Project planning
This stage turns the discovery work into a practical implementation plan. Your Project Manager will work with you to confirm responsibilities, requirements, milestones and the route to go-live.
What we will work through together
The meeting brings the key people together to confirm what needs to happen before Navigator can be configured, tested and taken live.
Introductions and meeting aims
Introduce everyone involved, confirm roles and agree the purpose and expected outcomes of the session.
Review the Document of Understanding
Review the framework covering key tasks, responsibilities, milestones and the time commitment expected from both teams.
Review project planning information
Check the information already supplied, validate assumptions and identify any missing detail needed before implementation starts.
Hardware and network requirements
Confirm that PCs, printers, connectivity and the wider network environment are suitable for Navigator.
Forms and document layouts
Discuss invoices, job cards and other forms, including dealership branding, contact details and any required terms and conditions.
Training environment
Confirm the room, equipment and connectivity needed to deliver effective on-site and remote training.
Training plan and practice
Agree how users will be trained and how they will practise in Navigator before working in the live system.
Data migration
Review the standard data that can be migrated, what must be supplied and how the migration will be tested.
Review actions and next steps
Confirm owners, deadlines and any outstanding information so the project can move forward with a clear action list.
Turn the plan into action
Once the planning meeting is complete, both teams will have actions to complete before configuration and testing can progress.
Finalise and sign off the implementation plan and responsibilities.
Agree the target go-live date and key project milestones.
Provide the information required for migration and test activity.
Supply logos, forms information and other details needed for system setup.
Coordinate any external suppliers, integrations or franchise requirements.
Install Navigator where required and complete the initial hosted system setup.
Project planning resources
These documents may be useful during or immediately after the planning meeting.
