Select the track you wish to follow:

By department: you will get two full days of training, continuing sessions that make sense!

By job profile: sessions that will appeal to your job profile, that contain info that will be of interest to you.

Simply check the department OR profile that better suits you and see the related sessions displayed onscreen. Just select the ones you want!

Department

Profile

Tuesday 14 May
5:00 PM - 7:00 PM

Welcome Cocktail Reception

Welcome Cocktail Reception

May 14, 5:00 PM - 7:00 PM

Room : Coming soon

Opening night at the conference - time to register and get your badge along with conference information while sharing a drink and some finger food with us!
Wednesday 15 May
9:00 AM - 10:10 AM

Optimizing Sales Templates (Part 1)

Optimizing Sales Templates (Part 1)

May 15, 9:00 AM - 10:10 AM

Room : Coming soon

  • Understanding the steps needed to transfer a deal from SDSMerlin to SDSWin
  • Explaining the various types of transactions
  • SDS Merlin Product groups
  • SDSWin Sales templates
  • Creating and modifying a Sales Template
  • How to assign an F&I field
  • Things to look for when posting a deal
10:40 AM - 11:50 AM

Optimizing Sales Templates (part 2)

Optimizing Sales Templates (part 2)

May 15, 10:40 AM - 11:50 AM

Room : Coming soon

  • Understanding the steps needed to transfer a deal from SDSMerlin to SDSWin
  • Explaining the various types of transactions
  • SDS Merlin Product groups
  • SDSWin Sales templates
  • Creating and modifying a Sales Template
  • How to assign an F&I field
  • Things to look for when posting a deal
2:50 PM - 4:00 PM

Mastering Labour Inventory Management (WIP)

Mastering Labour Inventory Management (WIP)

May 15, 2:50 PM - 4:00 PM

Room : Coming soon

  • Labour cost in Point of Sales
  • Unapplied Time
  • Payroll Accounting
  • Technicians Overtime Management
  • Payroll Accrual Management
  • Work in Process Report (X56-5)
  • Balance Labour Inventory Account at Month-End
9:00 AM - 10:10 AM

Use the Parts inquiry / update to its full potential

Use the Parts inquiry / update to its full potential

May 15, 9:00 AM - 10:10 AM

Room : Coming soon

  • Understand each tab and its possibilities
  • Option to create onscreen lists according to selections
  • All additional options
  • Why and when to use quick codes
  • The advantages of linked parts
  • Understanding the sources use
  • The advantages of a good configuration
  • The importance of choosing the right sales type
  • Understanding the process of sales type search
  • Price management
  • Using a matrix
10:40 AM - 11:50 AM

Point of Sale Invoicing Menu – Understand its possibilities

Point of Sale Invoicing Menu – Understand its possibilities

May 15, 10:40 AM - 11:50 AM

Room : Coming soon

  • Various ways to work with X5-1 screen
  • Invoicing
  • Working with work in process
  • Optimizing parts availability
  • Fully understanding part reservations
  • Internet part sales
2:50 PM - 4:00 PM

Optimizing parts orders and returns

Optimizing parts orders and returns

May 15, 2:50 PM - 4:00 PM

Room : Coming soon

  • The advantages of a suggested stock order
  • Optimizing its use
  • Purchase orders and their impact on inventory
  • How to work with notices on parts reservations
  • How to optimize part returns (SOL)
9:00 AM - 10:10 AM

Optimizing taking appointments and opening repair orders (part 1)

Optimizing taking appointments and opening repair orders (part 1)

May 15, 9:00 AM - 10:10 AM

Room : Coming soon

  • Appointment management type (per day/category)
  • Configurations
  • Appointment demonstration (incl. mobile and recommended maintenance)
  • Opening work orders
  • Recommended/declined maintenance (open work order)
  • Mobile (after service satisfaction)
  • Web Appointments
10:40 AM - 11:50 AM

Optimizing taking appointments and opening repair orders (part 2)

Optimizing taking appointments and opening repair orders (part 2)

May 15, 10:40 AM - 11:50 AM

Room : Coming soon

  • Appointment management type (per day/category)
  • Configurations
  • Appointment demonstration (incl. mobile and recommended maintenance)
  • Opening work orders
  • Recommended/declined maintenance (open work order)
  • Mobile (after service satisfaction)
  • Web Appointments
2:50 PM - 4:00 PM

Mastering Labour Inventory Management (WIP)

Mastering Labour Inventory Management (WIP)

May 15, 2:50 PM - 4:00 PM

Room : Coming soon

  • Labour cost in point of sales
  • Unapplied time
  • Payroll accounting
  • Technicians overtime management
  • Payroll accrual management
  • Work in process report (X56-5)
  • Balance labour inventory account at month end
9:00 AM - 10:10 AM

Kick start your sales experience

Kick start your sales experience

May 15, 9:00 AM - 10:10 AM

Room : Coming soon - Andreanne Potvin

  • The importance of the customer database
  • Prioritize your inventory using the Lists and Chrome
  • Validate manufacturer program list version
  • Visual landmarks to ease the process
  • Keeping it simple with the side bar
  • Multiple transaction at a glance
10:40 AM - 11:50 AM

Optimizing deal validation potential (part 1)

Optimizing deal validation potential (part 1)

May 15, 10:40 AM - 11:50 AM

Room : Coming soon - Andreanne Potvin

  • Assigning a vehicle to a transaction
  • Managing trades (customer and dealer)
  • Validating accessories and options
  • Optimizing the F&I department
  • Working with the current costs
  • Calculating commissions
  • Staying on top of profits
    • Reviewing unit related costs
    • Forecasting reserves for accessories sold
    • Understanding the Profit Analysis screen
2:50 PM - 4:00 PM

Optimizing deal validation potential (part 2)

Optimizing deal validation potential (part 2)

May 15, 2:50 PM - 4:00 PM

Room : Coming soon - Andreanne Potvin

  • Assigning a vehicle to a transaction
  • Managing trades (customer and dealer)
  • Validating accessories and options
  • Optimizing the F&I department
  • Working with the current costs
  • Calculating commissions
  • Staying on top of profits
    • Reviewing unit related costs
    • Forecasting reserves for accessories sold
    • Understanding the Profit Analysis screen
5:30 PM - 10:30 PM

Grand Celebration Evening

Grand Celebration Evening

May 15, 5:30 PM - 10:30 PM

Room : SIX Resto Lounge

A Montreal-themed evening of Celebrations that no one should miss!

1:10 PM - 2:20 PM

President's Presentation

President's Presentation

May 15, 1:10 PM - 2:20 PM

Room : Opera A - Louis Laporte

Our President’s conference, where he will provide insights on what our development teams are working on, and maybe even a few exclusives and surprises!
4:00 PM - 4:40 PM

Meet the Experts

Meet the Experts

May 15, 4:00 PM - 4:40 PM

Room : Coming soon

Come chat with an Expert about a particular challenge or question you have!

7:30 AM - 8:50 AM

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BREAKFAST

May 15, 7:30 AM - 8:50 AM

Room : Opera B

Breakfast is on us! Come and enjoy a nice meal to get the conference started!
10:10 AM
10:40 AM

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BREAK

May 15, 10:10 AM - 10:40 AM

Room : Foyers

Take advantage of the break to visit our experts or to take part in an SDSWeb workshop!
12:00 PM - 1:00 PM

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LUNCH BREAK

May 15, 12:00 PM - 1:00 PM

Room : Coming soon

A good meal to get you revved up for the second half of the day!
2:20 PM
2:50 PM

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May 15, 2:20 PM - 2:50 PM

Room : Foyers

Take advantage of the break to visit our experts or to take part in an SDSWeb workshop!
Thursday 16 May
9:00 AM - 10:10 AM

Explaining variations in parts inventory (part 1)

Explaining variations in parts inventory (part 1)

May 16, 9:00 AM - 10:10 AM

Room : Symphonie 1 - Stephane Lavoie

  • Understanding the order process and the parts reception
  • Understanding the price book update
  • Explaining possible modifications to inventory value
  • Managing Cores and Old Cores
  • Steps to taking inventory
  • Explaining variations between parts and accounting inventory
10:40 AM - 11:50 AM

Explaining variations in parts inventory (part 2)

Explaining variations in parts inventory (part 2)

May 16, 10:40 AM - 11:50 AM

Room : Symphonie 1 - Stephane Lavoie

  • Understanding the order process and the parts reception
  • Understanding the price book update
  • Explaining possible modifications to inventory value
  • Managing Cores and Old Cores
  • Steps to taking inventory
  • Explaining variations between parts and accounting inventory
1:10 PM - 2:20 PM

Understanding StatsOnline

Understanding StatsOnline

May 16, 1:10 PM - 2:20 PM

Room : Symphonie 4A

  • How to setup and modify your dashboard
  • Modify widgets
    • Filter
    • Column selection
    • Exporting information in PDF, CSV and sending by email
    • Reading and understanding main widgets
2:50 PM - 4:00 PM

Take control of your Security

Take control of your Security

May 16, 2:50 PM - 4:00 PM

Room : Symphonie 3B

  • The importance of security
  • Difference between SDSSecur and Point of Sale Security
  • How to create an employee in SDSSecur
  • Managing SDSSecur by environment
  • Creating an employee in Point of Sale Security
  • How to use logs and reports in Point of Sale Security
  • SDS Mobile – Why you should create technicians in SDSSecur
9:00 AM - 10:10 AM

Explaining variations in Parts Inventory (part 1)

Explaining variations in Parts Inventory (part 1)

May 16, 9:00 AM - 10:10 AM

Room : Symphonie 1 - Stephane Lavoie

  • Understanding the order process and parts reception
  • Understanding price book update
  • Explaining possible modifications to inventory value
  • Managing cores and old cores
  • Steps to taking inventory
  • Explaining variations between parts and accounting inventory
10:40 AM - 11:50 AM

Explaining variations in parts inventory (part 2)

Explaining variations in parts inventory (part 2)

May 16, 10:40 AM - 11:50 AM

Room : Symphonie 1 - Stephane Lavoie

  • Understanding the order process and the parts reception
  • Understanding the price book update
  • Explaining possible modifications to inventory value
  • Managing Cores and Old Cores
  • Steps to taking inventory
  • Explaining variations between parts and accounting inventory
1:10 PM - 2:20 PM

Physical inventory, an obligation?

Physical inventory, an obligation?

May 16, 1:10 PM - 2:20 PM

Room : Symphonie 7 - Alain Baric

  • Keeping a good handle on your inventory all year long
  • The tools that are at your fingertips (SOL)
  • Inventory management reports
  • Understanding the impacts of inventory changes on accounting
2:50 PM - 4:00 PM

Verifying Parts Management Reports

Verifying Parts Management Reports

May 16, 2:50 PM - 4:00 PM

Room : Symphonie 6

  • The importance of transaction report
  • How to quantify missed opportunities
  • Daily reporting for better inventory control
  • Part sales reports
  • Getting hands-on report programming
  • Expert knowledge and use of SOL
9:00 AM - 10:10 AM

Take advantage of Service follow-up options

Take advantage of Service follow-up options

May 16, 9:00 AM - 10:10 AM

Room : Symphonie 4A - Sylvain Laberge

  • Understanding the tools
  • Optimize customer retention
  • Capitalize on sales opportunities
  • Increase the profitability of the service department
10:40 AM - 11:50 AM

Mastering Shop Control

Mastering Shop Control

May 16, 10:40 AM - 11:50 AM

Room : Symphonie 4B

  • Dispatching choices
  • Parameter maintenance ( customized by environment)
  • Technician maintenance (customized by technicians)
  • Skill maintenance
  • Text maintenance
  • Scheduled monitor maintenance
  • Alert management (6)
1:10 PM - 2:20 PM

Point of Sale Invoicing Menu – Understanding its possibilities

Point of Sale Invoicing Menu – Understanding its possibilities

May 16, 1:10 PM - 2:20 PM

Room : Symphonie 4B - Sonya Savard

  • Various ways to work with the X5-1 screen
  • Mastering all the tools of the work in-process screen
  • Understanding the “sold to” screen and its possibilities
  • The alerts and their use
  • Mastering how we invoice
  • Understanding the “too often forgotten” left-hand-side menu
  • SPG - New tool available to create service quotes
2:50 PM - 4:00 PM

Verifying Service Management Reports

Verifying Service Management Reports

May 16, 2:50 PM - 4:00 PM

Room : Symphonie 4A - Alain Baric

  • Daily reporting
  • Sales reports
  • Analysis reports
  • Productivity and efficiency reports
  • End-of-the-month process and reports
  • Analysis widgets in StatsOnline
9:00 AM - 10:10 AM

Multiply Management Tools

Multiply Management Tools

May 16, 9:00 AM - 10:10 AM

Room : Symphonie 5 - Michel Tanguay

  • How to use StatsOnLine
  • Validation of unit costs versus accounting
  • Tips and tricks
    • Checking the chronological age of inventory
    • Using reports to track sales
    • And more….
10:40 AM - 11:50 AM

Optimizing Business Centers (part 1)

Optimizing Business Centers (part 1)

May 16, 10:40 AM - 11:50 AM

Room : Symphonie 6 - Michel Tanguay

  • The importance of contact management
    • Customizing communication method
    • SDS Mobile, email and others
  • Preparing campaigns and private sales
    • How to select customers
  • Managing customer loyalty
1:10 PM - 2:20 PM

Optimizing Business Centers (part 2)

Optimizing Business Centers (part 2)

May 16, 1:10 PM - 2:20 PM

Room : Symphonie 6 - Michel Tanguay

  • The importance of contact management
    • Customizing communication method
    • SDS Mobile, email and others
  • Preparing campaigns and private sales
    • How to select customers
  • Managing customer loyalty
2:50 PM - 4:00 PM

Taking control of settings and tools

Taking control of settings and tools

May 16, 2:50 PM - 4:00 PM

Room : Symphonie 5 - Andreanne Potvin

  • Managing the rights and access of users
  • Understanding the sales cycle
  • Maintaining accessories and F&I products
    • Product descriptions
    • Prices and sales and costs…
    • Commissions Percentages
  • Managing supplier lists (Insurance, banks, F&I products)
  • Orphan Customers Assignment
  • Transaction history
  • List Management (Dealer Programs)
4:00 PM
4:40 PM

Meet the Experts

Meet the Experts

May 16, 4:00 PM - 4:40 PM

Room : Coming soon

Your last chance to chat with an Expert about a particular challenge or question you have!
7:30 AM - 8:50 AM

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BREAKFAST

May 16, 7:30 AM - 8:50 AM

Room : Coming soon

Start the second day off with a hearthy breakfast!
10:10 AM
10:40 AM

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BREAK

May 16, 10:10 AM - 10:40 AM

Room : Foyers

Take advantage of the break to visit our experts or to take part in an SDSWeb workshop!
12:00 PM - 1:00 PM

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LUNCH BREAK

May 16, 12:00 PM - 1:00 PM

Room : Coming soon

One last opportunity to all share a meal together!
2:20 PM
2:50 PM

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BREAK

May 16, 2:20 PM - 2:50 PM

Room : Foyers

Take advantage of the break to visit our experts or to take part in an SDSWeb workshop!
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