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Super Controller II - Employees and Expenses For a limited time get both Expenses and Employees in one order! Next year the price will be $395 each! I learned so much from the first guide that I ordered two more. The knowledge in your books surpasses any class I've ever taken. Thanks again for doing what you do...helping others do their job better." Michelle Clemens McMahon Ford Expenses and Employees are the toughest challenges of a Super Controller. Learn Sandi’s “item Expense” method of tackling expenses. Hundreds of ideas on how to reduce every expense in the dealership! What about employees? How many people do you need in your accounting office. How can make them more productive? This guide helps you with job descriptions (for the whole dealership too!) Bonus plans for accounting office, reviews, and staffing guidelines. This 101 page guide in Word (emailed to you) also includes the related files containing forms, spreadsheets and job descriptions. You learn to use Sandi's Item method to reduce expenses. Written by former controller, Sandi Jerome (editor of Digital Dealer magazine) contains detailed information on how to In the Expense Control section you’ll learn how to; Use technology like Excel to find out how much is being charged to an account Use my “item” method of attacking expenses Decide what should be in each account and create a metric Make a plan and budget to reduce expenses. In the Employee section you’ll learn how to; Create job descriptions using the samples I’ve included Develop pay plans that work Use tools like reviews and bonuses to get the results you want Determine the staffing of your office or centralized accounting department I learned so much from the first book that I ordered two more. The knowledge in your guides surpasses any class I've ever taken. Thanks again for doing what you do...helping others do their job better." Michelle Clemens McMahon Ford Learn the Total Dealership! Be a Power Controller!
Do you want to switch from being a “bean counter” to a “Super Controller", Office Manager, or CFO? This 116 page Word guide (emailed to you) and emailed Excel files lets you learn step-by-step on how to do things - like measure technician productivity, reconcile parts inventory and find shortages, create benchmarks, understand the sales department and for the accounting office - ways to make your job easier - how to reconcile floor plan, close the books in 3 days, calculate days supply of used vehicles - and so much more! This total reference book - written by former controller, Sandi Jerome (editor of Digital Dealer magazine) contains detailed information on how to control, manage and understand:
New to the industry? Are you a CFO of a dealership group? Use this reference as part of your training program, policy manual - even cut and paste sections to make super memos! The reference is in a Word document - so you can update and add to it - a must for dealerships. Uses Excel and YOUR objectives to develop a pay plan that works! Decide how much to pay in Salary, Commissions, and Bonus based on how much weight you put on the employee reaching your objectives. Comes loaded with actual suggestions for each employee based on our study of existing pay plans. After you use the Wizard to create your pay plan, it flows into a worksheet for your employee to have and forecast their pay each month. Use the Wizard to make bonus payroll a snap! Includes pay plans for GM, GSM, Sales mgr, BDC, salespeople, Internet, F&I, Service mgr, Advisors, Body Shop mgr., Parts mgr, Parts counter, Warranty Click HERE to view a case study and Contents. Pay Plan Wizard contains over 30 Pay Plan Spreadsheets! Emailed to you!
Labor Wizard for ADP With this program you can download the contents of the ADP service history file by the opcodes and ADP fields you select. The file is downloaded in the form of a standard csv file, which Excel can open and analyze. System requirements: The Labor Wizard for ADP is written using Reflection version 10, which was the final version of Reflection used by ADP when they began implementing their webSuite software. Reflection is still commonly used in dealerships, however, because it affords more control and customization when it comes to programming and file downloads. Most dealerships have Reflection 10 on their PCs and their DMS. If you have an earlier version, please contact ADP for support. Watch the Video of how it Works! Also includes the Labor Analysis Spreadsheet**! All of it is Emailed to you!
** If you don't have an ADP system and want the spreadsheet, it is provided free of charge to subscribers of Sandi's Profit Retention Newsletter. Email sandi@crsauto.com for your free copy (subscribers only.) To subscribe and not miss any free spreadsheets, click here.
Power R+R ERALink The ultimate training guide written in Word and emailed to you to help you learn ERALink - over 75 pages of step-by- step instructions. The Queries that you need to run to get the data you need - and how to run them (over 15 included in the email-create over 100 reports!) Instructions on how to bring the information into Excel, and sample spreadsheets (included in the email). Learn the advanced features of Excel like AutoFilter, Pivot tables and Vlookup. Includes the step-by-step Automated Bank Reconciliation and sample spreadsheet! Find the "Why" instead of the "What" with Sandi's Power Tips! "I just wanted to tell you that I absolutely LOVE the information in the Power R&R ERAlink for Dealership Management. I've only gone through the new vehicle inventory reports and was in awe! What a great tool! I was so excited I immediately forwarded the information to the GM, NC sales manager and the ordering department." Michelle Clemens - McMahon Ford
Power ADP Reflection I learned so much from the first book that I ordered two more. The knowledge in your guide surpasses any class I've ever taken. Thanks again for doing what you do...helping others do their job better." Michelle Clemens McMahon Ford
The ultimate training guide to help you learn ADP's Reflection - over 75 pages in a Word file of step-by-step instructions.
Advanced ADP Reflection Programming With an Excel DOC workbook on CD - Take your Reflection skills to
the next level!
Learn how to use the programming capabilities of Reflection to create powerful and professional applications. Advanced Reflection Programming teaches you the basics of VBA, the language used in Reflection and Excel. Using real-life examples, you'll see how you can automate much of your workload, guarantee correct data entry, pull data for your own custom reports, and work hand-in-hand with Excel.
You'll
learn:
Also included: the Excel DOC workbook, a
fully-functional spreadsheet you
can use
to present a snapshot of your dealership's performance during the
month,
complete with interactive, at-a-glance charts and graphs that show
each
department's and total dealership's numbers compared to prior year
and
budget. Used in conjunction with the Reflection macro also
included,
once
you've prepared the spreadsheet for your dealership, you'll be able
to
Can't decide between AutoSoft and Arkona? What is the difference between Auto/Mate and ACS? The most popular 4 "alternative DMS systems" are covered in this report.
One of these systems could save you hundreds of thousands of dollars! Contents of the 36+ Page Report
For those of you who might question whether or not I'm independent after designing DealerStar - I'm not, but I do know these systems and I haven't met another consultant that has spent the time that I have consulting with dealers on these systems. In one month alone, I was on an AutoSoft system helping them use the dispatching and flagging system, then over to an ACS system to help them download to Excel, and finishing up with an office manager during their Arkona/DealerTrack DMS installation. I recently wrote Expense Master for Auto/Mate. I am proud to say that I am probably the only consultant that has taken payments for almost ALL of the DMS providers over the years. Yes, I've consulted with almost each one; product consulting, data extraction or sales training. I like all these systems and they do the job, so the challenge will be for you to read this guide, see the systems, and pick the one best for you! Buy now and it will be emailed to you !
Safeguards Rule Training
One of the elements of the Safeguards Rule is to provide training for your employees on how to protect Customer Data - Avoid $11,000 per day fines! Included in your emailed files: Session 1: For all Employees with access to Customer Data
Session 2: Advanced Training for Managers and IT Personnel
Table of Contents - Searching for a past issue? Sandi Jerome's Profit Retention Newsletter
Written by former controller, CFO, office manager, F&I manager, fixed ops manager and assistant GM, Sandi Jerome, this newsletter gives you ways to retain your profit and increase your sales. A quality profit building newsletter, with a focus on Automotive Dealership Technology, Customer Retention, Marketing, Profit Retention and Business Development. Emailed in a PDF file that can be forwarded to other personnel in your dealership monthly, this newsletter is for:
In each issue, you will find:
View Table of Contents - Searching for a past issue?
Gold Access to Sandi's Profit Retention Newsletter Don't like having to keep all the past issues in a binder or folder? Want to search and download that old issue? Gold Access provides hundreds of past issues along with premium access |
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Where is your customer database on your DMS system? Do you know how to data mine to target market to customers? This guide comes with instructions for ADP, R+R (Power-UCS and ERA,) Arkona/DealerTrack, PBS, AutoSoft, DDS, and others. It also has over 25 marketing ideas ready for you to create – that’s over two years worth of monthly ideas to help you sell more cars and service them - or win your best idea sessions! This step-by-step guide created in Word and emailed to you with instructions and worksheets helps you use your existing DMS system or your CRM software to increase sales today. Using the 5 step process, you’ll find the best products to sell, how to contact your customers, and measure your results. This is a perfect project for your high tech General Manager, Sales Manager, IT Director, Internet, Inventory, CSI, BDC, or CRM manager - or for a Super, Super Controller! Need to extract from a DMS system? Contains information on getting data out of ADP’s new Web Suite 2007, websuite 1000 (Alliance,) ARG (former EDS,) Arkona, ACS, Auto/Mate, DPC, Dubuque, R+R Eralink, and R+R Power (UCS).
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Super DOC Plus! Are you tired of trying to use your DMS system's DOC? Do you need better reporting - more visual for your managers? Previously (and currently) included with the Advanced ADP Programming book, the Excel Super DOC is now updated, improved and available as a separate product. Some of the features include: The DOC page. An overview analysis of your dealership's gross profit. Includes a per-unit analysis for vehicles, and GP snapshots of all departments. A series of charts allow you to instantly see where you are compared to your target and last year's numbers. The Analysis page. Examines the numbers extracted from your income and expense report. Compares current numbers with last year's and current year targets. Handy feature allows you to switch between actual and estimated expenses, which you can fine-tune, based on your expense expectations! The Charts page. Here you can see timelines for current year against target and last year for any department or total dealership. Select the department and category (sales, GP, expenses, or net), and all charts on the page instantly update to examine your selection. New - Super DOC Plus! - Same as the regular Super DOC, but the Plus version has the new Department DOC Pages. The Super DOC Plus! includes individualized DOC pages for New Car, Pre-Owned, Parts, Service, and Body Shop. ADP and Arkona users have an automated import from standard ADP and Arkona reports. For R+R and other system users, use our easy import template to automate your import.
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Want to learn the new Excel 2007 fast but don't have time to take night classes or online tutorials? This guide has almost 150 pages of dealership specific examples, tutorials, and lessons for all levels of Excel users - from beginner to advanced - using data from your DMS system. Along the way, we’ll be covering some topics that will hopefully enlighten you as to some of the capabilities of Excel including Super Formulas -- handy formulas such as OFFSET and multiple-condition AND/OR statements, how to use arrays in formulas, quick little tips on Excel shortcuts, and more. It includes Super workbooks like;
Included is an Excel 2007 simple tutorial that includes a Pivot Table and the AutoFilter with the instructions for both 97-2003 and the new Excel 2007. This enables those of you who are still using the older Excel to have a tutorial, but those of you who are struggling with Excel 2007 – to have “quick start” method to convert to the newer version. Need to extract from a DMS system? Contains information on getting data out of ADP’s new Web Suite 2007, websuite 1000 (Alliance,) ARG (former EDS,) Arkona, ACS, Auto/Mate, DPC, Dubuque, R+R Eralink, and R+R Power (UCS). There are two versions; a PDF file (eBook) to read on screen and the files that are zipped and emailed (you need to be able to receive a 7MB file) and the regular printed copy and CD containing the files and eBook pdf file. Works with Excel 97-2003 and the new 2007 Excel.
Do you miss your Vendor/Base Expense report from your old R+R or ADP system? Expense Master from Sandi Jerome Computer Consulting imports a special report we create for you in OfficeMate* that links to Expense Master and then enables you to see all the expenses for a certain vendor for the month – or see the combine expenses for a certain account number. It uses vendor and base account analysis. You can then print all or a portion of the report. Created in Excel, you can run and refresh monthly, then save as a monthly file; ExpensesJuly2010. By analyzing and saving your expenses, you are starting the first step to Sandi’s method of Item Expense Detail and reducing expenses (see Super Controller II Guide – Expenses.) * OfficeMate has a limit of 60,000 lines, so you might have to run the report twice to get all your data for one month if you’re a bigger dealership.
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