Client project / Mercedes-Benz
Inventory, customers and service in one dealer portal.
A dealer-operations portal combining inventory visibility, CRM workflows, service planning and sales reporting.
Explore the project
Dealer operations portal
The problem
The operation behind the application.
Dealer teams need to check available inventory, identify the customer and follow the next service or sales task. Separate stock, customer and reporting tools can make that difficult. The portal brings these responsibilities into one business application.
The solution
A connected software scope.
The application scope combines inventory tracking, CRM integration, service planning and sales analytics. The workflow keeps customer, vehicle and service information related as the dealer team moves between tasks. Integration boundaries define which system owns each record and how the portal uses it.
- Inventory tracking and visibility
- CRM integration and customer workflows
- Service planning
- Sales reporting and analytics
Functional scope
What the project connects.
Inventory in the dealer workflow
Inventory tracking provides the stock context for dealer activity. The interface should make the relevant vehicle or inventory record understandable without requiring the team to reconstruct it from a disconnected report.
Customer and service context
CRM integration and service planning connect customer information to the next operational action. Identity mapping and update responsibilities are part of the engineering design rather than assumed bidirectional synchronisation.
Sales information with a traceable source
Sales reporting and analytics form the visibility layer of the project. Report definitions need to identify the underlying records and the handling of cancellations, corrections or incomplete transfers.
Acceptance approach
Follow the record. Check the result.
A meaningful acceptance path follows the business record through the connected workflow. These are the checks relevant to evaluating this scope.
- Follow a representative customer and inventory record through the portal.
- Check that CRM identities and stock references resolve to the intended records.
- Verify permissions across sales, service and administration roles.
- Reconcile a sales report with the source records, including corrections.
Project scope note
Published project scope.
Published project scope: inventory tracking, CRM integration, service planning and sales analytics for dealer operations. The source describes capabilities; measured business results and customer interface screens are not included in this case.
Portfolio scope record