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Development of a Dealer Information Portal for Enhanced Communication and Document Management
  1. case
  2. Development of a Dealer Information Portal for Enhanced Communication and Document Management

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Development of a Dealer Information Portal for Enhanced Communication and Document Management

emergentsoftware.net
Agriculture
Manufacturing

Challenges in Dealer Communication and Document Management

Reliance on paper-based document storage systems created inefficiencies in managing sales collateral, marketing materials, and service manuals. Lack of centralized digital platform hindered timely updates, collaboration, and accessibility for dealers and internal teams.

About the Client

Exclusive North American dealer of Olimac agricultural equipment, collaborating with 100+ dealers to deliver advanced corn harvesting solutions

Goals for the Dealer Information Portal

  • Centralize all sales and service documentation in a single digital platform
  • Enable real-time document updates and version control
  • Improve accessibility for 100+ dealers and internal teams
  • Integrate with existing CRM and parts catalog systems

Core System Functionalities

  • Microsoft Dynamics 365 integration for user management
  • Online parts catalog integration with Documoto
  • Umbraco CMS-based document repository
  • Role-based access control for dealers/sales teams
  • User profile management with CRM synchronization

Technology Stack Requirements

Microsoft Dynamics 365 API
Umbraco CMS
Documoto Integration Framework
.NET Framework

System Integration Needs

  • Microsoft Dynamics 365 CRM synchronization
  • Documoto parts catalog API integration

Operational Requirements

  • Scalability to support 100+ dealer accounts
  • Role-based security controls for sensitive documentation
  • 99.9% system availability SLA
  • Intuitive user interface for non-technical users

Expected Business Impact

Centralized document management will reduce administrative overhead by 40%, improve dealer onboarding efficiency through self-service capabilities, and ensure consistent access to the latest technical documentation. Integration with existing systems will maintain data integrity while enabling real-time collaboration across sales, marketing, and service teams.

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