“SoftExpert PPM was substantially important for increasing the service level and productivity of personnel, as well as facilitating the flow of information for quick action in consultant deposits, customer billing for amounts paid by Dealernet, and also in the relationship with implementers to resolve billing statement doubts.”

The Challenge

Dealernet faced significant challenges with slow processes and flaws in the system used for time tracking and expense reporting. Furthermore, there was an insufficiency of resources for effective project planning, compromising the agility and control of its internal processes and customer interactions. Dispersed information and difficulties in communication led to rework and low productivity.

The Solution

To overcome these obstacles, Dealernet adopted SoftExpert PPM (Project and Portfolio Management). This modular and scalable solution offers comprehensive project and portfolio management, including project planning, resource scheduling, financial management (project costs and revenues), document management, quality management, portfolio management, risk management, process management, service management, and demand management, among others. To meet the company’s specific needs, the risk management component was replaced by SE Forms, a SoftExpert product for form management. The solution, which is 100% web-based and operates with workflow, provided automated and integrated management of processes and projects.

The Results

The implementation of SoftExpert PPM brought substantial results for Dealernet, positively impacting various areas of the company:

• Increased Service Level and Productivity: The tool was crucial for increasing personnel’s service level and productivity, streamlining the flow of information for quick and effective action.
• Agility and Reliability in Management: There was a significant improvement in the speed and trustworthiness of plan analysis for decision-making, both internally and with clients and consultants.
• Better Control and Reduced Rework: The solution ensured enhanced control, agility, and reliability of information in monitoring projects and activity flows. This included a better definition of responsibilities and control over internal activities, reducing management time and rework.
• Optimized Communication: The flow of information was facilitated for quick actions such as consultant deposits, customer billing, and addressing billing statement doubts with implementers.
• Flexibility and Compliance: The solution encouraged the implementation of changes, bringing greater transparency, flexibility, and efficiency to processes, with guaranteed compliance during execution. It also offered greater flexibility in defining project structures and better control over the physical execution of activities.

Sidinei Souza, Logistics and Implementation Coordinator, highlighted:

“With SoftExpert PPM, we have all the necessary information, and thanks to that, we gained time in analyzing the plan for decision-making with the client, consultant, and other stakeholders.”

He also emphasized:

“The use of the SoftExpert solution guaranteed us better control, agility, and reliability of information in project monitoring and activity flows.”

With a robust quality management system, Dealernet plans, in the next steps, to implement the SE Document and SE Performance components to further optimize document and performance management.