Navigator implementation · Responsibilities

Document of Understanding

This agreement sets out the responsibilities of DMS Navigator and the dealership during implementation, along with the expectations for the first three months after go-live.

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DMS Navigator

Project management, configuration, migration, training and support

Dealership

Readiness, attendance, data, approvals and internal ownership

Implementation

A phased process lasting around three months

Shared responsibility

Who is responsible for what?

A successful implementation depends on both teams completing their actions on time. The summary below brings the key responsibilities into one place.

DMS Navigator

Our responsibilities

Assign and coordinate a Project Manager

Configure the hosted or on-site Navigator environment

Build the agreed dealership configuration

Define the training and implementation plan

Assist with migration from existing systems

Provide implementation support around go-live

Transition the dealership into ongoing Helpdesk support

Dealership

Your responsibilities

Assign an internal Project Manager

Review and approve project, training and implementation documents promptly

Supply test and live migration data by agreed deadlines

Ensure hardware, software and internet access are suitable

Provide an appropriate training environment

Make sure delegates attend scheduled training and complete required practice

Allocate staff time for setup, accounting and operational preparation

Review progress internally and keep the DMS Project Manager updated

Operational commitment

Allow time for dealership setup work

Some tasks sit with dealership staff and require dedicated time outside formal training. Depending on the operation, this can include closing and recreating workshop WIP, entering vehicle stock and sales orders, preparing opening accounting figures, completing management accounts and franchise composite mapping.

Delays can affect the live date

Late approvals, missing data, unsuitable hardware, missed training or incomplete setup work can all delay the agreed implementation timetable.

What to expect after go-live

Going live is a process, not a single moment

End of week 1

Basic day-to-day processing should be operating across the dealership.

End of month 1

Main operational processing, cashbook work and early month-end activity should be established.

End of month 2

Management accounts and franchise composites should be progressing or submitted where applicable.

End of month 3

The initial implementation project should be ready for review and sign-off.

Next step

Prepare the training environment

Once responsibilities are clear, make sure the dealership has the right space, equipment and connectivity for effective training.

Continue to training environment →