Our implementation timeline follows a series of six steps to get Excede® up-and-running at your dealership as efficiently as possible.

  • Analysis & Planning

    Our Implementation team conducts a site survey to determine your dealership’s processes, workflows, and business needs, then maps out a transition plan to implement Excede.

  • Training

    Users receive access to a web-based introduction course on Excede, as well as in-person training sessions. Ongoing self-service training resources are available through our eLearning website and Customer Portal.

  • System Configuration

    In addition to converting data from your existing business system which undergoes a test conversion so you get a preview before it’s final, our Implementation team will guide you through all the necessary setups to make the system match your needs.

  • Testing

    Users at your dealership will test transactions, ensure invoices look accurate, and verify you are happy with your setups so that your team is prepared for the Go-Live.

  • Go-Live

    The final conversion is conducted over the weekend, so you will be live on Excede by Monday morning. A member of our team will remain on site for your dealership’s go-live.

  • Post-Live Support

    Once you have successfully completed a go-live, you will be transitioned from the implementation process to daily support and maintenance. Our post-live support includes remote support from our Support Services team.


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