Introduction

Fleeto Business Management Software Solution

Fleeto, a dynamic electric scooter manufacturing company based in Kolkata, imports electric scooter kits from China, assembles them locally, and distributes them through a network of dealerships. Currently, Fleeto manages its business operations through a combination of manual processes, Excel spreadsheets, and WhatsApp communications. These methods, while effective during the company’s initial stages, are becoming increasingly inefficient and unsustainable as Fleeto expands. The reliance on manual workflows for order management, dealership interactions, warranty tracking, and delivery coordination poses several challenges, including increased chances of human error, delays in processing, lack of real-time visibility, and scalability limitations.

To address these pain points, the objective of this project is to develop a comprehensive, integrated software solution specifically designed to streamline Fleeto’s end-to-end business operations. The software will automate core functions across multiple areas of the business, improving overall operational efficiency, enhancing data accuracy, and providing real-time visibility into key processes. By automating these tasks, Fleeto can focus on scaling the business, improving customer and dealership satisfaction, and maintaining high product quality.

Key Project Details:

• Dealership Onboarding & Management: The system will automate the onboarding of new dealerships, manage dealership agreements, track performance, and facilitate real-time communication between Fleeto and its dealership network. This will replace the manual methods currently used, allowing Fleeto to scale its dealership operations more efficiently.

• Order Management: Orders are currently placed via phone calls and WhatsApp messages, which is error-prone and lacks real-time tracking. The new system will allow dealerships to place orders online through a secure portal, where orders can be tracked from placement to delivery.

• Inventory Management: The company lacks a real-time view of inventory, often leading to stockouts or overstocking. The inventory management module will offer real-time tracking of all spare parts, kits, and assembled scooters, triggering low stock alerts and managing supplier reordering efficiently.

• Warranty & Service Management: Warranty tracking is a challenge without a proper system in place. The new system will allow Fleeto to manage and track warranties on each scooter, enabling dealerships and customers to submit claims online. A service management module will also be introduced to log service histories and schedule maintenance more effectively.

• Delivery & Logistics Management: Without a delivery tracking system, managing logistics and ensuring timely deliveries is difficult. The delivery module will allow for real-time tracking of orders during transit, offering route optimization and proof of delivery through digital confirmations, improving both customer satisfaction and operational efficiency.

• Quality Control: Ensuring high product quality during assembly is critical. The quality control module will track key quality checkpoints, standardize the pre-delivery inspection (PDI) process, and record any defects or corrective actions taken, ensuring consistent product quality.

• Payment Processing & Financials: Currently, invoices and payment follow-ups are managed manually via WhatsApp or phone calls, leading to delays. A secure payment module will streamline invoicing, track outstanding payments, and automate payment processing through various methods, ensuring a smooth financial workflow.

• Analytics and Reporting: The new software will integrate a powerful analytics module, providing Fleeto's management team with real-time insights into sales, inventory levels, order fulfillment rates, customer satisfaction, dealership performance, and more. Customizable dashboards will allow for data-driven decision-making to improve operational efficiency and strategically grow the business.

Key Modules:

1. Dealership Onboarding & Management Module
2. Customer Management Module
3. Warranty Management Module
4. Service Record Management Module
5. Order Management Module
6. Inventory Management Module
7. Quality Control Module
8. Delivery Management Module
9. Payment Module
10. Alerts and Notification Module
11. Analytics Module

Why This Solution Matters:

The implementation of this software solution is a critical step for Fleeto to transition from manual processes to a fully digital, scalable platform. With the projected growth of the electric vehicle market, Fleeto is well-positioned to capitalize on this opportunity, but doing so requires efficient and reliable systems to manage operations and customer relationships. This project will enable Fleeto to:

• Enhance operational efficiency by automating repetitive tasks and reducing the need for manual interventions.
• Improve customer satisfaction by offering streamlined post-sale services, including warranty tracking and maintenance scheduling.
• Scale its dealership network by providing a consistent and transparent system for dealer onboarding and order management.
• Gain actionable insights through real-time data reporting and analytics to drive better decision-making.
• Ensure product quality through a structured and standardized quality control process.

By aligning this software with Fleeto's long-term vision, we are setting the company on a path to sustained growth and success in the competitive electric vehicle industry.

Conclusion:

This comprehensive software solution will modernize Fleeto’s operations, streamline critical processes, and improve overall efficiency across its business functions. The project will be executed with a clear focus on scalability, security, and user-friendly design, ensuring that it supports Fleeto’s growth and market leadership.