M&M Web Application

Key Discussion Points & Next Steps

Application Landscape (4 Apps)

Auto Cloud (Web)

For Internal Stakeholders

~450 Internal Users

Partner Community (Web)

For External Dealers

~2,050 External Users

Custom Mobile App

For Field Salesmen (React Native)

Salesforce One (Mobile)

Standard App for Internal Team

Project Status: All applications are pre-launch, currently in System Integration Testing (SIT). Project is delayed.

User Personas & App Usage

Salesman

Uses Mobile App exclusively

  • Creates new inquiries in the field
  • Manages customer follow-ups
  • Conducts final delivery process

FDW Coordinator / CEO

Uses Web App primarily

  • Performs bulk inquiry reviews
  • Manages employee onboarding & KYC
  • Handles Goods Receipt (GRN) & Audits

Key Web Application Processes

Inquiry to Delivery Flow

New Inquiry Follow-Up Booking Delivery

Employee Onboarding Approval

AM/TM Approval VCRQU Approval KYC Auth Onboarded

Goods Receipt & Pre-Delivery

GRN NTR (Inspection) PDA (Audit) Ready for Delivery

WalkMe SDK Integration Status

Custom Mobile App

(React Native)

Full source code access available.

Feasible (POC Successful)

Salesforce One App

(Native Salesforce)

Native app with no direct code access.

Challenging (No Source Code)

Action Items & Next Steps

  • Share Process Maps:

    Mahindra to provide process maps and a breakdown of modules for all four applications.

  • Follow-up Meeting:

    Scheduled for July 15, 2025 (11:30 AM) to demo the custom mobile app and the Auto Cloud web app.

  • Investigate SDK Feasibility:

    WalkMe to provide technical steps for SDK integration; Mahindra team to investigate feasibility for the Salesforce One app.

  • Share Meeting Recording:

    Provide the recording of the demo session for future reference.