wiadvisor introduction launch process -...
TRANSCRIPT
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wiADVISOR Introduction Launch Process
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Agenda
wiADVISOR Introduction
Installation Time Line
Steps to a Successful Launch
Optional Components
Things to Remember
Q & A
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Today’s Realities
1. Retention is decreasing
2. CSI levels below expectations
3. $ per R/O are stagnant
4. Warranty is decreasing
5. Customer perception – To expensive
6. Service intervals are increasing
7. Competition is popping up every where – 1 Dealer for every 35
Aftermarket competitors
8. The Wonderful Internet
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Service Write-up Paradigm Shift
CURRENT 75% Data Entering
25% Engaging the Customer
Tablet based service write-up system that shifts the write-up
process to 25% data entering and
75% Engaging the Customer
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System Overview
wiADVISOR Elements
microPod 1 per Service Advisor
WiFi Access Point 1 per Service Drive
Tablet 1 per Service Advisor
Corporate Systems & DMS
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Online Service Scheduling & Appt Ledger
Electronic VIN-Specific Menu & Customer Vitals
Core
Electronic Walkaround
Estimate (Future)
Personalized Service Welcome/Pit Stop
Technician Dashboard
Optional
System Overview
wiADVISOR Components
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wiADVISOR Overview
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wiADVISOR Process
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This brings
us to the
vehicle
queue where
you
acknowledge
arriving
vehicles that
have had the
microPod
inserted.
Click on the
vehicle you
wish to write
up. You can
also
manually
look up
customer
wiADVISOR Vehicle Queue
John Doe
12345678910111213
John Doe
12345678910111213
John Doe
12345678910111213
John Doe
12345678910111213
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This brings
up the
Customer
information
screen. The
application
compares
the
customer
information
in your
DMS to the
information
in Dealer-
CONNECT.
wiADVISOR Dashboard
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wiADVISOR Dashboard Retention Vitals
New Customer: • Not in DMS. Welcome them to the dealership
Active Customer: • Came in for previous visit
Missed Visit: • Missed last visit. Check for any critical missed services
Potential Lost Customer: • Missed 2 visits. Probe for where they have been servicing
Lost Customer: • They have not been in dealership for a while. Roll out the red carpet
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wiADVISOR Dashboard - History
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wiADVISOR Dashboard - History
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wiADVISOR Dashboard – Customer Concerns
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wi-ADVISOR - Factory Required Maintenance
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wi-ADVISOR – Dealer Recommended Maint.
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wiADVISOR Vin-Specific Menu
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The walk
around tab
provides an
effective
way to
perform a
thorough
walk
around.
…
Simply click
on item and
then choose
from the
drop down
box.
wiADVISOR – Walk Around
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You can
review the
disclaimer
s at the
bottom,
have the
customer
sign right
on the
iPad, and
click
complete.
wiADVISOR – Finalization Recap
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wiADVISOR Pre-Work Order
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Scheduler & Appointment Ledger
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Appointment Scheduler - wiADVISOR
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Appointment Scheduler - wiADVISOR
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Appointment Ledger - wiADVISOR
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Reports
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Reporting
» Measure ROI
» Measure menu usage
» Measure how well individuals follow the process
» Hold your people accountable
» Measure declined services
» Measure advisor selling ability per service
» Track appointments
» Track parts price changes on menu
» And many more..
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Installation Timeline
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30 Day Schedule - At this Stage
Due Date Dealer Action Steps Needed for wiADVISOR Utilization
Immediate Kickoff Webinar Registered
Immediate Install & Pricing Wizard Webinar Registered
Immediate Scheduler Online Service Appointment Scheduling & Appointment Ledger Webinar Registered
Day 5 Kickoff Webinar Completed
Day 6 Site Survey Completed
Day 6 Manage Assets Confirmed
Day 10 Install & Pricing Wizard Webinar Completed
Day 10 wiADVISOR Wizard Completed
Day 12 Hardware Install Completed
Day 15 wiADVISOR DMS and Users Completed
Day 20 DMS Integration Completed
Day 20 Scheduler Online Service Appointment Scheduling & Appointment Ledger Webinar Completed
Day 20 Pricing Wizard Completed
Day 20 Appointment Ledger & Mobile Link Completed
Day 20 Scheduler Live Completed
Day 22 UI Training Webinar Registered
Day 22 UI Training Webinar Completed
Day 30 Install Completed
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Successful Launch Technical Service Portal
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Review the Technical Service Portal
•Login to the Technical Service Portal at www.witechsystem.com •User ID is your Dealer Code •Password is known to Service Manager at dealership
It all Starts Here
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1. Review the wiADVISOR section of the Master Service & Parts Training • Beneficial for General Managers, Parts Managers and Service Advisors • Log in to the Chrysler Academy Learning Center through DealerCONNECT > Training > Chrysler
Academy course code: MSP124WB
2. Register to attend your training Webinars (on the Technical Service Portal) • You must register and attend all of the three additional webinars
• Pricing Wizard • On-Line Scheduling • wiADVISORUser Interface Training
3. Complete the wiADVISOR DMS and Users steps on the Technical Service Portal
4. Complete the wiADVISOR Wizard on the Technical Service Portal
Steps to a Successful Install
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5. Update dealership hours, contact info and service advisors in DealerCONNECT • wiADVISOR uses DealerCONNECT data to populate and operate the wiADVISOR systems and
settings
6. Confirm all wiTECH Assets in Technical Service Portal are correct • Includes wiTECH Access Gateway, VCI Pods and StarMOBILE devices
7. Review Site Survey on Technical Service Portal 9Review what they need to do) • Provide photos and a floor plan of your dealership on Photos page (Recommended) • Complete the Environment Survey (Recommended) • Complete the Site Survey (Recommended but will be reviewed during Scheduling call also)
8. Prepare for Cable/Electrical run and mount wiADVISOR Access Point • wiADVISOR requires a CAT5e cable extension from your current wiTECH Access Gateway in the
service department to the mounting location of the wiADVISOR Access Point • wiADVISOR Access Point should be mounted 6 to 8 ft from the ground on a wall in the Service Write
Up lane where there are no obstructions • The distance between the wiTECH Access Gateway and the wiADVISOR Access Point must be no
more than 328 feet • Review KB article on mounting the wiADVISOR Access Point
Keys to a Successful wiADVISOR Install
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9. Review KB article on mounting the wiADVISOR Access Point • KB article titled (Mounting Instructions for wiADVISOR Access point) provides detailed cabling and
mounting instructions • Contact your preferred electrician if you require assistance to run the CAT5e cable
10. Review KB article on recommended tablets for wiADVISOR and purchase tablets 11. Contact wiTECH Premium Support for any wiTECH questions or concerns
• wiADVISOR requires a properly functioning wiTECH network. If you are experiencing concerns with your wiTECH network, please contact wiTECH Premium Support today at 1-888-wiTECH-1 (1-888-948-3241)
Keys to a Successful wiADVISOR Install
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www.witechsystem.com User ID: wxxxx Password: abcxxx
wiADVISOR Information
KB Articles • Internet Bandwidth Requirements • Recommended Tablets • Printing from an iPad • Supported Vehicles & Systems • microPod LED Indicators
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Installation Checklist
Install Access Point & Associate microPods Complete the wiADVISOR Wizard (on the Technical Service Portal)
DMS authorization form (Push & Pull or just Pull)
Primary & Secondary Email Recipients for appointment notifications
Complete Pricing & OP Codes to support VIN Specific Menu
Review Incomplete OP Code Report – emailed to you M,W,F
Contact Chrysler Digital to install Scheduler Link Hours of Operation (ensure they are correct in DealerConnect)
Link will only be sent once the wiADVISOR Wizard is complete (see above)
Review Knowledge Base Articles (on the Technical Service Portal)
To successfully write-up customers you must -
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Well Worth the Effort
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wiADVISOR Pricing Wizard
Login to the http://chrysler.advisordashboard.net
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Pricing Wizard
5 easy steps to complete Pricing Wizard has been enhanced based on your feedback
Ability to go back in to make updates Part #s are displayed Ability to establish flat rate part sales Ability to lock menu prices (when future updates occur)
Next webinars: Monday @ 10am & 7pm, Tuesday @ 12pm & 7pm, Wednesday @ 2pm, Friday @ 11am
Incomplete OP Code Report
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Optional Components
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Deliver accurate and timely inspection results from the technician, to the advisor, and then to the customer on a printed page or electronically in PDF format. Critical to ensure a consistent and professional customer service experience.
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Personalized
Service Welcome
Dealer
Advantage Card
Customer Delivery
Checklist
Ambassador Program
Handout and Welcome
Letter
Customer Welcome Package Folder
Personalized Service Welcome-Package
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DEAL NEGOTIATION COMPLETE DEAL LOADED
F&I PROCESS » Extended Warranty » Accessories » Prepaid Maintenance » Email Address
SALES TO SERVICE TRANSITION » Deliver Welcome Package » Schedule 1st Appointment » Introduce Extended Warranty » Accessory Rack
SERVICE WELCOME WALK » Introduction to Service » Introduction to Online Appointment » Confirm customer to receive Service Notification » Log customer for Touch-up Pen
30 DAY PIT STOP /
REDELIVERY
Personalized Service Welcome-Package
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Upcoming Features
Appointment Ledger
Technician Inspection
Guided RO Wizard
Mopar Accessories
Mopar Vehicle Protection
Sales in Lane
Additional Reports
Mopar Tire Works
Customer Satisfaction History
Estimates
Digital Imaging System
Integration
wiTECH Integration
Express Lane Option
Customer Care Center ECS and
CAIR Notification
Coupons
Declined Services
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DMS Support & Investment Summary
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Auto/Mate RO Push to Appointment
Dealer Track RO Push and Appointment Push
AutoSoft Pull (Service and Sales) Appointment Push – estimated January
ADP RO Push to Appointment
Reynolds & Reynolds Certification in process – ETA January
DMS Integration
PBS Push RO development complete Push Appointment development in process Pull (Service and Sales)
Serti Pull (Service and Sales) Push development ETA in December
MPK Sales and Service formats sent to MPK for
development
Adam Systems Testing PULL (Service and Sales)
Meadowland Systems • Testing PULL (Service and Sales)
Rapid Systems Developing PULL (Service and Sales) extract and
will send to us for testing when complete
ACS Have PULL requirements for their
development. Will send to us for testing when complete
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wiADVISOR Pricing
One Time Fees
•microPods: $375 per Service Advisor
•WiFi Access Point: $150
•Installation: $1,750
•DMS Installation Surcharge:
• Reynolds & Reynolds: $150
Monthly Fees Subscription •Sales Group A: $300
•Sales Group B: $400
•Sales Group C: $600
•Sales Group D: $800
•Sales Group E: $900
DMS Integration Surcharge •Reynolds & Reynolds: $150
•ADP: $100
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wiADVISOR Optional Components Pricing
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Selection & Activation
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Contact information
» 1-888-wiTECH1 (1-888-948-3241)
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