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Kubota Tractor Corporation, a leading agricultural and construction machinery manufacturer, faced significant challenges in managing dealer documentation across its vast network of over 1,100 dealerships in the United States. With an expanding dealer network, managing the complete lifecycle of dealer documentation packages had become increasingly complex.
Kubota Tractor faced significant challenges in manually managing their dealer packages related processes. They needed to streamline existing processes for visibility into the status and reviewing/approving of dealer packages. Their previous system was cumbersome, relying on manual processes handled by only a few individuals using Excel, network share drives, and DocuSign. This limited visibility and accountability made it difficult to manage and monitor the dealer package workflow effectively.
Derric L. Director of Dealer Development at Kubota Tractor Corporation, recollected
Our dealer documentation workflow was overly manual and restricted in visibility, known only to 1-2 people.
Kubota sought a flexible, customer-centric solution and found it in Optimum’s APEX Dealer Package Management System. It was important for Kubota to find a vendor with robust customer support and the ability to customize the solution to fit Kubota's evolving needs. Optimum’s APEX stood out not only because of its fair pricing and subscription model but also due to its flexibility and integration capabilities with other Optimum solutions, such as the AMOS Business Management System.
Derric L. elaborated on the importance of flexibility, stating,
We knew our needs could change as we were still working through defining a dealer package process, so it was important to have flexibility in how we use the tool.
Kubota benefitted from the following key features of APEX:
The implementation of APEX brought significant efficiency gains to Kubota’s dealer package management process. Despite a short rollout timeline and initial challenges due to the lack of pre-existing processes, the Optimum team provided exceptional support and guidance, ensuring a smooth transition. Today, Kubota has over 120 users utilizing APEX.
We didn’t have a defined process. Optimum provided guidance and explained to us ‘this is how our other clients have done it’ which helped us see how we wanted to define our own process,
remarked Derric L.
Positive outcomes from the implementation include:
Looking ahead, Kubota sees vast potential in exploring Optimum’s other solutions. Derric L. expressed interest in the
Dealer Profile Solution (DPRO), which would seamlessly integrate with APEX to automate the entry of crucial dealer data, further enhancing efficiency in the package creation process. This integration would particularly benefit Kubota’s Dealer Development and Dealer Finance departments by reducing manual data entry and expediting the review process.
Kubota’s future plans with Optimum include:
Derric L. reflected,
Optimum’s customer service and response to our change requests, whether large or small, have been a blessing. The Optimum team has been patient, flexible, and responsive. If they can’t fulfill a request the way we want they provide a work around and always let us know when they will get the job done by.
Diana is a Senior Marketing Associate at Optimum Info, a global business solutions company providing tailored software solutions for manufacturers to improve franchise network development and after-sales operations. Utilizing her experience in client engagement, Diana strives to create interesting and insightful articles to engage and inform OEMs.
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