Better Together 2014 Branch Manager Sales Conference Newsletter
Project System Proposal to Upgrade Capital City Honda Service Department
1. Project System Proposal
Trans Global Solutions…Driving the Future
Brent Kelley
1907 Technology Drive
Columbus, OH 43224
June 3, 2008
Ms. Julie Carmichael
Branch Manager
Capital City Honda
1 Mile Maker Drive
Columbus, OH 43224
Dear Ms. Carmichael:
As a long-time admirer of the Honda of America and the outstanding business practices that you employ to deliver such a
quality vehicle and outstanding customer service, I particularly enjoyed having the opportunity to see how you function from
the inside. As you indicated during our meeting, your company has expressed a need to take your Service Department at
your local dealership to the next level increasing the overall customer service experience to one that is on par with higher
end service centers.
This correspondence outlines the complete scope of work you requested, including objectives, procedures, identification of
responsibilities, and estimated fees.
OBJECTIVE
Implement a cutting-edge technology solution that will increase the customer service experience following the trend of
Honda Corporation to establish presence and image in the “introductory luxury” market. Install a Microsoft solution of both
software and hardware, including implementation and setup, training, conversion assistance, and post-conversion support.
Provide professional assistance related to this new system and coordinate the bridge to the new system from your current
environment. Everything we do will be built around the idea of bringing it all back to how it relates to customer service.
Success of this project is dependent not only on the software/hardware solution that we provide, but also on your
personnel's skill, effort, and willingness to work as a team.
Implementation of this solution should allow Capital City Honda to:
• Compete in a Higher Market Segment
• Increase Market Share
• Utilize Advertising / Marketing Services
• Increase Customer Service, and
• Increase Customer Brand Recognition
2. Ms. Julie Carmichael
August 31, 2009
Page 2
CAPITAL CITY HONDA COMPANY HISTORY
Capital City Honda was founded in April 2, 1992 in Charleston, West Virginia. The company started with 9 employees from the
Solutions
Global large independently wealthy Carmichael family resident in Charleston. Capital City Honda opened their doors with an
Trans inventory of 25 cars and a service department with only 4 employees and two mechanic’s bays. Over the first three years
of business, the company quickly grew and they had to expand their facilities. In 1997, Capital City Honda opened their
second location in Columbus, OH with 15 employees (the manager being the only employee from the Carmichael family). This
location was very successful and requirements grew to over 25 employees within 2 years and currently employ 50
employees. In the year 2000, Capital City Honda opened its third store in Charlotte, NC. Additionally, the business expanded
their market by building a store in Venice, FL in 2005 and their most recent store in Atlanta, GA; which opened January 22,
2007. The entire company is still family owned and operated, Honda Certified, and each store is currently managed by a
Carmichael. Capital City Honda believes that they can provide the customer with an experience that is on par with that of
luxury vehicle dealerships.
MISSION STATEMENT
To provide the best Honda Certified vehicle and service at the greatest total value to our customers, and to make every
customer feel like a part of our family in order to retain patrons for life.
CAPITAL CITY HONDA ORGANIZATION
Enterprise
Gloria Carmichael
CEO
Patricia Carmichael Tim Carmichael Ty Carmichael
VP, Parts/Service VP, Finance VP, Sales / Marketing
Alyssa Carmichael Julie Carmichael Jon Carmichael Jim Carmichael Mary Carmichael
Branch Manager - WV Branch Manager - OH Branch Manager - NC Branch Manager - GA Branch Manager - FL
3. Ms. Julie Carmichael
August 31, 2009
Page 3
Columbus Branch
Solutions
Global
Julie Carmichael
Trans Branch Manager
Jessica Biel
Administrative Assistant
Jennifer McDougal Charlie Clearwater Kim Stone Sid Johnson Joe Valderama Brandon Skinner
Marketing Coordinator Service Manager Parts Manager Sales Manager Finance Coordinator Facility Coordinator
4 Service Advisors 14 Mechanics 2 Parts Sales Associates 14 Client Advisors
2 Cashiers 1 Dispatcher
4 Wash Bay 1 Lot Attendant
TRANS GLOBAL SOLUTIONS PROFILE
Trans Global Solutions was founded in 1993 in Columbus, OH when it was determined that there was a need in the
commercial marketplace for a consulting firm that could understand the customer’s needs and business environment and
use that information to design, develop, and implement custom solutions that would take the customer’s business to the next
level. In our 15 years of existence, Trans Global Solutions has created solutions for Fortune 500 companies such as Honda of
America and Nationwide Insurance as well as for small companies of less than 50 employees and not-for-profit operations.
Contact Information:
TransGlobal Solutions
1907 Technology Drive
Columbus, OH 43224
Project Contact: Brent Kelley
Phone: 614.555.8107
Fax: 614.555.8110
E-mail: bkelley2@student.cscc.edu
Project Name: Capital City Honda Service Department Upgrade
April 1, 2008 – June 30, 2008
4. Ms. Julie Carmichael
August 31, 2009
Page 4
PROJECT TEAM
Your Trans Global Solutions team consists of:
Solutions
Global Brent Kelley, Project Manager / Marketing Analyst –
Trans Brent has an Associates Degree in Information Technology from Columbus State Community college. He has over 5 years of
experience in IT. He is currently working on his B.S. in Information Technology. He has a Project Management Level 1
Certificate. He has overseen and assisted with deployments, upgrades, installations, supporting and training in various
network environments. Some of the clients sectors include Federal Government, State Government, Financial, Health Care
and small businesses. He has a Network Certificate from Columbus State. One of his strengths is to lead and develop
projects within time and cost requirements.
Dustin Lutz, Web/Systems Engineer –
Dustin has an Associates Degree in Network Administration from Columbus State Community College. He has been in the IT
Field for over 7 years. He is currently working on his Bachelor’s Degree in Business Management. He also holds the
following Certificates: MCP Microsoft Certified Professional 2.0, MCTS - Vista, MCITP – Enterprise Support Technician Vista,
and MCTS – Exchange Server 2007. Clients include Honda, Macy’s, and Whitehall City Schools.
Credential Certification Date Achieved
Microsoft Certified IT Professional Feb 18, 2008
Enterprise Support Technician Feb 18, 2008
Microsoft Certified Professional Jan 25, 2008
Microsoft Certified Technology Specialist Jan 25, 2008
Microsoft Exchange Server 2007: Configuration Apr 15, 2008
Microsoft Windows Vista: Configuration
Marc Laracuente, Business Systems Analyst / Database Engineer –
Marc holds an Associate’s Degree of Applied Science in Computer Information Technology from Columbus State Community
College. He has had 5 years of experience with Systems Administration, Design, and Implementation. Marc also has 10 years
of experience in manufacturing and distribution environments utilizing Enterprise Resource Planning, Warehouse
Management, Production Scheduling, Procurement, HR, and RF technologies. Marc is a Microsoft Certified Professional and is
currently working on a Bachelor’s Degree from Franklin University as well as a MCSA Certificate.
SCOPE OF SERVICES FOR THIS PROJECT
1. Research / Planning
a. Define business goals and objectives.
b. Assess current environment through site survey / company interview.
c. Produce preliminary investigation report / fact finding information.
d. Identify tools and resources available.
e. Identify specifications for hardware/software, database design, Intranet/Internet design, financial
system, and marketing/advertising materials.
5. Ms. Julie Carmichael
August 31, 2009
Page 5
f. Recommend steps required to successfully install the new system and assist in assembling setup
information and data used in the implementation process.
Solutions 2. Development
Global
a. Build systems as per design previously approved.
Trans
b. Design Security and Disaster Recovery plans.
c. Design data dictionary, hardware diagram, network diagram, context diagram, and business flow
diagrams as needed.
3. Implementation
a. Oversee the physical installation of hardware and networks.
b. Upload Internet/intranet sites, as well as database to servers.
c. Install / build Active Directory for authentication.
d. Work with you and your staff during installation and implementation to help you gain a general
understanding of the system.
4. Training and Testing
a. Train in the areas of transaction entry, query, and reporting, as well as periodic back-up procedures.
b. Upon completion, perform a full system test to assure that it is functioning as intended and producing
accurate output.
c. Successfully complete disaster recovery testing.
5. Conversion and Post-Conversion Support
a. Assist in planning and assembling data for the conversion, as required. (Note: Data entry assistance is
$30 per hour. This cost is not included in our estimate.)
b. Provide free telephone support during and for 45 days after conversion. Subsequent charges for
support calls are billed in 10-minute units at $12.50 per unit.
Note: Support calls are invoiced weekly. Fees are subject to change annually, effective January 1 of each
year, based upon 30-day notice
c. Provide all project documentation in Information System Binder and Project CD-ROM.
SOFTWARE/HARDWARE COSTS AND PROFESSIONAL FEES
Software costs and fee estimates are summarized on the attached schedule. These fees are effective provided (a) any
required data for relevant systems is in good order, and (b) service staff members can devote full time to the
implementation process as needed. Fees will be adjusted to actual accordingly. We will not incur additional hours without
written prior approval. Our fee does not include modifications to the software, hardware, database, web-sites, etc after the
design has been approved.
Our terms are 30% deposit on project approval and before we begin, 50% upon project completion, and the balance due net
30 after completion.
6. Ms. Julie Carmichael
August 31, 2009
Page 6
WORK PLAN
Solutions
Global
Trans 6/2/08 Project Kick Off
6/2/08 – 6/16/08 Design / Planning Phase
6/16/08 – 7/15/08 Implementation Phase
7/15/08 – 8/31/08 Testing and Training Phase
8/29/08 Project Wrap Up
8/29/08 – 10/14/08 Support Phase
CURRENT SYSTEMS ASSESSMENT DOCUMENT
This company is an established automobile dealership. The organization has 5 dealerships in different states. It has a stable
customer base with good sales volumes. The company as a whole has a very limited use of technology throughout all
locations. As such the ability to measure, track and coordinate information and services that exist within the company is
very limited. All business units functions mostly as an independent units. The goal of the business is to compete in a higher
luxury market segment. Honda has now developed products that can compete with higher end pricier models but the
business is not structured to meet this typical customers needs. Three critical areas the business needs to address are:
marketing, value added focus, and technology.
The company has a very basic marketing strategy. The only advertising in place that exists is in the Telephone book. The
customer database is not leveraged to develop or create additional sales opportunities. The company does direct mail
coupons through a mailing service. This attempt has no target strategy or customer focus with which to build sales on.
They lack the strategy or plan to increase or enhance sales for existing or new customers. There is no Web or internet
accessibility for customers to schedule and enquire about services & products.
The focus of creating customer service by adding value is non existent in this organization. The company does not value
service as much as sale in its business strategy. This is critical in order for this dealership to compete against competitors
who understand that service experience and performance strongly affects the customer’s perception of your business. This
will directly affect the company’s ability to compete successfully and generate long term revenue. The current service
model design and work flow need to be reviewed and developed in a different plan that maximizes the resources and
potential benefits to its customers. The capability to have services organized and performed efficiently goes along way to
create customer satisfaction. It is important to provide opportunities and gauge the customer experience to make sure that
any problems or challenges are quickly resolved.
The technology that exists within the company is not adequate to meet its current or projected needs. This will require the
addition of new hardware, software, and applications to enable successful competition within higher luxurious market
segment. This capability will give the organization capability to find value in the data that exists within the company to
create new sales opportunities and revenue. It will also provide a platform to broadcast & communicate the information,
materials, and production that takes place on day to day operations.
7. Ms. Julie Carmichael
August 31, 2009
Page 7
Type Qty Book Value Total BV
Dell Optiplex GX270 Tower 5 $ 250.00 $ 1,250.00
Dell OptiPlex GX270 Desktop
Solutions 12 215.00 2,580.00
Global Dell 19” CRT Monitor 18 75.00 1,350.00
RCA 21” mounted TV 1 150.00 150.00
Trans
Dell Laser 1110 (B/W) 4 100.00 400.00
Dell MFP Laser Printer 1815dn 1 500.00 500.00
$ 6,230.00
Below are the results from our investigations into your current hardware quantities and estimated book value. These items
will be re-deployed in effort to save money.
YOUR RESPONSIBILITIES
This project demands significant involvement by your service personnel. Ultimate success is highly dependent on their
effort. To help achieve a smooth and successful implementation, it will be your responsibility to perform the following:
• Provide documentation and data as required regarding current business practices
• Provide access to the Capital City Honda facility during normal business hours
• Communicate updates and training to any applicable employees beyond the initial training scope
• Review any appropriate safety guidelines with our staff prior to coming on-site at your facility
BENEFITS
When the project is complete, your Columbus Branch will have integrated cutting-edge technology in place in your service
department. Benefits will include:
• Increased overall customer service
• Use of customer information for marketing
• Decreased customer receiving time
• A modular plan that can easily be rolled out to other Capital City Honda locations
• Continuous improvement tools such as surveys and reporting
• Visibility in high end service market
8. Ms. Julie Carmichael
August 31, 2009
Page 8
CLOSING
Solutions
Global
Trans We appreciate the opportunity to service your computer information technology needs. To accept this proposal, please sign
one copy and return it with a 30% deposit.
Sincerely,
Brent Kelley
Project Manager / Marketing Analyst
Enclosure
RESPONSE
This letter correctly sets forth the understanding between Capital City Honda and Trans Global Solutions.
Accepted by Title Date
9. Ms. Julie Carmichael
August 31, 2009
Page 9
CAPITAL CITY HONDA
1200 WEST HIGHLAND STREET
Solutions COLUMBUS, OH 43201
Global
INVESTMENT SCHEDULE
Trans
DATE: 8/31/2009 TO: Ms. Julie Carmichael
SOFTWARE COST:
Microsoft Windows Vista Business $495
Microsoft Windows Server 2003 799
Microsoft Windows Server 2008 7,398
Microsoft SQL Server 2005 1,859
Microsoft Exchange Server 2007 699
Microsoft Exchange Server 2007 Standard CAL 5,025
Microsoft Office Suite 2007 2,511
Symantec Endpointe Protection 11.0 2,981
Symantec Backup Exec 12 for Windows Servers 1,163
TOTAL SOFTWARE $22,930
HARDWARE COST:
Servers $18,066
Desktops 6,130
Laptops 5,876
47” LCD Monitor 1,448
Switches 4,450
Firewall/Filter/Routers 5,800
Offsite Data Storage 13,626
Wireless Access Points 100
Cabling 15,064
ISP 4,788
Wireless Barcode Scanners 2,316
Xbox 360 / Games 800
26” LCD Monitors 1,120
UPS / Miscellaneous 4,234
TOTAL HARDWARE $83,917
10. Ms. Julie Carmichael
August 31, 2009
Page 10
PROFESSIONAL FEE ESTIMATE:
HOURS
Installation Planning 180
Solutions
Global
Trans Identify Responsibilities
Establish Schedule
Develop Diagrams (Hardware, Network, Work Flow)
Select Conversion Date/Method
Installation of Hardware 60
Coordinate Physical implementation of Hardware
Installation of Software 240
Install Client Operating Systems
Build Servers
Build Active Directory
Load Database / Website / Financial System
Set Printers and Defaults
Establish Security
Testing 180
Test All Switchboards, Forms Queries for Operability
Test Security
Test Disaster Recovery
Training: All Modules and Backup 120
Document Procedures
Demonstrate Hands-On
Supoort incl
Provide Onsite / Phone Support
TOTAL HOURS 780
TOTAL PROFESSIONAL FEES $52,260
TOTAL FEES $159,107