The initial process was fundamental. Prior to the identification of requirements and the diagnostic phase, Citroën Chile proposed to its partners, Annata and Congroup, to hold a series of workshops on strategic management to educate and train their employees in the use of the new ERP, Dynamics 365 for Finance and Operations (with Annata 365 integration). During the workshops, all the functionalities of the tools were shown in detail, with sessions organized according to the management area within Citroën.

On the other hand, the use of Microsoft’s Sure Step methodology and the agile methodology (particularly DevOps) was essential during the execution of the project. Sure Step favored the correct implementation of Dynamics 365.

The integration between Annata 365 and Dynamics 365 allowed Citroën Chile to have a broader vision of its business. From Annata 365 two specific modules were implemented within Dynamic 365: ‘Supply Chain’ for technical service and vehicle management, and ‘Dealer Portal’ for the purchase of vehicles. Both allowed Citroën Chile to integrate dealerships and after-sales workshops.

Previously, a large part of the buying, selling and customer service procedures were carried out manually, generating a large list of physical folders of paper documentation. At the end of the process, the sales order was placed and invoiced. With Dynamics 365, today all internal processes are carried out digitally, with the necessary documents, data, and all the history stored online and in the cloud.