Dealer Management System procedesoftware.com REAL-TIME DATA. REAL VALUE.
Excede DMS Overview Excede DMS Overview REAL-TIME DATA. REAL VALUE. Procede Software has been a leading developer of enterprise dealer management system (DMS) solutions since 2001. Our industry-leading software, Excede DMS, is built from the ground up on Microsoft technology and relies on a SQL Server database, so your team will be working with familiar tools from the get-go. Plus, you get peace of mind, knowing that your software investment is grounded in trusted, worldwide technology standards. Excede DMS is a comprehensive solution that includes all the functionality necessary to run your dealership Accounting, Fuel, Lease/Rental, Parts, Service, Time Clock and Vehicles. Excede s relational database means that in each of these departments, every transaction updates in real time, so as soon as you ve entered information in the system, it immediately becomes available no more batch processes or nightly uploads. Plus, that information can be shared across the entire system, so users across all departments and branches can access, view and update it. With Excede DMS, you own your data and can access it whenever you want, however you want. With comprehensive reporting tools, integrated business analytics, robust dashboards, in-screen views and easy export to Microsoft Office applications, you can make better business decisions today, without having to worry if the software will continue to meet your needs tomorrow. Excede DMS Accounting Company Fuel Lease/Rental Parts Service Time Clock Vehicles Excede Plug-ins Data Insight Excede Add-ons Barcode Scanning Another advantage: strong relationships with manufacturers and third parties allow Procede Software to offer best-in-class integrations and interfaces. Not only are our integrations compliant with all major commercial truck, bus and trailer manufacturers and distributors, we also have a thriving, growing ecosystem of third party partners that play a key role in your daily operations. We ve completed hundreds of installations over the course of more than a dozen years, and in that time, thousands of users at dealerships both large and small, have relied on Excede DMS to streamline processes, simplify tasks, and power their daily operations. And now with the flexibility and control provided by our hosted solution and on-premise solutions, you re free to focus on what you do best running your business. 1
The investment and effort put forth into migrating to Excede has made us a better company by forcing us to look closer at how we do business and allowing us to build the 2 reporting tools needed to track inefficiencies. If you want a DMS that will allow you to know what is really happening in your company, Excede is the right choice. Brian Nicoloff, Software/Systems Engineer Truck Centers, Inc. DISCOVER THE DIFFERENCE. It s built from the ground up on Microsoft. Familiar Windows and browser-based interface Easy export to Microsoft Office applications Powerful, stable SQL Server database You own your own data and can access it whenever you want. No data purges historical information is maintained by the system Fully integrated, easy-to-use business intelligence and analytics tools Real-time, ad-hoc reporting Everything in Excede happens in real time. Your data is available as soon as it s entered in the system No more batch processes or nightly uploads Real-time parts inventory information and gross profit analysis View and edit service department workload and technician progress in real time You only have to create a record once and it can be shared across the system. Create customer and vehicle records once no entering data multiple times Search, view and update records across departments and branches It helps you work more efficiently and effectively. Point-and-click and drag-and-drop navigation Consistent shortcut keys across departments Robust search functionality Invoice archiving Signature capture Easy export to Microsoft Office applications
Flexible, customizable reporting solutions put business intelligence in your hands. In-screen views of your data so you don t always have to print a report A comprehensive assortment of pre-packaged reports for every department Drill in on information and link to sub-reports Easy export of data to common file types Best-in-class integrations bridge the distance between dealerships and manufacturers. Compliant with all major commercial truck, bus and trailer manufacturers and distributors (Daimler, Mack/Volvo, Navistar, PACCAR) An open and extensible software platform A growing, thriving ecosystem of third party partner integrations Hosted and on-premise solutions give you freedom and flexibility. Secure, reliable and redundant remote Excede DMS application Maximum control from an on-premise solution Leverage the strengths of your IT department and supplement with Procede s expertise 3
Excede DMS 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. A benefit of the database is easier access to data and more flexibility in reporting. HOW IT WORKS. Excede DMS is built from the ground up on Microsoft technology and relies on a SQL Server database. That means all Excede departments, plug-ins, add-ons and even integrations pull and push information to a single, powerful, fully integrated database. Master records are created in a general administrative area of Excede called Company and are shared across all departments, by all authorized employees, even across multiple branches. No more duplicate records, no wasted time entering the same data multiple times. Meanwhile, you gain greater control over permissions you can customize which users can view certain information and how they can use it. System-wide features Data history historical data is never purged so you can view it whenever you want Document archiving attach electronic photos or files like estimates or vendor invoices no paper copies needed Flexible permissions determine which users can view and update specific information Shared records records can be viewed and updated across departments and branches Ken Ables, Director of Parts Operations Performance Truck 4 Transactions update in real time.
Excede DMS Overview Excede DMS ACCOUNTING Excede DMS provides real-time accounting for all your transactions, and posts them using a unique rules-based system that ensures the data conforms to your dealership s accounting practices. And, since everything updates in real-time, you ll no longer have delays in getting information that you need right away. Functionality highlights Create electronic purchase orders and track them through receipt and invoice payment Reconcile bank statements and sales tax Maintain vendor histories and customer statements and notes Confirm that an account reconciliation is accurate before posting journal entries Post large journal entries quickly and easily with the Dextor tool All Excede DMS departments, plug-ins, add-ons and even integrations pull and push information to and from a single, powerful, fully integrated database. 5
Excede DMS PARTS Even the largest parts inventory is easy to manage with Excede DMS. Since all transactions are updated in real-time, you always have an accurate view into parts availability and can maintain optimal inventory levels. Excede DMS also maintains a complete parts sales history for the life of the database, providing direct access to the customer s entire sales history. Functionality highlights Create pick tickets Apply discounts/coupons View order details Manage core inventory Price competitively with flexible pricing tools Check back order status and ship automatically Check parts inventory information at other branches and transfer between branches View and manage special orders by customer or part Manage multiple bin locations Analyze gross profits in real time 6 All your data is stored in a single,
Excede DMS SERVICE Excede DMS simplifies the creation and management of service orders, so service technicians can focus on providing great service. Tools like menu pricing options and jobs built with predefined parts, labor, comments, and miscellaneous charges ensure service department staff can easily create new repair orders. Functionality highlights Create new repair orders quickly and easily Define labor rates by customer, job or both Manage discounts, coupons, deductibles, deposits and warranties Pre-build menu pricing options for quick service order creation Pre-define parts, labor, comments and miscellaneous charges See all shop activity and idle technicians in a single view Track technician attendance and time spent on specific jobs with integrated Time Clock functionality In the years since we began with Procede, we have grown our parts and service business beyond our goals, and the Excede software has been a core part of how we made it happen. Not only has our business grown, our processes, like parts inventory control, have become more efficient and accurate. Excede makes it much easier to control the complex parts pricing structures required to compete in today s market. powerful SQL Server database. Brad Wilson, President Peterbilt of Sioux City 7
Excede DMS VEHICLES Excede DMS gives you a view of all your vehicles, from initial orders to the final sale. You can create, update, and manage your inventory quickly and confidently: vehicle records are complete with specs, including the Manufacturer s Suggested Retail Price (MSRP). Functionality highlights Receive on-screen warnings before invoicing a deal with open internal costs Attach documents like pictures and a copy of the invoice Automatically decode the vehicle s specification by entering a valid VIN number Minimize duplicate data entry on multiple vehicle/fleet sales with copy-and-paste functionality LEASE/RENTAL Excede DMS provides all the functionality you need to efficiently manage the administrative tasks associated with leases and rentals. With a single master record for each Lease/Rental customer that can be shared across all branches, no matter where your customers go, all the information you need is easily accessible. Functionality highlights View and update billing, sales and repair histories across branches Add comments and emails to customer records and designate them as important or locked Add automatic, recurring billing charges for each billing cycle Add miscellaneous charges and fees on a case-by-case basis Automatically adjust billing cycles and rates based on the length of time a vehicle is in use Direct integration and preventative maintenance handling with the Service Department Report on profit and loss per vehicle 8
Excede DMS Overview Excede DMS FUEL The Excede DMS Fuel Department is tightly integrated with the Lease/Rental and Vehicle departments, allowing you to manage your on-site fuel inventory and efficiently supply fuel to your vehicles in inventory as well as your lease and rental customers. Functionality highlights Tight integration with Lease/Rental and Vehicle departments Manage on-site fuel inventory TIME CLOCK The Excede DMS Service Department works seamlessly with the Time Clock application. You can track overall attendance for all employees, and service technicians can even track time spent on specific jobs and associated costs. It enables your team to become much more productive at flagging time, adding service order comments, closing operations, and creating additional service requests. Functionality highlights Automate time tracking no more manually collecting time cards or calculating hours Punch in and out directly from work stations Track both overall attendance and time spent on specific jobs Eliminate the cost and effort of purchasing time cards and maintaining a time clock With Excede s electronic time tracking it s all automated. We no longer worry about buying timecards or time clock ribbons and, even better, employee hours are automatically tracked and calculated so we ve saved a lot of man hours that used to be spent manually adding up all the time cards. It s a fringe benefit of Excede, but it certainly adds to the overall value we ve gained from our investment. Greg Jack, Operations Coordinator, Flag City Truck & Equipment 9
Excede Plug-ins DATA INSIGHT Excede Data Insight is an incredibly easy-to-use business intelligence and analytics tool that lets you create customized, real-time, ad-hoc reports in minutes no programming or IT experience required. Data Insight includes more than 125 pre-built reports to get you up-and-running quickly, and with just a few clicks of your mouse, you can create simple reports of your own. Functionality highlights Create simple reports in minutes Preview reports as you build them Create custom dashboards and monitor activity in real time Schedule reports and email results Schedule and send alerts Access reports on mobile devices Set custom permissions and manage them in Excede 10 More than 125 pre-built reports.
Excede DMS Overview Excede Add-ons BARCODE SCANNING Excede Barcode Scanning applications are available for both parts inventory and vehicle management. This real-time Excede interface makes managing parts inventory easy, efficient, and accurate, at receiving and during both annual and cycle counts. Parts can be scanned in upon receipt, and information will automatically sync to the appropriate purchase order. During inventory, barcode scanning limits manual data entry, saving time and minimizing the opportunity for error. With Data Insight, if an employee is curious about any part of the business that they are involved with, they can create a live report showing them the status. It will, without a doubt, push our dealership forward in efficiency and understanding our customers behavior. Linwood Wright, IT Director Sun State International 11
Procede Services 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. Ken Ables, Director, Parts Operation Performance Truck HOSTED SERVICES With Procede Hosted Services, we ll host the Excede DMS remote application, database and hardware in the cloud. You ll get all the benefits of Excede s relational database, unparalleled data access, and real-time reporting capabilities including owning your own data without having to deploy the Excede application or maintain a SQL Server yourself. TRAINING SERVICES We want to make sure you re getting the most out of Excede DMS, and can customize an online or on-site training program to suit your needs. Our online learning portal, Procede elearning, also provides comprehensive training via the Excede Web-based Introduction course and is an excellent resource both for new and experienced users. SUPPORT SERVICES Support Services is staffed by our in-house team of experienced application system consultants, whose primary role is to help ensure you re getting the full benefit of Excede DMS. Online help is available through our password-protected Support Services page and our Support staff is on-hand Monday through Friday from 6:00am to 6:00pm PST. The site is also used to facilitate enhancement requests, manage bug notifications, and handle inquiries about Professional Services. Of course, afterhours support is always available for those times when the question needs an answer now. 12 PROFESSIONAL SERVICES With Professional Services, you have access to expertise that goes far beyond how to product support. Our team of highly skilled engineers, IT professionals, and process consultants is available to develop custom applications, convert and import data, configure your SQL Server, analyze and improve your workflow, manage upgrades, and create custom reports whatever it takes to help you take your business further.
Getting Started IT S EASIER THAN YOU THINK. Upgrading your business to Excede DMS is an investment you can expect a return on for years to come. Whether you choose an on-premise or hosted solution, we re committed to ensuring the transition follows a clear, predictable course. Our dedicated implementation team will be there every step of the way, working hand-in-hand with your internal project manager or project team to ensure a smooth transition. Our well-defined process includes: Analysis and planning Data conversion and system configuration Customized remote and on-site training Test data conversion Conversion/Go-live 90 days of focused post-live support Upgrade your business today. Our dedicated transition teams make it easier than you think. Learn more at procedesoftware.com info@procedesoftware.com 858.450.4800 13
Our long history with Procede Software has been very beneficial and my belief is that it is still the best dealer management system on the market. Gerald Chunn Chairman Emeritus, Freightliner National Dealer Council Dealer Principal, Retired, Lonestar Truck Group Procede Software 6815 Flanders Drive Suite 200 San Diego, CA 92121 858.450.4800 procedesoftware.com Copyright 2015 Procede Software. All rights reserved. Procede Software and Excede DMS are trademarks of Procede Software. Microsoft, Windows, SQL Server and Office are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are property of their respective owners.