Drive Performance with Procede Training Resources
Expand your dealership’s knowledge of Procede’s products with our instructor-led training opportunities, where a Procede trainer comes directly to your dealership or provides personalized training remotely to help you get the most out of Excede and Data Insight. Whether you are a new user or looking to gain a deeper understanding, there are training offerings that will benefit every employee at your dealership. Instructor-led training is the perfect chance to:
- Increase user efficiency
- Drill home the basics learned during initial training
- Review key workflows and tips and tricks
- Review advanced concepts
- Enhance your reporting skills with Data Insight Training
Our training opportunities extend even further with the self-service offerings available on our eLearning site. With our eLearning site, both new and experienced users have 24/7 access to learn more about Excede Lease-Rental Web App, Excede Data Insight, and Excede Service Web App at their own pace and convenience.
From our latest video, which walks more experienced viewers through new product enhancements, to our web-based introduction course, which provides an all-around introduction for new Excede DMS users, there are a vast amount of eLearning opportunities for all levels of experience.
Customer & Resources Portal
Your dealership also has access to our Customer & Resources Portal, where users will find key announcements and resources related to all-things Procede Software. One resource your dealership may benefit from is our recorded webinars located in Customer & Resources Portal > Webinars & Workshops. Here, you’ll find a wide variety of Best Practices videos sorted by dealership department. Content is designed for users of all levels, and provides specific instruction ranging from complex processes to daily filtering tips.
For new users to Excede, be sure to check out our Training Resources & Tools, which include Training Guides, Checklist/Confirmation sheets and Shortcut cheat sheets all designed to help dealerships bring new employees up to speed.
Our training department has your training needs covered. If you have any questions or comments about Procede eLearning or any of our other training programs, please contact: email@example.com.
Procede Software Announces Partnership with CRM Provider Telenotes
Procede Software has partnered with Telenotes, an innovative Customer Relationship Management (CRM) application. Together, we have developed a powerful integration with our Excede® Dealer Management System (DMS) to provide greater visibility into a sales team’s activity and performance.
With this partnership, sales people will be able to automatically have verbal customer notes “transcribed” and posted to a customer record, as well as access to historical archives of notes in Excede DMS when needed. In addition, Customer Contacts, Employee and Repair Order (RO) information will be automatically synced between Excede DMS and Telenotes CRM, eliminating the need for the double entry of data, and ensuring that both Excede DMS and Telenotes CRM systems’ data are always up-to-date.
“This partnership is an example of when traditional sales processes and pervasive technology come together and offer an innovative and clever solution to our industry,” said Larry Kettler, CEO of Procede Software. “By greatly reducing time on administrative tasks, such as transcribing notes and entering data into multiple business systems, sales professionals can focus more time serving their customers’ needs, which is what dealerships want.”
With Telenotes CRM, dealerships can expect to strengthen customer relationships, have more accurate customer insight, energize sales efforts, and grow the potential for increased revenue. Telenotes CRM also includes follow-up functionality to help sales teams identify prospective leads and set scheduled reminders to contact customers.
“The powerful data in Excede DMS now syncs with Telenotes CRM, closing the loop between selling activity in the field and what is happening in the office”, stated Tom Metcalf, President of Telenotes. "We are confident that this integration will simplify the workload for all field sales professionals, providing them with unprecedented customer visibility.”
To learn more about the Telenotes integration, including pricing details, version compatibility and technical requirements, please submit a work order request via the Customer & Resources Portal. Your dealership can also request a free consultation by emailing firstname.lastname@example.org.
Select 2018 PSC Presentations Are Now Available to View
Thank you to those who were able to join us at our recent Procede Software Conference, held May 23-24, 2018 at the Westin San Diego Gaslamp Quarter. Select presentations from the 2018 PSC are now available for you to view and download.
To view the full list of presentations available, please visit the Customer & Resources Portal > Procede Events & Announcements > Procede Software Conference > 2018 PSC – Content Available For Download Now! Please note not all presentations will be available for download. Presentations are uploaded as PDF files and sorted by the session’s name.
To read more details about the 2018 PSC, please check out our press release on Successful Dealer.
The Official 2018 PSC App is Ready for Download
The 2018 PSC is a little over a month away and we’ve been thrilled by the excitement building around the event. Interest in this year’s PSC has been more resounding than ever, selling out just a month after registration opened.
Next month hundreds of dealer principals and other dealership employees, OEM representatives, and Certified Partners will convene at the Westin Gaslamp Quarter for two full days of excitement and prime networking opportunities. The Procede team has been busy putting the finishing touches on our sessions, polishing our presentation skills and fine-tuning the logistics to bring you the best PSC to date.
The PSC is right around the corner, and you can already start preparing for the event by taking advantage of the official event app, Whova. Download the official Procede Software Conference mobile app for:
- Networking: Set up your profile, browse the attendee list, and start networking with other attendees today.
- Messaging/Biz Cards: Send in-app messages, tweet, and exchange digital business cards and other contact info.
- Agenda: Access and build out your agenda.
- Certified Partners: View more information on our attending Certified Partners to see who you need to visit during the Pit Stop.
After installing the Whova app on the App Store or Google Play, sign up using the email with which you registered for the conference and use passcode “PSC2018” to unlock all this great content!
For more information and to access a How-to-Guide for attendees, please visit: https://whova.com/resources/how-to-guide/user-tutorial/.
Procede Helps Announce the ATD 2018 Truck Dealer of the Year
Members of our team traveled to Las Vegas last month to attend one of the trucking industry’s biggest events, the 2018 ATD Convention & Expo. At the show, we had the opportunity to meet face-to-face with hundreds of commercial truck dealer owners and principals – representing over 700 truck dealerships from around the world. In addition to attending the event, we also exhibited in the ATD zone at the Westgate Las Vegas Casino & Resort, alongside our partners Arcadium Technologies, Elite Extra, and Telenotes.
While attending and exhibiting at the ATD Show was exciting, one of the most memorable parts of the show for us was presenting the ATD 2018 Truck Dealer of the Year award. For the fourth year in a row, Procede Software had the opportunity to share the stage with Heavy Duty Trucking magazine and all of the other upstanding nominees to help announce the winner of the 2018 Truck Dealer of the Year. This year, Rick Reynolds, president of Peach State Truck Centers in Norcross, GA, won the award and Procede was among the first to be able to congratulate Rick on a well-deserved win.
We look forward to exhibiting at and attending the 2019 ATD Convention & Expo and hope to see you all again in just nine short months!
Introducing New Improvements to Our eLearning Site
To better serve our customers, our eLearning site recently underwent a course restructure to improve ease of accessing information. One key change you’ll notice is that our web applications now have their own, department-specific courses, Lease-Rental Web App and Service Web App Suite, and are no longer listed under the Excede DMS New Version Features course as they had been historically. The Excede DMS New Version Features course is still available and recommended for employees wanting to learn about key product feature changes from version to version within Excede.
If you’re looking for something specific and are unable to find it, please be aware that all content remains but may be in a different location.
These new courses are available immediately and anyone that started or completed the included topics in their previous locations have been automatically assigned to the new course(s) with their progress transferred. For management of these courses going forward, the process for adding and assigning users to these courses, as well as emailing credentials, will remain the same for eLearning Administrators. For assistance with these tasks, please view our comprehensive how-to guide on the eLearning homepage.
As a reminder, the WBI course is a great resource for new employees providing an all-around introduction to Excede and each department. It is recommended that all staff have logins for both eLearning and the Procede Customer & Resources Portal.
Enhance Your Reporting Skills with Hands-on Data Insight Training
You asked for it, and we are proud to have made it happen! Due to popular demand, we are excited to announce our new hands-on, instructor-led Data Insight training. The training covers a range of material that is relevant to all Data Insight users, whether you want to feel more comfortable running and manipulating reports, or learn the features to produce them.
Participants will complete training with a general understanding of Data Insight tailored to their specific role or user type. Some common roles and corresponding skills are:
- Viewers – Learn how to search, run, understand, and manipulate existing reports
- Designers – Learn how to communicate report requests effectively
- Writers – Translate requests and create a visual representation of data
In addition to Data Insight training, customers contracted for Data Insight can view training videos on our eLearning site (login required). The Customer & Resources Portal is also another valuable resource for Data Insight User Guides, best practice webinars, and more!
For more information or pricing on Data Insight training, or to see if it’s the right fit for your dealership, please contact email@example.com.
Announcing the Successful Release of Service Web App v1.0
Procede Software is proud to announce the release of the Service Web App v1.0, an innovative service optimization solution for our dealership customers. Service Web App adds to our extensive list of role-based applications that enhance the Excede® Dealer Management System (DMS) functionality.
Service Web App v1.0 provides users with multiple web-based service tools combined seamlessly into one application. Tools in this first release include Work Room for work status display in service shops, Wait Room to focus attention on the needs of waiting customers, and a Dashboard to highlight key issues and concerns.
Service Web App offers several notable enhancements compared to Service Board, its predecessor, including:
- Single Sign-on (SSO): Permits users to conveniently navigate from one application to the next without any additional login requirements.
- Kiosk Mode: Allows for multi-user viewing by disabling all features that are not appropriate for multi-user display and workflow.
- Automatic Scrolling: Enables service technicians to view the status of their work without having to manually scroll or change their screen size.
- Automatic Branch Rotation: Enhances efficiency by utilizing an “in-session” setting that auto-rotates through all branches of the dealership.
“Dealerships are increasingly focused on improving customer service, decreasing vehicle downtime, and optimizing shop efficiency. The Service Web App is just one more solution to help Excede® DMS customers reach these goals,” said Shawn Butler, Director of Product Marketing and Strategy.
A group of 12 dealership customers participated in the Service Web App v1.0 Insider Program, which provided Procede Software with valuable feedback about this new product, and ensured that it was customized to suit its dealership customers’ needs.
One Insider, Bill Smiewec, Director of Warranty at West Michigan International, commented, “The Service Web App Work Room and Wait Room are simple but robust monitoring applications that enforce the communication between service office staff and technicians.” Smiewec continued, “It almost acts as a checks-and-balances between them and offers a simple look from a management standpoint of what is going on, how well it is being done and where we have deficiencies that need to be addressed. This is a great starting platform for the tools that are needed to be able to efficiently and effectively manage a service department. We’d definitely recommend utilizing the Service Web App to anyone looking for a quick and easy way to help monitor and manage workflow in a busy service department environment.”
The Service Web App v1.0 is now available to all Procede Software customers on Excede® DMS v9.22 or higher.
Ready to Get Started? If your dealership is ready to start taking advantage of the Service Web App v1.0, please contact us or learn more in one of the following ways:
- For customers who do not already have Service Board and want information about pricing details and technical requirements for the Service Web App v1.0, please contact firstname.lastname@example.org.
- For customers already contracted for Service Board, and/or who want to upgrade to Excede® DMS v9.22 to ensure compatibility, please schedule your transition to the Service Web App v1.0 by submitting a work order request via the Procede Software Customer & Resources Portal.
Save the Date for the 2018 PSC
The end of the year is quickly approaching and plans for 2018 are likely already on your mind. To help you better plan for the new year, we’ve got something big to announce: the 2018 Procede Software Conference event dates!
We are thrilled to announce the 2018 PSC will take place Wednesday, May 23, 2018 through Thursday, May 24, 2018, leaving you plenty of time to arrange your travel plans and hopefully take an extended Memorial Day weekend here in sunny San Diego. Based on popular response, we have selected the Westin San Diego Gaslamp Quarter as our event venue once again!
We look forward to your attendance at the 2018 PSC. Keep an eye out for more Procede Software communications as we will be releasing more information on fees and event details soon.
Procede Software Integrates Record360 Asset Documentation into Excede Lease-Rental
Procede has partnered with Record360, the leading software for digital asset condition documentation and asset condition management, to create the Excede Record360 Integration v1.0. This integration provides dealers with Excede Lease-Rental v1.1+ an automated way to manage real-time visibility into asset condition and service needs across their customer base and multiple dealer locations. Asset condition management has traditionally been managed using outdated, slow, paper-based processes. With Record360, Excede Lease-Rental users will not only save time but are also likely to see reduced damage claims and related expenses, leading to increased customer satisfaction.
Record360 offers app-based condition reporting software that allows dealers to automate the asset management component within their rental and leasing departments, by digitizing vehicle condition reviews. With access to the Record 360 app, dealers using Excede® DMS and Excede Lease-Rental will be able to:
- Instantly view the latest video and photo inspections to quickly access the current condition of vehicles in order to expedite and resolve disputes and collect for damages
- Review archived, historical condition reports to better track and gain vital insight on the physical condition of assets over time
- Gain real-time reconciliation of asset documentation, images, and video across multi-location operations, which eliminates calls to compare the physical condition of trucks moving between dealership branches
- Access much of the above via new, configurable links in Excede Lease-Rental
“The integration of Record360 into Excede® DMS is a perfect marriage of need and fit. Both Record360 and Procede have a shared mission to help dealers streamline and better manage operations by eliminating antiquated, paper-based processes,” said Larry Kettler, Procede Software CEO. “For over a decade, Procede has sought ways to bring all aspects of a dealer’s business into one central place. Our integration with Record360 now means dealers can oversee condition reviews in one central place too,” continued Kettler.
Shane Skinner, Record360 CEO and Founder, also commented, “The integration with Procede’s Excede® DMS continues to fulfill our commitment to current and prospective customers, including numerous PacLease, IdeaLease, and NationaLease dealers, by providing a one-stop solution to their technology needs.”
The Record360 Integration v1.0 is now available to all Procede Software customers on Excede® DMS v9.22 or higher.
Ready to Get Started?
If your dealership is ready to start taking advantage of the Record360 integration v1.0, please contact us or learn more in one of the following ways:
- For customers wanting information about pricing details and technical requirements for this integration, please contact email@example.com.
- For customers wanting to obtain the Record360 integration v1.0, or wanting to upgrade to Excede® DMS v9.22 or higher to ensure compatibility, please submit a work order request via the Procede Software Customer & Resources Portal.
To learn more about how the Record360 integration can benefit your dealership, join us in our upcoming webinar on Thursday, March 8th, 2018 from 11:00 AM - 12:00 PM PST.
Announcing the General Release of the sales-i Integration v1.0
Procede has partnered with sales-i, provider of a comprehensive sales analytics and business intelligence tool, to offer an integrated sales analytics solution. This new Excede® sales-i Integration v1.0 is available to all Procede customers on Excede® DMS v9.19 or higher versions.
With the sales-i Integration v1.0, Excede® DMS users can access real-time sales analytics data and generate detailed sales reports. Users can also manage customer accounts, track typical customer behavior, and identify cross-selling opportunities. In addition, the sales-i interface allows Excede® DMS users to measure their dealership’s sales performance against revenue goals, and break down sales performance by sales representative, product line, customer, and dealership branch.
Shawn Butler, Procede’s Director of Product Marketing and Strategy, noted that, “As the heavy-duty truck space becomes increasingly competitive, dealerships are looking for new ways to measure and improve customer engagement. This integration with sales-i allows dealership sales representatives to improve their sales performance using near-real-time data imported directly from Excede® DMS.”
Casey David, Parts Sales and Marketing Director at Nelson International, also commented, “By combining business intelligence with a user-friendly CRM, sales-i is a great tool for any parts sales team.” David continued, “This software eliminates common excuses, provides powerful insight into parts sales data, and helps the entire dealership perform and communicate at a very high level.”
Dealerships that implement the sales-i Integration v1.0 can expect more productive customer calls, and the ability to make data-driven business decisions. This business intelligence tool can also help your dealership to achieve a measurable sales increase.
Ready to Get Started?
If your dealership is ready to start taking advantage of the sales-i integration v1.0, please contact us or learn more in one of the following ways:
- For customers wanting information about pricing details and technical requirements for this integration, please contact firstname.lastname@example.org.
- For customers wanting to obtain the sales-i integration v1.0, or wanting to upgrade to Excede® DMS v9.19 or higher to ensure compatibility, please submit a work order request via the Procede Software Customer & Resources Portal.
To learn more about how the sales-i integration can benefit your dealership, join us in our upcoming webinar.
Procede is Going Paperless!
We are happy to announce that you can now sign up to have your Procede invoice emailed to you automatically with our new Paperless Billing option. If you would like to go paperless, please visit the link below to enroll:
Feel free to contact our accounts receivable department at email@example.com if you have any questions.
Go green by signing up for paperless billing today.
Announcing the General Release of Decisiv v4.0.
Procede is proud to announce the release of Decisiv Integration v4.0. As one of Procede’s Certified Partners, Decisiv offers a suite of OEM-specific Service Relationship Management (SRM) solutions “for fleets to effectively manage and measure internal and external service and repair events to drive uptime and asset availability”. Our Decisiv Integration allows important information in Decisiv to be synchronized with Excede, without any manual or duplicate entries.
Just a few of the many notable features of the v4.0 integration are:
- The ability to create new Repair Orders (ROs) in Decisiv and export them to the DMS
- Excede customer data is regularly exported to Decisiv by a new scheduled task
- Condition, Cause and Correction information is automatically posted back to Decisiv once ROs are closed in Excede
- Responses to parts pricing requests from Decisiv to the DMS will now include the best pricing option from either managed parts or price tapes, depending on part status and inventory on hand
- You can now add miscellaneous and sublet items to an Excede RO from Decisiv, even after the initial RO push from Decisiv (but previously pushed items cannot be updated)
Decisiv Integration v4.0 will be white-labeled depending on your OEM as Decisiv, MVASIST or WheelTime LINQ. This integration is compatible with Excede DMS v9.18, v9.19 and v9.20. The pending v4.1 and v4.2 releases of Decisiv will be compatible with Excede v9.21 and v9.22 respectively (but will not have any other significant changes).
For a complete list of features and enhancements, please review the Decisiv Integration v4.0 Release Notes in the Customer & Resources Portal under: Procede Software > Integration Notifications & Downloads > Decisiv Inc. > Decisiv Integration V4.0 - Release Notes
Announcing Excede DMS v9.21 & Lease-Rental Web App v1.0.
Procede is proud to announce the general availability of Excede DMS v9.21. This major release of our core Dealer Management System includes a wide range of new features and functionality for Lease-Rental and other dealership departments. This new DMS functionality is extended even further by the concurrent release of the v1.0 Lease-Rental Web App, a seamless add-on to Excede, and a vastly improved set of Lease-Rental reports for Data Insight.
New Excede DMS Features
- New Reservation and Returned statuses are available on contracts.
- Reservation. Since the same vehicle can be reserved for different customers or time periods, a unit can exist on any number of Reservation contracts.
- Returned. This status allows a returned vehicle to be reserved or rented again without having to completely close the contract at the time of return.
- Insurance policy information has been moved to the customer record and will auto-populate on new contracts when valid.
- Vehicle meter readings can be added and updated on the vehicle record. A new Meters tab is available on the vehicle record for these entries. Posting bills with metered charges will also automatically update the unit to the new meter reading for all meters on the bills.
- It is now possible to create a substitute vehicle Lease-Rental contract. Substitute vehicle rental contracts will follow their own specific set of rules and link to the original Lease agreement.
- Intuitive Lease-Rental codes, including specific charge types for Odometer and Hours, plus subcategories for hours and time, make it easier to track meter entries and create bills.
- Code Pricing setup allows for automatic price setting for specific codes based on criteria through Excede, including pricing for specific customers, specific vehicle types, pattern matches, the use of Card Rate settings and a new formula feature.
- Preventative maintenance can be setup to automatically apply to a vehicle or group of vehicles with a new field to specify Vehicle Type, as well as the Meter Type under Service Jobs. Meter Type is also now available under the vehicle record for vehicle specific jobs.
- Depreciation GL entries can be made automatically.
- New features are available to better handle posting vehicle orders for automatic accounting, including accounting for accumulated depreciation balances on sales.
- Dextor can be invoked to create a Recurring Entry, and dealerships can import their own Dextor-compatible custom amortization worksheets.
New! Lease-Rental Web App v1.0
This web application is an optional add-on for Excede DMS v9.21+ that is intended to offer faster lease and rental meter entry, and easier rental reservations. The web interface also includes access to key DMS information related to Lease-Rental operations, including searchable Bill, Contract, Customer and Vehicle pages. Key features include:
- When you log in, the Dashboard page displays interactive tiles with quick links (shortcuts) to common tasks.
- Rental reservations can be created using a simple, intuitive workflow, followed by a simple check-in and check-out of rental vehicles.
- It’s easy to create substitutes for leased vehicles. If a leased vehicle breaks down, for instance, substitute rental vehicle can be setup in seconds.
- Lease-Rental billing functionality allows for the quick entry of meter readings—such as refrigeration unit hours, engine hours, odometer miles or kilometers—and the creation of usage billing automatically.
- The web application has been written to support seamless integration of telematics information, allowing you to fetch real-time meter readings on telematics-equipped vehicles. For new installs, telematics are disabled by default. Dealerships interested in utilizing telematics should contact Support Services for information on pricing and setup. Please note, the initial release of the application is solely compatible with the telematics provider CyntrX®.
New! Data Insight Lease-Rental Reports
Reporting is an integral part of managing your Lease-Rental operation. In order to provide easy access to even more real-time business intelligence, Data Insight’s standard Lease-Rental reporting package has been completely overhauled to include several new and improved reports:
- Expiring Entity Maintenance shows Contracts and the expiration date of the Insurance Policy, Drivers Licenses and Plates.
- Rental Revenue Detail uses the Balance Forward schedule to show revenue per vehicle.
- Rental Fleet Status displays the number of units in certain states (i.e., Available, Rented, Deadline, Substitute and Total).
- Preventative Maintenance shows all units with scheduled jobs, including an option to filter for only those with jobs overdue by date or by meter.
- Yard Check shows units on the lot, a history of rental activity and more.
Additional new (or updated) reports also include Profit & Loss, Fleet Profile, Service & Billing History, Units by Return Date and many more.
Ready to Get Started?
If your dealership is ready to start taking advantage of the all of this new functionality, please contact us or learn more in one of the following ways:
- For customers running previous versions of Excede, we are committed to helping you upgrade and take full advantage of the enhancements now available in v9.21. There will be a nominal installation fee for the setup of the new Lease-Rental Web App. To upgrade and schedule the install, please contact Support Services.
- For a complete list of the changes made in Excede DMS v9.21, please review the Release Notes on the Customer & Resources Portal under: Procede Customer & Resources Portal » Excede Resources & Downloads: Excede v9.21 Release Notes (Login required.)
- Visit the Procede eLearning site to view the Excede DMS New Version Features course that provides an overview of key product changes from v9.20 to v9.21, including a section dedicated to the Lease-Rental Web App.
- Attend the upcoming Excede Lease-Rental Web App v1.0 webinar. Register Here.
New training tools and resources available.
The Training Department is here to help you get familiarized with Procede’s ever-growing product line, which is why we’re excited to announce some new tools and resources available for you and your team.
Service: Time Clock Video
The latest in our suite of eLearning videos, Service: Time Clock, introduces the web-based Excede Time Clock and is intended for new service technicians. As part of our Key Concepts course, this video is free to all users. It should not be confused with the existing Excede Time Clock videos, which provide a general introduction to the product and introduce new features. These are available through our WBI and New Version Features courses.
If you are unsure of how to give a new technician access, there is an Admin How-To guide located on the home page of the eLearning site. This provides eLearning Admins step-by-step instructions on how to create users, assign courses and email credentials.
New Hire Checklist & Confirmation Sheets
These Excede-specific on-boarding checklists are intended for HR, IT and/or direct managers, and can be incorporated into an existing list of items that you complete when setting up a new employee and creating a training plan. The checklists will be accompanied by a confirmation page where employees can verify that they've completed specified tasks and confirm their job knowledge. There is also a place for the employee, as well as a manager, to initial and "sign off”.
Our eLearning site also provides training content, including introductory videos for new employees, New Version Feature information, and much more. It is recommended that all staff have logins for both eLearning and the Procede Customer & Resources Portal.
Marketing communications update.
More exciting changes are coming to Procede Software!
As many of you know, communication is one of our core values here at Procede Software and something we are always striving to improve. We want to make sure we keep you up-to-date on all the latest Procede news, while also letting you choose what kind of information is important to you.
In keeping with this, we are excited to announce the new Procede Software Marketing Communications distribution list. You will now be able to easily self-manage the types of marketing communication you want to receive, such as our quarterly newsletter, monthly webinar announcements, upcoming event details, and more!
Your Marketing Communications Profile allows you to update your contact information and change your preferences at any time, simply by clicking the update your preferences link at the bottom of any marketing email.
If you were previously signed up to receive the newsletter and/or training emails, your subscriptions have been merged into our new system and you will continue to receive these communications just as you did before.
If you were not previously subscribed to a Procede Software Communications list, but have an existing Customer & Resources Portal login, you have been subscribed to our quarterly newsletter by default.
Procede Software appoints new chief technology officer.
Procede Software is pleased to announce the appointment of Robert Stockfleth as the company’s new Chief Technology Officer.
In his new role, Stockfleth will be overseeing the technical architecture of current products, modernizing legacy applications and working closely with the Product Management team to devise strategies for implementing new features into Procede’s industry-leading dealer management system, Excede DMS.
“During his notable tenure at Procede, Rob has been instrumental in defining the overall technology strategy and we’re excited to see him enter the next phase of leadership at the company,” says CEO Larry Kettler. “At heart, Rob is a true technologist, but he is also a proven strategist with extraordinary vision and a wealth of industry expertise. His promotion reflects our commitment to providing our customers with leading products and services with the most innovative technology available.”
Stockfleth has an extensive background in software development and information system design spanning more than 16 years. Since joining Procede in 2003, Stockfleth has held various roles within the company and served as the Director of Product Development and Technical Services for the past four years.
"I’m honored to have served on Procede’s leadership team for as long as I have and I look forward to starting my new role in the company and delivering on the exciting opportunities it has on the horizon,” says Stockfleth. “My goal is to develop the enterprise solutions that will keep Procede at the forefront of the technology curve and continue to provide customers with new growth opportunities, deep insights into their business and a return on their investment.”
Announcing Data Insight KPIs & Metrics.
Measuring your dealership’s success just got easier. As part of our ongoing commitment to deliver the data you need to drive performance, we are pleased to announce the release of our new suite of Data Insight Key Performance Indicators (KPIs) & Metrics. KPI dashboards are powerful, executive-level report summaries that combine financial data with operational data pulled directly from Excede DMS.
Dashboards are available for each major department within a dealership, including Parts, Service, Lease-Rental, Corporate and New/Used Sales. Each KPI dashboard consists of up to 11 individual reports ranging from Financial Summaries and Gross Profit to Operational Ratios and Expenses.
These powerful tools work in unison with the updated functionality available in Excede v9.20 and Data Insight v2.1.1.
The new Excede General Ledger (GL) Categories allow a descriptive grouping of the GL for reporting purposes. This grouping is fundamental to the KPIs, as it is where the separation of departments is created. Procede Support will be available to help you build and organize your GL categories.
Data Insight has also been updated to work seamlessly with these new GL Categories and related KPIs & Metrics functionality. The KPIs can be automatically run and delivered to key personnel at critical points in time, such as month-end, using Data Insight’s powerful Scheduler feature. This allows time-sensitive data to be captured and archived without any human intervention- an extensive improvement in convenience and reliability.
Please note that your dealership will need to install and run the latest versions of Excede and Data Insight in order to access the KPIs & Metrics reports and dashboards.
For customers running previous versions of Excede or Data Insight, we are committed to helping you upgrade and take full advantage of the enhancements now available. If you are interested in upgrading to Excede DMS v9.20 or Data Insight v2.1.1, please contact Support Services (Login required).
Missed the Data Insight KPIs & Metrics webinar we hosted in May? Not to worry- all of our webinars are uploaded to the Customer & Resources Portal. Click here to get started.
Procede Software celebrates 15 years in business.
This year marks a major milestone for Procede Software as they celebrate 15 years in business. Procede was founded in 2001 with a vision of becoming a leading business system provider, catering primarily to the heavy duty commercial vehicle market. While Procede has adapted its products, services and practices as the industry has evolved over the years, their commitment to delivering a best-of-breed enterprise level dealer management system (DMS) has never wavered.
“Choosing the right business system is one of the most important investments a dealership can make, and we definitely made the right choice when we selected Procede,” says Tommy Jackson, IT Director of Lonestar Truck Group. “Not only does Procede offer a stable and reliable system that helps us run our day-to-day operations, but we’re still realizing new efficiencies 15 years later.”
These efficiencies stem from the company’s decision in 2001 to offer a DMS built on the powerful Microsoft SQL Server architecture database. “Built from the ground up on Microsoft technology, our software has been delivering unparalleled data access to hundreds of dealerships across the US and Canada since day one, without users ever having to switch platforms” says Rob Stockfleth, CTO of Procede. “With a sharp focus on flexibility, interoperability and access to information, we will continue to invest in the technology our customers rely on.”
With its products and services in high demand, Procede’s dedication to the industry continues to grow. “Our success is rooted in three driving forces—our people, our products and our partnerships,” says Larry Kettler, CEO of Procede. “We’ve invested in the same platform for 15 years and the benefits today of that key decision are being realized faster than ever before.”
Announcing the general release of Data Insight v2.1.1.
Following our recent release of Data Insight v2.0, we are pleased to announce the general release of Data Insight v2.1.1, the latest version of our advanced business intelligence tool. Data Insight v2.1.1 includes several new updates and enhancements designed to provide better navigation and an improved user experience.
Key new upgrades include:
The Report List will load much faster, allowing you to login and get to work more quickly. Stored procedures are now loaded separately from client logins and are only loaded into the server cache when a report is opened or built that requires the data.
Report and dashboard thumbnails
Graphical thumbnails will be displayed in v2.1.1, making for a much improved graphical Report List and easier navigation.
Menu and navigation updates
The v2.1.1 header bar has been overhauled to reduce the amount of vertical space that is used, so there is even more room to see your reports on every page. The new header also provides several additional improvements, including a contextual page title (e.g., “Report List”) to assist in navigation, and a new “hamburger” menu (≡).
The Settings menu, previously the gear icon, will now be a submenu under the Hamburger menu and allows users to access common features and various setting options. The options listed in the Hamburger menu are based on the role of the logged-in user (Report Viewer, Report Writer, Administrator, etc.)
Additional data sources without restrictions
In prior versions of Data Insight, there were two sets of restrictions that controlled where tables, views and stored procedures in the Excede database could be included as data sources in reports: 1) The first restriction was a hard-coded limitation where only Excede native data sources could be used (and not customer-created stored procedures); 2) The second restriction was enabled via selections on the Stored Procedures page (deprecated in v2.1). Both restrictions have been removed. Custom tables, views and stored procedures in the Excede database now appear as available Report data sources by default, and the Stored Procedures page has been removed entirely.
Easier refresh of data sources
In the past, changes to data sources (e.g., changing column name in a table) would not easily update in Data Insight. To overcome this, there is now a manual “Refresh Sources” link under the Hamburger / Settings menu that allows users with appropriate privileges to force a source update at any time.
SQL functions in field expressions
To provide Report Writers who have SQL experience with more flexibility, Field Expressions now support more SQL Functions. These new SQL functions can be used to convert data types, count values, calculate differences, check values and round values. Nested CASE statements are also supported.
For a complete list of the changes made in v2.1.1, please review the Release Notes on the User Forum under: Procede User Forum » Resources » Tools, Resources and Downloads » Resources: Data Insight. (Login required).
For customers running an earlier version of Data Insight, we are committed to streamlining the transition process, so you can take full advantage of the significant functionality enhancements in v2.1.1 as soon as possible. Support representatives will be reaching out directly to coordinate your update.
If your dealership is not a current user and you would like to purchase Data Insight, please contact Support Services (Login required).
Take control of your parts inventory with advanced Cycle Counting.
The Procede Software Professional Services team is here to help your dealership with our advanced Cycle Counting Program!
“How accurate are our inventory records?” It’s a question you’ve probably asked yourself on more than one occasion. While Cycle Counting is essential to inventory accuracy, managing this process effectively can be difficult. Which parts should be counted today? Which bins? How many cycles per year? And so on.
Despite those challenges, Procede’s automated Cycle Counting tool can help your business save time and automate processes. With the help of a Procede Parts expert, your inventory will be divided into fast, medium, slow and ultra-slow moving buckets. These buckets will then be assigned different cycle frequencies with the faster moving parts getting a higher frequency than slower moving items. From here, we will derive the right ‘mix’ of parts and arrive at a number of parts that you’re comfortable counting on a daily basis.
Once set up, the tool fully automates the Cycle Count process by generating a single parts adjustment, per branch, daily. Print the adjustment, count the parts…done. Accurate inventory in no time!
Ultimately, the implementation of our Cycle Counting tool will provide your business with numerous benefits, including:
- Fully automated and customized to your specific operation and business
- Movement-analysis based theory
- More accurate inventory quantities
- Savings in personnel costs and dealership downtime
Ready to gain real-time inventory visibility and control in your dealership? The Professional Services team is here to help! The price of the Cycle Counting tool is $4,999.99 per database.
Please contact Professional Services to get started.
New Data Insight videos added to eLearning site.
Calling all Data Insight users! In our continuing effort to expand and enhance our training offerings, we’re excited to announce that the latest Data Insight training videos can be viewed on our eLearning site (login required.) From navigation and scheduling to report writing, you can learn about all the features available within Data Insight v2.0 and start sharpening your skills today! We’ve even improved the format of the videos by shortening them to focus on a single topic, making the information more easily digestible.
While all customers contracted for Data Insight will automatically have this course available, those who do not yet have access to eLearning, or are not yet assigned this course should contact their eLearning administrator. eLearning administrators can create users, assign the course and email out credentials to any users they want to grant access to.
We will continuously be adding new content to this course, so remember to keep checking back periodically for more videos.
Procede customers nominated for Successful Dealer Award.
It’s that time again! Successful Dealer is days away from distributing its second annual Successful Dealer Award. This award seeks to recognize dealerships and dealership groups whose exceptional performance extends beyond the service bay. From customer training to civic responsibility, all 10 finalists have demonstrated their commitment not only to their businesses, but to their communities. This year, we are happy to announce that four of our customers received nominations:
- Beltway Companies- Offers Beltway University, an online training portal that provides access to Navistar engine and truck service training programs and pathways to technician certification that can be catered to each customer’s needs.
- Campbell Supply- Participates in a number of charities which include supporting a local soup kitchen and Christmas toy drives.
- Doggett Freightliner of South Texas, LLC- Taking several initiatives to help reduce their carbon footprint and eliminate waste.
- Warner Industries- In a commitment to Mission Zero, (zero accidents, zero injuries and zero fatalities) the dealership has developed a safety program to ensure all employees and the public are safe in their facilities.
To all the finalists, job well done!
Share your payroll references.
We often receive requests for payroll references from our customers. In order to provide the most relevant and up-to-date information, we would like to hear your thoughts on your current provider.
Please follow the link below and complete the brief survey. Procede Payroll References Survey
Procede Software co-sponsors 2015 truck dealer of the year.
SAN DIEGO, California – November 21, 2014 – Procede Software, a provider of advanced dealer business management solutions, announces its participation as a co-sponsor of ATD’s 2015 Truck Dealer of the Year awards.
The Truck Dealer of the Year award process identifies and honors a successful dealer with this prestigious lifetime achievement award. The chosen dealer will represent the industry in Washington and at Indiana University as a proven example of the best of the industry.
Nominations for Truck Dealer of the Year are submitted to ATD and Heavy Duty Trucking magazine’s selection committee. The committee is made up of faculty at Indiana University’s Kelley School of Business, and chaired by Lynn McGee, PhD, who serves as Vice Chancellor for Advancement at the University of South Carolina, Beaufort.
“We are honored to sponsor such a distinguished industry award,” said Larry Kettler, CEO, Procede Software. “These dealers are ambitious individuals who are outstanding in their businesses even in the face of competitive pressures and an ever-changing industry.”
Since 2001, Procede Software has been providing the commercial vehicle industry with its Excede® Dealer Management System software, a comprehensive solution that delivers core business functionality to all aspects of a dealership – vehicle sales, parts, service, vehicle lease and rentals, time-clock management, fuel management, and more.
Excede DMS is designed to simplify processes in today’s complex business environments and provides direct, real-time access to data while delivering tangible results. Through this new level in software performance, it accelerates a dealer’s daily business operations, which helps the dealership to run more efficiently and effectively across all departments.
Training guides for new employees now available!
One of our most popular courses at the PSC was Tips for Training Staff, where we shared recommendations for getting new staff up to speed quickly and efficiently. For those of you who were unable to attend, the training guides shared during the session are available for download from the User Forum. The following guides can be accessed by visiting Tools, Resources and Downloads Resources: Training once logged in to the Forum.
Overview Training Guide
Covers a general introduction to Excede DMS, from how to login and navigate, to basic smart filter, posting, and printing practices. This guide is relevant for new employees across all departments in any role.
Department Specific Guides
Guides are available for Accounting, Parts, Service, Lease/Rental, and Vehicles, and include recommended training plans and WBI topics, relevant Webinar topics, Help Files, and Forum Hotspots to visit.
eLearning Admin How-To
Provides eLearning Admins with instructions for creating new users, assigning users to courses, and using the reporting tool to track users' progress and view quiz scores. This document is also available directly from the eLearning site for Admins.
Use these valuable guides to get your new staff members up to speed and utilizing Excede Best Practices from the start.
Visit the User Forum for important OEM updates.
If you aren’t watching the forum, you are missing out on important updates! The User Forum is the place to go to access OEM integration updates and applicable downloads. Recent additions have been posted to several topics and this information is available exclusively in the forum.
To make sure you stay up-to-date on all the latest OEM specific integrations, we recommend you “watch” the topics that apply to your dealership.
Watching a topic in the forum is as easy as 1-2-3
- Log in to the User Forum
- Navigate to the appropriate section. In this case: Procede User Forum » Excede Users » OEM
- Select the topic you would like to follow, scroll to the bottom of the page, and click on “Watch Forum”
That’s all there is to it! You will now get email notifications when new topics or updates are posted. While you are logged in to the forum, you can also ask questions related to OEM updates, read other users' questions & answers on a variety of topics, and download executables and documents.
If you do not have a User Forum account, go to https://support.procedesoftware.com/hc/en-us and register. Make sure to watch all of the forum topics that interest you and to spread the word throughout your organization.
Important Reminder: Windows XP support is ending.
On April 8, 2014, Microsoft will cease to support Windows XP. This doesn’t mean that your computer will stop booting up. It may still work, still run, and still be usable. However, Microsoft will stop updating the software, so any new vulnerability that is found will not be patched and your system will be exposed. Even if you have an active Microsoft support contract, Microsoft will not help you with any issues related to XP. In addition, fewer and fewer programs will support XP— Procede’s Excede included. All future versions of Excede DMS will NOT run on Windows XP.
With a little over 30 days of support left, we want to reiterate the importance of creating a migration plan and preparing to upgrade now. If you missed January’s Top Story: Support for Windows® XP is ending—are you ready?, you can read it here.
For further information, read our white paper: An Introduction to What the Windows XP Shutdown Means to You.
Important OEM updates added to User Forum.
Make sure to visit the User Forum regularly to access important OEM integration updates and applicable downloads. Updated wizards for two key manufacturers are available now, and we’ll continue to post future updates as they become available. You can choose to “watch” a forum and receive email notifications when new topics are posted.
Procede Software announces Certified Partner Program.
Third-party partner ecosystem provides certified integration access to industry leading Microsoft based Dealer Management System, Excede DMS.
San Diego, California – June 20, 2013. Procede Software, a leading enterprise software developer of Dealer Management System (DMS) solutions for the Heavy Duty Commercial Vehicle and Automotive industries, announced today its Certified Partner Program for third-party software developers.
Procede Software’s Certified Partner Program provides approved third-party software developers’ access to a certified API, product management, and integration development resources allowing them to leverage the flexibility and power of Excede DMS’s Microsoft SQL Server database engine and proactively and collaboratively develop certified integrations.
“Our desire here is to facilitate open communication and seamless data sharing between software applications that a dealership uses to run their daily business,” said Larry Kettler, Procede Software’s CEO. “We’re breaking down the walled garden that is all too prevalent in this industry, and making sure that our customers will recognize increased efficiencies as a result of our growing partnership ecosystem.”
To ensure third-party integrations work seamlessly with Excede DMS, each integration will undergo rigorous QA testing before becoming Procede-certified and released to the market. A designation of Procede-certified also ensures that Procede Software is engaged in ongoing interaction with the Certified Partner and provides ongoing support to the integration through future releases.
“This program gives us the opportunity to provide best in class software applications to our customers, while still maintaining the outstanding data integrity and software uptime that Procede has become known for.” Kettler continued. “Our goal is to offer seamless data collaboration and minimize or eliminate the need for users to navigate between multiple windows, or duplicate data entry in order to complete a logical work flow process.”
Certified Partners receive additional benefits from participation in the program, including direct access to Procede Software development resources, co-marketing opportunities, potential participation in trade shows and user conferences, a dedicated section in the online Procede User Forum, and partner profiles in the Procede Post Newsletter.
For more information on the Procede Software Certified Partner Program, please email firstname.lastname@example.org.
The Procede User Forum—a community for all Excede DMS users.
The 2013 PSC not only provided a great opportunity for us to connect with customers face-to-face, it also was a chance for our customers to connect with each other. The recently launched Procede User Forum is one of many new ways that you can stay connected after the PSC.
Registration is open to all Excede DMS users! To get started, go to the User Forum landing page and register. Dealership administrators can use their existing Support login credentials to access the forum.
Join our quarterly OEM conference calls.
As part of our commitment to being the first and best in compliance, we are taking a proactive approach to communicating with the OEMs. Each quarter, Procede will host a conference call that includes OEM representatives, Procede staff, and dealership customers. If you want to participate, check out the OEM section of the User Forum.
Procede Software joins NTDA.
Procede Software is proud to participate in the National Trailer Dealers Association (NTDA) as an allied member. NTDA is the only voice and organization for independent semi-trailer dealers and provides education and resources to the 500 independent trailer dealers who are members.
“Participation by allied members is important to meeting our objective of facilitating communication between all industry segments,” said NTDA Executive Director, Gwen Brown. “NTDA is pleased to welcome Procede Software to our organization.”
This year, the NTDA Convention will be held in our hometown of San Diego, September 26 – 28, and we’ll be there. We’re looking forward to learning more about NTDA and the semi-trailer industry so we can better support our trailer dealership customers.
If you’re planning to attend the NTDA Convention, let us know—we look forward to seeing you in person.
Procede Software joins NextGen ATD.
As a long-standing supporter of ATD, we’re pleased to participate in NextGen ATD as an affiliate member. The NextGen ATD initiative helps prepare emerging leaders in the medium- and heavy-duty truck industry for a successful future by providing professional development tools such as educational resources . A key component of the NextGen ATD initiative is an online networking platform where members can connect to share ideas.
“Providing a mix of industry perspectives is an important part of creating a rich online community. Participation by affiliate members like Procede Software deepens the available knowledge base and enhances the opportunities for professional development for our members,” said NextGen ATD chairperson and vice president of Truck Centers, Inc., Katie Hopkins. “We’re happy to welcome Procede to the NextGen ATD community and are looking forward to forging a strong relationship.”
Procede Software joins TRALA.
Procede Software is proud to be a new member of the Truck Rental and Leasing Association (TRALA). TRALA is a voluntary, non-profit national trade association, and its mission is to foster a positive legislative and regulatory climate so companies engaged in leasing and renting vehicles and trailers can compete without discrimination in the North American marketplace.
TRALA Chairman Tom Brown said, "We are proud to welcome Procede Software to the TRALA family. TRALA members purchase about 20% of the commercial vehicles in operation in North America and are responsible for between 35% and 40% of all new trucks put into commercial service. We are looking forward to a valuable relationship with Procede Software and anticipate learning more about the services Procede can offer to the truck renting and leasing industry."
We’re excited to become better informed about the challenges our customers face and be a part of finding solutions for them.
Procede Software named Microsoft Hi-Po partner.
As a certified member of Microsoft® Partner Network, we work hard to implement their latest technology advancements, so when we were recently selected to participate in the Microsoft High Potential (Hi-Po) ISV Managed Partner Program, we couldn’t have been more thrilled!
Why all the excitement? For starters, out of their approximately 20,000 independent software vendors, Microsoft only selects about 200 for this program. Our participation means we’ll be working even more closely with Microsoft to ensure seamless integration of and compatibility with their technology.
And while we’re excited to build an even stronger relationship with Microsoft, what really has us high-fiving around the office—and we actually do that—is the opportunity to make Excede DMS work better for you.
Procede Software Names Larry Kettler as CEO.
New CEO brings 25-year track record of success in building companies on a foundation of customer satisfaction, product evolution and strong partnerships.
San Diego, CA – September 20, 2011. Procede Software, a leading developer of enterprise level Dealer Management System (DMS) software and services for the Heavy Duty Truck and Automotive industries has named Larry Kettler as its new Chief Executive Officer (CEO). Kettler will guide the company’s short-term and long-term growth and expansion.
Kettler, a technology veteran with over 25-years of experience in building successful companies in diverse industries, was most recently Executive Vice President of Business Development at MIR3, Inc. where he was responsible for day-to-day strategic company initiatives and overseeing the company’s Corporate Development activities.
“I’m very pleased to be joining Procede Software at this important time in the company’s history,” said Kettler. “Procede is a true innovator and uniquely positioned to grow its leadership position in the DMS marketplace,” said Kettler. “As new technology acceleration continues to penetrate all areas of the dealership marketplace, I look forward to working with and learning from our customers in order to meet their technology needs today and tomorrow.”
With Kettler’s appointment, Managing Partner and industry software pioneer Peter Kneale will turn his focus and energy to growing the industry’s leading Dealer Management System platform, Excede DMS. Kettler will have oversight for all daily business operations and is committed to increasing Procede Software’s investment into research and development, which will provide customers with next generation applications that enhance the robust Excede DMS. Kettler will also lead Procede Software in extending professional services offerings to include advanced process consulting, new training services, and professional development tools that will help customers maximize their return on investment.
"A couple of years ago, we brought all our dealerships under one corporate structure in Excede. I was the last one to believe that we could use the software to manage the accounting more efficiently, but I am a believer now."
Lonestar Truck Group
"Because Excede DMS is Windows-based, new employees get up to speed much faster. Since they’re already familiar with the Windows environment, we’ve been able to cut our training time significantly."
Director, Parts Operation