Key milestones
Navigator is implemented in stages. These milestones mark the points where the project moves from one phase to the next and help both teams understand what should be in place at each checkpoint.
The implementation journey at a glance
The exact timing can vary by dealership, but these are the key moments that shape the project.
System setup
Core dealership configuration, users, forms and technical preparation are completed.
Data test
A test migration is loaded and reviewed so any issues are identified before the live move.
Pre-live
Forms, training, migrated data and the final cutover plan are signed off.
End of training
Users have completed the core training needed to start working in Navigator.
System shutdown
The incumbent system is stopped at the agreed point ready for the final live extract.
Live data extraction and migration
Where applicable, the final live data is extracted, migrated, reconciled and approved.
Live day
The dealership starts using Navigator at the agreed time with implementation support available.
End of live week
Core operational processes should be established and users supported through the initial transition.
Initial follow-up
Typically by the end of the second week, the initial post-live follow-up is completed.
ACM implementation
If applicable, Aftersales Contact Management is introduced once the dealership has settled into live use.
Month-end process
The first full month-end routines and accounting processes are completed in Navigator.
Management accounts
Where applicable, management accounts and composite processes are completed and reviewed.
Project sign-off
Once the agreed implementation outcomes are in place, the project is formally signed off.
What should be working by each stage?
Navigator is deliberately introduced in layers so the dealership can establish the core processes first, then build out reporting, accounting and management routines.
- Basic invoicing
- Goods in
- Basic accounting functions
- First level of management reporting
- Cashbook and banking processes
- General marketing functions
- Opening Trial Balance work started
- Management Accounts process reviewed
- Vehicle deals closed
- Opening Trial Balance completed and posted
- Management Accounts training completed
- Composite process reviewed
- Dealership actions underway for Accounts and Composite
- Management Accounts complete
- First composites submitted
- Day-to-day processes running successfully
- Project sign-off
