Phocas Overview

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

Use Cases

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

Other use cases:

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

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

Other priorities:

  • Enhance Customer Relationships
  • Improve ROI
  • Grow Market Share
  • Improve Stakeholder Relations
  • Establish Thought Leadership
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Phocas Use-Cases and Business Priorities: Customer Satisfaction Data

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

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

Reviews

"...In Business Intelligence software, this is way ahead of..." Peer review by User

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

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

Popular Business Setting

for Phocas

Top Industries

  • Wholesale
  • Construction
  • Manufacturing

Popular in

  • Mid Market
  • Small Business
  • Enterprise

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

Comprehensive Insights on Phocas Use Cases

How can Phocas optimize your Competitive Intelligence Workflow?

Why is Phocas the best choice for Helpdesk Management?

How can Phocas enhance your Forecasting process?

Why is Phocas the best choice for Collaboration?

How does Phocas address your Contact List Management Challenges?

28+ more Business Use Cases

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

Case Studies

Wholesale

CASE STUDY Medical Supply Company (MSC)

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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Manufacturing

CASE STUDY Replenex

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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Food & Beverages

CASE STUDY Savona Foodservice

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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Automotive

CASE STUDY Zeder Corporation

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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Wholesale

CASE STUDY Quality Bearings Online

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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Retail

CASE STUDY Pick-a-Paint

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 Your Finance

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Frequently Asked Questions(FAQ)

for Phocas

What is Phocas?

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

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

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

What is Phocas used for?

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

What are the top features of Phocas?

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

Who uses Phocas?

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

What are Phocas alternatives?

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

Where is Phocas located?

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

Peers used Phocas for competitive intelligence and helpdesk management

Phocas Features

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

2.94/5 ★

Read Reviews (5)
Analytics

4.72/5 ★

Read Reviews (149)
Custom Reports

4.24/5 ★

Read Reviews (344)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.94/5 ★

Read Reviews (5)
Analytics

4.72/5 ★

Read Reviews (149)
Custom Reports

4.24/5 ★

Read Reviews (344)

Software Failure Risk Guidance

?

for Phocas

Overall Risk Meter

Low Medium High

Top Failure Risks for Phocas

Phocas, Inc News

Partnership

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

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

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M&A

Sydneys Phocas Software courts global buyers - The Australian Financial Review

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

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Phocas, Inc Profile

Company Name

Phocas, Inc

Company Website

https://www.phocassoftware.com/

HQ Location

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

Employees

51-100

Social

Facebook Linkedin Twitter

Financials

PRIVATE