Phocas Overview

Phocas Software integrates Business Intelligence with Financial Planning and Analysis (FP&A) tools to drive informed decision-making. This platform supports financial reporting, planning, budgeting, and forecasting, enabling businesses to analyze past performance, enhance current operations, and strategically plan for future growth. Phocas is designed for data-driven organizations seeking quick access to insights, facilitated by its AI capabilities. Its user-friendly interface is appreciated across various departments, ensuring widespread adoption and collaboration. A notable feature is its ability to provide tailored answers to specific business queries, making it a valuable asset for companies aiming to leverage data for competitive advantage.

Use Cases

Customers recommend Competitive Intelligence, Helpdesk Management, Forecasting, as the business use cases that they have been most satisfied with while using Phocas.

Other use cases:

  • Collaboration
  • Contact List Management
  • Training & Onboarding
  • Loyalty Management
  • Generation Of New Leads
  • Products & Pricelist Management
  • Product Marketing
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Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Phocas.

Other priorities:

  • Enhance Customer Relationships
  • Improve ROI
  • Grow Market Share
  • Improve Stakeholder Relations
  • Establish Thought Leadership
See all business priorities See less business priorities

Phocas Use-Cases and Business Priorities: Customer Satisfaction Data

Phocas works with different mediums / channels such as E-Mail.

Phocas's features include Dashboard, Personalization, Calculator, etc. and Phocas support capabilities include Email Support, Chat Support, Phone Support, etc. also Phocas analytics capabilities include Analytics, and Custom Reports.

Reviews

"...t do our budgeting or stock forecasting without Phocas, so would we recommend it to other companies?..." Peer review by Geoff Lee, Business Development Director, Gibsons

Phocas, CARTO Platform, Hevo, ZAP Data Hub, Striim, etc., all belong to a category of solutions that help Business Intelligence. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Phocas Software offers BI and FP&A tools for financial reporting, planning, budgeting, and forecasting. It helps users analyze past data, improve current operations, and plan future strategies.

Popular Business Setting

for Phocas

Top Industries

  • Wholesale
  • Construction
  • Manufacturing

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Phocas is popular in Wholesale, Construction, and Manufacturing and is widely used by Mid Market, Small Business, and Enterprise.

Phocas Customer wins, Customer success stories, Case studies

How efficiently Does Phocas manage your Competitive Intelligence?

What makes Phocas ideal for Helpdesk Management?

How does Phocas facilitate Forecasting?

How can Phocas optimize your Collaboration Workflow?

How does Phocas address your Contact List Management Challenges?

11 buyers and buying teams have used Cuspera to assess how well Phocas solved their Business Intelligence needs. Cuspera uses 1394 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Business Intelligence needs.

PSS Industrial Group - Oil & Energy - Oil & Energy

Phocas Analytics helped PSS Industrial Group track OTIF (on time in full) delivery across 30+ locations. The company integrated Phocas with its Infor CSD ERP to analyze purchasing, sales, inventory, ...and warehouse logistics. Real-time dashboards improved hourly productivity management and rebate validation. Sharing live supply chain data with suppliers increased transparency and performance. Phocas AI enabled fast answers and trend analysis for the sales team.

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Montana Food Bank Network - Food & Beverages - Food & Beverages

Montana Food Bank Network used Phocas Financial software to replace manual spreadsheets and a difficult budgeting tool. The CFO reported the fastest software implementation he has ever experienced, t...aking less than two weeks. Team members found the new system easy to use and felt empowered to manage their budgets. Phocas enabled real-time access to financial data and improved engagement in the budgeting process. The organization now uses the software year-round for better financial visibility.

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BAT Industrial Products - Manufacturing - Manufacturing

Phocas Business Intelligence helped BAT Industrial Products quickly spot at-risk customers and boost sales. The company struggled to track customer buying habits with their old reporting tool. After ...switching to Phocas, sales reps gained fast access to customer insights. They now use dashboards to monitor sales trends and customer retention. BAT sees Phocas as a key tool for targeting lost categories and improving sales performance.

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Hotchkiss Air Supply - Construction - Construction

Phocas helped Hotchkiss Air Supply save £70,000 per year by improving visibility into manufacturing costs. Before Phocas, the company paid £10,000 a month in overtime due to lack of data. With a cust...om database, Hotchkiss tracked labor, overheads, and materials. The new analytics solution enabled faster, fact-based decisions. Hotchkiss now monitors expenses and reduces risks quickly.

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WD-40 European Division - Manufacturing - Manufacturing

Epicor Data Analytics helped WD-40 European Division combine sales and financial data across Europe. Before, they used separate tools and manual Excel work. EDA gave them a single view of business da...ta, saving time and effort. The IT team liked the built-in features and easy ERP integration. WD-40 now uses EDA to track metrics and support growth goals for 2025.

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Provet - Health, Wellness And Fitness - Health, Wellness and Fitness

Phocas Business Intelligence Software helped Provet simplify data extraction from multiple systems. Before Phocas, sales staff relied on IT for reports, causing delays and heavy workloads. With Phoca...s, managers and staff can now access and analyze data instantly, making faster, data-driven decisions. The IT team no longer spends a day each week on reporting. Provet uses Phocas to spot sales gaps and improve marketing impact, leading to better and quicker business decisions.

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Phocas Your Finance

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Frequently Asked Questions(FAQ)

for Phocas

What is Phocas?

Phocas is a business intelligence solution built on exceeding customer expectations. It increases sales, reduces costs and eliminates guesswork. Phocas specialized in data analytics for manufacturing, distribution and retail industries. It is designed for non-technical users.

Phocas tool helps to make data-driven business decisions, checks on new sales opportunities, and boost business efficiency. It delivers a simple but powerful analytical capability that easily turns data into a graph, chart, or map at a few clicks or touches of a screen. With Phocas, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry.

Phocas uses sector knowledge to consolidate essential business data from common ERP, CRM and AP/AR systems to make it simple to access company wide insights through historical and predictive analysis. It allows to carry out data interrogation or consolidate data, conduct modeling, identify trends, and stay ahead of the competition. Phocas dashboards give companies stunning visual summaries of business data.

What is Phocas used for?

Phocas is a Business Intelligence Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Competitive Intelligence, Helpdesk Management and Forecasting .

What are the top features of Phocas?

Dashboard, Personalization and Calculator are some of the top features of Phocas.

Who uses Phocas?

Phocas is used by Wholesale, Construction and Manufacturing among other industries.

What are Phocas alternatives?

CARTO Platform, Hevo, ZAP Data Hub and Striim are popular alternatives for Phocas.

Where is Phocas located?

Phocas is headquartered at Suite 501 35 Lime Street King Street Wharf Sydney NSW 2000 Australia.
lightning

Peers used Phocas for competitive intelligence and helpdesk management

Phocas Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.94/5 ★

Read Reviews (5)
Analytics

4.72/5 ★

Read Reviews (149)
Custom Reports

4.24/5 ★

Read Reviews (344)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.94/5 ★

Read Reviews (5)
Analytics

4.72/5 ★

Read Reviews (149)
Custom Reports

4.24/5 ★

Read Reviews (344)

Software Failure Risk Guidance

?

for Phocas

Overall Risk Meter

Low Medium High

Top Failure Risks for Phocas

Phocas, Inc News

Partnership

Phocas marks a decade as a Built for NetSuite (BFN) partner

Phocas Software celebrates 10 years as a NetSuite SuiteCloud Developer Network Partner, enhancing data accessibility for manufacturers, distributors, and retailers. Reports that once took days are now available in seconds, empowering users with accurate insights.

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M&A

Sydneys Phocas Software courts global buyers - The Australian Financial Review

Sydney-based Phocas Software is exploring opportunities with global buyers.

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Phocas, Inc Profile

Company Name

Phocas, Inc

Company Website

https://www.phocassoftware.com/

HQ Location

Suite 501 35 Lime Street King Street Wharf Sydney NSW 2000 Australia

Employees

51-100

Social

Facebook Linkedin Twitter

Financials

PRIVATE