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Project	
  #	
   685007	
  
Dealership	
  Name	
  /	
  CMF	
   Autonation	
  Honda	
  of	
  Renton/76180742	
  
City,	
  State	
   Renton,	
  WA	
  
	
   	
   	
  	
  
Arrival	
  (Start)	
  Date	
  /	
  Time:	
   12/14/15	
  	
  	
  /	
  1200	
  	
  PM	
  	
  PST	
   	
  	
  
Departure	
  (Finish)	
  Date	
  /	
  Time:	
   18-­‐Nov-­‐15	
  	
  	
  /	
  1200	
  	
  PM	
  	
  	
  CST	
   	
  	
  
	
  
#	
  Onsite	
  Days:	
  5	
   	
  
	
  	
  
Department:	
   Service	
   Total	
  #	
  of	
  Users:	
  20	
  
	
  
	
  	
  
Product(s)	
  Installed:	
   DriveXL	
  (Automate	
  Buy/Sell)	
   	
  	
  
	
  
Date	
   Arrival	
   Lunch/Out	
  	
   Lunch/In	
   Departure	
  
Travel	
  
Time	
  
14-­‐Dec	
   12:00	
  PM	
   	
  	
   	
  	
   6:00	
  PM	
   6:00	
  
15-­‐Dec	
   8:00	
  AM	
   12:15	
  PM	
   1:15	
  PM	
   5:10	
  PM	
   	
  	
  
16-­‐Dec	
   	
  8:00	
  AM	
   12:30	
  PM	
   1:30	
  PM	
   	
  5:10	
  PM	
   	
  	
  
	
   	
   	
   	
   	
   	
  
17-­‐Dec	
   	
  8:00	
  AM	
   	
  12:30	
  PM	
   	
  1:15	
  PM	
   	
  4:45	
  PM	
   	
  	
  
18-­‐Dec	
  
	
  
	
  	
   	
  	
   	
  	
   	
  	
  
	
  
	
  
WORKSHOP	
  ADVOCATE	
  ONLY	
  –	
  Click	
  here	
  to	
  complete	
  a	
  short	
  survey	
  that	
  was	
  designed	
  to	
  assess	
  
the	
  effectiveness	
  of	
  the	
  Business	
  Alignment	
  Workshop;	
  it	
  will	
  provide	
  a	
  score	
  card	
  of	
  each	
  of	
  the	
  vital	
  
process	
  components	
  that	
  we	
  are	
  monitoring	
  for	
  long	
  term	
  improvement	
  to	
  the	
  CDK	
  6-­‐Step	
  Process.	
  	
  
	
  
GoLive	
  Training	
  Activities	
  	
  
(as	
  outlined	
  in	
  the	
  Training	
  
Agendas(s)):	
  
Day	
  
1	
  
Day	
  
2	
  
Day	
  
3	
  
Day	
  
4	
  
Day	
  
5	
  
Work	
  in	
  process	
  –	
  GoLive	
  
Conversion	
  
%	
   %	
   %	
   %	
   %	
  
12/14	
  Jason	
  Doan	
  had	
  a	
  user	
  profile	
  setup	
  error.	
  He	
  was	
  in	
  the	
  system	
  as	
  a	
  
porter	
  instead	
  of	
  a	
  tech.	
  	
  One	
  of	
  the	
  VIS	
  printers	
  is	
  still	
  having	
  issues	
  and	
  is	
  still	
  
printing	
  VIS’s	
  to	
  a	
  store	
  in	
  California.	
  Along	
  with	
  the	
  older	
  DSDA	
  files	
  are	
  still	
  
being	
  converted.	
  	
  Older	
  DSDA	
  files	
  are	
  still	
  being	
  converted	
  over	
  to	
  their	
  new	
  
system.	
  However	
  everything	
  else	
  seems	
  to	
  be	
  running	
  pretty	
  well.	
  	
  Service	
  
connect	
  not	
  fully	
  functioning	
  
	
  
12/15	
  DSDA	
  still	
  down	
  along	
  with	
  service	
  connect.	
  	
  Jason	
  Doan’s	
  tech	
  number	
  
functioning.	
  	
  One	
  of	
  the	
  SA’s	
  didn’t	
  have	
  his	
  alerts	
  showing	
  up.	
  	
  The	
  alerts	
  are	
  
now	
  showing	
  up	
  and	
  that	
  is	
  fixed.	
  
12/16	
  The	
  VIS	
  sheets	
  are	
  now	
  printing	
  from	
  the	
  RO’s.	
  	
  Service	
  advisors	
  no	
  
longer	
  the	
  need	
  to	
  manually	
  go	
  into	
  and	
  print	
  VIS’s.	
  
12/17	
  The	
  Box	
  was	
  down	
  today	
  and	
  no	
  one	
  could	
  sign	
  on	
  and	
  get	
  into	
  drive.	
  
	
  
Daily	
  activities	
  /	
  User	
  functions	
   %	
   %	
   %	
   %	
   %	
  
12/14	
  Josh	
  T.	
  a	
  service	
  advisors	
  was	
  having	
  an	
  issue	
  getting	
  the	
  new	
  CCC	
  menu	
  
screen	
  to	
  pop	
  up	
  instead	
  of	
  the	
  old	
  CCC	
  screen.	
  I	
  called	
  it	
  in	
  to	
  support	
  and	
  got	
  
a	
  case	
  number	
  119895474.	
  However	
  one	
  of	
  the	
  Autonation	
  guys	
  updated	
  the	
  
service	
  advisor's	
  software	
  duplicate	
  files	
  and	
  now	
  it's	
  working.	
  
12/15	
  Reviewed	
  with	
  ½	
  of	
  the	
  SA’s	
  how	
  to	
  use	
  some	
  of	
  the	
  features	
  of	
  the	
  
smart	
  grids	
  and	
  the	
  find	
  tool.	
  	
  Had	
  some	
  of	
  the	
  techs	
  logging	
  into	
  company	
  
154,	
  according	
  to	
  the	
  master	
  sheet	
  they	
  need	
  to	
  be	
  logging	
  into	
  company	
  156.	
  
12/16	
  Much	
  of	
  the	
  day	
  was	
  spent	
  successfully	
  getting	
  the	
  SA’s	
  and	
  Techs	
  using	
  
Skype	
  for	
  business.	
  	
  This	
  is	
  the	
  program	
  that	
  Autonation	
  has	
  decided	
  to	
  replace	
  
their	
  previous	
  program	
  Spark	
  in	
  order	
  to	
  communicate	
  throughout	
  the	
  
dealership	
  and	
  with	
  other	
  Autonation	
  associates	
  company	
  wide.	
  	
  We	
  
successfully	
  have	
  SA’s,	
  Techs,	
  and	
  parts	
  associates	
  communicating	
  to	
  one	
  
another	
  through	
  this	
  program.	
  
12/17	
  Because	
  some	
  of	
  the	
  service	
  advisors	
  and	
  technicians	
  were	
  out	
  
yesterday,	
  I	
  showed	
  them	
  how	
  to	
  setup	
  and	
  use	
  skype	
  to	
  communicate	
  with	
  
other	
  coworkers.	
  
Manager	
  functions,	
  including	
  
reports	
  
%	
   %	
   %	
   %	
   %	
  
12/16	
  We	
  have	
  the	
  agenda	
  reviewed	
  and	
  signed	
  by	
  the	
  parts	
  manager	
  
and	
  the	
  office	
  manager.	
  
12/17	
  Pete	
  signed	
  off	
  on	
  all	
  of	
  the	
  Autonation	
  setups.	
  
	
  
	
  
#	
  change	
  requests	
  submitted	
   #	
  	
   #	
  	
   #	
  	
   #	
  	
   #	
  	
  
• Additional	
  Notes:	
  	
  
• Case	
  #119895474	
  closed	
  12/15	
  
Overall	
  client	
  engagement	
  (check	
  
one)	
  
1	
  ☐
L	
  
2	
  ☐	
   3	
  ☐	
   4	
  ☐	
   5	
  ☒
J	
  
	
  
12/14	
  All	
  of	
  the	
  employees	
  have	
  been	
  on	
  CDK	
  for	
  a	
  while.	
  	
  They	
  are	
  able	
  to	
  
function	
  through	
  the	
  screens	
  very	
  well.	
  	
  Some	
  of	
  the	
  SA’s	
  are	
  using	
  the	
  older	
  
screens	
  but	
  still	
  have	
  the	
  understanding	
  of	
  how	
  the	
  new	
  ones	
  work.	
  	
  They	
  are	
  
just	
  used	
  to	
  using	
  the	
  older	
  screens.	
  
12/17	
  Service	
  advisors	
  and	
  Techs	
  kept	
  asking	
  when	
  the	
  system	
  would	
  be	
  back	
  
up	
  and	
  running.	
  	
  They	
  had	
  to	
  do	
  everything	
  hand	
  written	
  today.	
  
	
  
UTILIZATION	
  &	
  TRAINING	
  PROJECT	
  MANAGER:	
  	
  	
  
• Ensure	
  all	
  identified	
  issues	
  /	
  risks	
  are	
  reflected	
  on	
  the	
  Project	
  Status	
  Report	
  (PSR)	
  	
  
TRAINING	
  &	
  IMPLEMENTATION	
  CLIENT	
  MANAGER:	
  	
  	
  
• Remember	
  to	
  fill	
  out	
  the	
  UTC	
  Survey/Evaluation	
  by	
  clicking	
  here	
  
	
  
	
  

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12.14.15 Autonation Honda of Renton

  • 1.   Project  #   685007   Dealership  Name  /  CMF   Autonation  Honda  of  Renton/76180742   City,  State   Renton,  WA           Arrival  (Start)  Date  /  Time:   12/14/15      /  1200    PM    PST       Departure  (Finish)  Date  /  Time:   18-­‐Nov-­‐15      /  1200    PM      CST         #  Onsite  Days:  5         Department:   Service   Total  #  of  Users:  20         Product(s)  Installed:   DriveXL  (Automate  Buy/Sell)         Date   Arrival   Lunch/Out     Lunch/In   Departure   Travel   Time   14-­‐Dec   12:00  PM           6:00  PM   6:00   15-­‐Dec   8:00  AM   12:15  PM   1:15  PM   5:10  PM       16-­‐Dec    8:00  AM   12:30  PM   1:30  PM    5:10  PM                   17-­‐Dec    8:00  AM    12:30  PM    1:15  PM    4:45  PM       18-­‐Dec                         WORKSHOP  ADVOCATE  ONLY  –  Click  here  to  complete  a  short  survey  that  was  designed  to  assess   the  effectiveness  of  the  Business  Alignment  Workshop;  it  will  provide  a  score  card  of  each  of  the  vital   process  components  that  we  are  monitoring  for  long  term  improvement  to  the  CDK  6-­‐Step  Process.       GoLive  Training  Activities     (as  outlined  in  the  Training   Agendas(s)):   Day   1   Day   2   Day   3   Day   4   Day   5   Work  in  process  –  GoLive   Conversion   %   %   %   %   %   12/14  Jason  Doan  had  a  user  profile  setup  error.  He  was  in  the  system  as  a   porter  instead  of  a  tech.    One  of  the  VIS  printers  is  still  having  issues  and  is  still   printing  VIS’s  to  a  store  in  California.  Along  with  the  older  DSDA  files  are  still   being  converted.    Older  DSDA  files  are  still  being  converted  over  to  their  new   system.  However  everything  else  seems  to  be  running  pretty  well.    Service   connect  not  fully  functioning    
  • 2. 12/15  DSDA  still  down  along  with  service  connect.    Jason  Doan’s  tech  number   functioning.    One  of  the  SA’s  didn’t  have  his  alerts  showing  up.    The  alerts  are   now  showing  up  and  that  is  fixed.   12/16  The  VIS  sheets  are  now  printing  from  the  RO’s.    Service  advisors  no   longer  the  need  to  manually  go  into  and  print  VIS’s.   12/17  The  Box  was  down  today  and  no  one  could  sign  on  and  get  into  drive.     Daily  activities  /  User  functions   %   %   %   %   %   12/14  Josh  T.  a  service  advisors  was  having  an  issue  getting  the  new  CCC  menu   screen  to  pop  up  instead  of  the  old  CCC  screen.  I  called  it  in  to  support  and  got   a  case  number  119895474.  However  one  of  the  Autonation  guys  updated  the   service  advisor's  software  duplicate  files  and  now  it's  working.   12/15  Reviewed  with  ½  of  the  SA’s  how  to  use  some  of  the  features  of  the   smart  grids  and  the  find  tool.    Had  some  of  the  techs  logging  into  company   154,  according  to  the  master  sheet  they  need  to  be  logging  into  company  156.   12/16  Much  of  the  day  was  spent  successfully  getting  the  SA’s  and  Techs  using   Skype  for  business.    This  is  the  program  that  Autonation  has  decided  to  replace   their  previous  program  Spark  in  order  to  communicate  throughout  the   dealership  and  with  other  Autonation  associates  company  wide.    We   successfully  have  SA’s,  Techs,  and  parts  associates  communicating  to  one   another  through  this  program.   12/17  Because  some  of  the  service  advisors  and  technicians  were  out   yesterday,  I  showed  them  how  to  setup  and  use  skype  to  communicate  with   other  coworkers.   Manager  functions,  including   reports   %   %   %   %   %   12/16  We  have  the  agenda  reviewed  and  signed  by  the  parts  manager   and  the  office  manager.   12/17  Pete  signed  off  on  all  of  the  Autonation  setups.       #  change  requests  submitted   #     #     #     #     #     • Additional  Notes:     • Case  #119895474  closed  12/15   Overall  client  engagement  (check   one)   1  ☐ L   2  ☐   3  ☐   4  ☐   5  ☒ J     12/14  All  of  the  employees  have  been  on  CDK  for  a  while.    They  are  able  to   function  through  the  screens  very  well.    Some  of  the  SA’s  are  using  the  older   screens  but  still  have  the  understanding  of  how  the  new  ones  work.    They  are   just  used  to  using  the  older  screens.  
  • 3. 12/17  Service  advisors  and  Techs  kept  asking  when  the  system  would  be  back   up  and  running.    They  had  to  do  everything  hand  written  today.     UTILIZATION  &  TRAINING  PROJECT  MANAGER:       • Ensure  all  identified  issues  /  risks  are  reflected  on  the  Project  Status  Report  (PSR)     TRAINING  &  IMPLEMENTATION  CLIENT  MANAGER:       • Remember  to  fill  out  the  UTC  Survey/Evaluation  by  clicking  here