Discovery Process

What's in IT for you?

A no-pressure deep-dive into your IT spend, your contracts, and your actual day-to-day. By the end, you will know exactly what you are paying for, what you actually need, and where your real risks are.

We almost never find a dealership that's underspending on IT.

What we find is sprawl. Tools layered on tools, licenses no one is tracking, contracts that auto-renewed three years ago. The good news: this is fixable, and the savings usually pay for our engagement.

1

Stakeholder interviews

30-minute conversations with the Dealer Principal, General Manager, Controller/CFO, Variable Ops Leadership, Fixed Ops Leadership, and any other team members that could provide relevant insights.

2

Contract & license audit

You forward us your invoices and we map them. Every Microsoft 365 SKU, every monitoring agent, every backup license, every circuit. We tell you what's redundant.

3

Technical walk-down

Onsite or remote. Server room, IT closet, every switch and AP, every shop laptop, every print server. We document what is actually deployed.

4

Risk & gap report

You get a written report: what works, what doesn't, where the real risks are (not just the scary-sounding ones), and a prioritized roadmap.

What you walk away with

A discovery you can act on, even if you don't hire us

Honest cost-to-value mapping

For every recurring IT expense, we score it against three questions: is it being used, is it needed, and is the price right? You get a single spreadsheet that ranks your entire IT spend by ROI.

  • Which Microsoft 365 licenses are over-provisioned (E5 for everyone is rarely the right answer)
  • Which monitoring or backup tools overlap and can be consolidated
  • Where you are paying premium prices for commodity services
  • Which vendor contracts have auto-renewed silently and need to be renegotiated

The risks no one has told you about

We are not in the fear-selling business. But your insurer, your auditor, and the FTC all care about specific things. We tell you which of them apply to your dealership and which are noise.

  • FTC Safeguards Rule readiness (dealers are a regulated financial institution)
  • Backup recoverability (when did you last test a restore?)
  • Identity and MFA gaps in DMS, M365, VPN, and remote tools
  • Single points of failure in the network and DMS path

A right-sized proposal — or a clean handoff

If we are a fit, we propose a managed services agreement built around what you actually need. If we are not a fit, we tell you that and hand you the report so your existing IT team or MSP can run with it. Either way, you get value.

  • Flat per-user or per-site pricing — no surprise hourly meters
  • Roadmap with phased projects, prioritized by impact
  • Clear scope: what we own, what you own, what your vendors own
  • Quarterly business review cadence to revisit and adjust

Start with a complimentary consultation

Every engagement begins with a no-cost 30-minute conversation. We learn where your dealership stands today and tell you candidly whether a deeper engagement is worth pursuing.

A full discovery is a project in its own right. Dealership environments are layered — DMS, network, security, telephony, print, integrations, vendor contracts — and understanding what is actually deployed (and what it costs you) takes time to map properly. We scope and quote the work after the consultation, with a clear deliverable and timeline so there are no surprises.

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