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Unified Vehicle Selection and Contracting Portal for Automotive Retail Operations
  1. case
  2. Unified Vehicle Selection and Contracting Portal for Automotive Retail Operations

Unified Vehicle Selection and Contracting Portal for Automotive Retail Operations

itransition.com
Automotive

Identified Challenges in Vehicle and Deal Management Processes

The client currently faces fragmented and unreliable solutions for vehicle selection and deal management, characterized by slow processes, data inconsistencies, manual data entry, and inefficient communication channels, leading to increased resource consumption and delays in contracting workflows.

About the Client

A large-scale automobile manufacturer seeking to optimize its fleet sales and partner dealer interactions through automation and improved user experience.

Goals for Automating and Enhancing Vehicle and Deal Management

  • Develop an integrated digital platform to automate vehicle selection, deal creation, and approval workflows.
  • Improve user experience by providing an intuitive, cohesive portal for internal staff and external partners.
  • Enable quick access to real-time vehicle stock, rate information, and contract parameters.
  • Facilitate detailed deal comparison, progress tracking, and user management functionalities.
  • Streamline data import and synchronization from diverse external data sources to ensure data accuracy and reduce manual effort.
  • Create comprehensive reporting tools to monitor KPIs such as spending, order statuses, and deal performance.

Core Functionality and Features of the Vehicle and Deal Management System

  • Interactive, filter-enabled vehicle catalog that allows brokers and staff to select, customize, and compare vehicle and contract options.
  • Deal calculator providing detailed, parameter-based pricing calculations.
  • Application creation and status tracking modules for managing deal workflows.
  • A built-in CRM system for user, partner, and application management.
  • Data import functionality for integrating external vehicle stock and rate data efficiently.
  • Customizable reporting engine with visual dashboards that parallel vehicle components and financial data for improved interpretability.

Technological Framework and Development Stack Preferences

Web portal and mobile application architecture
Modern web frameworks supporting dynamic user interfaces
Data import and synchronization protocols

External Systems and Data Source Integrations

  • External vehicle stock databases
  • Pricing and rate data sources
  • Customer data systems for detailed import
  • Existing CRM platforms for user management

Performance, Security, and Usability Standards

  • System should support concurrent access for multiple users with minimal latency
  • Data security measures aligned with information security policies
  • Ease of onboarding with intuitive navigation and interface elements
  • System should be scalable to accommodate increasing data volume and user base

Projected Business Benefits and System Impact

The implementation of the unified vehicle and contract management portal is anticipated to significantly reduce process time, streamline communication, and enhance data accuracy, resulting in improved operational efficiency. The system aims to enable faster vehicle requests, better deal comparison, and comprehensive KPI tracking, ultimately leading to increased deal closure rates and resource savings.

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