Agenda:

(Eastern Time Zone)

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Wednesday, February 7, 2024
3:00 p.m. to 6:00 p.m. Registration and Check-in You made it! Get settled and check-in at your convenience.
3:00 p.m. to 6:00 p.m. Chart Your Course: Personalized Consultation Sessions Got any burning questions? Schedule a 30-minute one-on-one session with our IDS Consultants to discuss your topic of choice. A great way to kick off the conference and tailor your experience!

Thursday, February 8, 2024
8:00 a.m. to 9:00 a.m. Buffet Breakfast & Networking
9:00 a.m. to 9:30 a.m. Welcome Address from Frank
9:30 a.m. to 10:15 a.m. Exploring the Open Road Ahead at IDS A run-down of recent developments and a preview of what is on the horizon...
10:15 a.m. to 10:30 a.m. Pit Stop: Networking Break
10:30 a.m. to 11:15 a.m. Keys to Unlocking Efficiency Across Your Dealership Practical insights and strategies for using IDS effectively, including:
  • Leveraging integrations with lenders
  • Managing leads using notifications
  • Utilizing appointments Service Scheduling - Status Updates
  • Leverage Cycle Counting and manage obsolete and aging inventory
11:15 a.m. to 12:00 p.m. Choose Your Own Adventure: Custom Configuration Consultation Meet with the IDS staff to review your current configurations and ask any questions you have. Take what you have learned in the previous session and implement it right away or get a deeper understanding of the impacts and turn it on later.
12:00 p.m. to 1:00 p.m. Pit Stop: Buffet Lunch & Networking
CHOOSE YOUR EFFICIENCY DESTINATION STARTING POINT
VARIABLE OPERATIONS TRACK - SALES FINANCE CRM & ACCOUNTING FIXED OPERATIONS TRACK - SERVICE & PARTS
1:00 p.m to 1:45 pm Sales and Finance Back to Basics for Sales and Finance Service and Parts Back to Basics for Service and Parts
1:45 p.m. to 2:30 p.m. Sales Finance Sales CRM Lead to Deal Workflow: Using IDS to turn your lead into a Deal using Sales, Finance and Sales CRM Service Service Workflow: Beginning-to-end for Service Advisors and Technicians while using Service CRM/Parts Request Manager and E-Sign
2:30 p.m. to 2:45 p.m. Pit Stop: Networking Break
2:45 p.m to 3:45 p.m Safeguard for Efficiency: Dealership Security for Data Files Setting standards for keeping your data safe.
3:45 p.m. to 4:45 p.m. Meeting in the Middle: Exchange, Enlighten or Elevate Participate in dynamic roundtable discussions on various topics. Exchange knowledge, share insights, and network with fellow industry professionals or if you prefer, get advice from industry experts.
Pit Stop: Break
6:00 p.m. to 10:00 p.m. Dinner

Friday, February 9, 2024
8:00 a.m. to 9:00 a.m. Buffet Breakfast & Networking
All Day Personalized Account Management Discussions Sign up on Friday for a 30 min session to connect with your dedicated Account Manager
9:00 a.m. to 9:15 a.m. Welcome Note
PAVING THE WAY TO EFFICIENCY
VARIABLE OPERATIONS TRACK SALES FINANCE CRM & ACCOUNTING FIXED OPERATIONS TRACK SERVICE & PARTS
9:15 a.m. to 10:30 a.m. ACCOUNTING - Managing Your Dealership with Finance Precision
  • What tools to use to monitor your dealership
  • Measuring performance for improvement
 PARTS - Optimizing Parts Inventory Management: Implementing Best Practices for Enhanced Efficiency
  • Effectively monitor and manage recommended orders
  • Uncover obsolete parts management best practices
  • Generate orders based on parts movement trends
10:30 a.m. to 10:45 a.m. Pit Stop: Networking Break
10:45 a.m. to 12:00 p.m. SYSTEM ADMIN/ACCOUNTING IMPACTS
  • Optimizing your system setup and accounting impacts for efficiency
  • System setup
  • User setup
  • Employee setup
 SERVICE - Efficient Warranty Claims Submission
  • Maximize your warranty revenue with an in-depth understanding
  • Unit Purchase vs Warranty Claim Submission
  • Ensuring optimal submission volumes
  • Warranty Claim Manager
12:00 p.m. to 1:00 p.m Pit Stop: Buffet Lunch & Networking
1:00 p.m. to 2:00 p.m. ACCOUNTING - AP Automation Unlocking efficiency through AP Automation. SERVICE - Significance of RECT Reporting The top 5 strategies to minimize your RECT and maximize your profits.
2:00 p.m. to 2:15 p.m. Pit Stop: Networking Break
2:15 p.m. to 3:00 p.m. UNIT INVENTORY - Exploring Unit Build & All Its Functions
  • Adding units from a predefined table
  • Updating mfg specs for streamlined unit entry
 SERVICE - Elevating Service Department Management Through Advanced Reporting
  • Learn how to report on tech efficiency
  • Track your completed labor
3:00 p.m. to 3:45 p.m. ALL DEPARTMENTS - Leadership Insights All roads meet here...bringing everything together with data analytics.
3:45 p.m. to 4:15 p.m. Thank You & Closing Remarks