NextGen Overview

IntelliDealer NextGen modernizes the screen experience while preserving the core business behavior dealers rely on today. The NextGen experience is being introduced for selected IntelliDealer screens in a phased rollout. During a controlled transition period, you can choose when your users move from legacy screens to their NextGen equivalents. After the transition period, the NextGen experience becomes permanent and the legacy version is disabled.

For information on using NextGen screens, see NextGen and React Screen Elements.

Topics in this section are:

• How the Time‑Boxed Adoption Window Works

• Roles and Responsibilities

• Getting Ready: Dealer Readiness Checklist

• Enabling NextGen Screens

• FAQ

• Feedback and Continuous Improvement

How the Time‑Boxed Adoption Window Works

Each NextGen screen (or screen group) follows the same lifecycle:

Phase	Availability	Default state	What you can do	Legacy status
Early Adopter	Only for dealers with NextGen – Early Adopter licensing enabled	NextGen is available but OFF by default	You can enable NextGen for your users at any time during this phase	Legacy remains fully available
Phase A – Default OFF (Opt‑In)	Available to all dealers	NextGen is available but OFF by default	You can enable NextGen for your users at any time during this phase	Legacy remains fully available
Phase B – Default ON (Opt‑Out)	Available to all dealers	NextGen becomes ON by default via PPU	You may temporarily revert to legacy (opt‑out) for specific reasons; opt‑out is time‑limited with a clear end date communicated	Legacy remains available during the opt‑out window
Phase C – Enforced Adoption	NextGen only	NextGen is enforced permanently	Dealer choice is removed for that screen / screen group	Legacy is retired and no longer available

The recommended roll-out process is:

1. During Phase A, ask a small set of users use NextGen as part of their daily work.

2. Collect feedback and confirm that key workflows are working as expected.

   If issues are found that break workflow, you can go back to using legacy screens until they are resolved.

3. During Phase B, or once you’re comfortable, expand NextGen use to a wider group.

4. Once Phase C begins, all users see the NextGen version whenever they access that function.

Roles and Responsibilities

During the NextGen process VitalEdge:

• Defines and manages screen‑level eligibility, default states, and enforcement via the PPU release process.

• Provides documentation, training, and cutover guidance for each rollout.

• Publishes known issues and workarounds during the rollout period.

• Offers support channels and office hours during key transition dates.

Dealers are responsible for:

• Deciding when to move from legacy to NextGen within the allowed window

• Planning and delivering training for impacted users

• Monitoring day‑to‑day operations during the transition

• Reporting issues through the defined support channels

If no action is taken before the end of the time‑box, your dealership will be automatically moved to NextGen when Phase C begins.

Getting Ready: Dealer Readiness Checklist

Use this checklist before enabling a NextGen screen for your users.

Governance and Planning

Check	Task
	Executive or sponsor identified for this rollout
	Internal owner identified for IntelliDealer configuration (dealer admin or IT)
	Target start date within the Phase A/B window selected
	Internal communication sent to affected departments

Technical readiness

Check	Task
	Users meet browser and device requirements (same as IntelliDealer baseline)
	Any related integrations, reports, or custom processes reviewed
	Test users identified for pilot group

Training and Support

Check	Task
	Admin or manager watched admin readiness session (recording or live)
	End users have quick reference guides or short videos
	Local “go‑to” person(s) for questions identified
	Dealers know how to contact support and what information to provide

Enabling NextGen Screens

You can enable the NextGen screens on the NextGen Configuration screen, available at Administration > NextGen Configuration. This screen also lists the available screen groups and their current status (legacy vs NextGen).

Anytime before Phase C, you may temporarily revert to legacy by disabling the select screen on the NextGen Configuration screen. Use this sparingly, for example if there are critical operational issues that block work, or short‑term training capacity constraints.

Note that once a screen reaches Phase C, the Enable/Disable checkbox for that screen is no longer available and all users see the NextGen version of the screen. Legacy is permanently disabled for that function.

FAQ

Rollout timing and rules

Eligibility and dealer choice

Operational impact

Training & readiness

Support

Feedback and Continuous Improvement

VitalEdge welcomes dealer feedback to improve both the rollout model and the NextGen experience itself. You can:

• Provide feedback via your support tickets (“Feedback” or “Question” type).

• Share broader comments through your account representative.

• Participate in early adopter programs for upcoming NextGen features (where available).

Revision: 2026.09