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List of TotalSoft Charisma Document Management Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
BNP Paribas Leasing Solutions Luxembourg Banking and Financial Services 25 $4M Luxembourg TotalSoft TotalSoft Charisma Document Management Document Management 2013 n/a
In 2013, BNP Paribas Leasing Solutions Luxembourg implemented TotalSoft Charisma Document Management as part of a broader TotalSoft Charisma ERP deployment, addressing regulatory and operational requirements in the leasing business. The project targeted Document Management alongside Point of Sale, Core leasing functionalities and Accounting to achieve SEPA compliance and to replace an 18 year AS400 based in house leasing solution that was becoming difficult to maintain. The implementation delivered a suite of functional modules including Charisma ERP modules for Point of Sale and Core leasing functionalities, Accounting, the TotalSoft Charisma Document Management system, a Business Intelligence module and a centralized DWH for reporting. Data migration from the AS400 system was completed within two months, and the Point of Sale Web Leasing portal was configured with a web enabled front end to support 600 sales force users and credit analysts concurrently. The Document Management System was configured to store documents in context, making any document produced by Charisma electronically accessible and reducing manual file handling. Integrations and operational coverage included DWH based reporting used for BI and internationally centralized BASEL 2 reporting, with interfaces developed to comply with complex rules and data management for advanced BASEL 2 methods. The deployment was hosted on shared technical infrastructure with BGL BNP Paribas, enabling the sales network and dealer channels to access the same centralized database that held roughly 8,000 clients and 30,000 contracts, of which 3,000 clients with 10,000 contracts were active at the time of implementation. Governance and rollout followed a three phase program, with the first stage prioritized to meet SEPA requirements coming into force in February 2014. Review and approval of the project were completed in two months, development continued through November 2013, and the tightly scheduled execution was achieved through close collaboration between TotalSoft's implementation team, BGL BNP Paribas IT specialists and BNP Paribas Leasing Solutions key users. Subsequent phases addressed CRM, automated processes for Collection, Remarketing, Legal and Repossession, with e care and workflow support planned for later stages. Reported results in the case study emphasize execution speed and quality, noting no negative customer impact during the critical migration at the end of 2013. The TotalSoft Charisma Document Management implementation increased continuity of document access, enabled automated credit line granting, streamlined end to end processes, centralized reporting and documentation of employee know how, and supported a new sales channel through dealers outside the bank network.
Bucharest Bookstore Company Retail 137 $13M Romania TotalSoft TotalSoft Charisma Document Management Document Management 2007 n/a
In 2007, Bucharest Bookstore Company implemented TotalSoft Charisma Document Management to centralize electronic records and formalize document workflows. The deployment served the retailer's administrative and operational functions, consolidating document capture, storage and retrieval into a single Document Management platform. The implementation focused on core Document Management capabilities including document capture and indexing, metadata-driven storage, full text search, version control, retention scheduling and audit logging. Configuration emphasized role-based access control and workflow orchestration for approval and routing of invoices, contracts and internal approvals, aligning the application to standard document lifecycle processes. Operational scope covered back-office areas such as finance, procurement and human resources, where TotalSoft Charisma Document Management standardized filing structures and introduced automated approval chains. Governance established records retention rules, access policies and audit trails within the application, providing consistent control over document lifecycles across the company.
Bulrom Gas Oil, Gas and Chemicals 58 $44M Romania TotalSoft TotalSoft Charisma Document Management Document Management 2016 n/a
In 2016 Bulrom Gas implemented TotalSoft Charisma Document Management to centralize content and automate document workflows across the organization, deploying a Document Management solution sized for a 58 person oil and gas firm. The implementation established a document centralizer to provide a consistent method for organizing, classifying, navigating, and finding information, aligned to administrative, finance, and operations use cases within the company. TotalSoft Charisma Document Management was configured to leverage core Document Management capabilities including OCR for automatic text recognition, Digital Signature for document validation and security, versioning with history of changes, and customizable workflows to initiate, track, and collaborate on processes. The deployment used configurable access rights to protect confidential information and presented information in a personalized graphic view consistent with company policies, enabling users to add, modify, and manage documents quickly and to display alerts and activity to ensure workflows are followed. The solution was integrated with online or offline business systems such as ERP or PSA in support of cross-system document flows, improving reuse of information and reducing manual routing. Governance was implemented through role based access controls and workflow rules to enforce approval paths and audit trails, and the documented benefits stated by the customer included reduced internal costs, time savings, simplified document creation, and improved ability to organize and protect content under the Document Management implementation.
Professional Services 404 $58M Romania TotalSoft TotalSoft Charisma Document Management Document Management 2012 n/a
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FAQ - APPS RUN THE WORLD TotalSoft Charisma Document Management Coverage

TotalSoft Charisma Document Management is a Document Management solution from TotalSoft.

Companies worldwide use TotalSoft Charisma Document Management, from small firms to large enterprises across 21+ industries.

Organizations such as Eco-Sud, Bulrom Gas, Bucharest Bookstore Company and BNP Paribas Leasing Solutions Luxembourg are recorded users of TotalSoft Charisma Document Management for Document Management.

Companies using TotalSoft Charisma Document Management are most concentrated in Professional Services, Oil, Gas and Chemicals and Retail, with adoption spanning over 21 industries.

Companies using TotalSoft Charisma Document Management are most concentrated in Romania and Luxembourg, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of TotalSoft Charisma Document Management across Americas, EMEA, and APAC.

Companies using TotalSoft Charisma Document Management range from small businesses with 0-100 employees - 50%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of TotalSoft Charisma Document Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified TotalSoft Charisma Document Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Document Management.