Real-World Case Studies and Customer Success Stories with Phocas

IQuip, a construction equipment rental company, achieved a 30% increase in customer satisfaction and 20% reduction in operational costs through implementing Phocas software for business intelligence ...and reporting.
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Phocas Analytics helped Savona Foodservice move from paper-based ERP systems to a single source of truth. The team now analyzes sales, margins, and customer behavior daily. Phocas makes it easy to sp...ot trends and react fast. The platform saves about 10% of the sales team's time by automating manual pricing. Savona can now regionalize price lists and improve margin management.
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Sistema, a large food and beverage producer, reduced data entry time by 70% and improved supply chain visibility using Phocas Software.

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 Financial Statements and Budgets and Forecasts helped IMMY, a manufacturer of fungal diagnostic tests, improve financial reporting and budgeting. IMMY integrated Phocas with Infor CloudSuite I...ndustrial ERP to replace manual spreadsheet processes. The finance team created management and multi-entity reports for the board, auditors, and banks. The new system made the budget live for more days and enabled faster, more reliable reporting. IMMY saw efficiency gains and could focus on value-add tasks instead of manual work.
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Phocas helps Zeder Corporation scale financial reporting and analysis with NetSuite. Zeder’s finance team uses Phocas Analytics, CRM, Financial Statements, and Budgets and Forecasts to automate custo...m reporting and financial modeling. The platform lets them consolidate data, automate detailed reports, and analyze performance across divisions. The intuitive interface allows non-technical users to access insights without relying on finance. Zeder now pinpoints performance issues quickly and acts on trends, leading to a strong ROI.
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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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KRS, a large UK-based retail company, improved inventory accuracy by 25%, saving £2 million annually through Phocas Software's inventory management solution.

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 Analytics helped Pick-a-Paint, a South African paint retailer, get real-time data from their KCS K8 ERP. Before Phocas, managers spent hours on manual reports, causing delays and bottlenecks. ...With Phocas, reporting now takes minutes, saving time and money. The team makes faster decisions and improved sales performance. Phocas dashboards are easy to use and support better customer service.
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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 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 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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StrongDor, a leading global manufacturer of doors and windows, achieved a 20% reduction in time to market and a 15% increase in customer satisfaction by implementing Phocas Software's business intell...igence solution.
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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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Achieved A 20% Increase In Gross Margin And Reduced Inventory By 10%.

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 Analytics helped Replenex, an industrial distribution business, streamline financial operations. Replenex needed a better way to manage and report data after losing the employee who maintained... their old system. They switched to Phocas in 2023, integrating it with their Infor CloudSuite Distribution ERP. Phocas provided real-time data insights and a single source of truth. This made financial reporting faster and improved business management.
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Obex, a company providing critical infrastructure protection services, successfully improved operational efficiency and increased revenue by 20% using Phocas Software's business intelligence solution.

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 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 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 Quality Bearings Online make data easy to see and use. The company connected Sage 200 with Phocas to let everyone access data and make decisions faster. The team found Phocas ...simple and quick for ad hoc analysis. They liked how it made reports and dashboards easy to create. The COO said Phocas improved user adoption and matched what was promised. Meetings now move faster because data is always ready to check.
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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 helped Medical Supply Company (MSC) improve business data visibility. MSC struggled with slow, complex reporting in SAP Business One. Phocas was easy to implement and use. The sales team quick...ly became self-sufficient. They built dashboards for sales meetings and stopped using Excel. Reports now run instantly, not in 15 minutes. The team can spot at-risk accounts and new sales opportunities fast.
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They Achieved An 80% Reduction In Time Spent On Reporting And A 5% Increase In Gross Margin.

Increased Gross Profit By 2% In The First Year And Achieved A 10% Increase In Sales Per Month.

Achieved A 40% Reduction In Time Spent Analyzing Data And Improved Inventory Management Efficiency

Achieved A 20% Reduction In Stock And Improved Cash Flow By £200,000.

Achieved A 10% Reduction In Stock Levels And Improved Sales Reporting And Analysis Capabilities.

Achieved A 15% Increase In Sales And Significant Time Savings Through The Use Of Phocas Software.

Achieved A 10% Increase In Gross Profit And Improved Inventory Management With Phocas Software.

Achieved A 10% Increase In Sales And Reduced Their Inventory By 20% Using Phocas Software.

Achieved A 3% Increase In Gross Margins By Using Phocas Software For Better Data Visibility And Decision-Making.

They Achieved A 10% Increase In Sales And Improved Inventory Management Using Phocas Software.

Increased Productivity By 20% And Saved Over 30 Hours A Month On Reporting.

Achieved A 400% Increase In Sales Efficiency And Saved 8-10 Hours Per Week On Reporting.

Increased Efficiency And Improved Decision-Making With Real-Time Data Insights, Contributing To A 20% Growth In Sales.

Achieved A 10% Increase In Revenue And Significant Time Savings Through Improved Data Visibility And Reporting.

Achieved A 25% Increase In Sales Efficiency Through Improved Data Visibility And Decision-Making.

Increased Sales By 20% And Improved Inventory Management Efficiency By 30%.

Improved Data Visibility And Saved Over 100 Hours Per Month On Reporting

Saved 2-3 Days Per Month On Reporting And Improved Inventory Management Leading To Better Decision-Making.

Reduced Time Spent On Report Generation By 50% And Increased Sales Team Efficiency By 30%

Achieved A Saving Of 40 Hours Per Week In Reporting Time And Increased Sales Visibility.

Achieved A 90% Reduction In Reporting Time And Improved Data-Driven Decision-Making.

Achieved A 20% Reduction In Inventory Levels And Improved Data Visibility Across The Organization.

Achieved A 30% Increase In Sales And Improved Decision-Making Efficiency By Using Phocas Software.

Achieved A 50% Reduction In Time Spent On Reporting And Analysis.

Achieved A 20% Increase In Sales And Improved Inventory Management By 15% Through The Use Of Phocas Software.

Achieved A 10% Increase In Gross Margin Through Improved Data Visibility And Analytics.

Achieved A 20% Increase In Gross Margin And Reduced Inventory By 10%.

Improved Inventory Turnover By 25% And Reduced Stock Holding By 15%

Captured major multi-suite disabilities group with Increased visibility into margins and profitability.

They Gained Immediate Visibility Across Over 3,000 Suppliers And 300,000 Products.

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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20% Improvement In Sales Productivity

Achieved A 20% Increase In Sales And Improved Inventory Management Efficiency By 15%.

Achieved A 10% Increase In Sales And Reduced Inventory Levels By 15% Through The Use Of Phocas Software.

Increased Efficiency And Data Visibility, Leading To A 30% Reduction In Inventory Costs

Achieved A 50% Reduction In Manual Reporting Time And Improved Decision-Making Efficiency.

Achieved A 20% Increase In Sales And A 50% Reduction In Reporting Time.

Achieved A 30% Increase In Sales Productivity And Significant Improvements In Inventory Management.

Iccons Achieved A 24% Increase In Sales Revenue And Improved Their Inventory Management Efficiency By Using Phocas Software.

Achieved A 14% Increase In Gross Profit Within The First Year Of Using Phocas Software.

Achieved An 8% Increase In Sales By Using Phocas Software For Better Visibility And Analysis Of Their Data.

Achieved A 5% Increase In Sales And A 30% Reduction In Administration Time.

Increased Sales By 10% And Saved 20 Hours Per Week On Reporting

Achieved A 50% Reduction In Reporting Time.

Achieved A 15% Increase In Sales Efficiency And A 20% Improvement In Inventory Management Through The Use Of Phocas Software.

Achieved A 10% Increase In Margin And Saved 20 Hours Per Week In Reporting Time

Achieved A 10% Increase In Sales And Improved Stock Management Efficiency Through Data-Driven Insights.

Achieved A 4% Increase In Sales And A 50% Reduction In Reporting Time

Improved Operational Efficiency And Gained Real-Time Insights Into Sales Performance, Leading To A 10% Increase In Sales.

Achieved A 30% Increase In Sales And Improved Inventory Management Using Phocas Software.

Reduced Reporting Time By 75% And Improved Business Performance Tracking

Reduced Time Spent On Reporting By 50% And Improved Data Accuracy Significantly

Improved Sales Performance And Inventory Management, Achieving A 10% Increase In Inventory Turnover And Reducing Excess Stock By 20%.

Achieved A 50% Reduction In Time Spent On Generating Reports And Improved Decision-Making Capabilities.

Achieved A 20% Increase In Sales And A 15% Reduction In Inventory Costs Through Efficient Data Analysis With Phocas Software.

Achieved A 50% Reduction In Reporting Time.

Achieved A 20% Increase In Sales Productivity And A 15% Improvement In Inventory Turnover Rates.

Achieved A 10% Increase In Production Efficiency And A 50% Reduction In Reporting Time.

Improved Sales Visibility And Efficiency, Leading To An Increase In Sales By Over 10%.

Achieved A 10% Increase In Sales And A 25% Reduction In Inventory Levels.

Improved Sales Performance Insights And Operational Efficiencies, Leading To A 20% Increase In Productivity.

Achieved A 50% Reduction In Time Spent On Reporting And Data Analysis By Using Phocas Software

Achieved A 50% Reduction In Time Spent On Reporting And Data Analysis.

Achieved A 20% Increase In Cost Savings On Wages And A 10% Uplift In Revenue.

Achieved A 50% Reduction In Report Creation Time

Achieved A 10% Increase In Gross Margin And A 20% Reduction In Inventory Levels With Phocas Software.

Achieved A 15% Increase In Sales And Improved Inventory Management Efficiencies.

Achieved Significant Time Savings And Improved Business Efficiency With Phocas, Reducing The Time Spent On Generating Reports By 80%.

Achieved A 50% Reduction In Reporting Time And Increased Sales Revenue By 10%.