Charisma Office Automation

Descriere aplicație

Charisma Office Automation is a product especially designed for service providers. This type of company
has a specific invoicing flow that includes tracking working hours and expenses, issuing invoices, recording payments. The financial flow is doubled by the operational flow which is focused on projects, with limited time and financial resources, activities
with strict deadlines and many results to be obtained. Charisma Office Automation streamlines and automates the invoicing and collection cycle based on registered hours, manages the interest documents and provides support for the management decisions
based on metrics and performance indicators.




Charisma Office Automation users have different roles: employees, project managers, department managers, sales representatives, financial director / inspector, top management etc.




By using SharePoint principles and cutting-edge technologies from Microsoft, Charisma Office Automation offers a collaborative work environment, where all the employees can consistently
access the information stored on secured databases, based on access rights granted to predefined roles or user groups they belong to. Thus, you eliminate the downtimes, the routine tasks and the redundant work usually spent by looking for the information or
their integration in a consistent insight upon the company's activity.




Modules:




Time & Expense Management - is a self-service tool, providing transparency both for the employees and for the organization, being designated to efficient track the worked
hours. This module helps the company to automate the collection, validation, approval, billing processes or any other information provided by the employees regarding the worked hours, in a project-oriented business. 




Project Management - Any project is based on a set of operations, where the activities are performed against a time and money budget, an ongoing calendar, allocated resources
and multiple deliverables. This module, targets the tracking, assessing and improving all the operational activities within a project. 




Resource Management - schedules the company's resources, takes into account the experience in the fields, interests, competences or psychological profiles, so that the created
teams to be able to deliver the projects within the restrictions enforced by time, cost and quality. 




Contract Management - records and manages all types of contracts concluded with the customers and partners of a company. This module centralizes and manages the services'
execution, according to the agreed terms and conditions, immediately notifying any deviation, thus supporting a professional, agile work environment, based on a strongly customer-oriented culture. 




Financial Management - manages the operations and project execution from the financial point of view, regardless the type or nature of the concluded contractual terms. Covera
the entire financial flow, from issuing the invoices to the customers to recording the payments and closing the debts on contracts and projects. 




Document management - provides easy to use and automation for the management activity of any type of content, regardless the format. The product perfectly integrates with
online or offline ERP or PSA solutions, providing exceptional flexibility and configurability in order to meet any specific needs. 




Office Analysis - includes a set of reports especially created for supporting the decisional process and the agility of the organization. Perfectly integrated with the operational
flow defined by the other modules within Charisma Office Automation suite, these reports provide critical information regarding the company's performance, from resource usage to profitability per customer, project, task, employee, team, department or company.