partner type/
  item type);

      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.

  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
  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.

                            Mobile Medical Software

                                                                      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.

Features                                                              Thus, managers can make smart decisions,
                                                                      having access by means of a simple mobile
  Financial stability indicator per clinic/laboratory – performance   device, to comparative analysis (budgeted vs.
  indicators of each medical unit are analyzed, while differences     done) for each medical unit, overview of
  that must be covered in order to achieve current goals are          prepaid contracts, reports on mostly requested
  determined;                                                         services or doctors’ schedules on each
                                                                      location, all these data being automatically
  Advance filter on aggregate revenues according to the clinic or
                                                                      withdrawn from the information system that
  laboratory’s specialty (gynecology, ophthalmology, radiology,
                                                                      manages the entire activity of the medical
                                                                      services provider.
  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,

  Revenues, costs, profitability, number of visits and wards that
  have performed services according to
  contracts concluded and breakdown of
  contract revenues.
                                                                         Mobile EMR

                                                                         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.

  Complete overview of received or performed visits – new
  patients, outpatients, assignments, alerts according to case

  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

  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

  Medical report analysis generation and import;

  Quick database search; definition of new patients or discharges.


                                                                            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.

  Task timeline                                                  Automatic synchronization through a worldwide web
  The application enables task planning and visualization        service
  depending on the timeframe, files or importance.               The application enables the collaborative work on each
  If users choose to view tasks depending on their               task, ensuring its automatic and real-time update. This
  timeframe, the first category displayed on the screen will     feature is enabled through a web service that is available
  be the one including overcome tasks; the other categories      throughout the world (
  displayed include tasks that have no deadline or must be
                                                                 Search engine
  completed in the present/ future.
                                                                 The application provides advanced search features by
  Quick task introduction                                        means of a search engine.
  Tasks can be introduced quickly, directly from the
                                                                 Notifications and alerts
  application, which can also be transmitted via email. The
                                                                 Users may choose to be notified on overcoming
  application provides default values for deadlines that can
                                                                 deadlines, this feature being available even when the
  be further configured by users. In addition, the application
                                                                 application is offline.
  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

  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

                                                                 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.

Features                                                         The productivity of sales persons is a crucial factor
                                                                 in the evolution of an organization. The agility of
  Much faster and real-time customer purchasing decision.        the company, translated through decision speed
                                                                 and mobility, is only possible with the help of
  Much more time spent on sales processes, due to reducing
                                                                 powerful software solutions, developed on the
  the time needed for a transaction and following the
                                                                 latest technologies, able to support the need for
  increase of the route efficiency.
                                                                 agility and efficiency of the sales forces.
  Optimization of travel routes;
                                                                 With the help of Charisma Mobile SFA, the
  Integrated information and decisional base. The sales          management has now full, real-time visibility on
  person is immediately notified on the promotions launched      the sales process. The solution tailors to each
  by the company via newsletters;                                organization, regardless its size or business field, by
  Minimizes the sales cycle. Helps to complete the orders        automating the sales processes. Thanks to its
  with instant sale by using connections via bluetooth with      perfect integration with Charisma ERP or with any
  cash registers or printers for generating receipts or fiscal   other ERP or CRM system, the solution completes
  invoices;                                                      and optimizes the management, operational,
                                                                 marketing and the company's commercial strategy
  Advanced integration. The mobile device is integrated with
  the back-office system for bi-directional updating the data
  about customers, contracts, invoices, payments, travel
  routes and daily agenda.

  Security measures. The system accepts only valid system
  data, based on the implemented constraints or rules.

  Identifies the profitable and high-maintenance customers.

  High control. Defines and accesses in real time the sales
  plan of each sales person;

  Short customer decision making time. Anticipating
  customer requirements based on the sales history. Products
  delivered in the shortest time possible.

                                                                                                                                © TotalSoft 2012
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