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    5 ways to reduce finance admin time with data analytics

    3 MIN
    latest posts

    Dynamic vs static financial reporting: key differences

    3 MIN
    latest posts

    5 ways to achieve financial process automation

    4 MIN
    latest posts

    Dynamic vs static financial reporting: key differences

    3 MIN
    latest posts

    5 ways to achieve financial process automation

    4 MIN
    latest posts

    Top 10 financial analysis blogs of 2021

    3 MIN

    Top 10 financial analysis blogs of 2021

    3 MIN
    December 1, 2021

    The Phocas business intelligence blog was created to provide free advice about data and add value to the..

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    finance sales executive financial statements dynamic reporting data visualizations budgeting and forecasting

    Delivery in full on time: Why it matters and how you can improve

    2 MIN
    November 29, 2021

    Delivery in full, on time (DIFOT) is a fundamental measure when analyzing the performance of your supply..

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    manufacturing business intelligence basics wholesale distribution building and industrial supplies retail inventory and operations KPIs and metrics

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    Phocas is an “out of the garage” finalist: a global growth award

    2 MIN
    November 26, 2021

    Phocas is a finalist in the 4th annual Pause Awards for demonstrating global growth, expansion and..

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    sales executive HR data analytics business intelligence software culture

    Actionable data is business intelligence

    2 MIN
    November 24, 2021

    Every day, the business world creates more than 2.5 quintillion bytes of data. Last year, 1.7MB of data..

    Read more
    strategy management & performance executive business intelligence software

    Capital Coated Steel uses real-time data to react faster to change

    5 MIN
    November 22, 2021

    Critical insights are required by steel distributor, Capital Coated Steel to stay nimble and navigate a..

    Read more
    case study wholesale distribution IT building and industrial supplies executive ERP iMetal metalogic

    How to get your KPIs on track with data analytics

    3 MIN
    November 19, 2021

    Many data analytics vendors give users the ability to measure everything but offer little guidance.  Too..

    Read more
    business intelligence basics sales executive inventory and operations KPIs and metrics

    Need more people with data analytics skills? here’s your solution

    3 MIN
    November 17, 2021

     

    It’s not a surprise that nearly every business leader wants their people to take more advantage of their..

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    business intelligence basics finance IT executive data analytics culture

    [podcast] What is vendor managed inventory and how does it work at Caprice Homewares?

    2 MIN
    November 15, 2021

    Vendor managed inventory (VMI) helps Harvey Lewis, one of Australia’s leading homeware suppliers sleep at..

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    case study wholesale distribution executive retail trends inventory and operations inventory management podcast

    Quiz: data analytics for executives

    November 12, 2021

    Are you a leader? Do you know what’s happening in your business at any point in time? Can you dig into..

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    data analytics

    Data is key to e-commerce success at Hein Electric Supply

    5 MIN
    November 10, 2021

     

    American electrical wholesale distributor redeploys Phocas to restore data confidence and help company..

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    case study wholesale distribution sales electrical executive ERP

    How to measure stock on hand, over stock, under stock and dead stock quickly and simply

    3 MIN
    November 8, 2021

    Many businesses are adjusting demand forecasting due to ongoing supply chain disruption.

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    inventory and operations business intelligence software inventory management

    How to get a quick ROI from business intelligence software

    3 MIN
    November 5, 2021

    When implementing any new strategy, hiring new people or investing in business software, you want to make..

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    business intelligence basics strategy management & performance KPIs and metrics

    Festival wraps with leverage ratios

    2 MIN
    November 3, 2021

    As we wrap up our festival of metrics, we’re shining the spotlight on leverage ratios.

    Read more
    business intelligence basics finance financial statements dynamic reporting data analytics

    Strongdor uses data to future proof operations

    3 MIN
    November 1, 2021

    Strongdor is a premier manufacturer of secure steel doors, operating out of two facilities in Lancaster,..

    Read more
    case study wholesale distribution sales plumbing and HVAC executive ERP

    Make day-to-day financial tasks a treat, not a trick

    2 MIN
    October 29, 2021

    Around this time of year, we embrace the spooky, creepy, and downright terrifying.

    Read more
    finance executive financial statements dynamic reporting data analytics budgeting and forecasting

    Keep the festival going with efficiency ratios

    2 MIN
    October 27, 2021

    As we continue on our festival of metrics, today we’re headlining with efficiency ratios.

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    business intelligence basics finance financial statements dynamic reporting data analytics

    How to increase profitability in the automotive industry

    3 MIN
    October 25, 2021

    It is no secret that the automotive aftermarket is cut throat and consolidating rapidly.

    Read more
    business intelligence basics automotive KPIs cross-selling BI dashboards

    How to use BI to gain competitive advantage in business

    4 MIN
    October 22, 2021

    In today’s economy, many mid-size businesses find themselves in competition with online retailers and..

    Read more
    business intelligence basics strategy management & performance executive

    More festival vibes with liquidity ratios

    2 MIN
    October 21, 2021

    Any great festival takes place over several days and involves different types of entertainment, food, and..

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    business intelligence basics finance financial statements dynamic reporting data analytics

    Taste the difference: Transform your financial spreadsheets

    2 MIN
    October 19, 2021

    Everyone uses spreadsheets because they are flexible and have a multi-purpose nature. But they are not..

    Read more
    business intelligence basics finance executive financial statements dynamic reporting data analytics budgeting and forecasting

    Utilize financial analytics to ensure mergers & acquisitions success

    2 MIN
    October 15, 2021

     

    According to Reuters, merger and acquisition deals have seen a record boom this year due to low interest..

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    finance plumbing and HVAC executive data analytics

    What festival vibes can be given to profitability ratios

    3 MIN
    October 13, 2021

    There’s nothing quite like the experience of attending a festival.  

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    business intelligence basics finance financial statements dynamic reporting data analytics

    Phocas software ranks in Capterra’s best financial reporting tools of 2021

    2 MIN
    October 11, 2021

    Phocas has secured a place in Capterra’s newly released Financial Reporting Software Shortlist based on..

    Read more
    finance reviews and recognition product updates dynamic reporting business intelligence software

    5 trends in the building and industrial materials industry

    2 MIN
    October 8, 2021

    The construction, engineering, building and industrial materials industries are some of the most resilient..

    Read more
    building and industrial supplies Acumatica

    Data integration helps FB Chain analyze data in new ways

    3 MIN
    October 6, 2021

    Leading manufacturer and supplier of leaf chain is equipped with the information they need to make..

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    case study manufacturing wholesale distribution building and industrial supplies executive ERP Kerridge Commercial Systems

    4 steps to digitize the finance office

    2 MIN
    October 5, 2021

    We all know that digital transformation is more than just a buzzword.

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    business intelligence basics finance executive financial statements dynamic reporting data analytics budgeting and forecasting

    How to promote a company culture that relies on data

    3 MIN
    October 1, 2021

    A growing business must focus on critical elements like marketplace demand, customer service, sales..

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    executive HR decision-making data analytics culture

    Are you keen to speed up the month-end close process?

    3 MIN
    September 29, 2021

    Management accountants are their own worst enemies. Why? Because they always deliver the month-end reports..

    Read more
    business intelligence basics finance financial statements dynamic reporting data analytics

    Wilkinson Supply uses a data platform to extend life of legacy ERP

    3 MIN
    September 28, 2021

    Wilkinson Supply Company is one of the largest plumbing supply businesses in North Carolina.

    Read more
    case study wholesale distribution sales plumbing and HVAC executive ERP

    Negotiate better with suppliers using data analytics

    2 MIN
    September 24, 2021

    Data analytics might still be under appreciated as a valuable negotiation tool, yet more and more..

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    finance executive data analytics data visualizations collaboration

    What is data discovery?

    2 MIN
    September 22, 2021

    “We are drowning in information but starved for knowledge” according to best selling author, John Naisbitt.

    Read more
    business intelligence basics decision-making data visualizations

    How to get the most from your Net Promoter Score (NPS)

    4 MIN
    September 20, 2021

    The customer loyalty measurement, Net Promoter Score (NPS), has been a popular tool for customer..

    Read more
    case study reviews and recognition executive marketing KPIs customer success

    Five tips for effective business management in the hybrid workplace

    4 MIN
    September 17, 2021

    Effective business management means managers improve their own efficiency while building a team of..

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    executive decision-making data analytics

    Khaos Control plus Phocas bring data-driven decision making to wholesalers & retailers

    2 MIN
    September 15, 2021

    Two longstanding software providers dedicated to the wholesale and retail market in the United..

    Read more
    manufacturing wholesale distribution company updates partners press release dynamic reporting data analytics iMetal

    Collaborative FP&A – a Q+A session to understand how it works

    5 MIN
    September 13, 2021

    The kind of analysis FP&A teams provide has long been about financial data.

    Read more
    business intelligence basics finance executive financial statements

    4 key areas to analyze for 'a new normal' business growth strategy

    3 MIN
    September 10, 2021

    Many customers in distribution tell us business is rebounding but conditions remain inconsistent. One of..

    Read more
    strategy management & performance executive

    More validation of staffing models can take pressure off cashflow

    2 MIN
    September 8, 2021

    There is much debate about how best to compensate people to motivate them.

    Read more
    finance product updates executive financial statements HR budgeting and forecasting

    A new award reinforces the Phocas culture is our superpower

    2 MIN
    September 7, 2021

    Phocas received a Human Synergistics sustainability award this week for maintaining a ‘constructive’..

    Read more
    sales executive HR data analytics business intelligence software culture

    Ongoing growth at American Golf requires fast, reliable information

    3 MIN
    September 3, 2021

    When it comes to golf products, no one does it like American Golf in the UK.

    Read more
    case study wholesale distribution sales automotive executive BI dashboards

    Make headcount planning integrate with budget and drive business success

    2 MIN
    August 31, 2021

    Staff related expenses are one of the highest and most complex costs in an organization. So, it’s..

    Read more
    finance product updates financial statements budgeting and forecasting

    What is dead stock and how to eliminate it

    2 MIN
    August 30, 2021

    A CFO in a wholesaling business recently described dead stock as piles of cash in the corner of a..

    Read more
    wholesale distribution inventory and operations cross-selling inventory management KPIs and metrics

    Chairman’s statement - FY2021

    3 MIN
    August 27, 2021

    The financial year ending 30 June 2021 marked a most eventful and exciting year at Phocas Software. 

    Read more
    business intelligence basics company updates financial statements budgeting and forecasting

    [podcast] The ins and outs of data at Midwich: a global audio visual business

    2 MIN
    August 25, 2021

    The audiovisual (AV) industry is constantly evolving and today’s new LED light or flat-screen displays can..

    Read more
    case study wholesale distribution IT executive trends culture podcast

    How to overcome reporting challenges in your business

    4 MIN
    August 23, 2021

    The ability to access relevant and timely information is critical for business people to make fast and..

    Read more
    finance sales IT strategy management & performance decision-making dynamic reporting

    How can financial data analytics enhance decision-making?

    3 MIN
    August 20, 2021

    Financial data analytics can be applied to companywide performance in a wide variety of ways such as..

    Read more
    business intelligence basics finance executive financial statements

    5 ways to effectively manage employee performance (through BI)

    4 MIN
    August 18, 2021

    Managing the performance of employees plays an important role in meeting company goals, keeping employees..

    Read more
    business intelligence basics strategy management & performance executive

    Phocas is a NASBA-approved CPE sponsor and explains collaborative FP&A

    2 MIN
    August 16, 2021

    For many organizations, budget season is an all-consuming annual event that requires input and information..

    Read more
    business intelligence basics finance executive data analytics

    How to use your sales database to drive your budget

    2 MIN
    August 13, 2021

     

     

    Success in today’s rapidly shifting economy depends on a lot of external and internal factors. When..

    Read more
    business intelligence basics finance decision-making dynamic reporting

    7 top sales KPIs for manufacturing teams

    2 MIN
    August 11, 2021

    Sales professionals working in manufacturing know customer behaviour is changing and is continuing to..

    Read more
    manufacturing financial statements data analytics data visualizations KPIs and metrics

    What is an interactive dashboard?

    2 MIN
    August 9, 2021

    An interactive dashboard allows you to drill down and filter operational information so data can be viewed..

    Read more
    business intelligence basics finance executive dynamic reporting BI dashboards

    Why companies need cross-functional teams to be ready for growth

    2 MIN
    August 6, 2021

    As the economy moves toward recovery, many leaders are eyeing growth opportunities in their organizations...

    Read more
    finance executive data analytics data visualizations collaboration

    Have you tried these 4 strategies to improve electrical supply sales?

    3 MIN
    August 4, 2021

    The electrical supply market is constantly evolving. IBISworld reports that US electrical equipment..

    Read more
    sales electrical

    How to maintain business continuity with ongoing disruption

    2 MIN
    August 2, 2021

    No one can predict what will happen to the economy until we beat the latest wave of coronavirus..

    Read more
    business intelligence basics finance executive data analytics

    Track KPIs to achieve inventory nirvana across all channels

    3 MIN
    July 30, 2021

    Achieving inventory nirvana and ultimately meeting customers’ demands means tracking inventory KPIs across..

    Read more
    business intelligence basics wholesale distribution inventory and operations data analytics

    Bring your profit and loss statement to life and react faster to emerging trends

    2 MIN
    July 28, 2021

     

     

    Demand from branch managers through to board members for up-to-date accurate financial information has..

    Read more
    business intelligence basics finance decision-making dynamic reporting

    Phocas rates 50/50 in Capterra's top data analysis tools of 2021

    2 MIN
    July 26, 2021

    Phocas received a perfect 50/50 score from customers in the newly released Data Analysis Shortlist..

    Read more
    business intelligence basics IT reviews and recognition executive business intelligence software

    Phocas and Epicor partnership on display at Insights 2021

    2 MIN
    July 23, 2021

    The theme of the 2021 Epicor Insights event was Accelerate your knowledgeperfectly complimenting the..

    Read more
    events and trade shows product updates Epicor/Epicor Eclipse

    How to get your sales team ready for data Olympics

    2 MIN
    July 21, 2021

    The Summer Olympics kick off in Tokyo soon, and the world’s top athletes will command our attention once..

    Read more
    sales decision-making data analytics data visualizations

    What is a data analytics pricing model?

    3 MIN
    July 19, 2021

    Every company must have a model to price its goods - it's a method to form the best price for a product or..

    Read more
    finance sales data analytics pricing

    Why inventory management is the key to omnichannel success

    3 MIN
    July 16, 2021

    Inventory management is complicated, and people are always looking for new ways to make it simpler.

    Read more
    business intelligence basics wholesale distribution inventory and operations data analytics

    How sales strategies need to adapt beyond covid

    2 MIN
    July 14, 2021

    Thanks to covid, your sales team has likely had to embrace a more digitally focused sales approach.

    Read more
    business intelligence basics sales

    data refinement: when data is less like gold and more like manure

    3 MIN
    July 12, 2021

    The world is experiencing a data boom. We create as much as 2.5 quintillion bytes of data every day, and..

    Read more
    business intelligence basics IT executive decision-making

    The 4 best sales reps tools in a tight market

    2 MIN
    July 8, 2021

    As the global marketplace changes and sales cycles get longer, now is the time to provide your sales team..

    Read more
    business intelligence basics sales BI dashboards

    Phocas and Enapps ERP to help SMEs maximize growth opportunities

    1 MIN
    July 6, 2021

    A new partnership between Phocas software and Enapps cloud enterprise resource planning (ERP) will empower..

    Read more
    manufacturing wholesale distribution company updates partners dynamic reporting data analytics enapps erp

    Stock Coverage: days cover calculation and other stock metrics

    3 MIN
    July 4, 2021

    Anyone who manages inventory is familiar with stock coverage.The question is, how do you measure 'days..

    Read more
    business intelligence basics wholesale distribution inventory and operations data analytics

    Retain customers with a data platform

    2 MIN
    July 2, 2021

    For many sales leaders, the promising returns of big data have finally arrived.

    Read more
    business intelligence basics sales cross-selling BI dashboards

    What is the connection between business intelligence and ERP?

    2 MIN
    June 30, 2021

    Since its conception in 1997, Business Intelligence (BI) has been compared to a number of analytical..

    Read more
    business intelligence basics IT dynamic reporting

    Has covid killed relationship selling?

    3 MIN
    June 28, 2021

    When done effectively, relationship selling can help you build trust with customers, establish rapport,..

    Read more
    business intelligence basics sales data analytics BI dashboards customer success

    The Ultimate Business Intelligence Quiz

    June 25, 2021

    How much do you know about business intelligence? Want to find out? Here's a fun way to learn more in the..

    Read more
    business intelligence basics sales executive

    Key metrics all in one place for JRP Distribution’s global businesses

    3 MIN
    June 23, 2021

    For more than 40 years, JRP Distribution has served the UK as a distributor of branded automotive..

    Read more
    case study strategy management & performance executive data analytics business intelligence software KPIs and metrics

    BI strategy: Why the CFO needs to be involved?

    2 MIN
    June 22, 2021

    Chief Financial Officers (CFO) are the stewards of a company’s financial well-being. As leaders realize..

    Read more
    business intelligence basics finance BI dashboards

    How to evaluate business intelligence software vendors

    3 MIN
    June 21, 2021

    To remain competitive in today’s tough marketplace it is crucial that a business has the ability to..

    Read more
    business intelligence basics IT strategy management & performance

    Seasonal stock control trends: Do you have your products ready?

    2 MIN
    June 18, 2021

    At this time of year many businesses are dealing with seasonal demands and stock control. Seasonal trends..

    Read more
    wholesale distribution retail inventory and operations

    Carve out a competitive advantage by adding data analytics to your ERP

    2 MIN
    June 17, 2021

     

    Data is increasingly vital to mid-market businesses who want to carve out a competitive advantage...

    Read more
    business intelligence basics wholesale distribution IT executive retail consumer goods

    Why the sales dashboards is not dead

    2 MIN
    June 16, 2021

    When your salespeople are on the road, at home and in the office, they need quick access to key data and..

    Read more
    business intelligence basics sales cross-selling BI dashboards

    The future of data analytics for mid-market managers

    2 MIN
    June 15, 2021

    The future of data analytics for mid-market managers is bright because data is now accessible to all. The..

    Read more
    business intelligence basics finance strategy management & performance executive

    How to increase HVAC and plumbing supply sales with BI

    3 MIN
    June 10, 2021

    For HVAC and plumbing companies, parts and supplies are as numerous as they are varied. Through the use of..

    Read more
    sales plumbing and HVAC data analytics

    How to automate financial statements in minutes

    2 MIN
    June 10, 2021

    What does the month-end look like in your business?

    Read more
    business intelligence basics finance financial statements dynamic reporting data analytics

    The business case for data analytics

    2 MIN
    June 8, 2021

    Data is a critical business asset. Few will argue that point. Better data leads to better decision-making...

    Read more
    business intelligence basics IT executive

    5 common business intelligence problems

    3 MIN
    June 7, 2021

    When people aren't getting value from a business intelligence (BI) solution, it may seem like the software..

    Read more
    business intelligence basics IT strategy management & performance

    How to achieve corporate financial performance on a mid-market budget

    3 MIN
    June 3, 2021

    Monitoring the performance of your business is a critical part of current and future success...

    Read more
    financial statements dynamic reporting business intelligence software budgeting and forecasting

    Why add external data sources (like HR systems) to your analysis?

    2 MIN
    June 2, 2021

     

     

    When you’re making an important financial decision, you want all the key numbers and metrics at your..

    Read more
    strategy management & performance executive data analytics data visualizations

    How to get data access and visibility across an organization

    2 MIN
    May 31, 2021

    Companies generate huge volumes of data every day from a variety of sources and departments. In most..

    Read more
    sales strategy management & performance executive storage decision-making dynamic reporting

    How to create a data driven culture in your organization

    2 MIN
    May 28, 2021

    Data driven cultures are ones that use analytics on a daily basis to make business decisions and treat..

    Read more
    business intelligence basics executive data analytics data visualizations culture

    Business KPIs: 5 important characteristics to be effective

    3 MIN
    May 26, 2021

    To remain competitive, business managers need to track how company-wide goals are regularly progressing...

    Read more
    strategy management & performance executive data analytics business intelligence software KPIs and metrics

    How companywide financial planning and analysis works on a BI platform

    3 MIN
    May 26, 2021

    Every business owner understands the importance — and pitfalls — of financial planning and analysis..

    Read more
    product updates financial statements dynamic reporting business intelligence software budgeting and forecasting

    The Phocas homepage gets a facelift

    3 MIN
    May 24, 2021

    Home pages on software applications are like tidy, well laid out kitchens. If you can find all the tools..

    Read more
    business intelligence basics IT executive business intelligence software

    Why financial transparency improves employee confidence?

    3 MIN
    May 19, 2021

    As a finance team member, you know how important it is to regularly share financial data and insights with..

    Read more
    financial statements culture customer success budgeting and forecasting

    3 steps to a successful business intelligence data process

    2 MIN
    May 18, 2021

    So, your business intelligence tool is in place. Relevant data is starting to flow from your ERP and..

    Read more
    business intelligence basics IT strategy management & performance executive

    Learnings from the virtual conference circuit

    2 MIN
    May 17, 2021

     The business world is getting used to virtual events. At first, they were a novelty, then the fatigue set..

    Read more
    events and trade shows

    Phocas adds MCLOUD3 to its partner roster

    1 MIN
    May 14, 2021

    Phocas Software welcomes MCLOUD3, a new reseller to its partner team. MCLOUD3 is an experienced software..

    Read more
    company updates partners data analytics

    [podcast] Can caring for others drive business performance?

    2 MIN
    May 13, 2021

    At Eastern Industrial, a caring philosophy and family culture matter. On this episode of the inPhocas..

    Read more
    case study executive trends culture podcast

    Phocas is the GetApp category leader in business intelligence

    2 MIN
    May 11, 2021

     

    GetApp is an independent online platform that people use to review, evaluate, and compare business ..

    Read more
    business intelligence basics IT reviews and recognition executive dynamic reporting business intelligence software

    Why employ one chief data officer when you can have many

    3 MIN
    May 10, 2021

     

     

    For some business owners, tackling spreadsheets and making sense of the tech stack and the data it..

    Read more
    strategy management & performance executive data analytics data visualizations

    How your data can increase customer retention

    3 MIN
    May 7, 2021

    The difference between companies that prosper and those that don’t is often customer retention. Customer..

    Read more
    sales strategy management & performance executive data visualizations

    Data mining is more efficient for Colony Tire Service and Atlantic Distributors

    3 MIN
    May 6, 2021

    Colony Tire and Service and Atlantic Tire Distributors is a leading provider of tires and services in..

    Read more
    case study wholesale distribution sales automotive executive BI dashboards

    How to ensure you have proactive data analytics

    2 MIN
    May 5, 2021

    Business people often approach data from a reactive stance, in other words, make decisions and then turn..

    Read more
    business intelligence basics decision-making data analytics

    Dave Boorman brings business nous to Phocas

    3 MIN
    May 3, 2021

    Phocas Software is excited with the appointment of  Dave Boorman as the new Chief Financial Officer (CFO)...

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    finance company updates financial statements budgeting and forecasting

    What is Business intelligence (BI) and its application?

    2 MIN
    April 29, 2021

    Business intelligence (BI) uses software to convert reams of information into bite-sized insights to..

    Read more
    strategy management & performance executive

    Inside sales versus outside sales: How BI helps with both

    3 MIN
    April 29, 2021

    Business sales teams vary in how they leverage inside sales versus outside sales. Whether these teams work..

    Read more
    business intelligence basics sales cross-selling BI dashboards

    Need healthcare analytics? here's four ways it can enhance your business

    4 MIN
    April 28, 2021

     

    Health analytics is the consolidation and analysis of data in the healthcare industry to support..

    Read more
    case study health and medical decision-making dynamic reporting data analytics business intelligence software

    The science of fact based decision-making

    3 MIN
    April 26, 2021

    Think about the number of business decisions you face daily. When you consider the options, are you using..

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    business intelligence basics decision-making data analytics

    Excel vs Business Intelligence Software

    3 MIN
    April 22, 2021

    Many businesses use Excel spreadsheets for a variety of needs. They are a great way to organize..

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    Microsoft Excel

    Phocas applies for bCorp accreditation

    1 MIN
    April 22, 2021

    The Phocas values are based around three words: fun, fulfilling and forever.

    Read more
    reviews and recognition executive trends decision-making business intelligence software culture

    Cash flow statement customization made easy

    1 MIN
    April 21, 2021

    Having a clear understanding of the movement of cash through your business - where it comes from and how..

    Read more
    business intelligence basics finance executive financial statements dynamic reporting data visualizations

    Phocas-Acumatica partnership makes ERP change easier for Riley Sales

    3 MIN
    April 20, 2021

    Riley Sales, a manufacturer and distributor of HVAC and industrial tools, equipment and machinery for..

    Read more
    case study plumbing and HVAC Acumatica ERP

    Find the next steps in your analytics journey

    3 MIN
    April 19, 2021

     

     

    When it comes to making sense of your data, the first course of action for many mid-market business..

    Read more
    sales strategy management & performance executive data analytics data visualizations

    How business intelligence is used?

    3 MIN
    April 15, 2021

    As companies continue to use their systems and technology to achieve a competitive advantage and adapt to..

    Read more
    business intelligence basics sales IT executive inventory and operations marketing decision-making

    How to address decision fatigue and move ahead in business?

    4 MIN
    April 15, 2021

    When my friend returned from his tour of Afghanistan with a light-infantry regiment, one of the things..

    Read more
    business intelligence basics

    What lessons can business learn from football analytics?

    3 MIN
    April 14, 2021

    In football, the New England Patriots are an upper-middle-market organization in terms of market size, yet..

    Read more
    sales strategy management & performance data analytics

    Build trust in your business data so you feel more confident

    3 MIN
    April 13, 2021

    Data is critical to business operations, but that idea is not always shared by everyone across the..

    Read more
    manufacturing wholesale distribution sales executive retail

    Getting the most from your visual BI solution

    3 MIN
    April 12, 2021

    Knowing how to get the most out of your visual business intelligence (BI) solution is essential to your..

    Read more
    business intelligence basics strategy management & performance product updates data visualizations

    KPIs vs. Metrics: 5 ways data analytics can help monitor performance

    3 MIN
    April 9, 2021

    What is the difference between KPIs and metrics? Key Performance Indicators (KPIs), such as current..

    Read more
    strategy management & performance executive data analytics business intelligence software KPIs and metrics

    How to promote interdepartmental communication using business intelligence

    2 MIN
    April 7, 2021

    Interdepartmental communication is the backbone of achieving company success.  Companies with effective..

    Read more
    sales executive inventory and operations marketing KPIs business intelligence software

    Strategies for making budgeting and planning more efficient

    3 MIN
    April 7, 2021

    Every year, you grapple with a long, intense, and tedious budgeting process — and despite your best..

    Read more
    product updates financial statements dynamic reporting budgeting and forecasting

    BI reporting versus traditional reporting

    4 MIN
    April 6, 2021

    The pandemic has caused a major change in the way we do business. Some organizations had already begun the..

    Read more
    business intelligence basics finance IT dynamic reporting

    3 simple steps to cross selling success

    2 MIN
    April 5, 2021

    Buyer behaviour has changed – customers are more demanding and more empowered with technology, access to..

    Read more
    sales data analytics

    What is Cloud Business Intelligence (Cloud BI)?

    2 MIN
    April 1, 2021

    Businesses continue to seek tools to analyze data for improved decision making and to efficiently run..

    Read more
    business intelligence basics executive storage decision-making

    What's new in BI visualizations

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    Data-driven decisions help tire and auto service business increase efficiencies

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    What do customers want? and how to deliver

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    Inventory days formula and why it's useful

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    How to empower your team to make decisions

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    Increase your sales by asking these six questions

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    Free business analytics software. Is it worth it?

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    7 effective sales team KPIs and metrics

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    How to get beyond limited data analysis and reporting

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    3 ways advanced data analytics can improve customer service

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    Midfix replaces static spreadsheets with on-demand dashboards

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    5 ways to eliminate spreadsheet dependency with a new budgeting tool

    3 MIN
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    Phocas and Mayer Group partner to provide data analytics to Acumatica ERP customers

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    [podcast] International Women's Day with Phocas board member Dr Michelle Deaker

    2 MIN
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    How data analytics can increase medical device sales

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    Five ways to increase profit margins in distribution

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    Tracking profit margins is a full-time activity in distribution. Out-of-date reporting systems with little..

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    How information gives companies a competitive advantage

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    Collaborative solutions for companywide budget consolidation

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    5 steps to become a great sales manager

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    Reduce costs with a data analytics bootcamp

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    Phocas launches new budgeting software

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    A critical leadership quality is data-driven decision-making

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    BI stands for and other handy data terms

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    Phocas software ranks in Capterra’s top business intelligence tools of 2021

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    The business benefits of measuring lost sales

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    de Bono's Six Thinking Hats and decision-making with business intelligence

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    5 ways data accuracy can improve profit

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    How to measure customer profitability against sales value using Phocas

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    5 tips for Valentine's Day date happiness and beyond

    2 MIN
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    How to stop losing customers to competitors?

    2 MIN
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    The CFO tech outlook for 2021: digitization and growth

    4 MIN
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    Please make everything automated, accurate and intuitive across the business while helping all departments..

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    The food and beverage industry key metrics

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    Business analytics success stories

    3 MIN
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    Driving sales with ERP Data

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    Data is the new ingredient at Everest Ice Cream

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    Phocas raises $45 million in capital raise

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    Sales analysis reports help Arran Isle Holdings be proactive with customers

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    Why spreadsheet reporting is killing your business

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    Phocas rated one of the most valuable business tools of 2020

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    [eBook] Financial data analytics for MYOB Exo users

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    How do businesses make decisions with BI?

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    Three ways venture capitalists use data analytics

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    How to motivate staff to increase productivity when working from home

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    New Year's resolution for CFOs: more data discovery

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    How to measure customer value with analytics

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    A list of 17 supplier KPIs to master

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    Why your company culture is key to business intelligence success

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    Win the stock and inventory management battle with data analytics

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    Data strategy: 3 reasons why sales managers need to have one

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    2 MIN
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    Manufacturer uses Phocas for production performance management

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    Phocas and Datafile join forces to offer SMEs a digital transformation roadmap

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    Culture matters as Phocas scales up

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    Metalogic and Phocas partnership brings iMetal customers fast ERP reporting

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    Homeware supplier, Caprice makes better inventory management choices with Phocas

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    Five quick steps to closing a sale

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    Seasonal inventory management helps PoolPro stay afloat

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    How to increase margins in your food distribution company

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    3 ways mobile business intelligence impacts decision-making

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    People power - Phocas grows to 200

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    Kerridge Commercial Systems and Phocas Software join forces to enable distributive trades to feel good about data

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    Don't go back. Get your digital transformation strategy 2.0 ready

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    Using business Intelligence as an automotive inventory solution

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    Phocas Financial Statements upgrades

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    Business intelligence and analytics for healthcare organizations

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    iQuip paints a data-driven future

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    3 MIN
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    Actionable information helps HVAC&R distributor make decisions

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    Tech culture: A look behind the Phocas culture and its secrets for success

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    Businesses are investing in technology to move forward: Epicor Growth Index

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    Data management: 6 dos and don’ts of managing your business with data

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    3 supplier performance metrics to increase returns

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    Zumasys partners with Phocas to bring enterprise business intelligence to Pick MultiValue market

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    [eBook] Benefits of scorecards and dashboards

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    How effective sales pipeline management generates revenue growth

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    The sales pipeline plays an essential role in any successful company – from the construction industry to..

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    Get visible data and improve business outcomes

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    Business leaders want to make decisions faster and with more efficiency.  Without visible data that is..

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    Describe features of analytics software for sales teams

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    Data consolidation across Litex Industries enables strategic decision-making

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    Take control with self-service data analytics

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    Phocas presents culture and transformation story at leadership conference

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    The benefits of self-service BI

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    Financial Reporting - it's time to automate and modernize

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    User adoption: That's the real point of BI

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    Phocas a 'High Performer' in G2 Crowd's BI Grid

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    Behler-Young connects Amazon Alexa and Phocas BI with great results

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    Chairman’s statement - FY2020

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    How to build a dynamic dashboard and stay on top of your KPIs

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    How do you feel about data?

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    What's new in manufacturing software?

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    Understand customers' needs and maximize your profitability

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    Harrisons Sauces increases profitability with BI solution

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    Attract and keep the best finance talent with financial analysis software

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    What is overstock and how to avoid it?

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    Electrical supplier leverages data across its business to improve performance

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    How Trade Supply Group customizes financial statements across 14 locations

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    Mobile BI dashboards help ICU Medical change decision-making process

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    Hot or cold, Insco uses a data analytics solution to keep revenue strong all-year-round

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    Phocas vs. Microsoft Power BI

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    Prochem stays ahead of the game with data analytics

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    Phocas vs IBM Planning Analytics (BI tools comparison based on BARC 19)

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    Phocas secures 34 top rankings in BARC's The BI Survey

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    Phocas is recommended by 100% of customers and continues to outpace BI competitors in many KPIs in its..

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    Automation strategies for mid-market businesses

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    uvex safety equipment protects distributor relationships using data analytics

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    When intuition can help the decision making process

    3 MIN
    October 23, 2019

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    Simple data discovery for distributors

    3 MIN
    October 14, 2019

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    ConvaTec sets healthy pricing strategy with Phocas data insights

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    KPIs for the resilient mid-market CEO

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    Phocas appoints new Chief Product Officer

    1 MIN
    October 7, 2019

    Phocas is pleased to announce the appointment of Blair Cassidy as the Chief Product Officer (CPO). Cassidy..

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    When decision making is so tough that even rocket scientists get it wrong

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    October 1, 2019

    Typically, having loads of data is overwhelming for a decision-maker, unless it can be consolidated and..

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    Transform your IT team into a strategic asset

    2 MIN
    September 30, 2019

    As advancements in technology continue to alter the way we do business, the role and function of the IT..

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    How data analytics can help slow down your thinking

    3 MIN
    September 25, 2019

    My fascination with the psychology of decision-making continues. My latest sage is Daniel Kahneman, a..

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    LSC unlocks Epicor data and improves company-wide decision making with Phocas

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    September 22, 2019

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    4 tips to get the most value from your ERP system

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    What the All-Blacks can teach us about making decisions under pressure?

    3 MIN
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    How can managers best create sales reports?

    3 MIN
    September 16, 2019

    With ever increasing volumes of data, business intelligence (BI) software is becoming essential to help..

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    How IT Managers can slash reporting times

    2 MIN
    September 12, 2019

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    Phocas' constructive culture is a winner

    2 MIN
    September 8, 2019

    Phocas received a Human Synergistics award for achieving a ‘constructive’ culture during three years of..

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    Chairman’s update - FY2019

    3 MIN
    September 4, 2019

    Phocas continues to grow and keeps culture fun and fulfilling

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    Phocas BI tool proves its value for manufacturers, wholesalers

    3 MIN
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    ASA Automotive Systems selects Phocas as data analytics partner

    1 MIN
    August 28, 2019

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    How to be more effective at execution in a wholesale business

    2 MIN
    August 23, 2019

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    [eBook] Run your business by your data: Electrical suppliers transform using data analytics

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    August 21, 2019

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    Integrating your tech: is your stack working together to deliver data results?

    2 MIN
    August 19, 2019

    In a manufacturing or wholesale business, there is a lot of information to keep track of. As an IT..

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    Loeb Electric spots trends using data analytics

    2 MIN
    August 14, 2019
     

    As Loeb Electric grew and data inquiries increased, the company needed better technology. The..

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    Midway Dental uses data to take advantage of industry growth

    3 MIN
    August 7, 2019

    Midway Dental is a second-generation company and the fastest-growing full-service dental supply company in..

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    Are you treating your data as an asset?

    2 MIN
    August 4, 2019

    While most executives understand that their data is an asset, many haven’t harnessed the valuable insights..

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    Beat your competition with the data you already have

    2 MIN
    August 2, 2019

    In the course of daily operations, companies often generate a great deal of data that can be leveraged to..

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    CRM + business intelligence =great decision making

    2 MIN
    July 31, 2019

    A customer relationship management (CRM) system gathers and consolidates raw data from customer..

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    2 MIN
    July 26, 2019

    Many businesses use Excel for good reason. Excel is a best of breed tool for spreadsheets and can be great..

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    Johnstone Supply gets real business intelligence with Phocas

    2 MIN
    July 24, 2019

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    Phocas teams up with Acumatica Cloud ERP to integrate solutions

    1 MIN
    July 21, 2019

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    The future of e-commerce for growing businesses

    2 MIN
    July 18, 2019

    Whether you work for a retail, distribution or manufacturing organization, selling more product at the..

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    Stewart’s of Scotland concentrates on profitability with Phocas

    2 MIN
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    How to determine who owes you money

    1 MIN
    July 12, 2019

    The ability to determine how much outstanding money is owed to your company is vital to the ongoing..

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    Phocas celebrates 1000 customers on cloud solution

    1 MIN
    July 10, 2019

    Businesses seek tools to analyze data for improved decision making, and increasingly, they want to..

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    How to customize your data?

    2 MIN
    July 5, 2019

    Individuals have unique ways of perceiving the world around them.  This includes how they extract meaning..

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    Epicor partnership helps WD-40 lubricate market growth

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    Can data analytics motivate a sales team to perform better?

    2 MIN
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    Sales are a huge part of any business so nurturing a high performing sales team makes good sense. Yet most..

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    The future of wholesale distribution is in your data

    3 MIN
    June 28, 2019

    The distribution of goods is a vital part of the global economy.  Nonetheless, as wholesale markets..

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    Phocas appoints new president of U.S. division to accelerate growth

    1 MIN
    June 24, 2019

    Phocas is excited to announce the appointment of Jay Deubler as the new President of our U.S. division...

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    Is data the true international language?

    3 MIN
    June 10, 2019

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    Can push notifications work to your advantage?

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    How to make incremental changes with business intelligence?

    2 MIN
    June 5, 2019

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    How to compare multiple data streams: actual sales v budget v stretch budget

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    May 31, 2019

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    Five benefits of data analytics for your sales branches

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    May 28, 2019

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    KYB Americas grows sales with Phocas data analytics

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    May 22, 2019

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    Are you Excel-reliant? Four reasons to add BI

    2 MIN
    May 17, 2019

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    Then and now: Gateway Supply continues growing with Phocas

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    Chain restaurants devour data analytics

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    Sales reps may not think they need data analytics. Here’s why they do.

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    April 23, 2019

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    April 22, 2019

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    April 15, 2019

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    April 12, 2019

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    April 8, 2019

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    Software as a service has twice the meaning at Phocas

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    April 2, 2019

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    Turn your customers into data advocates

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    March 27, 2019

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    Grocery distributor uses data to justify quality service strategy

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    Answer these 4 questions to boost your sales analytics

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    March 18, 2019

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    Phocas illuminates customer relationships for Mercury Lighting

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    How does business intelligence software help with forecasting?

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    Crescent Parts & Equipment speeds up decision-making process using Phocas

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    And the BARC data analytics award winner is …

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    February 17, 2019

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    At the heart of Phocas’ approach is simplicity ♥ #lovephocas

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    February 14, 2019

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    Phocas reinforces SAP Business One relationship with new accreditation

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    February 3, 2019

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    January 31, 2019

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    Phocas vs. Yellowfin

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    3 MIN
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    Phocas vs. Tableau in BARC’s The BI Survey 18

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    November 13, 2018

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    Phocas partners with Blue Sage to extend Business Intelligence support to Automotive Industry customers

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    October 30, 2018

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    October 25, 2018

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    Phocas finishes on top of 28 categories in BARC’S The BI Survey 18

    2 MIN
    October 16, 2018

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    October 15, 2018

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    How do Phocas customers who use Microsoft Dynamics NAV benefit from data analytics?

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    September 27, 2018

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    September 13, 2018

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