Implementation Terms & Conditions
Congratulations on joining
the Tekion family!
The best implementations occur when our dealer partners work closely with us to ensure that our team has the necessary support to complete onboarding. To make sure that you have a smooth onboarding experience, please see the following guidelines for successful implementation. Please note that the guidelines may vary depending on the software and hardware products that you have contracted. These guidelines should be read in conjunction with your Master Subscription Agreement (MSA), applicable product terms, and Order Form. In case of conflict, these implementation guidelines will take priority.
General
Roles and Responsibilities
Dealer Partner Responsibilities:
Designate a single business unit lead for each functional area who is responsible for representing the interests of their respective teams who will be using Tekion. Each will focus on their specialized area to contribute to the project's success and ensure their needs and concerns are addressed throughout the project. Tasked with providing detailed discovery information regarding current processes and validating use cases to ensure they align with business requirements. The specific roles within the Business Unit Leadership include, but not limited to:
There will be tasks assigned to each business unit lead including formal sign-offs at critical milestones which are required to be completed. Failure to complete the tasks and sign-offs on time may result in the launch being rescheduled and/or additional fees.
Required Sign-offs (1 per department):
Required tasks
Tekion Responsibilities:
Third-Party Responsibilities
There are other stakeholders who play a significant role in a successful implementation. Examples are:
Additional Services and Change Orders
Implementation pricing is based on multiple factors. Changes to these factors can impact the cost of implementation fees associated with certain product and services.
User Counts
Dealership Layout
Implementation Milestones
Default milestones and payment terms for product implementations. Unless otherwise specified on the dealer’s contract or in writing, all implementations follow default milestones, outlined below:
Milestone #1: Planning
Milestone #2: Go Live
Project completion criteria
Implementation Resourcing
There are many specialized Tekion teams who contribute to making implementations successful. The resource plan for each varies based on the specifics of the engagement but always fall into one of the two categories:
A pre-requisite for finalizing the resource plan foryou is completing the respective discoveries with our Professional Services team. This can be done in either of two timelines:
Astra
Travel – The implementation price is inclusive of travel, lodging, and meals when training or support is onsite. Due to this, the first and final days delivered include travel time.
Standard Engagement Hours – dealership hours vary from one department to another. Below are our standard hours for supporting each department area. Non-standard or extended hours can typically be accommodated with advance notice, prior approval and in some cases additional costs.
Non-Standard DMS transitions
Typical non-conquest implementations consist of:
Data Migration
The following are standard data migrations to Tekion’s systems:
For an optimal conquest conversion, we need access to the source data 90 days prior to go-live.
To ensure that your system is ready for optimal pre Go-Live training to take place, we require you to lock your conversion scope (data mapping) no later than 6 weeks prior to Go-Live.
Our standard accounting data conversion includes one migration of accounting G/L accounts from the existing DMS to Tekion ARC.
Changing the chart of accounts during part of implementation is complex and can be hard on users who not only have a new DMS to learn, but also a new chart of accounts. For these reasons we do not allow any of the below changes during implementation:
Retail Validation (F&I Forms, Taxes, Fees and Tradebooks)
The Retail forms implementation includes:
30 standard forms
5 custom forms
10 CRM forms
All laser forms must be approved by the licensor before being loaded into ARC. The verbiage on licensed forms cannot be changed or edited
Except where expressly required by federal, state, OEM or lender mandates, all standard F&I forms will adhere to Tekion cosmetic standards:
All F&I product forms which are available via any of the integrations below will not be loaded as non-integrated forms in ARC.
Non-F&I/CRM forms can be loaded as custom forms, but are not recommended due to impacts on system reporting or functionality in other areas of ARC
Forms will be validated and tested during implementation to ensure proper alignment to all form-specific fields. You will be responsible for certifying that these forms are properly aligned at the time of implementation.
Once all forms are loaded into ARC, you will be asked to print each Retail form (laser and impact) using Tekion’s print architecture and will be given 5 days to request any changes to alignment based on the nuances of local printers.
Any alignment issues that arise post-launch will be handled by Tekion Support
Retail Forms, Taxes and Fees “Validation”
The modern retail environment is one where any dealer can have a customer from any state at any time. While we have a robust taxation and fee engine which is used by dealers and OEMs to quote, price and contract customers successfully from every state and to every state. For this reason, we are unable to validate every one of the dealer’s potential scenarios.
During implementation, we will:
analyze your last 6 months of deals.
For each of these scenarios, we need at least 1 funded deal jacket sample.
For every one of these scenarios, we will recreate the deal in ARC and electronically export every form.
Financial Operations
Conquest Implementations will receive one current year Financial Statement for each franchise OEM before the OEM’s first submission deadline after Go-Live.
Management Companies will receive one current year Financial Statement of choice within 30 days of go-ive.
The Standard Tekion DOC (G/L Report Builder) will be loaded prior to go-live
Integrations
OEM and 3rd-Party integrations play a critical role in essential business functions. Therefore, each integration requires your dedicated attention to ensure it will be ready at Go-Live. Please note that each integration is unique as described below.
Hardware, Networking and IoT
All hardware, networking, and IoT products are subject to specific pre-requisites, which will be outlined at the start of each implementation.
You responsible for the following terms (as required) for all installations and will bear the full cost for such work. All work must be done in accordance with the minimum specifications for each product, provided by Tekion:
Tekion will install and test all hardware that requires it as part of the standard scope-of-work outlined in the project plan.
Installations of individual products (except any that would impact business-critical systems) will take place during standard business hours (Monday to Friday, 8am to 6pm dealership local time).
You are responsible for certifying that all pre-requisites are already met or confirming the date of when these requirements will be met.
Payroll
Hypercare
Analytics
Ongoing Education
Tekion Certified Professional (TCP)
Tekion Virtual Academy (TVA)
Report Builder Application
Configuration of reports during implementation