Get to Know the Procede Team + our Technology at ATD.
One of the industry’s biggest events of the year is right around the corner, and the Procede team is looking forward to attending and exhibiting at NADA’s 100th anniversary in New Orleans. In just a few days, we will be networking with our industry peers, exhibiting in the ATD zone, and hopefully connecting with many of you.
In addition to exhibiting, we are also looking forward to co-sponsoring and presenting the ATD Dealer of the Year Award for the third year in a row. Last year we had the pleasure of presenting Tom Bertolino, vice president of NorCal Kenworth, with this prestigious award. We are eager to help announce and award this year’s successor.
Visit the Customer & Resources Portal for important updates.
If you aren’t following topics in the portal, you are missing out on important updates! The Customer & Resources Portal is the place to go to access OEM integration notifications, training tools, applicable downloads, and learn about known issues. Recent additions have been posted to several topics and this information is available exclusively in the portal.
To make sure you stay up-to-date on all the latest resources, tools, and downloads available, we recommend you “follow” the topics that apply to your dealership.
Navigate to the appropriate topic (Example: Training Resources & Tools, Integration Notifications & Downloads, Webinars & Workshops, and many more!).
Follow either a section (black, bold text) or an article (blue, bulleted text).
If you’d like to follow a section:
Locate the “Follow” drop-down list on the right side of the page, click “Follow”, and then select “New articles” or “New articles and comments”.
If you’d like to follow an article:
Locate the “Follow” button on the right side of the page and click “Follow”.
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 portal, you can also ask questions related to OEM updates and download executables and documents.
While you are still able to submit support requests (if you are an authorized user), you now have the ability to search through multiple resources at once by using our universal search bar, which filters through our Knowledge Base, Resource Documents and User Community.
Also, with a streamlined user experience and better navigation, you can now enjoy embedded videos of webinar recordings and improved functionality when attaching screenshots or files to your work orders.
With so many new features and available options, we encourage everyone on your team to sign up!
End of Support for SQL Server 2005.
As a Microsoft Certified Partner, Procede Software is committed to staying in lockstep with Microsoft technology. This means that Microsoft will conclude its SQL Server 2005 support lifecycle on April 12, 2016 and Procede will end support for SQL Server 2005 on the same date. There will be no updates, non-security hotfixes, support options, technical content updates or security patches available from Procede or Microsoft once support ends. Excede DMS v9.21, for instance, is due out in late 2016 and will not be supported on any version of SQL Server prior to SQL Server 2008 R2.
We are pleased to announce the release of Graco v1.1, an updated integration between Excede DMS and the Graco Matrix lubrication system.
This release adds one major new feature, Verification Strength (VS), which offers additional control over fluid dispense authorization. In v1.0, there is no ability to pre-authorize pump amounts. In v1.1, you can set three different Verification Strength levels corresponding to varying pumping requirements. If Verification Strength level three (VS3) is set, for instance, Matrix will not pump any amount more than is pre-authorized in the DMS. Excede will then report back to Matrix any amount under-pumped or over-pumped for auditing purposes.
The Verification Strength will also work seamlessly with Matrix’ Top Off Percent functionality. For example, if four units are authorized under VS3, and the Top Off is set at 10%, Matrix will allow dispensing of up to 4.4 units.
We are happy to announce the release of Web Connect, an API (Application Programming Interface) that enables our Procede Certified Partner, SOARR, to build websites or web applications using selected information in Excede DMS. With Web Connect, SOARR will be able to build a dealer’s website to include real-time access to parts and vehicle inventory, customer account information, service history, invoice archives and other information. The API displays that information across all branches through an authenticated interface that protects your company data.
As with all modern APIs, Web Connect allows real-time data to be integrated into almost any website or application without dictating how the data is displayed. This means that a Certified Partner such as SOARR can build a dynamic website including Excede DMS data while maintaining a fully customized look-and-feel that matches dealership branding guidelines.
To learn more about additional functionalities available in Web Connect, contact email@example.com.
Increase security and reduce credit card processing fraud with EMV.
As you may know, the instatement of EMV cards is imminent in the US. Credit cards are now appearing with embedded chips that communicate directly with the card issuer, collectively known as EMV systems, named after its original developers (Europay, MasterCard® and Visa®).
Until September 30th of this year, liability for most card transaction fraud was owned by the bank or financial institution issuing the credit card. But as of October 1, 2015, the liability for card-present fraud has shifted to whichever party is the least EMV-compliant in a fraudulent transaction, which may include your dealership.
In adherence to security best practices, Procede is actively working with OpenEdge to provide an integrated Credit Card processing solution that will give you all the security and protection of EMV, ultimately helping safeguard your business against card data theft.
Unlike a traditional magnetic strip, payment data is more secure on a chip-enabled payment card because it produces a one-time encrypted code for every purchase. The way the data is transferred varies with each transaction, making it extremely difficult to duplicate or steal credit card information at the point of sale.
Instead of just swiping a card at the point of sale, the user has to place the card and its embedded chip near or inside an EMV-enabled reader and then type in a PIN or provide a signature. That’s why EMV is sometimes referred to as “Chip and PIN” technology. Key benefits of this new protocol include:
More thorough authentication process
Safer transactions both online and in person
Minimizes fraud resulting from counterfeit, lost and stolen cards
As the integration gets closer to production, we will continue to develop and deliver communication materials you need to stay informed of those pending changes.
If you are a current Credit Card Processing customer, or if you would like to learn more about Procede’s support for EMV, please contact Support Services (Login required.)
SQL Server 2005 end of support deadline approaching.
Is your dealership still running SQL Server 2005? If so, you risk being exposed to security vulnerabilities and increased maintenance costs that could be harmful to your business. On April 12, 2016, Microsoft will stop providing updates and any form of support for SQL Server 2005.
As a Microsoft Certified Partner, Procede Software is committed to staying up-to-date with Microsoft technology, development tools, and supported software. In accordance with this, Excede v9.19 marks the end of SQL Server 2005 compatibility. The soon to be released Excede v9.20 will require that your dealership is running SQL Server 2008 or 2012.
In order to ensure you are able to upgrade to new versions of Excede as they become available and enjoy all the latest features and enhancements, we advise that you begin planning your migration away from SQL Server 2005.
Full details about the changes can be found on the Microsoft website here.
If you have any concerns or questions about the SQL Server 2005 support, please contact Support Services. (Login required.)
New sections added to the User Forum!
The Procede User Forum has facilitated effective, ongoing communication between staff and customers alike. And with the continued growth of our service offerings, we’ve added two new sections–one for customers, and one dedicated solely to partners.
Through the new Certified Partner section, customers can download all partner-focused content under the All Certified Partners (Data Sheets) tab. Each Certified Partner will also have their own tabs which are accessible only to customers who are contracted for those particular integrations. Within each partner tab, customers can engage in general discussions/troubleshooting with other users who are currently utilizing that same integration and stay up to date with the latest partner integration news.
In the new Partner-Only Forum, partners can update their profiles and contact key Procede staff members for specific inquiries. We’ve also created a notification system that alerts partners of any major releases and other exciting Procede news.
If you haven’t already, sign in to the User Forum and join the conversation!
New functionality in Document Delivery.
New features have been added to Excede Document Delivery, an integrated solution that allows dealerships to reduce the time spent on individual email invoice requests and increase customer satisfaction through increased communication. From the option to choose your own default settings, to the ability to send AR statements and the addition of the Admin management tool, the latest version of Document Delivery is full of new time-saving enhancements.
For pricing details and additional system requirements, or to upgrade to the latest version, submit a work order request through Support Services.
Check out the new shortcut and toolbar cheat sheets!
We have added additional department-specific shortcut sheets to the User Forum. These downloadable guides are designed to help users become more acquainted with common keyboard shortcuts and Excede toolbar navigation. By becoming more familiar with these tools, you can increase your efficiency by reducing keystrokes and mouse work.
Get them here: Procede User Forum » Resources » Tools, Resources and Downloads » Resources: Training » Shortcut & Toolbar Cheat Sheets
Recap: Procede at the 2015 ATD Convention.
From truck manufacturers to business consultants, the ATD Convention & Expo was brimming with industry all-stars. Held at the historic Moscone Center in San Francisco, this action-packed event provided attendees with a platform to network with peers, discuss emerging market trends and strategize new ways to improve their business practices.
Among the many vendors showcasing their latest technologies was Procede Software. Not only did we get the opportunity to interact face-to-face with some of our valued customers and partners, but we also helped crown Scott McCandless of McCandless Truck Center with the coveted ATD Dealer of the Year award! We were truly honored to be both an exhibitor and a co-sponsor and we look forward to the chance to play both parts again next year. Las Vegas…watch out for Procede!
PayPros is now OpenEdge!
PayPros and Accelerated Payment Technologies are pleased to announce that they will now operate under a single division of Global Payments to be known as “OpenEdge.” For PayPros customers, no immediate platform changes are expected and you will be notified of any future changes or advancements. Your current contacts and support will also remain the same.
If you would like more information, contact your PayPros account manager or customer service at 800-774-6462.
If you are reading this, you are already a Procede newsletter subscriber (or website visitor) and enjoy getting all the latest news and updates—but did you know, there are many additional ways to stay connected beyond the newsletter? Make sure to participate in all the Procede communication channels and be in the know at all times!
Training Emails Sign up to receive our monthly training emails and be the first to know about upcoming Procede Best Practices webinars and special training offerings. If you would like to be added to our list, email us at firstname.lastname@example.org.
Procede Events Page To stay up to date on all the latest Procede happenings, bookmark our Events page. Here you will find a list of the upcoming tradeshows Procede will attend, as well as details on the Procede Software Conference (PSC). You can also register for our upcoming webinars.
Social Media Connect with Procede on social media! Some of you may have already joined in the fun and followed the Green Kicks sightings on our Twitter page over the summer. You can also get live updates while we are on the road, see what’s happening around the Procede office, and get the scoop on important new announcements.
We want everyone at your dealership to be in the know. Please help us get the word out by forwarding this newsletter to other members of your staff. They can subscribe through the link in the sidebar, or directly through the link below:
The PSC may be over, but the green shoes are still going strong. All summer long, Procede staff will be snapping photos of their green kicks out and about. Look for them onsite working with customers, at tradeshows, or just kicking back across the US and beyond! Follow us on Twitter to see where they’re spotted next.
Get the new Budget Import Tool!
Procede recently introduced a new, streamlined tool that simplifies the process for importing budget numbers into Excede DMS. The new budget import tool has a simple, common, and familiar Excel interface and familiarity with Excede is not required! The process is easy with only three quick steps to select the right General Ledger accounts and import the budget numbers into Excede. The same tool can be used to modify previously entered budgets, and it can also be reused year after year. There is a one-time set-up fee for the tool, and once configured you will have complete control of the import process. To learn more, get pricing, or to schedule a short demonstration contact Support Services.
It’s inventory time—tools to help you prepare.
With inventory season quickly approaching, we are sharing links to all of our previously published inventory related articles. We want to help your inventory go smoothly, so click through to learn the best ways to prepare!
Our Professional Services team offers many additional tools and services that can help support inventory management. For example, we offer a parts inventory checklist that gives you key performance indicators to help you manage your parts inventory every day.
Many customers also schedule Procede staff for onsite physical inventory help year after year. Contact Support Services (login required) to learn more.
The Procede Knowledge Base – 125+ entries and growing!
In April, we introduced the Procede Knowledge Base, a searchable database of resolved support tickets that provides users with a troubleshooting resource and allows them to self-diagnose and resolve issues quickly. Since its launch, the Knowledge Base has continued to grow and now includes over 125 entries. Getting the answers you need is now easier and quicker than ever!
To use the Knowledge Base, simply log in to Support. The search field is on the landing page.
Thomas Built Buses names top dealer.
Tim Bearchell, of The Bus Centre in Alberta, Canada, received the 2012 Dealer of Year award from Thomas Built Buses. The award recognizes outstanding performance in customer satisfaction, customer service and support, financial performance, and overall relationship with Thomas Built Buses. The Bus Centre is a full service dealer offering sales, parts, and vehicle service, and has been a Procede customer since 2010.
“Everyone at The Bus Centre is committed to customer satisfaction and goes to great lengths to do the right thing for their customers,” said Kelley Platt, president and CEO of Thomas Built Buses. “We are proud of their successes in 2012 and we are so pleased they are part of the Thomas Built family.”
There were five winning regional dealerships that made up the pool of top contenders. The Southwest regional winner was Carolina Thomas, LLC of Greensboro, North Carolina, who has been a Procede customer since 2004.
Gold, silver, and bronze awards were also handed out to recognize excellence and outstanding sales performance. Congratulations to all of the dealerships recognized!
You spoke and the Product Management team listened.
We’re excited about the amount of quality ideas and feedback we received at the 2013 PSC. We are beginning to work on enhancements for the next version of Excede, but we would like to clarify a few ideas. Please take some time to visit the “Talk to the Procede Product Team” section of the User Forum and give us your feedback on posted topics. Your feedback is critical to help us build the best solution possible.
With the Procede Knowledge Base, help is just a search away.
The Procede Software Support Services team is always looking for new ways to streamline the support experience and improve customer satisfaction. As Director of Operations and Support, Deanna Cocco, observed, “We’ve had a significant increase in the number of Excede users in the past two years, but the average number of support tickets opened and time to resolution has decreased by almost half.”
“We realized that if we had a way of sharing information from closed support tickets, it could be extremely helpful to other Excede users. We worked with our internal programming team to build the Procede Knowledge Base, a searchable database populated with information from resolved support tickets,” said Cocco. “Now, when you go to the Support site, the first thing you see is a search field. All you have to do is enter a key word or phrase, and you’ll get a list of related results.”
With the Knowledge Base, Excede users now have a troubleshooting resource that they can use before entering a support ticket that will allow them to access information so they can self-diagnose and resolve issues quickly. Plus, since we're always adding to the Knowledge Base, the content will grow in both quantitiy and value over time.
To use the Knowledge Base, simply log in to Support as usual. The search field is on the landing page. “If you can’t find the information you need to resolve the problem,” Cocco advises, “don’t hesitate to open a support ticket. Our team is here to help.”
Excede made even easier with eLearning.
Last fall, we updated the Excede eLearning Web-based Introduction (WBI) course with three new modules—Getting to Know Excede, Parts and Service. Now, with the recent completion of the Accounting, Lease/Rental and Vehicles modules, the Excede Web-based Introduction (WBI) features completely updated content.
Not only does the WBI feature all new content, it’s also much easier to use. Administrators can buy credits in advance and assign users themselves as needed. The WBI also includes improved functionality that allows your dealership’s administrator to track what modules a user has completed and how he or she has scored on the quizzes. An administrator can even send an email with a link and credentials to users that they've registered.
When a new customer implements Excede, the WBI is an important tool in training the staff, but many of our existing customers also find it useful for getting new staff up to speed. The WBI is a great way to hone skills, especially if you’ve recently upgraded.
Lincoln Fluid Management Systems integration streamlines processes.
Freightliner of San Antonio uses Lincoln’s fluid inventory management system to control how oil is dispensed — when, where, how much and by whom. According to Lincoln Product Manager Eric Krassinger, “it’s not unusual for 15 to 20 percent of oil changes to fall through the cracks in shops without this type of system. And if they don’t get recorded, they don’t get billed.” However, with Lincoln, the system requires that a tech use a unique PIN to select a hose reel and activate a pump to dispense a specific amount of fluid. The system then automatically records the data.
Last year, Procede worked with Lincoln to build an integration between the two systems that adds a validation function to the process. The validation function ensures fluid requests match an open labor item for that employee and that there’s also a corresponding open service order. The systems complete this reconciliation in real-time, so service records and inventory records are up-to-date and accurate. Since record keeping is now automated rather than manual, labor is reduced.
Freightliner of San Antonio recently tested the integration in their dealership, and they’re already seeing the benefits. According to their IT Support Manager, Isaac Mattson, “this integration helps close the loop. It helps management better monitor our fluids, it helps our techs handle their service responsibilities more independently, and it lets our parts guys at the counter stay focused on selling parts.”
Mattson says they’re getting ready to roll the updated system out to the guys in the shop. “We’ve tested it thoroughly and it does exactly what it’s supposed to do. We’re confident it’s going to be an efficient, simple-to-use solution for making sure everything is accounted for. Our technicians won’t have to rely on the parts guys to activate the pumps, management won’t have to worry about inconsistent billing, and we can trust the system to manage the correct parts and quantity.”
Lincoln Fluid Management Systems are offered by the SKF Lubrication Business Unit. If you’re interested in implementing the Excede DMS/ Lincoln Fluid Management Systems integration in your dealership, contact email@example.com.
Polk VIN decoding tape saves time and reduces errors.
Whether you’re buying, selling or servicing a vehicle, each time you create a vehicle record in Excede DMS, the system prompts you to enter basic information, like VIN number, make, model and year. By downloading the Polk VIN decoding tape and importing the data into Excede, this information will automatically populate, saving time and reducing data entry errors.
Here’s how it works: at the beginning of each month, Procede Software uploads the latest Polk VIN decoding tape to the Resources (login required) section of procedesoftware.com. Your IT staff can then download the zip file and import it to Excede with an easy-to-use wizard. Once the tape is imported, the data becomes available in the system—when you’re creating a new record, simply enter the VIN number and basic manufacturer specs for that vehicle will automatically populate.
The Polk VIN decoding tape significantly reduces the number of fields that need to be manually populated when creating a vehicle record, saving you time, cutting back on keystrokes and minimizing the opportunity for error.
Looking for additional resources? Check out the Resources section of procedesoftware.com (login required) for Help Files, Release Notes, Cheat Sheets, and more.
Procede is a preferred DMS provider to Mack dealers.
Procede Software is one of only three preferred providers of DMS services for the Mack dealer network in the United States and Canada. Excede DMS features a comprehensive selection of integration points specifically for Mack dealers. To learn more about these and other manufacturer-specific integrations, contact us.
"Our number one criterion for a new dealer management system was stability in the database. Excede DMS relies on a SQL Server database, and it is extremely well-structured and reliable."
Director, Parts Operation
"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
“Having had experience with several other dealer management systems, I found Excede DMS to be much more user friendly and its interface truly intuitive. I can trust that all the information is accurate, up-to-date and easily accessible.”
West Carolina Freightliner
Sign up for our e-mails and stay up-to-date with the latest Procede news and events!