Weis Group has developed the world's first software platform for automotive, powersports and agricultural & industrial equipment retail facility and process assessments. Whether used in concert with our team of seasoned industry executives, by OEM field personnel, or with another third party assessment group - the Weis platform is the unquestioned industry leader.

2. C O N T E N T S
WEIS PROFILE
ASSESSMENT & PROGRAM
DEVELOPMENT EXPERIENCE
SAAS PLATFORM DEMO
OUR TEAM

4. Weis & Associates has been working in the automotive
retail space for 20 years. Weis has conducted 3rd party
facility and process management assessments in
Canada for 13 years. We are now poised to expand our
business throughout North America.
Since 2012 we have developed and utilized a
comprehensive software data collection tool that allows
for the on-site aggregation of facility & process
information on behalf of our clients.

5. Over the past year, we have
provided dealership evaluations/
audits and/or SaaS to leading
import brands and dealer groups
across North America.

6. PROGRAM DEVELOPMENT EXP ERIENCE
• The Weis Group has assisted with the launch of multiple
variable comp programs, including:
• 2005 - Audi Dealer Investment Program
• 2007 - BMW Minimum Standards Program
• 2010 - Pfaff Automotive Partners - GM balanced scorecard
• 2011 - Porsche MI CI Initiative
• 2011 - Jaguar Land Rover Business Builder/Global
Standards
• 2012 - Audi SSM (Audi AG Certified)
• 2013 - Mercedes-Benz CPO and Facility Fund
• 2018 - Volkswagen of America Facility Assessment
Initiative

7. OUR PLATFORM

8. ON-SITE COLLECTION: IOS APP
• Simple voice to text or type comment input
• No technical expertise needed

9. • Minimize time on-site
• Maximize on-site efficiency
• Ensure consistency of data collection
regardless of who collects it
ON-SITE COLLECTION: IOS APP

10. • Evaluator uses iOS app to answer each
question sequentially
• Upload up to 5 HQ images per
inspection point
• Questions answered with a if
passed or if failed
• A camera icon indicates that images
have been captured and stored on the
system
ON-SITE COLLECTION: IOS APP

11. • Web-based dashboard allows
stakeholders to:
• View data in real time
• Organize audits at various stages
• Control login capabilities
• Share photos and other assets
ASSESSME NT APPRO VA L: WE B -B A S E D DA SH BOARD

12. • All locations batch uploaded to
the platform from DB or
spreadsheet
• Permission levels vary from
read-only to complete editing
privileges
ASSESSME NT APPRO VA L : WEB-BASED DASHBOARD

13. • Templated evaluation checklists keep
process organized and consistent
• All data stored in real time and accessible
at any time
• Maximize efficiency for evaluator time on-
site and approval process
ASSESSME NT APPRO VA L : WEB-BASED DASHBOARD

14. • 5 HQ images per inspection point
serve as defendable evidence and
rationale for scoring
• A ‘Red/Green’ dot plus score weighting
is listed depending on outcome
• A section for additional comments is
also provided to the evaluator should
further logic be required
ANALYSIS & ACTION : WE B -B A S E D DA S HB OA RD

15. • Completed evaluations spawn an
Action Plan outlining Non-Compliant
Items
• Non-Compliant Items are assigned to a
single stakeholder for rectification and
sign-off
ANALYSIS & ACTION : WE B -B A S E D DA S HB OA RD

16. • All Evaluations are archived for future
reference
• Scoring, documents and images from
each review are kept in place so
progress can be tracked over time
• All files can be shared by stakeholders
and a collection of all images can be
uploaded into the site for download at
any time
PROGRAM CONTINUI T Y: WE B -B A S E D DA SH BOARD

17. • Comparisons of inspection points by
location, pain point or any other
parameter
• Simple, graphic representations of
progress over time or across locations,
regions or countries
PROGRAM CONTINUI T Y: WE B -B A S E D DA SH BOARD

18. OUR TEAM

19. CAN PROJECT LEAD
JOE D’URZO
US PROJECT LEAD
JOHN HILL
OEM
DAVE
KOLBE
MITCHELL
BLANCHE
LANCE
COGNINI
GEORGE
LOERA
GARY
MAYER
PHIL
DIFONZO
RICH JOHN ERIC STU CHARLIE MARTY JESSICA
DIGRAZIA D’AMARO CARLSON KARP HELMERS SEMRAU RAMIREZ
ED
BRUBAKER
HAROLD
GOMEZ
DON
HUGHES
References and bio information on any team member available upon
request.
TEAM STRUCTURE

20. WEIS LEADERSHIP
MONTE WEIS
Monte founded WEIS & Associates in 1996. The company
was founded on the simple insight that automotive retail
facilities in Canada were under-serviced. From the start,
WEIS has been laser focused on automotive retail facilities.
WEIS & Associates integrates dealer principal goals with
brand and regulatory requirements to deliver superior
customer experience and ultimately, results.
WEIS & Associates now includes WEIS LGA Inc. (Architects),
WEIS SaaS Inc. and Monte Weis Real Estate Inc.
(Brokerage).
References and bio information on any team member available upon request.

21. FIELD OPERATIONS LEAD:
J O H N H I L L
Our US Team Leader was most recently the COO of Bugatti
North and South America. Before Bugatti, John led network
development for VW of America. John is an automotive
professional and an expert in dealer relations and luxury
marketing.
John’s twin responsibilities are to structure the audit process
and to ensure Maserati dealers and dealer groups are
comfortable with the goals and intentions of auditing
operations in the network.
References and bio information on any team member available upon request.

22. SAM PLE ASSESSOR
ST UART KARP
Stuart joined Audi of America in 1983 as a Management Trainee
and rose within the organization through sales and marketing
where he managed media budgets of $250MM to his final
position in VW as Region Director of the Mid West Region.
Since retiring from VW in 2011, Stuart has been a consulting with
a number of OEMs and large dealer groups on CPO, sales &
marketing, dealer network footprint, incentive programs and other
strategic initiatives.
Stu covers the Florida for WEIS.
References and bio information on any team member available upon request.

23. Thank you
Alex Churchill — Director of Growth
Weis & Associates Inc.
969 Queen Street West
Toronto, Ontario
M6J 1G9
Office: 416.957.9347
Mobile: 416.254.8208