February 1, 2025 — Disconnected systems can create inefficiencies, increase manual workloads, and complicate financial reporting. Vanguard faced these challenges, relying on time-consuming manual processes to align financial data across their organization.
Here’s how Procede Software’s Excede API integration helped Vanguard streamline operations and achieve greater efficiency.
Inefficiencies with Manual Processes and Reporting Gaps
During the initial evaluation of ERP systems, Vanguard determined that Procede Software’s Excede was the best fit for its dealership group, while a separate system was chosen for its leasing operations. At the time, this created a disconnect between the two platforms, requiring excessive manual input to keep financial data aligned.
As a result, Vanguard struggled with:
- Redundant manual entry to sync financial data between systems.
- Inconsistent reporting, making it difficult to consolidate leasing activities with dealership financials.
- Service managers spending valuable time on administrative tasks instead of operations.
Their goal was to bridge the gap between systems, automate processes, and ensure all leasing transactions rolled up seamlessly into dealership reporting.
Automating Key Transactions and Efficiency at Every Level
By partnering with Procede, Vanguard implemented a tailored Excede API integration that automated critical workflows.
Janet Elliott, VTL Controller at Vanguard Truck Leasing, shares: “Since completing our integration project, we have saved countless hours by eliminating redundancy and manual input for key transactions, including work orders, sublet purchase orders, and intercompany communications.”
The integration delivered measurable improvements across operations, including:
- Time savings: Automated financial transactions eliminated manual data entry, allowing service managers to focus on operations, not admin work.
- Improved accuracy: Automated processes reduced errors in financial reporting and ensured data consistency across systems.
- Operational efficiency: Eliminated the need for additional administrative staff.
Janet Elliott emphasizes the impact: “This API is absolutely necessary for our daily operations. It has saved us at least two administrative team members across our organization.”
A Smarter Way to Work
Vanguard’s Excede API integration is now an essential part of their operations, optimizing workflows and ensuring accurate reporting. For businesses facing similar challenges, Vanguard shares: “I encourage others to complete this project — it’s a game-changer.”
Looking to eliminate inefficiencies in your daily workflows? Submit a request through Procede Help (login required), and our team will connect with you to find the right solution.