Navigator implementation · Phase 03

System setup

With the project plan agreed, Navigator can now be prepared for your dealership so training, testing and migration can move forward.

Focus

Prepare the Navigator environment

Includes

Branches, users, forms and local setup

Data migration and testing

Configuration

Preparing Navigator for your dealership

The information agreed during planning is now used to build the environment your team will train and work in.

Prepare the dealership and branch structure needed for the implementation.

Set up the users and access arrangements needed for training and testing.

Apply dealership branding, contact information and approved document layouts.

Make sure the dealership PCs, printers and connectivity are ready for Navigator.

Any missing dealership, forms or third-party information should be supplied promptly so setup is not delayed.

Next phase

With the environment prepared, the next step is getting the agreed data ready for migration and validation.