Real-World Case Studies and Customer Success Stories with Phocas

Parrish-Hare uses Phocas data analytics to access business information in real time. The warehouse team tracks inventory and order picking... with radio frequency scanners connected to Phocas. The finance team monitors financial performance daily. Sales commissions are managed through Phocas, connecting all business data. Staff set up dashboards to stay updated and make better decisions. Phocas helps Parrish-Hare serve customers better and keep shelves stocked.
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Phocas Software helped Gateway Supply grow 35% since 2014. The company uses Phocas for inventory planning, staffing, and accounting. Inventory... selection for new stores now takes minutes, with 80% accuracy. The accounts receivable team quickly identifies overdue customers. Managers use data to justify new hires and improve performance. Phocas is central to Gateway's data-driven culture and daily operations.
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Phocas helped Hein Electric Supply restore data confidence and support its B2B e-commerce launch. After struggling with Infor’s BI tool,... Hein Electric Supply returned to Phocas for faster, easier access to business data. The redeployment took just six weeks, enabling 10+ power users across sales, inventory, and e-commerce to quickly analyze and act on key metrics. Phocas dashboards now guide daily decisions and help the company rank and manage products for its online store. The intuitive platform gives every department ownership of their data and supports strategic growth.
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Phocas helped J&S Davis, a UK dental distributor, access business data quickly. Before Phocas, they ran hundreds of reports to... get insights. With Phocas, sales managers could see sales performance and customer buying behavior fast. The tool made it easy to show suppliers which products were selling. J&S Davis improved supplier relationships and internal operations. They now use live data in meetings and spot problems early, especially with margins.
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Epicor Data Analytics (EDA), powered by Phocas, helps Gustave A. Larson Co access actionable information from ERP, call center, IT... helpdesk, and weather data. The solution supports 200 active users, speeding up decision-making across all business functions. EDA replaced manual reporting, putting insights at users' fingertips. Integrating multiple data sources empowers teams to make timely, accurate business decisions. The company operates in 16 states as a leading HVAC and refrigeration distributor.
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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 systems. Every department, from sales to HR, uses dashboards tailored to their needs. Sales teams track performance and spot trends quickly. The company now has more transparency and faster access to key business information.
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Phocas data analytics helped PoolPro manage 1,800 SKUs more efficiently. The POPS Group used to rely on spreadsheets, which took... a lot of time. With Phocas, they now see real-time data and can adjust inventory quickly for seasonal demand. The team uses Phocas to track inventory, raw materials, and production needs. This helps them keep enough stock for retailers and avoid dead stock. Phocas gives PoolPro control over their data and better forecasting.
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Phocas helped Behler-Young, a leading HVAC distributor, move from complex, static reporting to user-friendly business intelligence. The sales team now... uses Phocas for customer analysis and marketing processes. Inventory management and budget tracking are more transparent. The company saw a culture shift to data-driven decision making. IT spends less time on BI, and users access data directly for better decisions.
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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. With Phocas, they integrated data from Epicor Eclipse and their SQL warehouse, enabling fast, flexible analytics for all employees. USESI now customizes dashboards, saves hours on reporting, and quickly identifies trends and margin opportunities. The BI solution drives business decisions and supports new revenue growth.
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Phocas helped House of Electrical Supplies automate sales reporting. Their Oracle JD Edwards ERP system had limited reporting options. Phocas... integrated easily and let users explore data without IT help. The sales team now uses dashboards to track sales and margins. IT requests for reports have stopped. The company finds data anomalies faster and saves time on reporting.
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Phocas helped Countrywide Electrical Distributors improve sales reporting and profitability analysis. Before Phocas, the team struggled with complex, stock-focused reports... that did not support sales. With Phocas, sales staff now access weekly performance data and detailed customer insights. This has increased professionalism in client meetings and made it easier to spot sales opportunities. The company values Phocas for its flexibility and quick access to important business data.
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Phocas Software helped Key Refrigeration Supply (KRS) manage rapid growth and supply chain challenges. KRS used Phocas for data analytics... and financial planning. The platform enabled better margin tracking, pricing management, and inventory planning. Staff now create self-service reports and use dashboards to guide decisions. KRS gained a clear view of sales, expenses, and customer behavior, improving risk management and supporting expansion.
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Phocas Analytics helped Trade Supply Group speed up reporting by 20-30% across 14 locations. The company used Phocas to integrate... data from multiple ERP systems before, during, and after acquisitions. Branch managers could access and analyze data quickly, making fast decisions. Phocas enabled seamless ERP migration and created a single source of truth for historical and new data. This improved inventory management, vendor analysis, and profitability from day one.
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Phocas Business Intelligence helped J&S Davis, a family-owned dental distributor, get fast access to key 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 internal operations. J&S Davis has used Phocas for over 15 years and recommends it for business growth.
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Phocas software helped Dixie Plywood, a building supplies wholesale distributor, solve reporting and data access challenges. The company struggled with... outdated BI tools that slowed down sales and overloaded IT with report requests. Phocas was easy to install and integrated with their ERP, providing real-time sales, inventory, and AR data. Sales teams now access information on mobile devices, improving customer meetings and pricing. IT no longer spends time on repetitive report requests, freeing them for more complex tasks.
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Phocas Analytics and Budgets & Forecasts helped Eddy Group modernize operations. The company integrated Phocas with its Klipboard ERP for... real-time data access across purchasing, sales, and inventory. Staff now create custom dashboards and access accurate information quickly, improving efficiency. Phocas enabled instant error detection and recovery, boosting confidence in data. Eddy Group uses Phocas AI to gain customer insights and stay competitive in wholesale distribution.
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Phocas helped Tropic Supply gain fast, easy access to sales and promotions data. Sales reps now manage 50 accounts each... and run their own commission reports. Ad hoc reports that took 10 minutes now take just 90 seconds. Tropic uses Phocas to set fair pricing levels and reward loyal customers. The tool is simple for non-technical users and supports custom reporting needs. Counter promotions are tracked in real time, improving customer retention.
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Phocas helped Johnstone Supply – Kenilworth Group replace a rigid BI tool that limited data access and flexibility. With Phocas, they... integrated sales, inventory, accounting, and warehousing data for a single source of truth. Teams now track KPIs, create custom dashboards, and share reports easily. Warehouse and branch managers use Phocas to improve efficiency and sales performance. The company values Phocas for its responsive support and ongoing product updates.
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Phocas data analytics helps Parrish-Hare access business information in real time. The warehouse team uses radio frequency scanners with Phocas... to track inventory and improve picking and receiving. The finance team monitors financial performance and sales commissions through Phocas. Dashboards keep everyone updated and support better decisions. Parrish-Hare uses Phocas to serve customers better and keep shelves full.
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Central Pro Supply used Phocas to replace complex reporting tools and manual spreadsheets. The company standardized dashboards for all teams,... improving visibility and accountability. Sales reps now use Phocas to track customer behavior and spot missed opportunities. Accounts receivable, purchasing, and inventory teams use it to monitor daily tasks and supplier performance. Financial reporting is now faster and more accurate, and rebate management has improved, helping the company avoid missed earnings.
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Phocas Analytics, Financial Statements, and Rebates helped Central Pro Supply, a large wholesale distributor, replace complex reporting tools and manual spreadsheets. Teams now use... standardized dashboards to track sales, margins, and performance. Sales reps use Phocas to spot customer trends and missed opportunities. AR and operations teams track daily tasks and cashflow. Financial reporting is faster and more accurate. Rebate management improved, helping avoid missed earnings and boosting margins.
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Phocas helped Tropic Supply get fast, easy sales and promotions insights. Tropic replaced slow, hard-to-use ERP reporting with Phocas. Now,... 17 sales reps use Phocas to manage 50 accounts each. 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 can run their own reports with no extra help.
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Phocas helped Wilkinson Supply Company extend the life of its legacy Mark ERP system. The company used Phocas to integrate... modern data analytics with its existing processes. Sales and purchasing teams now access real-time data to make faster decisions. Phocas enabled more proactive sales conversations and better inventory management. Wilkinson Supply grew sales and improved efficiency by quickly analyzing trends and adjusting strategies.
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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. Sales teams now access data easily, even in front of customers. Management can see business performance at a glance. Service levels and decision-making improved across the company.
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Phocas helped Crescent Parts & Equipment speed up business decisions and improve inventory management. The company replaced multiple analytics tools... with Phocas, leading to faster reporting and better data access. Sales team engagement increased by 1,000 percent after implementation. Crescent used Phocas to track inventory, analyze pricing, and negotiate better vendor terms. The company saw record sales months with 25-30% growth over the previous year.
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Phocas BI helps Tradeware Group manage inventory and sales data. The team uses Phocas to track stock levels and forecast... demand. They can drill down into sales history and spot trends. Sales reps use the tool to prepare for customer visits and find upsell opportunities. Phocas integrates with Sage Accpac, making reporting faster and easier. Tradeware now meets sales targets and improves customer service.
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Phocas Analytics helped Quality Bearings Online speed up data analysis. The marketing team reduced customer insight reporting from up to... 14 hours to just 5 minutes. Teams now use live dashboards to track sales, stock, and business performance. Phocas made it easy for everyone to access and understand data. This led to faster decisions and better collaboration across the company.
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American Metals Supply used Phocas to manage inventory across eight branches. They tracked inventory levels, buy lines, and price lines... to reduce surplus and free up cash flow. Phocas dashboards helped AMS see projected inventory in dollars and pounds, and monitor months on hand by branch. AMS also used Phocas to build scorecards, run reports, and track accounts receivable. This helped them adapt quickly to changing demand and delivery schedules.
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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 reporting. Phocas was up and running in under four weeks, handling custom apparel matrix needs. Reports that took hours now take minutes. Efficiency and business visibility improved by 100%.
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Phocas helped Strongdor, a secure steel door manufacturer, gain full visibility into business performance. Before Phocas, Strongdor struggled to track... gross profit and conversion rates using other tools. With Phocas, the sales team can now monitor dashboards, quotes, and sales data by day, week, and individual salesperson. The company uses Phocas for sales projections and to prevent sales lulls. Each sales team member has access to their own dashboard, and Strongdor plans to expand access to more departments.
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Prochem used Phocas to automate the identification of low margin sales. This saved time and improved efficiency for the finance... team. The company now uses Phocas for finance, sales, purchasing, and stock data analysis. Prochem targets stock inefficiencies and improves stock coverage with custom reports. The BI tool is easy to use and quick to implement, helping Prochem stay competitive.
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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 IT team relies on Phocas for daily checks and as a backup for customer history. Phocas support resolves queries quickly, making it easy to use. The software helps Arran Isle Holdings be proactive with sales analysis and customer service.
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Phocas BI helped Russell Corporation, a major sporting goods and apparel manufacturer, replace a slow and complex reporting system tied to Microsoft Dynamics AX. The company needed... faster, easier access to sales and operational data. Phocas was implemented in under four weeks, quickly improving reporting speed and usability. Reports that once took hours now take minutes. Staff across the business, from warehouse to management, use Phocas to analyze sales, orders, and inventory, leading to 100% improvement in efficiency and business visibility.
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WD-40 used Epicor Data Analytics, powered by Phocas, to unify sales and financial data across Europe. Before, they managed separate... tools and manual reports, which slowed their growth. With EDA, they quickly connected to their ERP and gained a single view of business metrics. This helped them plan for aggressive sales targets and improve efficiency without adding more staff. WD-40 now uses one analytics solution for sales, marketing, and finance reporting.
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Phocas Financial Statements helped Eastern Industrial Supplies automate financial reporting, saving their controller two full business days each month. The platform replaced... manual processes, improved data accuracy, and gave 17 branch managers instant access to key financial data. Sales and procurement teams now use dashboards to track sales, freight costs, and inventory, speeding up decision-making. Reports that once took hours now take under an hour, helping Eastern protect cost advantages and manage inventory better.
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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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ALSPEC uses Phocas business intelligence to improve reporting from Microsoft Dynamics AX ERP. Before Phocas, ALSPEC relied on a slow,... in-house system and found AX reporting difficult and time-consuming. With Phocas, the sales team quickly accesses the data they need every day. ALSPEC plans to expand Phocas to finance and inventory teams. The tool's simplicity and ease of use are key benefits for ALSPEC.
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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 data, 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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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 effective for sales analytics.
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Phocas business intelligence helps CQR Security Limited manage production performance and inventory. The company uses Phocas to analyze sales data... and improve its sales strategy. CQR tracks machine efficiency and labor use to boost output. The software's flexibility lets them measure KPIs and control business data. CQR has 60 employees and £8 million turnover.
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Phocas helped ALSPEC, a leading aluminium distributor, simplify and speed up reporting from their Microsoft Dynamics AX ERP. Before Phocas, ALSPEC... used an in-house system and struggled with slow, complex AX reports. The sales team of 37 now uses Phocas daily for quick, easy access to business data. ALSPEC plans to expand Phocas to finance and inventory teams. The company values Phocas for its simplicity and strong support.
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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. Luceco captured an extra £250,000 per year from one customer by using Phocas to analyze sales trends. The software eliminated the need for extra IT staff and improved efficiency. Luceco now builds stronger customer relationships with data-driven insights.
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Phocas BI helped Signal Global, a PPE manufacturer, improve profitability and reduce customer leakage. Before Phocas, Signal struggled to track... customer spend and gross profit using OrderWise and NetSuite. With Phocas, sales and management teams now use dashboards and alerts to spot trends and act fast. Signal tracks customer usage, sets up scorecards, and holds more productive meetings. The company expects Phocas to boost customer retention and increase spend in product ranges.
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Phocas business intelligence software helped MA Ford cut report delivery from 40 days to instant access. Before Phocas, MA Ford... struggled with slow, outdated ERP reporting and limited sales insights. With Phocas, sales and management teams now create ad hoc reports, drill into sales data, and spot trends fast. The tool empowers staff to analyze sales by customer, territory, or product line. MA Ford plans to expand Phocas use to inventory and financial data for even more business value.
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Phocas Analytics helped Replenex cut month-end reporting from up to 10 days to just 3 days. The company automated financial... statements and budgets, improving data accuracy and transparency. Past due accounts receivable dropped to a record-low 7.5%, below the industry average. Real-time reporting enabled proactive communication and faster collections. Cloud integration removed manual tasks and IT concerns, boosting productivity.
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Phocas helped BAT Industrial Products quickly spot at-risk customers and boost sales. BAT used to struggle with slow, hard-to-use reporting... tools. With Phocas, sales reps now get instant insights into customer buying habits. They use dashboards to track sales, lost customers, and top accounts. The team can target weak categories and ask better questions. BAT sees Phocas as a key tool for daily sales improvement.
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Epicor Data Analytics (EDA) powered by Phocas helped L. B. White solve reporting challenges. The team integrated EDA with Epicor...ERP 10 for easy, flexible data access. EDA enabled sales, marketing, and executives to monitor trends and customize dashboards. The cloud-based solution removed IT bottlenecks and allowed remote access. L.B. White now analyzes current data and finds answers quickly, improving business performance.
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SpanSet used Phocas to manage thousands of products and customers. Before Phocas, sales reporting took hours and required manual work... in Excel. With Phocas, SpanSet quickly accessed business data and improved meeting preparation. The tool helped SpanSet identify lost customers and recover substantial revenues. In the first year, SpanSet expects a 30-fold return on investment from Phocas.
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Phocas data analytics helps uvex safety Australia support distributor relationships. The team uses Phocas to review sales data and forecast... demand. They make quick decisions on pricing and inventory. The tool lets them track sales by product, region, and salesperson. uvex delivers products faster and feels more in control of business operations. This leads to better customer service for distributors.
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Phocas gave Wessex International real-time visibility into sales and future opportunities. Before Phocas, reporting was manual and slow, taking up... to two days for key reports. With Phocas dashboards, sales teams now track activities, targets, and pipeline instantly. Mobile access and live updates help managers and reps see performance anytime. The biggest benefit is clear forecasting and preventing lost sales leads.
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Phocas business intelligence software helped B&R Enclosures keep sales reporting steady during a major ERP migration. The company avoided downtime... and extra training for its sales team by keeping Phocas as their reporting tool. Phocas gave sales staff confidence in their data and supported business continuity. The software also helped reveal new business opportunities and aided strategic decisions. Phocas was a key reason for the success of B&R's new ERP implementation.
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Phocas helped Sapphire Group boost productivity and data access. Sapphire grew sales by up to 50% year-on-year and needed faster... business insights. With Phocas, staff at all levels use dashboards and access data easily, without technical skills. The company no longer needs extra hires for spreadsheets. Sales reps use Phocas daily to track customer activity. Sapphire's CFO says Phocas is user-friendly, quick to implement, and delivers strong value for business intelligence.
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Phocas helped BM Catalysts, an automotive manufacturer, move from slow spreadsheets to fast, detailed business intelligence. The company uses Phocas... across sales, product development, marketing, and accounts. Sales managers use it to spot slow-moving parts and win extra revenue. Directors rely on it for sales and margin analysis. BM Catalysts credits Phocas with making them money and calls it their most important tool.
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Phocas Software helped KYB Americas cut report generation time from hours to minutes. The sales team now uses dashboards to... track budgets, manage pricing, and spot upsell opportunities. Data visualization in Phocas revealed gaps in customer orders and helped displace competitors. Each salesperson accesses tailored data, improving customer retention and sales volume. Executive dashboards support daily decisions and drive a more data-driven culture.
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JRP Distribution used Phocas to replace slow, manual reporting with fast, visual dashboards. The sales team now tracks customer buying... trends and product performance in real time. Managers use Phocas to monitor financial metrics, stock turns, and sales margins. The tool helps start better conversations with customers and supports business growth. JRP plans to expand Phocas use for inventory and financial planning across global operations.
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Phocas data analytics helps Bruneel Point S track key business metrics like sales revenue and gross profit. The company uses... automated reports and dashboards to give managers real-time insights. This lets them spot problems fast and act quickly. Phocas integrates with TireMaster GTX, making it easy to analyze data from across the business. Bruneel Point S says Phocas improved efficiency and reaction time, replacing slow manual reporting.
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Phocas made business intelligence easy for Eurocats. Before Phocas, the sales team struggled with complex tools and needed technical skills.... With Phocas dashboards, sales reps now access up-to-date data on tablets during meetings. They can spot underperforming areas, hidden opportunities, and depot trends. Dashboards help the team focus on goals and save time. Eurocats reduced reporting work and improved sales conversations with customers.
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Phocas helped Zeder Corporation automate financial reporting and modeling across divisions. The finance team consolidated NetSuite ERP data and other... sources in one platform. Phocas enabled self-service reporting, reducing reliance on technical users. Custom dashboards and automated KPIs improved visibility into sales and product trends. Data validation features increased trust and speed in financial reporting. Zeder now pinpoints performance issues and acts quickly, driving strong ROI.
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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 data. The solution improved company performance and supports ongoing growth.
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Phocas Analytics helped Co-ordSport speed up reporting by 10 times. The team moved from slow, manual ERP data analysis to... automated, detailed reports. Now, customer and supplier queries are answered in seconds, not days. Automated reporting supports sales, operations, and marketing. Co-ordSport uses Phocas CRM to spot sales trends and win new sole trading agreements. The business now works proactively, with fast access to key data across all branches.
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Phocas helped Ring Automotive improve access to business data. The company replaced limited in-house pivot tables with Phocas for better... sales and margin tracking. Implementation was fast, with a sales database live in two weeks. Teams across sales, customer service, and finance now use Phocas for real-time insights. The tool enabled instant wins, like a £2,000 order increase from rebate data. Customer service uses Phocas to track refunds and direct enquiries to stockists.
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Phocas helps Zeder Corporation automate financial reporting and modeling across divisions. The finance team uses Phocas with NetSuite to consolidate... data and create detailed reports. This automation saves time and lets non-technical users access insights easily. Zeder now pinpoints performance issues quickly and acts fast. The finance team trusts the data and reports results to executives every week.
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Phocas Software helped Thomas Tyres cut query time by 25%. The team replaced fragile spreadsheets with Phocas for inventory, financial,... and operational data. Now, they answer management questions instantly and compare suppliers in 15 minutes instead of a week. Automated dashboards and alerts empower staff to make data-led decisions. Thomas Tyres saw ROI in 6 months and now plans for the future with real-time financial insights.
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Phocas Software helped KYB Americas cut report generation time from hours to minutes. The sales team now uses dashboards to... track budgets, manage SKUs, and spot upsell opportunities. Phocas made it easy to integrate ERP and sales data, improving accuracy and access. The team displaced competitors and increased orders of complementary products. Executive dashboards now drive daily and weekly decisions, making KYB Americas more data-driven.
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Phocas BI helped Serfac, an automotive distributor, move from slow, complex spreadsheets to fast, easy data analysis. Serfac compared Phocas... to Tableau and Microsoft Power BI, choosing Phocas for its simplicity and better access to data. The team quickly set up sales and warehouse dashboards within two months. Phocas improved stock management and made reporting faster and more accurate. Serfac now uses Phocas daily for sales, purchasing, and warehouse operations.
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Phocas business intelligence helped Bambis, a homeware retailer, gain better visibility over their Pronto ERP data. Before Phocas, Bambis struggled... with manual data extraction and slow reporting. After a quick implementation, the sales team and management could easily access and analyze data. Even non-technical staff now use data to make decisions. The company is more nimble and responsive to market changes. Phocas improved decision making and revealed new business opportunities.
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Phocas analytics helped Equipment Controls Company (ECCO) create hundreds of dashboards for sales, planning, and executive reporting. ECCO found Phocas... much easier to use than PowerBI, with a fast learning curve for non-technical users. Reports that once took a month to process in Eterm now take seconds in Phocas. The company uses Phocas for simplified reporting, quick data analysis, and easy dashboard sharing. Over 50 ECCO users benefit from Phocas’ intuitive, people-centered solution.
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SC Johnson uses Phocas to analyze sales data and track key trends. The finance team relies on Phocas daily to... monitor budgets, product line performance, and distributor results. Phocas consolidates data from spreadsheets and Sage Line 500, making reports accessible in one place. Staff can quickly extract and understand vital business information. The system's speed and user-friendly interface help SC Johnson make faster decisions. SC Johnson plans to expand Phocas use to inventory tracking.
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Phocas helps Timberline Bathroom Products make better decisions with real-time 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 expand data use to customer care analysis.
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Phocas helps SC Johnson track sales performance and analyze key trends. The finance team uses Phocas daily to monitor budgets... and product line results. Integration with Sage Line 500 brings all sales and financial data into one place. Staff can get up and running in ten minutes and become proficient with two hours of training. Quick access to sales analytics lets SC Johnson make faster decisions and improve distributor performance.
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Phocas Software helped Splosh Australia cut report time from 20 minutes to 90 seconds. The business intelligence tool replaced manual... Excel and MYOB EXO reporting. Splosh now finds sales trends and product insights fast. The sales team uses Phocas to spot opportunities and improve performance. Customer support from Phocas is highly rated by Splosh's management.
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Phocas gives Walker Zanger fast, easy analytics with Prophet 21 ERP. Before, staff waited up to two weeks for IT... to build custom reports. Now, managers and sales reps use Phocas to drill into sales data instantly and make better decisions. Sales reps help dealers see what products sell best and set clear goals. Phocas dashboards track performance and improve inventory planning. The solution saves time and helps Walker Zanger boost sales and efficiency.
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Caprice Australia used Phocas business intelligence software to manage data from their ERP and retail partners. They improved inventory planning,... ensuring the right stock levels to meet demand. Sales increased in 130 Target stores after implementing a vendor managed inventory model. Caprice achieved 5x growth in 10 years by making data-driven decisions. The company uses data to manage costs, improve customer experience, and stay agile.
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Phocas helped KLN Family Brands grow sales by 11% in 2021. The company used Phocas for real-time sales analytics and... easy reporting. Sales teams now access data from any device and blend distributor data for better meetings. KLN can quickly train staff and make faster, data-driven decisions. The solution improved customer conversations and sales planning.
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Phocas business intelligence helped Bambis move from manual data extraction to fast, easy analytics. Before Phocas, Bambis struggled with spreadsheets... and slow reporting. After a quick setup, Phocas gave them instant data visibility and empowered non-IT staff to use analytics. Sales teams now ask better questions and management uses data daily. The company is more nimble and responsive, uncovering new business opportunities.
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Phocas Software replaced MIDFIX's static spreadsheets with real-time dashboards. The team now checks performance data every 15 minutes. Sales, operations,... and leadership use Phocas to make fast, data-driven decisions. Reports that once took days now take minutes. Wallboards display live sales and margin data, boosting team motivation. Phocas helps MIDFIX track customer buying habits and manage transport costs for better margins.
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Resolute Industrial used Phocas BI to replace Excel spreadsheets as they grew from 50 to 250 employees. The company needed... a single source of truth for financial and customer data during rapid expansion and acquisitions. Phocas enabled seamless data consolidation, quick drill-downs, and user-friendly dashboards. Teams now monitor revenue, equipment utilization, and business health in real time. Executives can consolidate financials and track performance by branch or region with just a few clicks.
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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 custom 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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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.
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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 £70k. Hotchkiss can now monitor expenses quickly and make better decisions. The solution replaced guesswork with real-time analytics for cost control.
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Phocas Budgets & Forecasts helped Montana Food Bank Network move away from error-prone spreadsheets and a difficult legacy budgeting tool. The CFO reported... the fastest software implementation ever, completed in under two weeks. Team members now feel empowered and in control of their budgets. Phocas provides nightly data updates, an analytics dashboard, and keeps the team engaged year-round. The solution eliminated annual training and improved financial visibility for all departments.
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Phocas helps Rashays Casual Dining quickly analyze sales, customer preferences, and loyalty program results. Before Phocas, reporting was slow and... manual, handled by one IT expert. Now, managers build reports in minutes and use dashboards to track key metrics like margin and wastage. Phocas makes it easy to compare sales by location, menu item, and time of day. Rashays plans to expand Phocas use across its 25+ restaurants and 1000+ employees.
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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, taking 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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Phocas helped Abcoe Distributors move away from rigid Sage Evolution reports. The team gained flexible, easy-to-use business intelligence tools. Abcoe... now identifies sales opportunities and manages SKUs more efficiently. They won a major disabilities service group by using Phocas for site-level reporting. The company improved visibility into margins, profitability, and customer buying habits. Phocas made reporting faster and freed up resources for business growth.
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Phocas helped Stewart’s of Scotland gain control over customer and product data. The company struggled with Excel and Sales-i for... tracking and inventory. Phocas made it easy to see business performance and improved data access for sales and management. The sales team now delivers insights quickly, boosting professionalism. Margin awareness and live budgeting have improved profitability and focus.
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IMMY used Phocas to improve financial reporting and budgeting. Before Phocas, the finance team relied on manual spreadsheets and struggled... with slow, error-prone processes. Integrating Phocas with Infor ERP enabled multi-entity reporting and faster, more accurate budgets. The number of days the budget was live increased from 5 to 30 in a 45-day period. Phocas also helped IMMY support business growth and acquisitions with timely financial data.
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Team Medical Supplies faced a 400% surge in demand during COVID-19. They used Phocas to analyze sales data and customer... buying history. This helped them supply loyal customers fairly and ethically. The company prioritized doctors over supermarkets and pharmacies. Phocas enabled day-by-day management of limited stock. Their data-driven approach supported frontline healthcare providers.
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Phocas helps Team Medical Supplies manage a 400% surge in demand with only 110% supply. The company uses sales data... and customer buying history in Phocas to allocate stock fairly and ethically. Team Medical Supplies prioritizes loyal healthcare customers over bulk buyers and unknown suppliers. Data-driven decisions support their long-term strategy and ethical business practices. Phocas enables real-time inventory analytics and sales forecasting for better supply management.
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Phocas helped Days Healthcare move from Excel to a simple sales analytics tool. Sales managers now use Phocas daily to... prepare for customer visits and spot lost sales. The tool revealed a new sales opportunity worth £20k-£30k per year. Days Healthcare saw higher growth after using Phocas. The team finds Phocas easy to use and quick to learn, making sales management better.
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Phocas helped Gubbins Pulbrook Mitre 10 cut spreadsheet analysis from 3-4 days a week to almost zero. The finance team... now uses Phocas for instant data analysis, replacing slow, error-prone spreadsheets. Staff quickly adopted the platform because it is easy to use and flexible. Phocas lets them merge data from multiple POS systems and customize dashboards. The company aims to grow margins by 2 points using Phocas’ predictive tools.
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Gold Medal International used Phocas to speed up business scenario modeling. Before, building scenarios in Excel took hours. Now, the... team runs multiple scenarios in minutes with a few clicks. This helps them make faster decisions, even with supply chain challenges. Phocas gives them better data visibility and supports planning for the future.
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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 information for its 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 data on the go, improving efficiency and targeting. Phocas was key in helping Heritage Brands identify sales trends and support business growth.
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Phocas integrated with Infor CloudSuite Industrial ERP helped IMMY, a medical device manufacturer, improve financial reporting and budgeting. Before Phocas, IMMY... struggled with manual spreadsheets and slow, error-prone processes. With Phocas, the finance team created management reports, multi-entity reporting, and streamlined the budget process. The number of days the budget was live increased from 5 to at least 30 in a 45-day period. IMMY now tracks changes daily and completes more value-add tasks with greater efficiency.
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Phocas Software helped ICU Medical transform decision-making with mobile BI dashboards. The company now gives real-time data access to all... staff, not just executives. Teams use dashboards for margin analysis, pricing, and customer segmentation. Sales teams make faster decisions using data on any device. Decision-making is now shared across the business, improving agility and confidence.
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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 Phocas, 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 Financial Statements gave Viva Leisure daily access to financial insights, replacing slow month-end reports. The cloud-based solution integrated with... SAP and let club managers see only their own data. Viva used Phocas to adapt to new accounting standards and manage 153 locations. Dashboards helped track top-performing clubs and budget variances. Managers now self-serve reports, collaborate more, and make faster decisions. Phocas reduced IT reliance and empowered teams to control business performance.
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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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Epicor Data Analytics (EDA) powered by Phocas helped Insco improve business visibility and performance. Insco replaced manual SQL and Excel... processes with EDA, making data access easy for all team members. Dashboards now give branch managers and sales reps real-time insights, driving better decisions and customer conversations. EDA saved Insco money and made managing data simple. The solution also helped Insco build stronger customer relationships and track business trends.
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Phocas Software helped Powerplay Brands, a UK-based fashion manufacturer, speed up reporting and reduce manual work. Before Phocas, the team... spent a full day on reports. Now, they get instant dashboards and automated alerts. Teams use up-to-date sales and stock data in meetings. Stock minimum alerts help avoid lost sales. Phocas enabled faster decisions and better stock management across 50 countries.
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Phocas Business Intelligence helped Wessex Packaging gain visibility into sales, purchasing, and inventory data. The company struggled to manage over... 2,000 SKUs and reduce deadstock with its previous system. Phocas enabled the team to track sales trends, identify cross-sell opportunities, and access detailed sales history. Wessex now produces comprehensive reports in minutes and optimizes warehouse layout based on product movement. The solution also revealed pricing issues and improved gross profit tracking.
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