Procede Software — What’s New — Procede Software Conference — DocuPhase and Procede Partner to Accelerate Efficiency in the Trucking Industry DocuPhase and Procede Partner to Accelerate Efficiency in the Trucking Industry As a dealership, your business hinges on an accurate and efficient flow of documentation. From your service technicians’ purchase requests to your sales teams’ buyer and rental agreements, every team in your organization depends on accurate and reliable information to keep your business moving. Keeping track of so many moving parts can be a daunting process, especially when forms need to flow between departments for approval. However, automating and digitizing your forms, workflows, and payment processes with DocuPhase can help your teams stay on track. By eliminating communication bottlenecks and granting real-time visibility into your processes, our seamless integration with Excede empowers your team to focus their efforts on your business’ highest-value tasks. Document Dilemmas in Your Dealership Traditionally, paperwork has played an integral role in dealerships’ day-to-day operations. Invoices, contracts, service forms, and parts requests ultimately rely on a flow of paperwork. However, printed documents are at risk of being damaged, mismanaged, or potentially lost as they are shuffled between departments. This often results in duplicated efforts and communication bottlenecks which impede your company’s productivity; but an even greater risk is that unauthorized parties may gain access to sensitive information, putting your customers and your organization in danger. As a result, many dealerships have opted to go paperless with digital document storage. While digitizing documents is a great start, businesses often still rely on disparate programs, creating employee frustrations due to repetitive data entry and a lack of communication between departments. DocuPhase: A Simplified Solution DocuPhase is an easy-to-use document management and accounts payable automation solution that eliminates paper-based processes and manual tasks from your day-to-day. By merging your document management, workflow automation, and accounting processes into Excede, DocuPhase provides all the benefits of digital document storage with the convenience of a single, modernized platform. Utilizing DocuPhase as your integrated automation solution allows your team to leverage: Digital forms that can be signed virtually and indexed automatically upon submission Configurable workflows, such as automatic routing of your teams’ requisition forms to the appropriate purchase approvers End-to-end automation of your procure-to-pay process, from capturing invoices to matching P.O.s to paying your vendors Optical Character Recognition (OCR) technology for automatic data capture of your most frequently received paper documents Anywhere access to data via cloud-based storage Integrated collaboration tools with full version control visibility Secure document storage with role-based access Augmenting your existing Excede functionality with DocuPhase brings your business more cohesive and simplified workflows, full process visibility, and the ability to redirect your employee’s efforts toward their highest value skills and talents. Our Procede Partnership DocuPhase is proud to be a Certified Partner with Procede for AP automation and document management solutions. Through our collaboration, we offer dealerships a zero-friction, custom-configurable way to automate and optimize their workflows for maximum cost-savings and resource efficiency. Learn more about how DocuPhase functionality can complement your team’s existing processes in Excede by visiting our website, www.docuphase.com. Representatives from DocuPhase will be present at this year’s Procede Software Conference (PSC). Find us at the Pit Stop Expo to discuss how DocuPhase can be custom tailored to suit the needs of your dealership.