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Wholesale Case Studies and Customer Success Stories with Phocas
PSS Industrial Group - Wholesale Distribution
Phocas Analytics helps PSS Industrial Group track OTIF (on time in full) for supply chain performance. The company uses Phocas... for real-time productivity management across 30 locations. Phocas integrates with their Infor CSX ERP and supports purchasing, sales, inventory, and warehouse logistics. PSS Industrial Group shares live analytics with suppliers to improve category performance and reduce waste. The tool also helps validate rebates in real time, making data easy to access and use for all teams.
Key Refrigeration Supply - Wholesale Distribution
Phocas Software helps Key Refrigeration Supply manage rapid growth and supply chain challenges. The company uses Phocas for data analytics,... financial planning, and sales analysis. Phocas gives KRS better access to financial data and helps track margins, pricing, and expenses. The solution supports inventory planning and simplifies month and year-end finances. KRS relies on Phocas to make informed business decisions and improve profitability.
House of Electrical Supplies - Wholesale Distribution
Phocas helped House of Electrical Supplies automate sales reporting. Their Oracle JD Edwards ERP had limited reporting options. Phocas integrated... easily and built a sales database for analysis. The sales team now uses dashboards to track sales and margins. IT no longer gets report requests. Phocas reduced the reporting workload for IT and made it easy to find data anomalies.
Equipment Controls Company (ECCO) - Wholesale Distribution
Phocas analytics helped Equipment Controls Company (ECCO) improve data use across the business. Michelle Nelson, a new business analyst, quickly... learned to use Phocas, even with little technical background. ECCO found Phocas much easier than PowerBI for building dashboards and reports. The company created hundreds of dashboards for sales, planning, and executive insights. Phocas made it simple for non-technical users to access and analyze data, saving time and effort compared to previous tools.
Eddy Group - Wholesale Distribution
Phocas Analytics and Budgets & Forecasts helped Eddy Group modernize its operations. The company integrated Phocas with its Klipboard ERP... for real-time access to sales, inventory, and financial data. Before Phocas, staff relied on IT for reports, which was slow and inefficient. Now, dashboards and custom metrics are available to everyone, making it easy to spot and fix errors. The team uses Phocas AI to quickly find customer insights and improve service.
Eastern Industrial Supplies, Inc - Wholesale Distribution
Phocas Analytics helps Eastern Industrial Supplies, Inc improve eCommerce growth. The company uses Phocas with Epicor Eclipse ERP to track... sales, customer behavior, and branch performance. Real-time dashboards let every department access and analyze their own data. Phocas helped fix data issues and recover unrecorded sales. The easy interface lets staff build custom reports without coding. Now, managers and sales teams see up-to-date results and track top products easily.
Retail Case Studies and Customer Success Stories with Phocas
Woodberry - Retail
Phocas BI Analytics helped Woodberry, a UK outdoor furniture retailer, move from slow, manual Excel reporting to fast, team-wide data access. Before Phocas, only... the CFO managed data, causing delays and bottlenecks. With Phocas, all staff can now view live sales data, spot trends, and act quickly. Teams use dashboards to test campaigns and shift focus to high-performing sectors. This new data autonomy lets sales and marketing try new ideas and respond faster to market changes.
Jardan - Retail
Phocas helped Jardan, an Australian furniture retailer, cut reporting time from hours to minutes. The team replaced manual Excel reports... with instant dashboards. Trade reports that took half a day now take minutes. Setting up detailed product performance reports dropped from weeks to a few hours, saving two weeks of work. Phocas made data easy for everyone to access and understand, freeing up time for strategy and business growth.
Gubbins Pulbrook Mitre 10 - Retail
Phocas helped Gubbins Pulbrook Mitre 10 move from slow, error-prone spreadsheets to fast, flexible business analytics. The company used Phocas... to analyze data from its ERP, saving days of manual work each week. This let the finance team focus on more valuable tasks and make decisions faster. Phocas made it easy to spot and fix mistakes, merge data from different systems, and improve cost-effectiveness. The result was better margins and a more proactive finance team.
Beauty Zone - Retail
Phocas Analytics helped Beauty Zone, a fast-growing retailer, improve business efficiency by 10 times. Before Phocas, manual reporting took a... week and required hours from each manager daily. With Phocas, Beauty Zone consolidated multi-entity reports and enabled self-service insights. The finance team now gets fast, reliable financial data every day. The new platform saves time and makes the business more agile.
Manufacturing Case Studies and Customer Success Stories with Phocas
KLN Family Brands - Manufacturing
Phocas helped KLN Family Brands manage 650,000 monthly transactions and respond to high demand for pet products and confections. The company needed... real-time sales insights and better reporting for its sales team. With Phocas, KLN quickly trained staff and gave them access to historical and distributor data. Salespeople now use data in meetings to show year-over-year sales and product trends. KLN grew sales volume by 11% in 2021 using Phocas for data-driven decisions.
Benbow Steels - Manufacturing
Phocas helped Benbow Steels support its plan to double business capacity. The company moved to a new factory and needed... better data management. Phocas made reporting fast and easy, replacing slow manual reports. The team now gets insights in minutes, not weeks. This lets them act quickly on sales and customer needs. Phocas helps Benbow Steels grow, plan, and manage stock and sales margins.
Health, Wellness and Fitness Case Studies and Customer Success Stories with Phocas
Viva Leisure - Health, Wellness And Fitness
Phocas Financial Statements helped Viva Leisure move from slow monthly reports to daily financial insights. The team now gets up-to-date... data on club and gym performance. Phocas made it easy to set up report restrictions for different managers. The platform handled new accounting standards, letting Viva reclassify lease repayments for better management reporting. Integration with SAP was smooth, and even non-finance staff quickly learned to use Phocas for club-level reporting.
Non-Profit Organization Management Case Studies and Customer Success Stories with Phocas
Montana Food Bank Network (MFBN) - Non Profit Organization Management
Phocas Financial software helped Montana Food Bank Network move away from error-prone spreadsheets and a difficult budgeting tool. The CFO, Clark... Tower, struggled with broken links and lack of a single source of truth in Excel, and found previous software hard to use. Phocas offered a fast implementation, taking less than two weeks, and required minimal effort from the team. Staff felt empowered and in control of their budgets for the first time. The CFO praised Phocas for its ease of use and quick results.
Apparel & Fashion Case Studies and Customer Success Stories with Phocas
Powerplay Brands - Apparel & Fashion
Phocas Analytics helped Powerplay Brands, a UK-based fashion manufacturer, improve stock management and sales reporting. The company struggled with slow,... manual reporting from its ERP system, which made it hard to respond to market changes. Phocas provided a simple interface and fast onboarding, letting the team see stock, sales, and purchase data in one place. This made reporting faster and reduced errors. The team can now make better decisions and respond quickly to business needs.
Consumer Goods Case Studies and Customer Success Stories with Phocas
Robert Welch Designs - Consumer Goods
Phocas Analytics helped Robert Welch Designs unlock ERP data and improve data quality. The company needed better access to business... data and easier reporting for users. Phocas made it simple to spot errors and inconsistencies in their data. The tool enabled quick pricing margin analysis and supported fast decision-making. Sales teams used up-to-date data to track trends and respond to changes in retail channels.
Oil & Energy Case Studies and Customer Success Stories with Phocas
TotalEnergies NZ - Oil & Energy
Phocas Analytics and Phocas Financial Statements helped TotalEnergies NZ automate financial reporting across 12 branches. The company switched from MYOB... Exonet to Phocas for real-time data access and easier monthly reporting. Sales managers now use custom dashboards to track budgets, sales, and margins. Automated daily margin reports help spot errors and unusual transactions fast. Live dashboards let the finance team answer questions and review performance in real time.
Automotive Case Studies and Customer Success Stories with Phocas
Thomas Tyres - Automotive
Phocas Analytics and Financial Statements helped Thomas Tyres replace fragile spreadsheets and outdated tools. The company managed 16,371 SKUs and... struggled with slow, manual data analysis. Phocas integrated with their ERP, giving fast, reliable insights. The team now spends 25% less time on queries and can answer management questions instantly. This lets them plan for the future using real-time data.
Other Industry Case Studies and Success Stories with Phocas
Seasol - Consumer Goods - Medium
Phocas helped Seasol improve customer satisfaction and planning with easy-to-use data analytics. Seasol faced slow, manual reporting and guesswork in... sales and inventory management. With Phocas business intelligence, Seasol now gets near real-time data, custom KPIs, and live dashboards. Sales reps use iPads to present store performance and address issues before they arise. Seasol strengthened its relationship with Bunnings and manages seasonal sales spikes more effectively.
Sistema - Consumer Goods - Large
Epicor Data Analytics powered by Phocas helped Sistema improve production efficiency. The company integrated EDA with its ERP and manufacturing... systems. This allowed daily syncing of sales, production, and inventory data. Sistema used dashboards to track key metrics and link staffing to machine downtime. The analytics solution enabled proactive analysis and better stock management. Sistema now responds faster to customer needs and plans to use machine learning for predictive maintenance.
SpanSet - Manufacturing - Medium
Phocas helped SpanSet manage thousands of products and customers with ease. Before Phocas, SpanSet spent hours on manual sales reports... using Sage and Excel. With Phocas, reporting is instant and meetings are more productive. The team quickly saw where sales reps excelled or needed help. SpanSet used Phocas to spot lost customers and recover revenue. In the first year, they expect a 30-fold return on investment. Phocas also cut supply costs by making purchasing data easy to analyze.
Stewart’s of Scotland - Food & Beverages - Medium
Phocas helped Stewart’s of Scotland gain control over customer and product data. The company struggled with Sales-i and Excel, making... data hard to use. With Phocas, sales and management now track products and stock easily. The sales team is more professional and better prepared. Margin awareness improved, and budgeting is now live against customers. Stewart’s recommends Phocas for its easy data management and strong impact on profitability.
SAPE - Automotive - Medium
Phocas business intelligence software helps SAPE manage 4,500 automotive products and sales across branches in Queensland and NSW. SAPE integrates Phocas... with Pronto ERP to monitor product lines, sales, and branch performance. Managers use real-time data to quickly spot sales drops and resolve issues with customers. The platform enables better supplier negotiations and supports data-driven decisions. SAPE stays competitive in the automotive aftermarket by using business intelligence for fast, informed choices.
Team Medical Supplies - Hospital & Health Care - Large
Phocas Analytics helped Team Medical Supplies manage a 400% surge in demand with only 110% supply during COVID-19. The company used... sales data and customer buying history to allocate stock fairly and ethically. Phocas enabled them to prioritize loyal healthcare customers and maintain quality standards. This data-driven approach supported their long-term strategy and ethical business practices.
Tradeware Group - Wholesale - Medium
Phocas Analytics helps Tradeware Group manage inventory and sales data from Sage Accpac. Tradeware uses Phocas to track stock levels,... forecast demand, and improve customer service. The platform lets them drill down to product and sales rep performance. Sales teams use historical data to find new sales opportunities. Phocas makes reporting faster and easier than with Accpac alone.
TT Automotive - Automotive - Medium
Phocas helped TT Automotive improve sales analysis and business intelligence. Before Phocas, TT Automotive used Autopart’s EMI tools, which were... slow and limited. With Phocas, they now get fast, detailed sales data by product, customer, and region. The dashboard and daily updates make it easy to track business health. TT Automotive finds Phocas user-friendly and recommends it for automotive data analytics.
uvex safety Australia - Manufacturing - Large
Phocas Analytics helps uvex safety Australia manage distributor relationships with real-time sales data. The company uses Phocas to review historical... sales, forecast, and make fast pricing decisions. Automated ERP integration keeps sales and stock data current for daily analysis. uvex tracks inventory, performs gap analysis, and improves customer service for distributors. The team feels in control and can quickly answer business questions using Phocas.
Vic’s Meat - Food & Beverages - Medium
Phocas helped Vic’s Meat, a leading Australian meat distributor, improve data management and reporting. Before Phocas, staff relied on finance... for reports and used Excel or Pronto ERP for data. With Phocas, users quickly access sales and stock data in just a few clicks. The tool is intuitive and easy to use, boosting efficiency instantly. Vic’s Meat recommends Phocas for its value and user-friendly business intelligence features.
Walker Zanger - Construction - Medium
Phocas Analytics helped Walker Zanger speed up decision-making by giving staff instant access to sales and inventory data from Prophet 21 ERP. Before, managers waited... up to two weeks for IT to build custom reports. Now, users drill down into sales data and create reports on their own. Sales reps use Phocas to show dealers which products sell best, helping them focus efforts and improve results. Managers track employee performance with dashboards. Phocas made analytics easy for non-technical staff, saving time and improving business outcomes.
WD-40 - Manufacturing - Large
Epicor Data Analytics helped WD-40 unify sales and financial data across Europe, India, Middle East, and Africa. WD-40 replaced manual,... fragmented reporting with a single analytics platform. The IT team chose EDA over building a custom Microsoft Power BI solution. Now, WD-40 can track key business metrics and support growth targets for 2025. The solution improved efficiency and enabled better business insights.
Tropic Supply - Wholesale - Medium
Phocas helped Tropic Supply get fast, easy sales and promotions insights. The company replaced slow, hard-to-use ERP reporting with Phocas.... Now, 17 sales reps manage 50 accounts each and run their own commission reports. Ad hoc reports that took 10 minutes now take 90 seconds. Tropic uses Phocas to set fair pricing and boost customer retention. Non-technical staff use Phocas with ease, improving business intelligence for the whole team.
iQuip - Wholesale - Small
Phocas data analytics helped iQuip, a small Australian wholesaler, drive sales growth and improve business decisions. iQuip integrated Phocas with... MYOB Exo ERP for seamless data analysis and reporting. The team used Phocas to identify sales trends, run targeted promotions, and prioritize inventory during supply delays. A sales dashboard with real-time metrics made financial tracking easy. Phocas enabled iQuip to personalize offers and disrupt the paint industry.
Litex Industries - Consumer Goods - Large
Phocas BI software helps Litex Industries find hidden costs and new opportunities. The company uses Phocas across three divisions to... track sales, vendor performance, and product trends. Decision makers can quickly review sales data and address underperforming vendors or sales reps. The platform also helps analyze customer returns and improve supply chain decisions. Litex empowers teams to reduce costs and find ways to grow using data analytics.
Wessex International - Manufacturing - Small
Phocas gave Wessex International real-time visibility into sales and business performance. Before Phocas, reporting was manual and slow, taking up... to two days for key reports. With Phocas dashboards, the sales team now tracks activities, targets, and sales figures instantly. Mobile access and live dashboards help managers and reps see results and spot missed opportunities. The company values Phocas for its forecasting and pipeline visibility, helping prevent lost sales and focus on key customers.
MIDFIX - Mechanical Or Industrial Engineering - Medium
Phocas Software replaced MIDFIX's static spreadsheets with real-time dashboards and reporting. MIDFIX struggled to get timely, accurate data from legacy... ERP and CRM systems. Phocas gave their team instant access to sales, margin, and operational data, improving decision-making. Wallboards now display live KPIs, boosting team engagement. The sales team uses Phocas to identify trends and customer needs quickly. Phocas support and easy data access drive ongoing business growth at MIDFIX.
Behler-Young - Wholesale - Large
Phocas business intelligence helped Behler-Young, a large HVAC distributor, move from complex, static reporting to easy, companywide data access. The team replaced... IBM Cognos and manual Excel reports with Phocas, making sales and inventory data available to all users. This shift led to a culture of data-driven decision making. IT workload dropped, and 90% of needs are now met with Phocas' basic features. Staff now rely on real-time data for better decisions and business growth.
JRP Distribution - Automotive - Medium
Phocas helped JRP Distribution speed up reporting and improve transparency. Before Phocas, JRP pulled seven reports from Autopart ERP and... used Excel, which took too long. With Phocas, management and sales teams see all key metrics in one place. Sales teams use dashboards to track top products and start better customer conversations. JRP now saves time, makes faster decisions, and plans to expand Phocas use for inventory and financial analytics.
FB Chain - Manufacturing - Small
Phocas software helped FB Chain replace outdated spreadsheets with live, integrated data analytics. The company quickly implemented Phocas in three... weeks, giving staff instant access to accurate business information. Sales and purchasing teams now use dashboards to track margins, pricing, and performance. FB Chain can easily generate sustainability and customer classification reports. The solution supports better planning, capacity management, and business agility.
Strongdor - Manufacturing - Medium
Phocas helped Strongdor, a secure steel door manufacturer, gain real-time visibility into sales, quotes, and conversion rates. Before Phocas, Strongdor... struggled to track gross profit and relied on gut feel for sales projections. With Phocas, the sales team now uses dashboards to monitor KPIs and spot trends. The company can slice data by day, week, month, and salesperson. This business intelligence tool replaced manual spreadsheets and improved decision-making across departments.
Arran Isle Holdings - Manufacturing - Medium
Phocas data analytics helps Arran Isle Holdings consolidate sales data across two companies. The sales team uses Phocas to track... what items are selling and which are not. The platform provides a single source of truth and acts as a backup for customer history. Arran Isle Holdings values Phocas for its ease of use and strong support team. The software helps the company be proactive with sales analysis and customer service.
Abcoe Distributors - Food & Beverages - Medium
Phocas helped Abcoe Distributors solve reporting challenges from Sage Evolution. The team gained flexible business intelligence and could drill into... sales data. They used Phocas to manage SKUs and spot new sales opportunities. Abcoe won a major disabilities service group by showing site-level reporting. The company now has better visibility into margins, profitability, and customer buying habits.
ICU Medical - Medical Devices - Large
Phocas business intelligence software helps ICU Medical track business performance across thousands of products. Mobile BI dashboards give real-time data... to everyone, making decision-making faster and more accurate. The sales team and executives use Phocas dashboards for margin analysis, pricing, and customer insights. Access to consolidated data lets more people make smart decisions on the go. ICU Medical changed its decision-making process and improved business visibility with Phocas.
Parrish-Hare - Wholesale - Large
Phocas Analytics helps Parrish-Hare, a large electrical supplier, use real-time data to improve business decisions. Teams across inventory, finance, and... sales use Phocas to track performance and manage stock. The warehouse uses radio frequency scanners connected to Phocas for live updates. Sales commissions are managed through Phocas, making all data interconnected. Parrish-Hare relies on Phocas to keep shelves full and serve customers better every day.
Gustave A. Larson Co - Wholesale - Large
Epicor Data Analytics helps Gustave A. Larson Co, a large HVAC and refrigeration distributor, use all their ERP data, call... center logs, IT helpdesk info, and weather data. The solution gives 200 users fast, actionable information for better decisions. Before, they ran many reports to get insights. Now, data is at their fingertips. Every department uses EDA daily to improve business decisions and operations.
The POPS Group (PoolPro) - Retail
Phocas data analytics helps the POPS Group (PoolPro) manage 1800 product SKUs and respond to seasonal demand. The team uses... Phocas to track inventory, raw materials, and cash flow in real time. Integration with MYOB gives a single source of data for better forecasting and production planning. Sean Ralph, managing director, says Phocas makes him feel in control of business data. Inventory management is now more efficient, supporting retailers and meeting customer needs.
Colony Tire and Service and Atlantic Tire Distributors - Automotive - Large
Phocas Software helped Colony Tire and Service and Atlantic Tire Distributors save hours on reporting and data mining. Before, the team... spent days writing queries and struggled to get detailed insights. With Phocas, managers and sales staff quickly access KPIs, sales trends, and inventory data in just a few clicks. Automated reports and dashboards improved efficiency and decision-making. The company now reacts faster and operates more efficiently than before.
Hein Electric Supply - Wholesale - Medium
Phocas helped Hein Electric Supply restore data confidence and drive B2B e-commerce growth. After struggling with Infor’s BI tool, Hein... Electric Supply quickly redeployed Phocas in just six weeks. The company now uses Phocas for real-time data analytics, inventory management, and sales reporting. Multiple departments benefit from easy access to high-level metrics and custom dashboards. Phocas gives Hein Electric Supply a competitive edge against larger companies.
Caprice Australia - Consumer Goods - Medium
Phocas helps Caprice Australia boost sales in 130 Target stores with a Vendor Managed Inventory model. Caprice uses Phocas data... analytics to plan inventory, manage costs, and improve customer experience. The company saw 5x growth in 10 years by making data-driven decisions. Caprice analyzes customer behavior and inventory to reduce overstock and avoid understock. Data systems help manage supply chain risk and keep margins stable.
Timberline Bathroom Products - Consumer Goods - Medium
Phocas helps Timberline Bathroom Products make better decisions with data. The company uses Phocas for sales analysis, reporting, and dashboards.... Sales reps use the platform to find new opportunities and track performance. Automated reports save time and improve accuracy. Timberline achieved record annual sales with Phocas. The business plans to use more data to keep growing.
Trade Supply Group - Building And Industrial
Phocas helped Trade Supply Group bridge data, technology, and culture gaps during company acquisitions. TSG used Phocas to integrate and... analyze financial and operations data from multiple ERP systems before and after acquisitions. Reporting became 20-30% faster, with all ERP data easily accessible in Phocas. The platform enabled quick onboarding, reduced concerns about system transitions, and allowed immediate focus on ERP migration. Phocas dashboards made it easy to review sales and inventory, saving hours of manual work.
Hairhouse - Retail - Large
Phocas Software helped Hairhouse solve legacy data challenges during their migration to NetSuite ERP. The platform enabled seamless data consolidation,... making both old and new data accessible for company-wide analysis. Hairhouse now runs daily sales and inventory reports across all locations with ease. Phocas made reporting faster and more flexible than NetSuite alone. The solution saves time and supports better business decisions for this large retailer.
Gateway Supply - Wholesale - Medium
Phocas helped Gateway Supply grow 35% since 2014 and open a second distribution center. The company uses Phocas data analytics... to plan inventory, staffing, and business decisions. Inventory selection time dropped from days to minutes, with 80% accuracy for new store launches. Phocas increased user adoption from 20 to 80, streamlining reporting and accounts receivable. Data-driven decisions now guide hiring and performance, making Phocas critical to Gateway's operations.
KYB Americas - Automotive - Large
Phocas Software helped KYB Americas cut report generation time from hours to minutes. The sales team now uses dashboards to... track budgets, spot upsell opportunities, and improve customer retention. Phocas made it easy to integrate ERP and sales data, giving fast, accurate insights. The company displaced competitors and increased orders of complementary products. Executive dashboards now drive better decisions and support a data-driven culture.
Johnstone Supply – Kenilworth Group - Wholesale - Medium
Phocas helped Johnstone Supply – Kenilworth Group replace a rigid BI tool with a flexible data analytics solution. The company integrated... sales, inventory, accounting, and warehousing data into Phocas, creating a single source of truth. Teams now track KPIs, develop dashboards, and share reports easily. Phocas improved visibility, efficiency, and decision-making across all departments. The support and product updates from Phocas have also been strong.
Dixie Plywood - Wholesale - Large
Phocas software helped Dixie Plywood, a building supplies wholesale distributor, improve sales and customer service. The company faced challenges with... outdated ERP and BI tools that slowed down sales and burdened IT. Phocas was easy to install and integrated with their ERP, providing real-time data access. Sales, purchasing, AR, and management teams now use Phocas to make better decisions. IT no longer spends time on repetitive report requests, freeing them for other tasks.
ICCONS - Construction - Medium
Phocas gives ICCONS fast access to sales and inventory data. ICCONS uses Phocas to track sales activity, margin performance, and... product group results. The team switched from SAP Business One to Phocas for instant reporting and mobile access. Implementation took about a month and required little extra support. Phocas helps ICCONS make quick decisions and manage stock efficiently.
BM Catalysts - Automotive - Medium
Phocas helped BM Catalysts, an automotive manufacturer, replace slow spreadsheets and improve business intelligence. The company uses Phocas across sales,... product development, marketing, and management. Teams track new product sales, analyze gaps, and find ways to increase revenue. BM Catalysts credits Phocas with making them money and providing fast, detailed data. The platform is now essential for daily operations and sales analysis.
CoolDrive Distribution - Automotive - Medium
Phocas Analytics helped CoolDrive Distribution manage 60,000 products across 20 warehouses. The company replaced its old ERP BI tool with... Phocas for easier, faster inventory analytics. Staff can now drill down into sales and stock data, improving inventory control and forecasting. Over 15 people use Phocas daily, and up to 90 can generate queries. The CFO says Phocas makes it easy to see and act on business issues.
Revere Electric Supply - Wholesale - Large
Phocas BI software helped Revere Electric Supply streamline sales reporting and data access. The company replaced multiple manual reports with... a single dashboard, making data available anytime and on any device. Over 50 sales reps and managers now use Phocas daily for sales, purchasing, and warehousing insights. The solution enabled faster, easier decision making and quick ROI. Revere saw rapid adoption across teams and reduced reporting from several emails to one dashboard.
Luceco - Manufacturing - Large
Phocas Business Intelligence helped Luceco empower its sales team and reduce IT workload. The company added 35 Phocas licenses, letting... sales, product, and supply chain teams access data directly. This eliminated the need for extra IT staff. Luceco captured an extra £250,000 per year in business by using Phocas to analyze customer buying habits. The software improved efficiency and built stronger customer relationships.
Locksmith Supply Company (LSC) - Wholesale - Medium
Phocas helped Locksmith Supply Company (LSC) make better decisions by giving everyone access to real-time data. LSC uses Phocas to... pull data from Epicor ERP, SQL databases, and payroll, making information easy to find for all departments. Sales, HR, purchasing, inventory, and finance teams each have custom dashboards. Staff can quickly see sales, financials, and customer trends. This transparency and accessibility are now business critical for LSC.
American Metals Supply (AMS) - Manufacturing - Medium
Phocas helped American Metals Supply optimize inventory across eight branches. AMS used Phocas to monitor inventory levels, manage surplus, and... improve cash flow. The team built dashboards to track projected inventory and months on hand. AMS added sales and purchase data for better forecasting. They now react faster to market changes and customer needs using Phocas analytics and reporting tools.
Ardex - Manufacturing - Large
Phocas business software helped Ardex analyze sales trends quickly. Before Phocas, Ardex used slow, static tools. With Phocas, they built... targeted sales campaigns in minutes, not weeks. This led to measurable increases in sales and profitability. Ardex found Phocas easy to use and highly recommends it for sales analytics and business intelligence.
Bunzl Safety - Wholesale - Large
Phocas Software helped Bunzl Safety manage a surge in demand for personal protective equipment during COVID-19. The company used Phocas... dashboards to track stock by SKU, predict customer orders, and manage supply chain disruptions. Teams accessed real-time data to make fast decisions and fulfill contractual commitments. Phocas integrated with their ERP, making key information easy to find and use. This improved stock management and customer satisfaction for Bunzl Safety.
Crescent Parts & Equipment - Wholesale - Medium
Phocas helped Crescent Parts & Equipment speed up business decisions. Before Phocas, Crescent struggled with slow, unreliable analytics tools. After... switching, they saw a 1,000% increase in sales team engagement. Phocas made it easy to track inventory, analyze pricing, and spot sales opportunities. The company achieved record sales months with 25-30% growth over last year. Phocas made data actionable for every department.
Gold Medal International - Retail - Medium
Phocas helps Gold Medal International, a leading apparel supplier, quickly model business scenarios. Before Phocas, building scenarios in Excel took... hours. Now, the team runs multiple scenarios in minutes. This saves time and helps them make faster decisions. Gold Medal uses Phocas to stay data-driven despite supply chain challenges. The company reports a very positive experience with the software.
AEL Electrical Distributors - Wholesale - Medium
Phocas Business Intelligence and CRM helped AEL Electrical Distributors replace their slow, outdated system. The new solution made it easy... to track sales, manage customer data, and analyze supplier OTIF percentages. AEL now creates reports and graphs with just a few clicks, saving time and improving supplier management. The team uses Phocas daily for sales, logistics, and accounts data. Staff found the system easy to use and training was effective.
ALSPEC - Manufacturing - Large
Phocas helped ALSPEC, a leading aluminium distributor, improve reporting from Microsoft Dynamics AX ERP. ALSPEC's sales team of 37 uses... Phocas daily for fast, simple access to business data. Before Phocas, reporting was slow and required IT support. Now, ALSPEC plans to expand Phocas to finance and inventory teams. The company values Phocas for its ease of use and reliable support.
B&R Enclosures - Manufacturing - Medium
Phocas business intelligence software helped B&R Enclosures keep sales reporting steady during a major ERP system change. The company used... Phocas for sales reporting, quotation management, and inventory portals since 2004. During the 2014 Syspro ERP rollout, Phocas allowed the sales team to avoid retraining and kept business running smoothly. Phocas gave sales teams confidence in their data and supported business continuity. The software was a key reason for the success of the new ERP implementation.
Bambis - Consumer Goods - Medium
Phocas business intelligence helped Bambis, a leading Australian homeware company, move from manual data extraction to fast, easy analytics. Before Phocas, Bambis... struggled with slow, frustrating spreadsheets and pivot tables. After a quick setup, Phocas gave their team high visibility and simple access to data. Sales teams now ask better questions and directors use data daily. The company is more nimble and responsive, uncovering new business opportunities.
Brigade Electronics - Automotive - Medium
Phocas business intelligence helped Brigade Electronics make sales data and management information easy to access. The team set up dashboards... for board, sales, and customer levels, and rolled them out to international partners. Phocas made it simple to track sales activity, run loyalty campaigns, and analyze stock and purchasing. Integration with Microsoft Dynamics NAV was fast, taking only about a month. Brigade now uses Phocas live in meetings, saving time and making data-driven decisions easier.
Countrywide Electrical Distributors (CED) - Wholesale - Medium
Phocas helped Countrywide Electrical Distributors improve business data and sales reporting. Before Phocas, CED struggled with complex reports that focused... on stock and inventory, not sales. Phocas made it easy to see sales data and customer profitability. Sales teams now track progress weekly and talk to clients with more confidence. The company finds data faster and uses it to grow sales and serve customers better.
Days Healthcare - Hospital & Health Care - Medium
Phocas helped Days Healthcare move from Excel to a simple sales analytics tool. The sales team now finds new sales... opportunities worth £20k-£30k per year. Phocas makes it easy to see customer buying patterns and spot risks. The tool is easy to use and works with Microsoft Dynamics NAV. Days Healthcare saw higher growth after using Phocas for sales data analysis.
SC Johnson - Consumer Goods - Large
Phocas Analytics helps SC Johnson track sales performance and key trends. The team uses Phocas to analyze data from Sage... Line 500 and spreadsheets. Staff can get up and running in ten minutes, with full proficiency in two hours. Phocas makes sales data easy to access and understand. SC Johnson can now make faster decisions and spot issues quickly. The company plans to expand Phocas use to inventory tracking.
Hayley Group - Wholesale - Large
Phocas Software helped Hayley Group, a leading UK industrial distributor, cut reporting time and boost customer service. Before Phocas, IT... staff spent up to 3 days a month on manual reports. With Phocas Analytics, Rebates, and CRM, teams now access real-time data, automate rebate management, and improve sales planning. Branches reduced down traders from 20% to 10% of turnover. Staff praise the platform's speed, self-service, and ease of use.
Heritage Brands - Retail - Large
Phocas Business Intelligence Software helped Heritage Brands merge sales and customer data from multiple ERP systems after a merger. The company needed... fast, easy access to sales analytics for a restructured sales force. Phocas provided a central database and mobile access, making reporting and gap analysis quick and effective. Sales reps now get real-time information on the go. The solution supports growth by helping identify sales trends and opportunities.
Hotchkiss Air Supply - Construction - Medium
Phocas helped Hotchkiss Air Supply cut production overtime costs by giving clear visibility into manufacturing data. The company used Phocas... business intelligence to track labor, overheads, and materials. This led to expected annual savings of at least £70,000. Hotchkiss can now monitor expenses quickly and make better decisions. The solution replaced guesswork with real-time analytics for cost control.
Insco - Consumer Electronics - Large
Epicor Data Analytics powered by Phocas helped Insco, a large HVAC/R distributor, improve business visibility and performance. Insco replaced manual... SQL and Excel processes with easy-to-use dashboards for executives, sales, and branch managers. The solution enabled staff to answer their own questions, track sales trends, and strengthen customer relationships. EDA saved money, simplified data management, and provided insights into all business areas. Insco continues to benefit from ongoing product improvements and user-driven features.
J&S Davis - Wholesale - Medium
Phocas helped J&S Davis, a family-owned dental distributor, get fast access to business data. Before Phocas, they struggled with slow,... complex reporting using Crystal Reports. Phocas made it easy to pull data quickly, helping sales and purchasing teams make better decisions. The software improved supplier relationships and made meetings more productive. J&S Davis has used Phocas for over 15 years and recommends it for business growth.
Kriz-Davis Co. - Wholesale - Medium
Phocas helped Kriz-Davis Co. improve sales and customer service. Before Phocas, their ERP reporting was slow and hard to use.... With Phocas, they quickly got better business intelligence and reporting. The sales team can now access data fast, even in front of customers. This made Kriz-Davis a more informed and responsive sales organization. Phocas also improved management's ability to track sales and performance.
L.B. White - Manufacturing - Small
Epicor Data Analytics (EDA) powered by Phocas helped L. B. White connect data from their Epicor ERP 10 system. The...team quickly adopted EDA because it was easy to use and tightly integrated. EDA removed IT bottlenecks and let sales, marketing, and executives access real-time data from anywhere. The company now customizes dashboards and keeps information fresh for all users. L.B. White supports global distribution with about 50 employees and over 50,000 SKUs.
Aaron & Company - Wholesale - Medium
Phocas helped Aaron & Company, a plumbing-heating-cooling supply wholesaler, access data instantly from their Eclipse system. Before Phocas, they struggled... to get timely reports and rarely uploaded data to Excel. With Phocas, they quickly analyze sales and customer activity, improving business decisions. The software's speed lets them prevent losses and respond faster to changes. Aaron & Company saw strong ROI from a small investment, making reporting and analysis much more efficient.
BAT Industrial Products - Manufacturing - Medium
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 and started using data in daily meetings. BAT now targets declining categories and uses dashboards to monitor sales and customer trends. The software is being adopted across the business and is seen as invaluable for sales analytics and forecasting.
Baylis & Harding - Consumer Goods - Medium
Phocas Business Intelligence and NetSuite ERP help Baylis & Harding grow fast. The company uses Phocas for easy, ad-hoc reporting... and dashboards. Managers and executives now create their own reports without IT help. This gives them better visibility into sales, financials, and KPIs. Baylis & Harding can track performance by product, customer, and region. The result is faster, data-driven decisions and strong business growth.
Connor Co - Wholesale - Medium
Phocas Business Intelligence helped Connor Co make Epicor Eclipse ERP easier to use. Managers and branch leaders now get sales... and product data in seconds. Phocas lets them spot trends, track sales promotions, and analyze vendor performance fast. The integration was seamless and took only weeks. Connor Co uses Phocas in sales meetings and for real-time business decisions.
Eurocats - Automotive - Large
Phocas dashboards helped Eurocats, a leading automotive manufacturer, make business intelligence easy for non-technical sales staff. Before Phocas, Eurocats relied... on complex BI tools that required technical skills. With Phocas, the sales team now accesses up-to-date data instantly, saving time and boosting productivity. Dashboards highlight sales trends, depot performance, and hidden opportunities. Eurocats reports huge time savings and better business development with Phocas.
Monument Tools - Manufacturing - Medium
Phocas helped Monument Tools, a leading hand tool manufacturer, unlock instant access to business data. Before Phocas, Monument Tools struggled... to analyze sales and customer information. With Phocas, they quickly identified sales trends and improved distributor relationships. The platform enabled smarter route planning and saved time for the sales team. Monument Tools credits Phocas for supporting three years of double-digit growth.
Morelli Group - Automotive - Medium
Phocas business intelligence helped Morelli Group, a leading UK automotive refinish supplier, upgrade its data analytics. The company switched from... Vecta to Phocas for better integration with its Autopart ERP. Over 70 employees now use Phocas to analyze sales and make data-driven decisions. Morelli expanded Phocas use to stock management and finance. The software improved business performance and became essential for growth.
Natures Cargo - Food & Beverages - Medium
Phocas helped Natures Cargo get fast access to key business data. The company used Phocas with Microsoft Navision ERP for... sales and purchasing analytics. Implementation took just 1.5 weeks, and training was quick. Natures Cargo tracks 6,500 products and works with 225 suppliers. With Phocas, they increased supplier spend from $11 million to $15 million, earning bigger rebates. The software saves money, finds new sales opportunities, and gives quick, easy data access.
Provet - Health, Wellness And Fitness - Large
Phocas Business Intelligence Software helped Provet simplify and speed up data access. Before Phocas, Provet's IT team spent at least... one day a week compiling sales reports. Now, managers and staff can analyze data themselves, making faster, data-driven decisions. The IT department no longer receives report requests, saving time and resources. Provet uses Phocas to spot sales trends, measure marketing impact, and find gaps in customer spending.
Rashays Casual Dining - Food & Beverages - Large
Phocas Analytics helped Rashays Casual Dining speed up reporting and data analysis. Before Phocas, Rashays relied on a single IT... expert for manual, slow reports. Now, managers and executives build reports in minutes and use dashboards to track sales, customer preferences, and loyalty programs. Phocas makes it easy to analyze margin, wastage, payroll, and menu profitability. Rashays plans to expand Phocas use to more staff and locations as it grows its restaurant chain.
Russell Corporation - Manufacturing - Large
Phocas BI helped Russell Corporation replace a slow, complex reporting system tied to Microsoft Dynamics AX. The company needed faster,... easier business intelligence to spot sales opportunities and improve efficiency. Phocas was up and running in under four weeks, handling custom apparel matrix needs. Reports that once took hours now take minutes. Efficiency and business visibility improved by 100%. Staff at all levels use Phocas for sales, inventory, and order tracking.
Sapphire Group - Manufacturing - Medium
Phocas helped Sapphire Group boost productivity and data access. Sales reps and managers use Phocas daily to view business data... and make decisions. The tool replaced Excel, making dashboards easy to set up and use. Sapphire Group saw significant productivity gains and no longer needs extra staff for spreadsheets. Phocas is user-friendly and quick to implement, with strong business intelligence features.
Splosh Australia - Consumer Goods - Small
Phocas Software helped Splosh Australia cut report time from 20 minutes to 90 seconds. The business intelligence tool gave fast... access to sales and inventory data. Managers now spot trends and sales gaps quickly. The sales team uses Phocas to find new sales opportunities. Support from Phocas is highly rated by Splosh. Splosh Australia saw big ROI gains and fewer errors in product tracking.
U.S. Electrical Services, Inc. (USESI) - Electrical/Electronic Manufacturing - Very Large
Phocas helped U. S. Electrical Services, Inc. (USESI) gain immediate margin improvements. Before Phocas, USESI struggled with slow, fixed-format reports...and lacked true business intelligence. Phocas integrated with their Epicor ERP and SQL data warehouse, making data easy to access and analyze. Employees now use Phocas to track performance, spot trends, and make fast business decisions. USESI found new revenue opportunities and improved customer experience with unified metrics and flexible dashboards.
Wessex Packaging - Packaging - Small
Phocas Business Intelligence helped Wessex Packaging gain better visibility into sales, purchasing, and inventory data. The company struggled with managing... over 2,000 SKUs and deadstock using their previous system. With Phocas, Wessex can now track sales history, identify cross-sell opportunities, and manage stock more efficiently. The sales team uses dashboards to spot trends and improve customer targeting. Phocas also helps optimize warehouse layout and pricing decisions, making business operations faster and more accurate.
Loeb Electric - Manufacturing - Medium
Epicor Data Analytics powered by Phocas helped Loeb Electric move beyond Excel and CRM for reporting. The sales team uses... EDA to track trends and compare performance across locations. Managers use dashboards to monitor KPIs like orders placed and gross profit trends. The IT team integrated homegrown systems and created custom databases in EDA. Loeb Electric improved visibility, trend analysis, and team engagement with data analytics.
MA Ford - Manufacturing - Medium
Phocas business intelligence software helped MA Ford cut report delivery from 40 days to instant access. MA Ford now creates... ad hoc sales reports and drills into data with ease. Sales teams can analyze trends, customer buying patterns, and missed opportunities. The company improved report quality, speed, and consistency. MA Ford plans to expand Phocas to inventory and financial data analysis.
Muk haircare - Retail - Medium
Phocas helps Muk haircare support salons during the pandemic. Muk uses Phocas sales analytics to advise customers on what products... to buy based on purchase history. The platform lets Muk track sales by state, customer, and product, helping them respond quickly to changing needs. Muk also uses Phocas to motivate its sales team and manage inventory. The data-driven approach builds trust with customers and keeps the business flexible.
Prochem - Manufacturing - Medium
Phocas helps Prochem, a steel distributor, find low margin sales and save time. The company uses Phocas data analytics to... improve finance, sales, purchasing, and stock processes. Prochem set up reports to track stock and spot inefficiencies. The BI software is easy to use and quick to implement. Prochem added five new databases in under a month.