Industries
Every deal leaves you holding someone's Social Security number.
An automotive business takes more sensitive paperwork off the street than almost any business its size, and it runs on one system the whole store stops without.
An automotive business is four businesses under one roof. The sales floor, the finance office, the service drive and parts each have their own people, their own machines and their own busiest hour, and a customer's details flow through most of them before a car ever leaves the lot.
The paperwork is the sensitive kind. A driver's license, a pay stub, a credit application, a Social Security number — you take all of it from nearly everyone who buys, and a fair amount from people who only ask. Customers assume you keep it properly. So does the rule that now holds a business like yours to the same standard as a bank, and so does anyone who ever asks to see how you handle it.
And it moves around. Salespeople come and go, and the finance manager who left in the spring may still sign into a lender portal. A deal jacket sits open on a shared desktop on the floor. Everything from the schedule to the repair order to the payoff runs through one system, and hardly anyone in the building can say what the day looks like when it is down.
What we handle
What we take off your plate.
The same steady work underneath, pointed at what your week actually looks like.
The credit applications sit behind a lock
The licenses, the pay stubs and the finance paperwork live somewhere only the people who need them can reach, and we can show who opened what and when. So when a customer asks how their Social Security number is kept, somebody answers in a sentence.
The salesperson who left last month actually loses access
Last day means last day, for the email, the dealer system and every lender and manufacturer portal. We run it that same afternoon, not when somebody notices in the fall.
The store keeps running when the main system goes down
The day the system the whole floor runs on goes dark, you are not sending people home. We keep copies you can actually work from and a plan for the desk, the service drive and the finance office, so deals and repair orders do not simply stop.
One customer's deal is not left up for the next one
Desks and demo machines get passed around all day. We set them up so the last customer's application is not still on the screen when the next person sits down, and so nothing walks out on a thumb drive.
The finance office is kept apart from the rest
The most sensitive room in the building is treated like it: its records are separated and encrypted, so a problem out on the sales floor or the service drive does not reach the financing data.
Someone leaves and takes nothing with them
On a leaving day the access goes the same afternoon — the customer list, the deal files, the follow-ups — rather than following a good salesperson out the door to the store down the road.
The front desk stops being the soft spot
The people who answer the most mail and calls from strangers get the least time to think about it. We spend an hour teaching them the message that looks almost right — the payoff change, the wire, the invoice that is nearly yours.
We come out for ninety minutes, on a morning that suits the floor, and look at all of it at once: who can reach the credit applications, what happens the day the main system is down, how the finance office is kept apart, and what selling and servicing would look like after a bad Friday. A few days later you get it written down in plain English, and the report is yours whether you hire us or not.
Other firms we look after
Start with the review.
Ninety minutes on site, a written report, and no obligation either way.