- 1
Operational walkthrough
We start on your floor, in the parts room, the service bays, and the back office, following real orders through the current systems and spreadsheets. Automotive operations hide critical rules in workarounds, like the notebook where core charges are tracked, and we hunt for those. The output is a process map and a scoped plan separating configuration, custom build, and process change.
- 2
Platform decision and data model
We decide together whether the base is an open platform like ERPNext, an existing system to extend, or custom modules on your current stack, based on cost, fit, and who will operate it. Then we design the data model around the hard automotive entities first: parts with interchange, VINs, repair orders, and warranty claims. Getting these structures right early is what prevents rework later.
- 3
Iterative build with department pilots
We deliver by department, typically parts and inventory first, then sales and service, then finance consolidation, with the people in each area testing against their live workload in staging. Catalog and inventory data migration is rehearsed until counts and values reconcile. Each pilot either passes the department's sign-off or generates a concrete fix list, so quality is verified by the users, not asserted by us.
- 4
Cutover and ongoing evolution
Go-live follows a rehearsed cutover plan, usually timed to month-end or a slow week, with parallel access to legacy data for reference. We stay in hypercare through the first close and first physical count. Afterward most automotive clients keep a support arrangement, because pricing programs, supplier feeds, and OEM requirements keep changing and the system has to follow.