Procede partners with DocuPhase to enhance workflow automation for customers

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Updated Nov 10, 2022
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Procede Software has partnered with DocuPhase, a Business Process Automation (BPA) and document management solutions provider, to bring end-to-end document management and workflow automation to Procede’s heavy-duty commercial vehicle customers.

The companies announce they have built an integration between their solutions that will enable users to not only digitally capture, sort, and store documents but also automate the workflows associated with many of their most common processes.

“Our ongoing commitment to our customers is to continuously bring valuable solutions through our Certified Partner network,” says Larry Kettler, CEO, Procede Software. “We are excited to partner with DocuPhase and bring our customers a way to simplify and streamline document management processes while increasing accuracy and efficiency, throughout the dealership.” 

Through the Excede API, Procede says Excede and DocuPhase will connect providing customers a complete, end-to-end, document management and automated workflow solution. DocuPhase uses advanced optical character recognition (OCR) to capture information in documents, then automatically sorts them and stores them in an integrated document repository. New documents can easily be added to the system via email or using drag-and-drop functionality, while existing documents can be searched for and accessed through the Excede integration, the company adds.

DocuPhase also empowers users to configure automatic workflows, which increases visibility, improves efficiency and enables employees to focus their efforts on more valuable tasks.

“DocuPhase is delighted to partner with Procede Software to accelerate adoption of document management technology by the heavy-duty truck and commercial vehicle dealerships,” says Dan Gaertner, CEO, DocuPhase. “By moving away from manual, paper-based processes and leveraging automation, dealerships can gain back-office efficiencies, operate more effectively, and save hours of time each week.”

The integration between Excede and DocuPhase is available now. Customers interested in learning more may submit a work order request through the Customer & Resources Portal (login required), Procede says.

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