Integration

Solex integrates with existing Dealer Management Systems (DMS) and Customer Relationship Management (CRM) tools

In order to streamline the Finance and Insurance (F&I) processes, it is essential that time is not wasted re-keying information into multiple systems. Solex makes the transfer of data as simple as clicking a button, saving time and improving accuracy. By supporting industry standards we have been able to quickly integrate with a variety of different platforms.

Project Management Professionals (PMP Certified)

We deliver successful implementations, on schedule and on budget. Each integration is assigned a project manager to help scope the objectives, potential roadblocks, and contingencies to guarantee quality products on time and without worry. We place a large emphasis and put significant resources into our integrations because we understand the implications of missing deadlines and deliverables.

Strong Project Management tools are absolutely vital to product implementation. That’s why our implementation team is required to become Project Management Professional (PMP) certified through the Project Management Institute. Our integration plan is broken into 5 basic phases, inside each are sub-stages.

Phases of Implementation:

Phase 1. Initiation

Discovery…understanding the specific needs.

Phase 2. Planning

Development of the schedule, scope and deliverables, Milestone development, final schedule roll up, resource loading.

Phase 3. Execution

Preparing deliverables and meeting requirements.

Phase 4. Controlling

Quality assurance of end product, scope management and schedule management.

Phase 5. Closing

Project wrap up, stabilization, customer acceptance of deliverables, lessons learned and detailing enhancements for future needs.