DocuWare Case Studies Thriving auto dealership improves customer service, efficiency and cash flow

Edit This Case Study Record

	Thriving auto dealership improves customer service, efficiency and cash flow DocuWare

Thriving auto dealership improves customer service, efficiency and cash flow

DocuWare

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Automotive
Applicable Functions	Business Operation
Use Cases	Inventory Management
Services	System Integration
Challenge	Moritz of Fort Worth, a privately-owned car dealer group, was facing challenges in managing repair orders and supplemental documents in their service department. The dealership had to comply with each manufacturer’s requirements for document filing, including when date and time stamps are used, and when signatures need to be ink or digital. Failure to fulfill document requirements could result in large fines from manufacturers. Additionally, the dealership had a high employee turnover rate, which meant that they would constantly be training new employees to use the system, so ease-of-use was critical. Read More
About Customer	Moritz of Fort Worth is a privately-owned car dealer group with four locations in the Fort Worth, Texas area. They operate three Kia dealerships, as well as a Chevrolet, Chrysler, Jeep, and a Dodge Ram group. The service department is a large profit center in any dealership. So, ensuring all repair orders and supplemental documents are correctly recorded was one of Moritz’s primary goals. Additionally, Moritz follows each manufacturer’s requirements for document filing, including when date and time stamps are used, and when signatures need to be ink or digital. Failure to fulfill document requirements leaves a dealership open to large fines from manufacturers. Read More
Solution	Moritz of Fort Worth decided to implement DocuWare, a document management system, to improve their workflows. DocuWare’s functionality, flexibility and competitive price point were influential in the Moritz team’s decision-making process. The system was integrated into Moritz’s existing IT landscape cost-effectively and was able to fill in any gaps, such as the ability to store electronic documents not created in-house and add them to repair orders. All repair packets are scanned and indexed in DocuWare from the Reynolds & Reynolds print file. If additional documents need to be added to these repair documents later, they can be electronically stapled. For repairs that need to be submitted to the manufacturer or a third-party provider for a warranty or extended warranty payments, documentation is reviewed and submitted. Prior to DocuWare, this workflow took significantly longer. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Automotive

Applicable Functions

Business Operation

Use Cases

Inventory Management

Services

System Integration

Challenge

Moritz of Fort Worth, a privately-owned car dealer group, was facing challenges in managing repair orders and supplemental documents in their service department. The dealership had to comply with each manufacturer’s requirements for document filing, including when date and time stamps are used, and when signatures need to be ink or digital. Failure to fulfill document requirements could result in large fines from manufacturers. Additionally, the dealership had a high employee turnover rate, which meant that they would constantly be training new employees to use the system, so ease-of-use was critical.

About Customer

Moritz of Fort Worth is a privately-owned car dealer group with four locations in the Fort Worth, Texas area. They operate three Kia dealerships, as well as a Chevrolet, Chrysler, Jeep, and a Dodge Ram group. The service department is a large profit center in any dealership. So, ensuring all repair orders and supplemental documents are correctly recorded was one of Moritz’s primary goals. Additionally, Moritz follows each manufacturer’s requirements for document filing, including when date and time stamps are used, and when signatures need to be ink or digital. Failure to fulfill document requirements leaves a dealership open to large fines from manufacturers.

Solution

Moritz of Fort Worth decided to implement DocuWare, a document management system, to improve their workflows. DocuWare’s functionality, flexibility and competitive price point were influential in the Moritz team’s decision-making process. The system was integrated into Moritz’s existing IT landscape cost-effectively and was able to fill in any gaps, such as the ability to store electronic documents not created in-house and add them to repair orders. All repair packets are scanned and indexed in DocuWare from the Reynolds & Reynolds print file. If additional documents need to be added to these repair documents later, they can be electronically stapled. For repairs that need to be submitted to the manufacturer or a third-party provider for a warranty or extended warranty payments, documentation is reviewed and submitted. Prior to DocuWare, this workflow took significantly longer.

Impact #1	Moritz now easily meets manufacturer’s document requirements.
Impact #2	Filing, retrieving and purging repair orders filed by VIN number was a lengthy and arduous process when working with paper files. With DocuWare, Moritz staff spend significantly less time scanning, and filing paper documents has been replaced by electronic indexing and instant document retrieval.
Impact #3	Management approvals are now done electronically, so warranty and extended warranty payments are processed on time and the dealer’s cash flow is not compromised.

Impact #1

Moritz now easily meets manufacturer’s document requirements.

Impact #2

Filing, retrieving and purging repair orders filed by VIN number was a lengthy and arduous process when working with paper files. With DocuWare, Moritz staff spend significantly less time scanning, and filing paper documents has been replaced by electronic indexing and instant document retrieval.

Impact #3

Management approvals are now done electronically, so warranty and extended warranty payments are processed on time and the dealer’s cash flow is not compromised.

Download PDF Version

Overview

Thriving auto dealership improves customer service, efficiency and cash flow

Operational Impact