Construction Management

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.

Management 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.

Employees 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. Market value In 2012, Charisma ERP was designated as one of the 5 strongest European B2B solutions in the "Enterprise Vertical Market Solution" segment.

Charisma Construction Management

Modules
The Central Eastern European construction industry has recorded over the last several years the highest dynamic growth in the European Union, yet it is currently dealing with difficulty in forecasting consumer behavior, because of the local and international economic situation. The impact upon costs, proper planning of budgets and contracts in progress can be felt in the need for a new way of addressing business partners, customers or suppliers. Coordinating all the activities requires a complex information system that can also enable the integration with advanced project management solutions - an essential element in the construction field, where a developer plans and manages hundreds of projects at the same time. Charisma Construction Management has made its mark quickly in the construction field, since the Enterprise Resource Management solution is the only integrated information system that natively includes an essential element for Engineering & Construction sector - Primavera Project Management. This is the reason why 5 of the top 7 multinational construction companies in Romania use Charisma Construction Management to manage their entire activity. In addition to the ERP solution, Charisma suite offers a complete set of powerful, robust software applications, which were tested and acknowledged by the greatest developers and engineers. Customer Relationship Management n Financial Risk Assessment n Sales n Marketing & Promotion n Partner Self Service n eExpense Request Approval n eProcurement n Supplier Contract Management n Purchases n Project Management n Portfolio Management n Workflow n Document Management n Inventory management n Stock Replenishment n Warehouse Management n Assets Management n Fleet Management n Maintenance & Service n Project Risk Analysis n Project Controlling n Budget Management n CashFlow n Accounting n Treasury n Analyzer (BI) n Alerter n Intranet n Insurance n Refinancing n Collection n Legal n HR & Payroll n HCM Portal n Time-Sheet n

Main benefits
End-to-end Solution for Engineering & Construction Sector Charisma Construction Management provides an integrated, modular and scalable solution, which supports the construction industry across multiply phases, from business development, project and contract management, replenishment and maintenance of materials and construction, up to lease or services management, accounting and payroll. Charisma Construction Management, through Primavera expertise, helps companies make better portfolio management decisions, evaluate risks and benefits associated with projects, and determine whether there are sufficient resources suited to accomplish the work. These best-in-class solutions provide the project execution and control capabilities needed to successfully deliver projects on time, meeting budget, and quality and design constraints. Natively Integrated Solution and Unique Provider Charisma Construction Management perfectly integrates Charisma ERP, Primavera, Portfolio Management, Document Management and an information sharing platform, which ultimately provides an end-to-end construction solution provided by a unique vendor - TotalSoft. TotalSofts expertise brings the advantage of a complete software system, fully tested and functional attested by key references in the field, reducing at the same time the implementation time and costs. Advanced Planning, Multi-Project Environment and Cost Control Thanks to the access at a unique data base, the companies benefit from the reduction and control of costs related to contract management, the increase of the contracts and operations compliant with the company's policies, as well as the reduction of risks and improvement of financial management. Effective company management Charisma Construction Management eliminates obsolete practices and provides modern methods to allocate resources, eliminates redundant work, improves coordination and collaboration with all stakeholders, avoiding and protecting against claims in the same time. It provides a unique solution for managing projects of any size, adapts to various levels of complexity within a project, and intelligently adjusts to meet the needs of various roles, functions or skill levels within the organization and project teams. With the help of Charisma Construction Management, the company will radically improve its efficiency. Monitoring the employees' activity, assessing the efficiency of investments and money use, adopting and developing internal, client-oriented processes and practices and understanding customer' needs the solution will help companies to become a modern, agile and customer-oriented organization.
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Predictable ROI and Improved Risk Management Companies often experience unexpected events that derail schedules and inflate budgets. Using Risk Management and Project Planning strategies, companies will avoid delays, improve ROI and predict more accurately the real long-term cost of their initiatives. Learned lessons can be stored across time and the solution can help companies define and further use a series of internal policies and rules ("do not sign contracts where penalties exceed a certain threshold"). Charisma solution improves capital investment portfolios by delivering proven capital project planning, management and control solutions that increase CAPEX value, minimize risk and reduce costs. Through balancing long and short-term planning and aligning plans to their execution, portfolio selection process will be improved and unprofitable projects will be reduced. Thanks to identifying/limiting/stopping each acquisition within a project, to enhancing the validation process and to preventing the company exceeding budget, Charisma Construction Management decreases the company's overall financial risks. Improves the Financial Management The product improves the financial management due to the decision-making support provided to the management team and an extremely efficient control over financial entities such as advance payments, invoices, payments, guarantees, trust letters, penalties, as well as support in analyzing and planning the investments (financing scenarios, budget/business plan, cash flow, balance sheet). Efficient Resource Management By increasing the use of labor, equipment, material and subcontractors, thanks to appropriate allocation of workforce resources, Charisma Construction Management covers the resource management and gives the right priority to critical project phases or tasks.

Main functionalities
Quotation Management In a volatile and demanding business environment, constructors must be prepared for any situation and opportunity. It is essential, for any business, to manage the quotation process looking for the right balance between the offer and request. Through versioning/offering scenarios, permanent access to offer history, price management and customizable calculation, comparison with different market indicators and automatically reference computing, Charisma Construction Management supports rapidly and accurately customers selection process. All the business processes that involve requests for tender submitted by customers, specifications on tender documents and their approval, requests for supplier tender, internal estimations, last but not least, the contracts with suppliers and subcontractors, are efficiently managed by Charisma. Business development Charisma Construction Management accurately manages the internal estimations about actual costs of the contracts. Through different scenarios, the investor / constructor has the right tool for analyzing and choosing the most suitable way for achieving the established objectives. When looking at a prospective new project, Charisma Construction Management answers the question regarding the optimum budget structure through detailed customer quotation needed resources, quantities, and types of materials etc, possibility to link it to the project, usage of internal regulations or imported manufacturers regulations. Project managers are able to estimate project costs in an idea stage, can estimate the revenues, can track different financial scenarios and analysis (Cash Flow, IRR with/without exit, for SPVs etc) or achievement stages, and create multiples business plan versions or corrections. Project Management Charisma Construction Management is the most powerful, robust and easyto-use solution for globally prioritizing, planning, managing, and executing construction projects, programs and portfolios. Through Primavera, together with Portfolio Management and core functionalities, Charisma Construction Management provides a single solution integrated into a project portfolio management (PPM) package, which comprises role-specific functionality to satisfy each team members needs, responsibilities and skills, tracks the projects at contract and task level, schedules and designs workflows for project tasks, allows the possibility to assign own or rented resources to tasks and to collect consumptions of materials, tools and labor. Thanks to an integrated view of all active projects and activities, meaning resources, dates, costs, revenues, phases etc., investors and constructors can make strategic planning and schedule decisions for their portfolio.
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Contract Management Through Portfolio Management application, the companies benefit from a complete product, dedicated to companies of any size and especially designed for managing works/projects/contracts, with contractors and subcontractors, or customer contracts. It perfectly manages all the entities and activities within the company, from tendering, negotiation, signing, tracking, execution, changing to completion. Being perfectly integrated with the other applications within Charisma Construction Management solution, the Portfolio Management application brings the advantage of eliminating the risks, increasing profitability and efficiency of the contracting process of customers, suppliers or business partners. Charisma system provides thorough support in creating, storing and querying contracts, projects or pieces of work deployed by the company, as well as the management of documents and resources used. It fully and efficiently tracks contract stages and details, manages involved parties, issues bills at contract level based on work sheets, tracks revenues and expenditures by cost centers, improves operational effort through configurable approval and signing workflow. It manages perfectly all the entities and activities within the company, from tendering, negotiation, signing, tracking, execution, changing, up to completion. Thus, the subcontractor management becomes an easy task by using a correct solution, dedicated to this type of activity. It covers the entire subcontracting process, from determining, collecting and comparing the offers, up to configuring the approval flow and negotiation support, including work sheets management (acceptance phase, tasks, resources and rent costs, timesheets). Workforce Management The Company crew communicates their status, percent complete or issues by tasks through timesheets. In any moment, the project manager has a cumulative situation per project of worked hours or future planed activities. Planning at the project or any WBS level, tracking the resources progress and accessing the allocation, availability or skills and capacity data in a consolidated view are only a few tools for optimizing the use and assigning of the resources. Dedicated to human resource management, personnel cost management and human capital development investments, the HCM solution provides employees management and organization chart, the parameterization and implementation of payroll calculation, salary types, benefits, sick leaves, holidays, withholdings, as well as generation of payroll budgets, performance assessments, competence tracking and development and many more.

Project Controlling & Risk Analysis When deviations from the project schedule occur, remedial actions must be determined allowing the project to be finished on time and within budget, if at all possible. This will often require replanting the order of the remaining project activities. Calculations associated with building projects involve monitoring the time and money disbursement in accordance with the projects working plan, as well as the resulting product quality or performance. In an integrated environment, the company will control large-scale programs and individual projects in dynamic conditions. With a better visibility across resources, projects, assets, subcontractors, operational transactions, Charisma Construction Management provides a tighter control of budgets and procurement process, cash flow increases and, last but not least, supports decision making through consistent and integrated information. Primavera Risk Analysis solution is a full lifecycle risk analytics solution integrating cost and schedule risk management. The Risk Analysis provides a comprehensive means of determining confidence levels for project success together with quick and easy techniques for determining contingency and risk response plans. The solution will provide an objective view of required contingency to account for cost and schedule uncertainty as well as analyzing the cost effectiveness of risk response plans. It successfully identifies common scheduling pitfalls that may result in misleading schedules or risk analysis results, integrates pre-developed risk registers and defines new risk registers, addresses full lifecycle risk management through advanced Monte Carlo-based cost and schedule analytics and reports confidence levels with regards to finish dates, costs, float, internal rate of return and net present value. Sales & Collection Management Through their expertise, TotalSoft consultants can help the company listen better to customer needs, understand these and proactively respond to them by developing and enhancing processes and practices among all the employees who interact with the customers. By increasing the agility in a more and more competitive market, companies can respond easier to their customers, encompassing the services with a professional attitude and by empowering its employees with a modern, robust and innovative customer relationship business tool. In case of increasing the number of late payments or renegotiation of payment terms, Charisma Construction Management brings the advantage of a dedicated and integrated solution for managing the collection of debts from different customers, legal files resolution processes and repossession, as well as any remarketing activity - reselling, renting, refinancing.

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Procurement Management Through an intelligence procurement solution, Charisma Construction Management decreases the financial risk by controlling the expense budgets and by tracking approval workflows for expenses according to the established budgets. The solution monitors the acquisition processes (RFP, RFQ, offer bids), increases the efficiency of the offering and ordering process and improves the capitalization capabilities of the companys opportunities. Moreover, the solution provides the management of the providers invoice approval, as well as the history of the contractual relationships with business partners. The entire project life cycle, from initialization, when the request meets the tender, and up to implementation, is integrated under the Charisma Construction Management umbrella. Problems related to the companys expenses and their approval process, such as unknown budget statuses or standardization or approval flow based on insufficient information, disappear thanks to the solutions abilities. Thus, project managers are able to make real-time decisions evaluating potential partners and their quotation, multiple sources alternatives, up-to-date information related to item requested, requisitions, purchase orders or subcontracts, invoice management and delivery process. Materials and Asset Management Managing engineering and construction projects to completion on time and within budget constraints can have a tremendous impact on asset utilization and reliability throughout the lifecycle of the asset, and help to sustain profitability even through the most troubled economy While there is a prevalent feeling in the marketplace that the economic recovery is underway the majority of companies are still impacted by the effects of the downturn. The top pressure driving the companies to optimize asset management projects is the need to reduce operational expenditures (OPEX) and constrain capital expenditures (CAPEX). Charisma Construction Management assists in project planning, costing, scheduling and portfolio management and reporting, assisting in prioritizing, selecting and managing a portfolio of projects regardless the company size or business complexity. For maximizing the utilization, profitability and return of investment of the entire portfolio tools and equipment, the company has the right instruments for managing and controlling the requirement process and localization planning, calculating the rental cost and transporting fees for all the equipment and tools. Charisma Construction Management indicates in realtime the status of each asset used in companys project portfolio, together with the proper time/phase when it will be ready for a new assignment. Through insurance, refinancing and depreciation advanced functionalities and notifications, the company has full control of internal cost and billing management.

Operational Management Charisma Construction Management provides companys resource management by automating accounting processes and tracking multiple systems, depreciation of fixed assets on multiple reference systems by tracking budgets and recording sale and acquisition invoices, together with parallel management of company sites (central and local). The transparency and loyalty of all the companys stakeholders customers, suppliers, distributors and employees are increased, while the operational load costs are reduced with the help of a web platform providing back-office information (invoice statements, payments, returns) and with the aid of the online payment capabilities, e-mail or SMS notifications, or quick printing of interest documents. Document management and quick access to vital information whatever the content type may be and professional or personal data exchange are allowed due to a collaborative environment for all parties involved within the organization, significantly contributing to the development of a healthy and professional internal culture. Value, Visibility, Agility and Accountability Todays reality is full of conflicting priorities, lack of business alignment, and enterprise visibility, redundant projects, fragmented management processes due to no accountability, slow reaction time, squandered resources or cost escalation. With the help of Charisma Construction Management doing the right things at the right time and place, is transformed into an accurate and company-wide transparency - the right people will be located and capitalized on talent, will supply control through real-time project management and will mitigate risk due to a full life-cycle and risk analytics on the active projects. Risk and operational analytics is an easy-to-use dedicated solution to supporting the decision process, providing relevant information and statistical comparisons based on specific financial indicators of the company. The solution maximizes the profit, increases the lifetime of companys customers, decreases costs per projects and optimizes the use of resources with the help of a complete set of analysis tools (scorecard, analytic grid, analytic chart, reports and configurable dashboards).

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Leaders of E&C field use Charisma Construction Management

Find out how we supported the success of the most powerful constructions and engineering companies in Romania.

BogArt
"The gain is amazing; you can feel it very strong. People now work with elegance, no more chaotic working. Now we have a solid information structure. Before, any invoice, even that primary receipt had to be recorded at least twice. This way, the time spent on processing the information has been reduced to at least a half. And, in some cases, saving time on operations is part of each month's agenda. Alex Crstoiu, IT Manager

Impact
"Charisma was the only solution including an essential element for constructions the project management module. The other few companies that we have prospected only included the components for financialaccounting, incomes-expenditures balance - without modules for planning or contracts, which are very important for us. Florin Chiri, Marketing & Sales Manager

Romelectro - ISPE
"An online solution was created in order to allow Romelectro to record and approve expenditures, providing thus an overview of cost records within an integrated system. Charisma solution brings the advantage of contract officers to have access to the map project, so as to know at any time that a particular contract was signed on the basis of an internal structure - internal estimate. Cosmin Mitu, Project Manager, Thermal Power Project Division

OMV Petrom
"Petrom started in project management in a way which is compatible with the entire world procedures, so we started with a new concept, quite new for Romania, so for this we needed resources in project management and the right tool, so we contacted TotalSoft which provided us the PRIMAVERA licenses but also the consultants. Mir Umair, Project Manager of Well Modernization Wells

Transelectrica
"In order to supervise such a system (which involves many regional stations) we need an IT system based on large scalecorporate project management that can integrate all components and supervise all stages. Clin Stnescu, IT manager

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