Real-World Case Studies and Customer Success Stories with Phocas

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.
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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.
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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 back...ground. 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.
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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 s...ales 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.
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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 be...tter 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.
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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 integr...ates 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.
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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 Pho...cas, 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.
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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.
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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 no...w 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.
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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.
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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 man...ual 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.
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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 i...ts 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.
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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 u...p 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.
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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 m...ade 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.
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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 sing...le 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.
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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.
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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.
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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 in...tegrated 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.
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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 system...s 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.
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