Under pressure from compliance rules and paper-heavy processes? You’re not alone.
Auto dealerships today are balancing fast-paced sales with stricter data security demands. With FTC Safeguards enforcement and GLBA requirements tightening, having policies on paper isn’t enough. Auditors want to see those safeguards enforced in real time.
Automation helps bridge the gap, without slowing your team down.
But the most successful dealerships don’t try to automate everything at once. They start where it matters most: the workflows that carry the most risk, rework, and compliance exposure.
Let’s take a look at three workflows you can automate right now, and how secure IT infrastructure makes them even more powerful.
1. Secure Print for Sales and F&I Documents
Sales contracts, finance paperwork, and customer records are printed all day, every day. But in many dealerships, those documents sit unattended at printers, creating major compliance risks.
Automating your print workflows helps you:
- Require user authentication before printing
- Prevent sensitive documents from being left behind
- Track who printed what, and when
- Generate audit-ready print logs to support FTC and GLBA requirements
With secure print workflows in place, your printers go from compliance blind spots to secure endpoints, without slowing down Sales or Finance & Insurance teams.
2. Document Intake, Routing & Storage Across Departments
From Sales to HR to Accounting, documents are constantly moving between departments. Manual handling leads to delays, errors, and inconsistent access.
Automating document workflows improves accuracy and speed by:
- Capturing documents from scanners, email, portals, and faxes
- Automatically classifying and indexing content
- Routing files to the right team or system
- Applying consistent naming, retention, and access rules
This not only saves time, it ensures customer data is handled the same way, every time, across your dealership.
3. Retention & Secure Document Destruction (with a Scanning Assist)
Many dealerships know what to keep. The challenge is how to manage both paper and digital records with consistent, documented retention and destruction practices.
Without a clear system, files are often kept indefinitely, creating unnecessary risk.
Automating retention workflows helps you:
- Apply rules by document type
- Get alerts when files are ready for shredding
- Document the destruction process for auditors
Scanning plays a key supporting role, digitizing legacy or active paper files so you can apply the same access, retention, and destruction policies across the board.
Why Secure IT Still Matters
Automation without security? That’s like driving with no brakes.
To truly support compliance, automated workflows need a strong IT foundation.
Secure IT ensures:
- Networks and devices are protected
- Printers and copiers are treated as data endpoints
- Access is controlled by user role
- Retired devices are wiped and documented properly
When IT and automation work together, compliance safeguards shift from theory to daily practice.
Small Automations. Big Impact.
The myth? You need a full-blown digital transformation to start automating.
The truth? Even one small automation can make a big difference. You’ll see:
- Fewer manual errors
- Faster processes
- Stronger compliance
- Less time wasted chasing documents
It’s a simple, scalable way to improve operations and audit-readiness without overwhelming your team.
Ready to Start? Let’s Make It Simple.
FTC and GLBA compliance isn’t about checking a box. It’s about proving, day in and day out, that customer data is protected.
By automating your riskiest workflows and building on secure IT, you can reduce risk, support your staff, and gain peace of mind when auditors come knocking.
Let’s talk about what automation could look like at your dealership.