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Assisting brands to make a digital impact.
Assisting brands to make a digital impact.
Assisting brands to make a digital impact.
Assisting brands to make a digital impact.
Assisting brands to make a digital impact.
VST Tillers Tractors partnered with Nextwebi to build Vistaar, a dedicated web application that manages the entire onboarding journey for every category of channel partner, from the first lead through to final approval. The platform is fully admin managed. VST's own team runs the whole process from a single login screen that accepts either a Microsoft account sign-in or a standard user ID and password, and there is no separate portal that applicants log into themselves.
Onboarding inside Vistaar runs as a nine-stage pipeline. A case starts at lead capture, moves through KYC and business profiling, application and proposal forms, document collection, evaluation, marketing approval, dealer code evaluation, and branding approval, in that order. Sub-dealer, counter, and retailer applications pick up an additional contract stage partway through, where product details and required quantities are recorded before the case continues. A master settings module sits behind all of this, holding reference data such as city, cluster, country, state, zone, district, dealer type, dealer stage, business associate, and pin code, and any update made there flows straight into the dropdown fields used across the onboarding forms. The result is a single system that carries a partner from first contact to go live, gives VST's teams a live view of every case in progress, and preserves the onboarding history the company had already built up before Vistaar existed.
VST Tillers Tractors Ltd.
Agricultural Machinery and Farm Mechanization
Web Application (Admin-Managed)
Channel partner onboarding
Partner onboarding at VST follows a structured workflow where every application progresses through nine predefined stages. Each stage captures the information required for that point in the process before the case can move forward, and sub-dealer, counter, and retailer applications also pick up an additional contract stage along the way.
Stage 1
Captures the applicant's basic details and first contact information.
Stage 2
Collects KYC details, business information, and applicant profile data.
Stage 3
Sent as an email attachment to the applicant and the initiator once completed.
Stage 4
Records the formal proposal, shared by email the same way as A1.
Conditional Stage
Triggered for Sub-Dealer, Counter, and Retailer applications, capturing product details and required quantity.
Stage 5
Aadhaar card, GST certificate, dealer agreement, and showroom photographs are collected here.
Stage 6
The State Head reviews the case and records feedback and a recommendation.
Stage 7
A business-level review before the case advances toward dealer code evaluation.
Stage 8
Service checklist, security deposit, LOI checklist, and finance checklist approvals all happen here.
Stage 9
Showroom photographs and branding requirements are reviewed, with approval or correction.
Every stage supports three core actions. A reviewer can save work in progress, move the case to the next stage, or reject the application when it fails to meet the required criteria. This lets reviewers work at their own pace while keeping the approval process fully controlled.
Before Vistaar, VST ran its entire channel partner onboarding through SharePoint, and the setup was showing its limits as the network grew across regions and partner types.
SharePoint could store forms and files, but it had no real concept of a multi-stage approval chain. Advancing a case and keeping stages in order depended on people remembering to do it manually.
Dealers, sub-dealers, counters, retailers, and distributors do not all follow the same path. A distributor needs a Distribution Manager's evaluation that a dealer does not, and sub-dealer, counter, and retailer cases need an extra contract stage that dealer and distributor cases skip.
Onboarding touches State Heads, Zonal Heads, Marketing, Service, Finance, and Sales Coordination, and each owns a different part of the decision. Without an enforced chain, approvals depended on informal follow-up.
Onboarding rarely gets finished in one sitting. Reviewers needed to save partial work, come back to it later, and reject cases cleanly with a reason attached.
With cases scattered across stages and teams, nobody had an at-a-glance view of how many applications were active or where the backlog was building.
Values like city, zone, state, and dealer type were used across every form, and keeping them current inside SharePoint meant updating them in multiple places instead of one.
VST already had a substantial body of partner records inside SharePoint, and whatever replaced it had to bring that history along rather than starting from an empty slate.
Nextwebi built Vistaar as a single, purpose-built application that runs VST's onboarding process the way VST actually needed it to run, not the way a generic tool happened to allow it.
A master settings module holds reference data including city, cluster, country, state, zone, district, dealer type, dealer stage, business associate, and pin code, connected directly to the dropdown fields on every onboarding form. Any update made there flows into the forms immediately.
Every case moves through D0, D1, A1, A2, Documents, Evaluation, Marketing Approval, Dealer Code Evaluation, and Branding Approval. A Get File action on A1 and A2 sends the completed form as an email attachment to both the applicant and the initiator.
A distributor case includes a Distribution Manager's evaluation step that a dealer case does not. Sub-dealer, counter, and retailer cases route through an added A3 Contract stage and extra document collection involving the dealer, the sub-dealer, and the State Head together.
Document Upload collects Aadhaar card, GST certificate, dealer agreement, and showroom photographs. Dealer Code Evaluation brings together Service Checklist, Security Deposit, LOI Checklist, and Finance Checklist approvals, including PAN, GST, and bank statement verification.
At each of the nine stages, the responsible reviewer can save partial work, push the case forward once it meets the requirement, or reject it with a reason attached.
State Heads, Zonal Heads, Marketing, Service, Finance, and Sales Coordination each act at the point in the pipeline that belongs to them, so a case only moves forward once the accountable person has acted.
Leadership gets a live count of total applicants, active, paused, pending, approved, and rejected cases, along with applicant type distribution and stage-wise trends.
VST's existing onboarding records were migrated out of SharePoint and into Vistaar, so the new application launched with the company's full history already inside it.
Vistaar was engineered to manage partner onboarding as a controlled, role-driven workflow rather than a collection of documents. Every capability improves visibility, accountability, and operational efficiency while letting VST teams run the complete onboarding lifecycle from a single platform.
A structured, ordered path from lead creation to branding approval.
Reference values managed centrally, reflected everywhere at once.
Workflow actions built around how reviewers actually work.
Every approval sits with the team accountable for it.
Real documents and instant email sharing, built into the process.
Live, editable partner information throughout onboarding.
Complete visibility into every onboarding case.
One platform, one login, full history carried over.
Vistaar was developed as a dedicated web application rather than an extension of a document management tool. The application enforces workflow rules, role ownership, and structured approvals by design, while staying flexible enough to support VST's growth.
Vistaar replaces manual follow-ups with a centralized dashboard that gives business users complete visibility into the onboarding pipeline, approval progress, and partner records.
Vistaar replaced a document-centric onboarding process with an application designed specifically for VST's channel partner lifecycle. Every partner now moves through a structured workflow with clear ownership, complete visibility, and live data management.
| Area | Outcome |
|---|---|
| Application | Dedicated onboarding web app, admin managed, with Microsoft account and credential login |
| Partner Types | Dealer, Sub-Dealer, Counter, Retailer, Distributor |
| Workflow | Nine-stage pipeline, with an additional A3 contract stage for Sub-Dealer, Counter & Retailer |
| Stages | D0 Lead, D1 Prospect, A1 Application, A2 Proposal, Documents, Evaluation, Marketing Approval, Dealer Code Evaluation, Branding Approval |
| Configuration | Centrally managed master data for city, zone, state, dealer type, dealer stage, business associate & pin code |
| Access | Role-based stage ownership across State Head, Zonal Head, Marketing, Service, Finance & Sales Coordination |
| Visibility | Live dashboard covering applicant volume, stage-wise status & applicant type distribution |
| Migration | Full onboarding history moved from SharePoint |
Designed and built around VST's actual approval process rather than adapted from a generic template.
A configurable engine that enforces sequence, ownership, and accountability at every step.
Approval logic mapped directly to VST's organizational hierarchy.
Every dropdown and reference value stays current across the platform.
Real-time visibility into the full onboarding pipeline for leadership.
VST's onboarding history carried over intact, with nothing left behind.
The entire partner lifecycle in one system, with no separate applicant portal to build or run.
Every stage, role, and partner type verified before go-live.
Continued support as VST's channel network keeps growing.
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