Services
Expertise in Administration and Accounting
- Complete job training for new administrative employees (Controller, Clerk, Sales Admin.)
- Training for a controller coming from a non-automotive industry or from a dealership using another DMS than Keyloop/Serti or CDK
- Coaching in daily, monthly and annual bookkeeping and analysis tasks
- Optimization and additional coaching following a DMS conversion to Keyloop/Serti or CDK
- Development of tools, work methods and analysis requests
- Analysis of the presentation of information in the financial statements
- Analysis of debalancing with third party companies (Group Insurance, F&I products, CPA, Union Dues, Pension Funds, etc.)
- Analysis of current DMS configuration at the accounting level and modification as needed (often related to parts, services or sales)
- Reorganization of expenses and their configurations
- Implementation of procedures for standardization of a group during an acquisition
- Support for parts inventory
Fixed Operations and Sales/BDC Expertise
Consultation Service
- Comprehensive evaluation of the dealer’s objectives.
- Functional analysis and in-depth diagnosis of parts & services departments. DMS Keyloop/Serti, and CDK
- Validation of procedures, mapping of internal and external processes and systems.
- Evaluation and validation of tasks according to the employee’s role.
- Measuring the execution of customer satisfaction
- Identify and target the gaps, methodology (Fix-It-Right-The-First-Time).
- Analyze the impacts (added value, lost revenue and time) VS the customer experience.
- Partial or complete restructuring according to identified needs.
- Establish an action plan for the organization of resources and procedures.
- Establish key performance indicators to validate results and performance
Training & Coaching
- Overall evaluation of the existing staff.
- Organization and segmentation of employees’ daily tasks
- Coaching and mentoring plan according to the needs of the employees (existing or new) DMS Keyloop/Serti or CDK
- Application and reinforcement of industry best practices.
- Periodic reporting and recommendations to managers.
- Continuous or punctual follow-up according to established priorities (virtual and in dealership)
DMS, CRM, IP IVR Systems Optimization
- Evaluation and validation of existing systems.
- Optimize and harmonize the use of systems DMS Keyloop/Serti, CDK, CRM’s
and IP Telephony IVR in relation to (processes, employees and the OEM’s) - Assistance during the implementation of new technologies.
- Operational support.
Human Resource Recruitment Support
- Discussion with management (profile, skills, job description)
- Assistance during the hiring process of the desired candidate
- Coaching and mentoring plan tailored to the position to be filled
- Establish and prepare a contingency plan to ensure business continuity
- Temporary replacement according to needs and availability.