Customer Stories

Citroen

Creating a fortified management system for Citroen Chile with Annata 365.

Citroën Chile is a subsidiary of the car manufacturer, Citroën. Its main mission is to exclusively market and distribute new vehicles and OEM parts of the French brand. To optimize both its sales and after-sales services, along with its support service, the Citroen has welcomed new technological tools specifically designed for its industry.

Situation

One of the main needs of Citroën Chile was to implement a robust business management system, which would fully support the company in planning its resources and in raising its business processes.

Citroen

 

Implementation

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.

Benefits

Dynamics 365 for Finance and Operations, in conjunction with Annata 365, inspires Citroën Chile to consolidate its path towards digitization, and to prepare itself technologically to face changes in the industry. The references that Citroën Chile had showed that the combined solutions – Annata 365 and Dynamics 365 – would help the organization to face the challenges of the sector in the best possible way.

Annata 365 is deeply integrated into the Microsoft ecosystem, providing special functionalities that support dealers, distributors, and fleet operators to create and take advantage of new market opportunities.

For the future, the company plans to continue to strengthen its digital transformation. The short-term plan is to generate more intelligence with the use of the data provided by Dynamics 365, through integration with tools that facilitate marketing management.

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