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TH
Taylor Hughes
Implementation lead
Staff / Home

Dashboard

Implementation overview
Updated 3:02 PM
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New customer
Active projects
12
3 at risk
Tasks due today
7
2 overdue
Go-lives this month
4
On schedule
Contract → go-live
47d avg
▼ 6d vs target
3 projects need attention
1 blocked · 2 at risk · 2 go-lives within 7 days
View war room →
Blocked1
Heritage Auto GroupDMS Pro
SSO configuration blocked — awaiting IdP metadata from customer
Go-live Aug 12 · blocked 4 days
At risk2
Coastal MotorsService Suite
Data migration file overdue by 3 days
Summit RV CenterDMS Pro
Training not yet scheduled — go-live in 6 days
Active projectsView all →
Heritage Auto GroupAug 12
DMS Pro · Build phase
MB
DR
68% · On track
Coastal MotorsSep 03
Service Suite · Data migration
JS
41% · At risk
Summit RV CenterJul 24
DMS Pro · Training
TH
82% · On track
Projects by phaseFrom Reports
Discovery
5
Configuration
8
Data migration
4
Training
6
Go-live
3
My queueView all →
Approve DMS config — Heritage AutoImpl.
Review migration file — Coastal MotorsOverdue
Schedule training — Summit RVTraining
Send contract addendum — Pathway NissanSales
Verify SSO setup — Heritage AutoTech
Recent messages
CM
Coastal Motors — Dana Reyes
Uploaded the updated inventory export — ready for your review.
2h
SR
Summit RV — Marco Bell
Can we move the training session to next Tuesday?
4h
HA
Heritage Auto — IT Team
SSO metadata attached — please confirm the entity ID.
1d
Contract → Go-live
Avg 47 days
Contract → go-live · 9 completed
Riverside Ford · DMS Pro42d · On target
Metro Kia · Service Suite58d · 8d over
Projects / Heritage Auto Group — DMS Pro At risk 3 locations
Tasks
Overview
Files
Chat
Notes
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Discovery & Setup
Configuration
Data Migration
Training
Go-live
1
Discovery & Setup 5/5 complete Complete
2
Configuration 3/6 complete In progress
Create dealership org structureInternalDoneJul 08
Configure user roles & permissionsInternalDoneJul 10
Set up DMS accounting integrationInternalIn progressJul 22
Confirm SSO / IdP metadataCustomerOverdueJul 15
Review branding & portal themeSharedTo doJul 25
Validate tax & fee tablesInternalTo doJul 28
3
Data Migration 0/4 complete Not started

My tasks

12 active · 2 overdue · 4 due today
Group: Due date
List
Board
Quick add
Overdue2
Review migration file — inventory export
Coastal Motors — Service Suite · Coastal Motors
InternalIn progress
TH
Jul 15
Verify SSO setup with IT team
Heritage Auto — DMS Pro · Heritage Auto Group
InternalTo do
TH
Jul 16
Today4
Approve DMS accounting config
Heritage Auto — DMS Pro · Heritage Auto Group
InternalIn progress
TH
Today
Schedule training session
Summit RV — DMS Pro · Summit RV Center
SharedTo do
TH
Today
Send contract addendum for e-sign
Pathway Nissan — Analytics · Pathway Nissan
CustomerTo do
TH
Today
Validate tax & fee tables
Heritage Auto — DMS Pro · Heritage Auto Group
InternalTo do
TH
Today

Customers

5 accounts · click a row to open the account
New customer
All 5 Active 4 Inactive 1
Search customers…
CustomerPrimary contactActive projectLocationsStatusEngagementGo-live
Heritage Auto GroupRob MercerDMS Pro3At risk
Aug 12
Coastal MotorsDana ReyesService Suite1Blocked
Sep 03
Summit RV CenterMarco BellDMS Pro2On track
Jul 24
Pathway NissanAlicia NguyenAnalytics1On track
Oct 18
Metro KiaPriya Shah—1Inactive
Live

War room

High-priority triage — projects needing immediate attention
Blocked1
Coastal Motors · Service SuiteEscalated
Go-live Sep 03 · 47 days out
Blocked: data migration file overdue by 3 days — blocks 4 downstream configuration tasks.
Open projectMessage customer
At risk2
Heritage Auto · DMS Pro18 days to go-live
2 overdue tasks
Confirm SSO / IdP metadata · Jul 15
Upload signed data agreement · Jul 16
Summit RV · DMS Pro6 days to go-live
Training not yet scheduled
Schedule training session · due today
Go-lives within 7 days
Summit RV Center · DMS Pro
82%Jul 24
Northgate Toyota · Analytics
95%Jul 21

Files

Browse and organize project files by customer, project, and phase
All customersHeritage Auto GroupDMS Pro
Discovery
6 files
Configuration
12 files
Data Migration
4 files
Recent filesUpload
NamePhaseSizeModified
Data Processing Agreement.pdfConfig248 KB2h ago · Dana R.
Inventory_Export_v3.xlsxMigration1.4 MBYesterday · Rob M.
dealership_logo.pngConfig92 KBJul 14 · Rob M.
SSO_Setup_Guide.pdfConfig512 KBJul 12 · IT Team

Reports

Implementation performance · last 30 days
7d30d90d
Export
Active projects
26
▲ 4 vs last period
Go-lives
9
▲ 2 vs last period
Avg time to go-live
47d
▼ 6d faster
On-time rate
88%
▼ 3% vs last period
Projects by phase
Discovery
5
Configuration
8
Data migration
4
Training
6
Go-live
3
Go-lives per month
Apr
May
Jun
Jul
Aug

Chat

Task conversations across all projects
Search conversations…
HA
Heritage Auto2h
Confirm SSO / IdP metadata
SSO metadata attached — please confirm…
CM
Coastal Motors4h
Review migration file
Uploaded the updated inventory export…
SR
Summit RV1d
Schedule training
Can we move training to next Tuesday?
HA
Heritage Auto Group
Task: Confirm SSO / IdP metadata
Overdue
IT
Hi team — we've generated the SSO metadata on our side. Where should we upload the XML?
IT Team · 3h ago
TH
You can drop it right in this task's Files section, or attach it here — I'll wire up the entity ID once it's in.
Tiana Hoffman · 2h ago
IT
sso_metadata.xml attached — please confirm the entity ID.
IT Team · 2h ago
Write a message…

Settings

Manage your account, team, and implementation configuration
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TH
Tiana Hoffman
Super Admin
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Full name
Tiana Hoffman
Email
tiana@projexy.com
Role
Super Admin
Time zone
America / Chicago
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Company details

Tell us about the dealership you're onboarding.

Company name
Riverside Ford
Dealer ID
CST-0006
Dealer type
Single location
Website
riversideford.com
Notes (optional)
Referred by Metro Kia — migrating from legacy DMS.
Your progress is saved automatically
Back
Continue
18
days to go-live
Welcome back, Heritage Auto Group
You're in the Build phase — your Projexy team is configuring your DMS Pro instance. 2 tasks need your input this week.
Discovery Configuration Build Training Go-live
Needs your attention
Upload signed data agreement
Overdue by 2 days · blocks data migration
Upload now
Confirm inventory export format
Due in 3 days · needed for migration
Review task
Your progress
Account setup
100%
Configuration
78%
Data migration
34%
Team training
10%
Your Projexy team
MB
Marco Bell
Implementation Lead
DR
Dana Reyes
Data Migration Specialist
TH
Tiana Hoffman
Account Manager
Upcoming milestones
Configuration sign-offJul 26
Data migration completeAug 02
Team training kickoffAug 06
Go-live 🚀Aug 12
Recent messagesView all →
Marco Bell · Implementation Lead
Config is looking great — once you confirm the export format we'll kick off migration.
2h ago
Dana Reyes · Data Migration
I've shared the migration checklist in Files — take a look when you can.
Yesterday
18
days to go-live
Your implementation journey
DMS Pro · target go-live Aug 12
DiscoveryConfigurationBuildTrainingGo-live
Discovery
Jun 12 – Jun 26 · 4 tasks
Complete
Configuration
Jun 27 – Jul 18 · 6 tasks
Complete
Build
Jul 19 – Aug 02 · in progress
55%
Current
Provision DMS Pro instanceJul 20
Import dealership org structureJul 22
Upload signed data agreementOverdue
Confirm inventory export formatJul 30
Milestone: Data migration completeAug 02
Training
Aug 03 – Aug 09 · 5 tasks
Upcoming
🚀
Go-live
Your DMS Pro launch day
August 12, 2026

My tasks

What we need from you to keep your go-live on track
8
All tasks
1
Overdue
2
Needs action
5
Completed
Needs your attention
Upload signed data processing agreementOverdue · Jul 15
Why this matters: we can't begin migrating your customer & inventory data until this agreement is signed. This is currently blocking 4 downstream tasks.
Drag a file here or browse
Encrypted & visible only to your Projexy team
Ask a questionMark complete
Confirm inventory export formatDue Jul 30
Review the two export options and pick the one that matches your current DMS so we map fields correctly.
View detailsChoose format
Completed
Provide dealership branding assetsJul 09
Confirm list of user accountsJul 07

Messages

Chat directly with your Projexy implementation team
MB
DR
Your Projexy team
Marco & Dana · usually reply within an hour
Today
MB
Morning! Your DMS Pro instance is provisioned 🎉 Once the data agreement is signed we'll kick off migration.
Marco Bell · 9:12 AM
RM
Great news! Our legal team is reviewing it today — should have it back to you this afternoon.
You · 9:40 AM
DR
Perfect — I've shared the migration checklist in your Files tab so you can see what's coming next.
Dana Reyes · 9:52 AM
Message your team…

Files

Documents shared between you and your Projexy team
Upload
Drag files here or browse to upload
Encrypted & shared only with your Projexy team
NameShared bySizeDate
Migration_Checklist.pdfDana R. (Projexy)180 KBToday
Inventory_Export_v3.xlsxYou1.4 MBYesterday
dealership_logo.pngYou92 KBJul 14

Learning

Everything you need to get up to speed with Projexy
Projexy Training (LMS)
Complete your required training modules. Your team's progress is tracked automatically and shared with your Projexy implementation team.
3 of 5 modules complete60%
Launch Projexy LMS
Quick guides for this portal
Navigating your home dashboard
Where to find your countdown, tasks, and team.
2 min read
Completing & uploading tasks
How to submit documents securely to your team.
3 min read
Understanding your timeline
Read your phases and milestones at a glance.
2 min read
Messaging your team
Get quick answers from your Projexy contacts.
1 min read
Knowledge check · Module 3
Managing your inventory in DMS Pro
Question 2 of 3
Where do you update a vehicle's asking price after it's been added to inventory?
Inventory → Vehicle detail → Pricing tab
Settings → Global pricing rules
It can't be changed after adding
Correct!
Next question