Navigator implementation · Phase 01

Pre-project planning

Before detailed planning begins, we need to understand your dealership, your team and what you want to achieve with Navigator. This gives your Project Manager the right information from day one.

Purpose
Understand your business before planning starts
Who is involved
Your dealership team and Navigator Project Manager
What happens next
Detailed milestones and responsibilities are agreed
Before your introduction meeting

Tell us about your dealership

Complete the planning form with as much detail as possible. It helps us understand how your dealership works today and lets us tailor the implementation around your operational needs.

If there is anything you are unsure about, provide what you can. Your Project Manager can work through the remaining detail with you during the introduction meeting.

The information helps us

Understand how your dealership operates today

Identify key staff and responsibilities

Recognise integrations and franchise requirements

Align expectations from the outset

Project information

Complete your pre-project planning form

The more detail you provide, the better prepared the Navigator team can be before your implementation begins.

Required before detailed planning
Working together

Document of Understanding

This document sets out the responsibilities of both DMS Navigator and your dealership during implementation, helping everyone understand what is needed for a successful project.

Read the Document of Understanding →
Next phase

Project planning

Once the discovery information is in place, the project moves into detailed planning where milestones, responsibilities and actions are agreed.

Continue to project planning →