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Business s olutions dedicated to actual situation of leasing market

Business s olutions dedicated to actual situation of leasing market. Vlad Cristutiu – Charisma Enterprise Product Manager, TotalSoft Daniel Balaceanu – Product Manager Microsoft Solutions, TotalSoft. AGENDA. Collection Repossession + Remarketing Cost control Workflows

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Business s olutions dedicated to actual situation of leasing market

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  1. Business solutions dedicated to actual situation of leasing market Vlad Cristutiu – Charisma Enterprise Product Manager, TotalSoftDaniel Balaceanu – Product Manager Microsoft Solutions, TotalSoft

  2. AGENDA • Collection • Repossession + Remarketing • Cost control • Workflows • Banking risk center (CRB) • Credit Bureau • Automatic new clients evaluation • Customer Self-Service Portal

  3. Functions • Complete customer info • Debts classification with different criteria • Days Past Due (DPD): 1-29 DPD, 30-59 DPD, 60-89 DPD, 90-180 DPD, 180-+ DPD • Follow-up channels: Field Collections, collection agency No. 1, collection agency No. 2, lawyer • Complex clusters: promise to pay, abroken promise, payments never started etc. • Configure and track workflows • Configure roles: operator, team lead, fraud operator, supervisor • Initiate activities: phone call, SMS, letters • Track payment promises • Work with collection partners (outsourcing)

  4. Repossession + Remarketing • Collection module – logistic point of view • Charisma Core – cost/profit point of view • Follow-up the goods in stock • Collects all the expenses during the process • Remarkets the goods – OFERIM SOLUTIE (portal web) • Sells the goods direct or in a new leasing contract (re-lease) • Profit calculation for whole process

  5. Charisma Cost Control

  6. ePurchasing

  7. eProcurement eProcurement • Step 1: Buyer initiates RFQ document • Step 2: Buyer creates and send RFQ document to suppliers • Step 3: Supplier creates and sends the quote to buyer organization • Step 4: Buyer reviews and evaluates the received quotes • Step 5: Buyer creates and sends the agreement to chosen supplier (optional) • Step 6: Supplier accepts/rejects the received agreement (optional) • Step 7: Buyer initiate the purchase order document Supplier Buyer 3 1 2 Reply or update Offer Fill out ‘Request Template’ Initiate RFQ 4 Review quotes 6 5 Accept or reject agreement Agreement 7 Initiate Purchase Order Confirm.

  8. Performance

  9. Charisma integration

  10. Credit bureau and CRB reporting • Legal requirement and business utility • Quick payment behaviour status for new customers • Separate applications, integrated with Charisma • Fully automated calculation and reporting process

  11. Automated customer ratingICAP collaboration

  12. Automated customer rating Functionalities • Real time customer rating based on ICAP financial data • Native Charisma integration (back-office and front-office) • Web-based – web services / XML

  13. Customer Self-Service Portal (e-Care)

  14. Customer Self-Service Portal (e-Care) • 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 invoices and legal documents on-line • Receive invoices and documents via electronic services (e-mail) • Pay invoices on-line • Accessing frequently asked questions and technical support sections • e-Marketing functionalities (newsletters, promotions, customer segmentation) • More than 200.000 users are using e-Care everyday

  15. Customer Self-Service Portal (e-Care) • Better serving customers while lowering costs • Case study - leasing company with 50.000 customers • More than 15.000 logins daily on invoicing days • More than 1.000 logins daily on usual days • Calculation based on real facts • 4 min. call (operator – customer) = 1 EUR cost • 1 EUR x 50.000 logins /month => more than 50.000 EURsaved in a month

  16. Questions?

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