The PSC is Almost Here!
We are officially less than a month away from hosting our largest Procede Software Conference to date. Planning is well underway to ensure attendees experience two unforgettable days filled with the learning experiences and knowledge needed to elevate their dealership’s performance. There will also be plenty of time for fun in the evenings with two hosted receptions.
Over 280 Procede customers, Certified Partners, and guests will join us May 16-17, 2017 at the Westin Gaslamp Quarter to participate in informative breakout sessions, networking opportunities, and hands-on workshops designed with one goal in mind: drive performance and deliver results. This sold-out event will be sure to leave a lasting impact. We can’t wait to share this experience soon!
Procede is Going Paperless!
We are happy to announce that you can now sign up to have your Procede invoiced 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.
2017 PSC Registration Opens Soon!
The new year might have just begun, but the 2017 Procede Software Conference (PSC) will be here before we know it! While the PSC is still a few months away, we be will opening conference registration in early February to accommodate growing demand and excitement. Last year’s sold-out PSC was a great success and we plan to make this year’s event our biggest and best to date.
To ensure an invaluable experience at the PSC, we’ve been busy behind the scenes planning informative sessions that will provide you with the knowledge necessary to improve your dealership’s operations. Along with sharpening your skills, you can also expect to be in good company with other industry professionals and Certified Partners in attendance. Together, you’ll have the opportunity to explore in depth how to get the most out of Excede DMS, network with like-minded industry professionals, and discuss emerging trends.
A few other things you can expect from the PSC include:
- A thorough look at our latest product and service offerings through informative general sessions, tailored breakouts, and hands-on workshops
- Dedicated time allotted to answering pressing questions and providing product feedback
- An opportunity to connect with Certified Partners at the Pit Stop
- Hosted breakfasts, lunches, happy hour, and closing reception
Save the dates and join us May 16th and 17th at the iconic Westin San Diego Gaslamp Quarter for two action-packed days worthy of your time and participation. Whether you’re new to Excede or have used our software for years, there is much to be gained by attending our annual PSC.
Look for registration information in your email inbox soon and sign up accordingly as space will fill quickly!
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.
Save the date for the 2017 Procede Software Conference.
The new year may be a few months away, but we’re already preparing for the 2017 Procede Software Conference! We’ve carefully evaluated the feedback we received from this year’s conference to ensure next year’s is the best yet, all while maintaining the informative and engaging experience you’ve come to expect from the Procede team.
Whether you're looking to learn more about our products and services, discuss best practices, or discover how other customers have utilized Excede DMS to address needs similar to yours, you can be sure there is a session for it!
Join us on May 16th and May 17th at the Westin San Diego Gaslamp Quarter for two full days of break-out sessions, product demos, Pit Stop expos and more. Mark your calendars and stay tuned for registration details coming in January.
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.
Save the date for the 2016 PSC!
2016 is just weeks away, and we are already looking ahead towards spring and the Procede Software Conference. With attendance topping a record-breaking 200 individuals at last April’s PSC, we’re planning to surpass this year’s success and make 2016 our best year yet. Join us on May 10th and May 11th at the Sheraton San Diego Hotel and Marina for two full days of break-out sessions, product demos, Pit Stop expos and more. Keep an eye out for the invitation this January!
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.
Download the latest version of Rapid RO on the User Forum.
We are happy to announce the release of Rapid RO v1.1.1, a browser-based application that makes it possible to check in vehicles as soon as they arrive at a dealership’s service drive. Designed to run on any laptop, iOS, Android or Windows mobile device, Rapid RO v1.1.1 allows users to create repair orders, add common jobs and (optionally) assign those jobs to a service technician. The latest version includes minor bug fixes and is available for download on the User Forum through the following path:
Procede User Forum » Resources » Tools, Resources and Downloads » Excede Product Downloads » Excede Rapid RO v1.1.1 Application
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!
CEO Mid-Year Review is just around the corner.
Join us as Larry Kettler, CEO, gives an update on the progress Procede Software continues to make in the HDCV (heavy duty commercial vehicle) marketplace, and shares the inside scoop on our ongoing plans for 2015. If you missed our Procede Software Conference (2015 PSC), this is a great way to hear more about what is ahead for Procede in the next six months.
The Mid-Year Review is intended for management-level employees and will cover topics such as:
- Product highlights and future development projects
- Progress on key initiatives and programs
- Updates on partner relationships and integration compliance
If you would like to participate, please follow the registration link below:
2015 PSC presentations have been posted to the User Forum.
As soon as it came, it went. By now, we hope you are finished recovering and back to business as usual after an incredible two days at the PSC! With Excede DMS being your platform of choice, we sincerely hope you were able to leave San Diego with some new insights and tools that will help streamline processes at your dealership. If you’ve learned any new tips, tricks or shortcuts, don’t just keep it to yourself! Be sure to share that newfound knowledge with others in your team. If you weren’t able to attend, worry not! Presentations have been posted to the Events section of the User Forum and are available to review at your convenience. Login and navigate to Procede User Forum » Resources » Events, Webinars & Workshops » All-Purpose » 2015 Procede Software Conference (PSC) to download the zip file.
2015 PSC: Celebrating a decade of innovation.
Get ready for two days of comprehensive peer-to-peer, dealer-to-dealer interaction! Celebrating 10 years of innovation, industry leaders will be gathering in America’s finest city on April 22-23 to share and aggregate knowledge, discuss industry challenges, and learn about the latest Procede products and services. From dealer principals to certified partners, this invitation-only event will be teeming with PSC powerhouses. And due to an unprecedented response rate, we have officially reached capacity and SOLD OUT in record time!
Now, more than ever, our customers need an outlet to help them connect, collaborate and make sense of the changing landscape of the HDCV industry. And with the digital revolution gaining momentum, customer expectations are changing. In order for Procede to continue delivering quality DMS solutions, it is imperative we invest in tools that can adapt and respond to the evolving needs of dealerships and their staff. The 2015 Procede Software Conference is precisely the forum to help us do so.
Here’s a breakdown of what to expect at the show:
- Review best practices across the spectrum of accounting, fixed ops and sales
- In-depth look at latest service offerings through general sessions, breakouts and workshops
- Certified partners Arcadium, Decisiv, Elite EXTRA, GRACO, Lincoln Lube, OpenEdge, and SOARR exhibiting at the Pit Stop
- Special breakout session for members of the Insider Program
- Hosted lunch, happy hour and closing reception
The 2015 PSC will mark the start of a new dialogue, the beginning of a collaborative journey to discover, explore and research what’s next in dealer management software. So, if you're looking to connect the dots between dealerships and technology, this conference is for you.
No fluff. No gimmicks. No hidden agendas. Just some good old-fashioned PSC fun!
2015 PSC registration opens next week!
While the new year has just begun, we are already looking ahead towards spring and the 10th anniversary of the Procede Software Conference. Last year’s conference reached record-breaking new heights and we are looking forward to celebrating a decade of innovation in 2015. Join us on April 22nd and April 23rd at the Omni Hotel in downtown San Diego for two full days of informative sessions, product demos, Pit Stop fun and more. Look for the invitation in your inbox next week!
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.
Save the Date for the 2015 PSC!
Celebrating a decade of innovation, 2015 marks the 10th anniversary of the annual Procede Software Conference! With attendance topping a record-breaking 190 individuals last year, we’re planning to upstage 2014’s success and make this year bigger and better than ever before. Join us on April 22nd and April 23rd at the Omni Hotel in downtown San Diego for two full days of information sessions, product demos, Pit Stop expos and more. Keep an eye out for the invitation and registration details this January
Get more out of Excede DMS with the v9.19 upgrade package.
Procede Software customers are once again proving to be early adopters of new technology by embracing mobile tools and web-based applications—all compatible with Excede DMS v9.19! Over 30% of our customers have already upgraded, and they are taking advantage of the new functionality and integrations built into the latest release. To help customers successfully roll out these new tools, the Procede Professional Services Team is offering bundled pricing for the implementation of Document Delivery, Time Clock, Signature Capture, and Rapid RO. And if you haven’t upgraded to v9.19 yet, they are also offering package pricing for the implementation of these tools, as part of the upgrade.
Excede Document Delivery allows you to automatically email invoices and statements to dealership customers. The dealership manages who receives which types of documents, and manages the delivery schedule.
Excede Time Clock combines the Attendance Clock and Shop Clock into one web-based tool accessible from most web browsers. The combined functionality reduces errors on the shop floor and improves technician efficiency.
Excede Signature Capture enables the dealership to collect a legal signature on parts and service documents, and supports customized terms and conditions based on the document being signed.
Excede Rapid RO helps get an RO started, at the vehicle or on the road. It is free to all customers, and can be downloaded directly from the User Forum.
For more information on our bundled or package pricing, or about Excede DMS v9.19, contact Support Services.
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.
2014 PSC presentations have been posted to the Forum.
For those of you who attended this year’s conference, we hope you learned some valuable tips and discovered tools that will help you get the most out of Excede DMS. Now that you are back at your dealership—don’t keep the tips to yourself! If you attended a memorable session and learned something that will help you work smarter or faster, make sure to share it with your team. Presentations have been posted to the Events section of the User Forum. Login and navigate to Procede Software: Events 2014 Procede Software Conference (PSC) to download the zip file.
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.
Countdown to ATD—stop by and see us!
The 2014 ATD Convention & Expo is only a few short days away and the Procede team is gearing up for an exciting time at the show. We’ll be in booth 1810 demonstrating all the latest Excede DMS functionality, including the Mobile Quick Add and Time Clock applications, and our new Excede Signature Capture and POS credit card processing capabilities. If you are heading to the show as well, make sure to stop by to visit with our staff and pick up a pair of our signature Procede sunglasses. We look forward to seeing you there!
Save the Date for the 2014 PSC!
We’ll be back downtown at the Omni San Diego Hotel for the 2014 Procede Software Conference! Mark your calendars and join us April 22 & 23 for two full days of informative sessions, hands-on workshops, and Pit Stop fun. Look for the invitation and registration details this January. Procede Insiders will have access to special early registration.
Announcing a special end-of-year upgrade promo.
Procede is starting the holiday season early, and our Professional Services team has put together an Upgrade Package especially for the remaining dealers currently running v9.17 who are ready to make the move to v9.18.
This special package includes recorded instructional videos, forms updates (up to 10 per department), a Procede managed single database and software upgrade, and one full day of dedicated remote support with a Procede expert upgrade Consultant.
Excede DMS v9.18 Key Features
- Snotes on managed parts
- Freight charges on branch transfers
- Auto shipping of customer transfers
- Parts request from Shop Clock
- Unlimited number of tech remarks
The cost of the Professional Services v9.17 to v9.18 Upgrade Package is $1,300, and the offer expires December 23, 2013. To take advantage of this special year-end pricing and to schedule your upgrade, contact Professional Services.
Take the Mobile Quick Add Application Survey.
Have you downloaded the new Mobile Quick Add application? If so, we would like to hear about your experience. Please take the short 5 question survey and share your feedback.
Announcing the Mobile Quick Add general release!
Procede is happy to announce the general release of the Mobile Quick Add application. First introduced as a proof of concept at the 2013 Procede Software Conference, we collected and incorporated your feedback and are now offering the completed application to everyone—free of charge!
The Mobile Quick Add application is designed to help service departments quickly check vehicles in when they arrive on the service drive. It allows users to add common jobs to the repair order at the time of check in, and optionally assign those jobs to a specific technician.
Getting customers out of their truck and into your comfortable driver’s lounge is the first step in creating a positive customer experience at your dealership. By using the Mobile Quick Add application, you will be able to significantly shorten the amount of time that vehicles sit in your service drive idling, and many times, you will be able to pull a truck straight into the shop for a technician to begin working on the RO that was just created. By eliminating steps in the process wherever possible, the Mobile Quick Add allows your service department to get trucks back on the road with less downtime.
The Mobile Quick Add application is compatible with Excede v9.17 or higher, and is designed to run on a multitude of mobile devices, including all Android, iOS, Windows, and Blackberry phones and tablets, in addition to Windows desktop/laptop devices.
Join the upcoming webinar on Tuesday, October 8, for a demo of the application, and to get instructions and support options for downloading and install.
Access and share free reports in the User Forum.
There are now seven new reasons for you to visit the User Forum! Excede users can upload and share Crystal Reports, Data Insight Reports, and even Excel Reports, and Procede will also post new reports as they become available. Guidelines for submitting your own reports and disclaimers for using shared reports are posted within the Report Sharing section of the Forum.
Support Survey award winner!
Congratulations to Rick Hackworth at Gear-O-Rama Supply LTD, the winner of a $50 American Express gift card in our Support Services Survey Response random drawing! Procede Software’s Support Team wants to THANK YOU for taking the time to provide feedback regarding your support experience!
We’ve made some improvements to our survey questions to ensure that we are offering you the best support we possibly can. The questions have been tailored to focus on your personal support experience and will help us improve our Support Team’s performance; including timeliness, professionalism, courtesy, knowledge, communication and problem resolution effectiveness.
Your survey responses provide us with vital information and insight to help make changes to increase customer satisfaction and service levels. So, please keep submitting your surveys for a chance to win in our next drawing (winners selected randomly), and more importantly to assist in improving our service quality!
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.
Excede Web Based Introduction summer special!
In celebration of the recently completed Excede Web Based Introduction (WBI) update, we are announcing a summer special—now through the end of August, receive 5 WBI credits for the price of 4!
The new and improved WBI includes updated content across all departments and improved functionality for tracking completed courses and quiz scores. Additionally, administrators can now buy credits in advance and assign users themselves as needed.
To request WBI credits, contact Support Services.
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