Business Intelligence Blog

We are happy to be a B Corp Certified business

2 MIN

August 2, 2022

We’re incredibly excited to announce that we’re officially B Corp Certified.

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The 15 most important Financial KPIs in the data decade

12 MIN

June 14, 2022

In the business world, there are a lot of competing priorities and jargon to describe them, which makes it..

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Jardan slashes reporting time with Phocas

2 MIN

June 2, 2022

Australian-based furniture retailer paves the way for growth with faster reporting, powerful analytics, and..

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How KLN Brands support 11% growth and move forward with Phocas

2 MIN

May 26, 2022

Scaling and expanding are daunting challenges for any organization, but this midwest manufacturer has found..

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Why the future of finance depends on new skills

3 MIN

May 18, 2022

As many economies emerge from the pandemic, the “Great Resignation” has brought people's issues sharply into..

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5 things you need for financial reporting in the data decade (and how to get them)

4 MIN

May 10, 2022

How much time does your finance team spend collecting, sifting, and analyzing data?

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Smart Financial Statements: What business leaders need to know

3 MIN

April 22, 2022

There is perhaps nothing more dangerous than for an organization to base decisions on inaccurate or..

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How to get smart Financial Statements and improve profitability

3 MIN

April 22, 2022

While there are numerous metrics to describe a business, the real measure of success is profitability. Think..

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How to improve forecast accuracy

2 MIN

April 22, 2022

Are your forecasts as close to reality as possible – or are they missing the mark?

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#PhocasCares helps rescue pugs in Austin during SXSW

1 MIN

April 22, 2022

At Phocas, we work together to create an environment where we feel good about our jobs and do our best to..

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Technology in Focus Q&A with the Builders Merchants Federation (BMF)

2 MIN

April 12, 2022

For the BMF's brand-new feature ‘Technology in Focus’ in their member magazine One Voice, they got the..

building and industrial supplies

How scenario planning helps you take control in uncertainty

3 MIN

April 11, 2022

It’s no secret the most successful, forward-thinking organizations can adapt to change fast. They have an eye..

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Why it’s time to rethink financial forecasting

3 MIN

March 22, 2022

The demands on finance teams are changing. As organizations face increasing uncertainty, business functions..

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7 effective sales team KPIs and metrics

3 MIN

March 21, 2022

Sales managers need to be savvy and strategic to get ahead. Fortunately, there are many advanced data..

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Here's what's really holding back your finance transformation

2 MIN

March 17, 2022

Most organizations know they need digital transformation – but too many aren’t delivering.

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The data trends you need to know for 2022

2 MIN

February 18, 2022

With the new year well underway, it looks like organizations will be facing another roller-coaster year of..

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Are spreadsheets ruining your relationship with financial analytics?

3 MIN

February 14, 2022

It’s 6.00pm on Friday night. Your desktop is a spreadsheet mosh pit and you’re drowning in numbers.

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5 tips for Valentine's Day date happiness and beyond

2 MIN

February 14, 2022

We love Valentine's Day at Phocas. We see it as the benchmark for how we want our customers to feel every..

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New Year's resolution for CFOs: more data discovery

3 MIN

January 28, 2022

Data discovery is the process of collecting raw data from your various databases and systems and converting..

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[podcast] Anticipating customer needs is the future of B2B sales

1 MIN

January 25, 2022

Nuts and bolts go together and without them, most construction wouldn't be strong or safe. Profast, based in..

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Phocas Software is one of first 100 members of the Tech Council of Australia

3 MIN

December 15, 2021

The Tech Council of Australia is a brand-new peak body that represents Australia’s tech companies – big and..

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Timberline Bathroom Products deepens its product analysis to boost steady growth trajectory

3 MIN

December 10, 2021

Timberline Bathroom Products is a family-owned Australian business offering the highest quality bathroom..

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Why driver-based planning is important for modern FP&A

3 MIN

December 8, 2021

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

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Dynamic vs static financial reporting: key differences

3 MIN

December 6, 2021

Managers can no longer afford to wait for weekly or monthly financial reports to review business performance;..

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5 ways to achieve financial process automation

4 MIN

December 3, 2021

Many finance teams are at various stages along the automation journey, and others are yet to fulfil all..

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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 way..

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

2 MIN

November 26, 2021

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

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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 was..

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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..

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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 much..

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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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[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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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 things..

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 with..

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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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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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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.

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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,..

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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.

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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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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.

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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 large..

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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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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 always..

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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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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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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..

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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..

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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 accurate..

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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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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 margins,..

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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..

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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.

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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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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.

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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 satisfaction..

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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 productive..

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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..

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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.

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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 the..

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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.

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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’ culture ..

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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.

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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 essential..

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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 warehouse..

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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.

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[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 be..

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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..

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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..

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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..

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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..

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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 you..

BI 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 evolve...

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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..

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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. If..

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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..

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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 infections...

BI 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..

BI 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..

BI 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 Software..

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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 knowledge, perfectly complimenting the rapid..

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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..

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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..

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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.

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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.

BI 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..

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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..

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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..

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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 cover..

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Retain customers with a data platform

2 MIN

July 2, 2021

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

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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 tools,..

BI 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, boost..

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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..

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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 products...

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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 that..

BI 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 transform..

BI basics IT 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..

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. Everyone..

BI 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..

BI 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..

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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..

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How to automate financial statements in minutes

2 MIN

June 10, 2021

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

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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...

BI 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 is..

BI basics IT 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. Unfortunately,..

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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..

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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 cases,..

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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 data..

BI 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...

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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 (FP&A)...

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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 and..

BI basics IT executive BI 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..

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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 external..

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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 in..

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..

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[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 podcast..

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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 software..

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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..

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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..

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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 North..

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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 to..

BI 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). He..

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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 inform..

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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..

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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..

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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..

BI 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 information,..

Microsoft Excel

Phocas applies for bCorp accreditation

1 MIN

April 22, 2021

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

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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 it..

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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..

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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..

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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..

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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 that..

BI 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..

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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..

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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..

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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 revenue,..

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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..

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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 efforts,..

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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..

BI basics finance IT dynamic reporting

3 simple steps to cross selling success

3 MIN

April 5, 2021

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

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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 their..

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What's new in BI visualizations

3 MIN

April 1, 2021

Business Intelligence (BI) depicts data visually so users can quickly recognize a trend or spot a variance. ..

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5 reasons to get rid of your Excel budget template

3 MIN

March 31, 2021

It’s a familiar predicament for most business owners and their finance managers: once a year, you must..

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

3 MIN

March 30, 2021

The automotive industry is changing rapidly, and today tire and auto service businesses need to accurately..

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What do customers want? and how to deliver

2 MIN

March 29, 2021

One of the biggest questions businesses have always faced and will continue to face in the future is: What..

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How to find sales revenue in your data

3 MIN

March 25, 2021

When leading a sales team, all roads must lead to revenue-generating opportunities. And with data considered..

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How can business intelligence dashboards help executives?

4 MIN

March 25, 2021

With fingers in many pies, executives need to be smart with their time. A sense of the immediate state of..

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What is variance? Plus other budgeting tips

3 MIN

March 24, 2021

Month-end close is a high-stress, intense time for your finance team. Each month they face a different..

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Inventory days formula and why it's useful

3 MIN

March 23, 2021

Inventory days formula is equivalent to the average number of days each item or SKU (stock keeping unit) is..

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How to empower your team to make decisions

2 MIN

March 22, 2021

By empowering teams with actionable data, executives and managers enable their teams to make decisions that..

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Increase your sales by asking these six questions

3 MIN

March 19, 2021

Business intelligence software allows you to interrogate various data sources depending on your job function..

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Free business analytics software. Is it worth it?

2 MIN

March 18, 2021

“Free BI trial, business analytics software for free, free BI reporting”– these offers are tempting business..

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How to achieve a seamless budgeting process

3 MIN

March 17, 2021

As a finance professional, you know all too well the labor-intensive task of budgeting each year.

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How to get beyond limited data analysis and reporting

3 MIN

March 15, 2021

Experienced business managers know that reliable data is a requirement for success.

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3 ways advanced data analytics can improve customer service

2 MIN

March 11, 2021

Quality customer service is the gateway to long-term relationships. By using advanced data analytics you can..

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Midfix replaces static spreadsheets with on-demand dashboards

4 MIN

March 11, 2021

MIDFIX are experts in onsite and offsite supports for the mechanical and electrical industries, delivered..

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5 ways to eliminate spreadsheet dependency with a new budgeting tool

3 MIN

March 10, 2021

For most finance teams, spreadsheets are the go-to resource for determining how well a business is..

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

1 MIN

March 9, 2021

Phocas Software announces a new partnership with Mayer Group, a leading-edge IT firm and Acumatica Gold..

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

2 MIN

March 7, 2021

International Women’s Day is important because it’s a time to reflect and celebrate growing diversity across..

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How data analytics can increase medical device sales

3 MIN

March 4, 2021

In a recent Bain survey, medtech executives ranked big data and analytics as the technology that will have..

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Five ways to increase profit margins in distribution

2 MIN

March 4, 2021

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

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How information gives companies a competitive advantage

2 MIN

March 3, 2021

The pandemic of 2020 created a record number of new companies. A rise in entrepreneurship accompanies every..

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Collaborative solutions for companywide budget consolidation

2 MIN

March 2, 2021

If you ask businesspeople who get involved in the traditional budgeting process to describe the experience,..

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5 steps to become a great sales manager

2 MIN

March 1, 2021

Improving a sales team begins with improving the sales manager's ability to influence and empower the sales..

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Reduce costs with a data analytics bootcamp

3 MIN

February 26, 2021

There are many courses called data analytics bootcamps which teach participants the basics of working with..

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Phocas launches new budgeting software

3 MIN

February 25, 2021

For many, the budget process is a dreaded task or a necessary evil. Yet we also know an accurate budget is..

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A critical leadership quality is data-driven decision-making

3 MIN

February 24, 2021

There are so many articles and studies explaining the essential qualities of a good leader. However, there is..

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BI stands for and other handy data terms

5 MIN

February 23, 2021

BI stands for 'business intelligence' but we all know wrapping your head around words, phrases and acronyms..

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

2 MIN

February 22, 2021

An impressive 50/50 satisfaction rating from our customers has secured Phocas a place in Capterra’s newly..

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The business benefits of measuring lost sales

3 MIN

February 17, 2021

Understanding the reasons behind lost sales is critical to stopping the leak and increasing sales in the..

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

3 MIN

February 17, 2021

We tend to approach problem solving and decision-making with our instincts and through our personalities. In..

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5 ways data accuracy can improve profit

2 MIN

February 16, 2021

Making your business more profitable involves looking at ways to increase sales revenue, decreasing your..

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How to measure customer profitability against sales value using Phocas

1 MIN

February 15, 2021

Truly understanding your customers is the best part of running a business and is one of the fundamental..

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How to stop losing customers to competitors?

2 MIN

February 11, 2021

A business that brings in new customers, but is poor at retaining existing customers, is not likely to be..

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The CFO tech outlook for 2021: digitization and growth

4 MIN

February 10, 2021

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

2 MIN

February 9, 2021

From the apple orchard to the check-out, business intelligence (BI) uncovers opportunities and risks hidden..

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How to set-up a rebate program

3 MIN

February 7, 2021

Purchasing decisions must factor in two important elements: the first is how to increase customer loyalty..

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Business analytics success stories

3 MIN

February 5, 2021

It’s no secret that business analytics has transformed the way we make decisions. People can now make..

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BI vendor Phocas raises funds to build predictive analytics

3 MIN

February 3, 2021

With its eyes on expansion and predictive analytics product development, a veteran Australian-based BI vendor..

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Driving sales with ERP Data

4 MIN

February 3, 2021

ERP systems are the backbone of most mid-market companies and run critical business functions like..

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Data is the new ingredient at Everest Ice Cream

2 MIN

February 1, 2021

Perfecting the next flavour sensation is part of the day-to-day operations at Everest Ice Cream. However to..

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Phocas raises $45 million in capital raise

3 MIN

January 28, 2021

Business intelligence software company Phocas has raised one of the biggest rounds of 2021 so far, securing..

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Sales analysis reports help Arran Isle Holdings be proactive with customers

1 MIN

January 27, 2021

Arran Isle Holdings (Arran) is an international building products group that employs around 600 employees

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How data analytics is evolving

2 MIN

January 25, 2021

To compete in today's competitive market place, it is critical that business people have access to an..

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Achieving business intelligence success through stakeholder engagement

2 MIN

January 25, 2021

For a company to succeed with its business intelligence project, stakeholder engagement from start to finish..

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Business intelligence vs CRM

3 MIN

January 21, 2021

The difference between business intelligence (BI) and customer relationship management (CRM) can be..

BI basics performance CRM

Why spreadsheet reporting is killing your business

3 MIN

January 20, 2021

Microsoft Excel is frequently referred to as the number one business intelligence (BI) tool because it is one..

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Three ways a data analytics solution helps with ERP migration

4 MIN

January 18, 2021

There are many benefits for companies to invest in enterprise resource planning (ERP) technology, including..

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Phocas rated one of the most valuable business tools of 2020

2 MIN

January 18, 2021

Phocas data analytics is excited to be recognized as one of the most valuable business tools of 2020 by GetApp

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[eBook] Financial data analytics for MYOB Exo users

2 MIN

January 14, 2021

MYOB ERP systems like Advanced and Exo don’t just help your business manage financials, inventory, customers..

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How can data analytics help janitorial and sanitary companies grow their business?

2 MIN

January 14, 2021

Having a clean living and working environment is paramount, which has only heightened since the onsite of the..

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How can wholesale food businesses increase sales?

2 MIN

January 13, 2021

The wholesale food industry is faced with many new challenges as a result of the pandemic, most notably a..

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Established BI solutions vs. in-house development

5 MIN

January 11, 2021

Management teams are no longer questioning whether or not to dig into the data; rather it’s which is the best..

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How do businesses make decisions with BI?

2 MIN

January 11, 2021

By utilizing a fact-based, real-time, singular version of the truth, business people are empowered to achieve..

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Three ways venture capitalists use data analytics

2 MIN

January 8, 2021

The art of venture capitalism (VC) is being transformed by the science of data analytics. Many startup..

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What is distributor analytics software?

3 MIN

January 7, 2021

Wholesale distributors have access to more data than almost any other business. As retailers demand more..

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How to motivate staff to increase productivity when working from home

2 MIN

January 4, 2021

In business, the saying “time saved is money earned” couldn't be more true. Yet businesses throw away..

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How to measure customer value with analytics

3 MIN

December 30, 2020

Usually a small percentage of customers drive the majority of a company’s profits. Upon closer inspection,..

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A list of 17 supplier KPIs to master

2 MIN

December 29, 2020

Wholesale suppliers understand the value of data and the need to harness it within their businesses. To help..

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Why your company culture is key to business intelligence success

2 MIN

December 27, 2020

Despite the increasing adoption rates of business intelligence (BI), many executives do not feel that data is..

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Manufacturing data analytics for a single source of truth

2 MIN

December 22, 2020

Today, manufacturers face a challenging business climate. There is pessimism about the global demand for..

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Empowering remote finance teams with the right tools

3 MIN

December 22, 2020

For finance teams, the transition to remote work during COVID-19 has brought a mix of various opportunities..

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Win the stock and inventory management battle with data analytics

3 MIN

December 20, 2020

Stock and inventory management: how can you optimize it? At Phocas, we set out to answer this question with..

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All about business intelligence (BI): the basics

3 MIN

December 17, 2020

When I started at Phocas and was asked what I did, I said I worked in ‘business intelligence software’. I..

BI basics

Static reports vs business intelligence

2 MIN

December 17, 2020

What is the difference between traditional static reports and business intelligence (BI)? Static reports are..

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Chart versus table - when to choose the right visualization

3 MIN

December 16, 2020

Companies generate massive amounts of data on a daily basis. Choosing the visualizations most appropriate for..

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What is data-driven decision making?

2 MIN

December 15, 2020

Every day, we use data to make decisions in our personal lives. We may use the data collected in product..

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Top business intelligence blogs in 2020

2 MIN

December 14, 2020

While this many not be the definitive list of the top business intelligence blogs for 2020, it's certainly..

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How to choose the right business intelligence solution for your business

3 MIN

December 11, 2020

Business Intelligence is key to making the most of the data generated by your company because it allows you..

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

2 MIN

December 10, 2020

Sales managers are resilient folk. For many, adapting to leaps in technology, economic volatility, and..

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Key performance measures to track from finance data

3 MIN

December 9, 2020

Key performance measures help people evaluate actual performance against objectives, so they know what levers..

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Retail data analytics fosters collaboration between retailers and suppliers

3 MIN

December 8, 2020

There are numerous benefits for retailers to share their sales and customer data with suppliers. Retailers..

BI basics retail research

The top KPIs for CEOs and executives in 2022

4 MIN

December 6, 2020

Data and analytics have never been more important for mid-market CEOs and executives to set the course for..

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Retail success means data sharing

2 MIN

December 3, 2020

The retail industry is a tough and competitive environment. With every business trying to top one another, it..

BI basics retail inventory and operations

What are the costs of not using business intelligence?

4 MIN

December 3, 2020

Due to budget and time constraints, some managers believe business intelligence (BI) is not worth the..

performance

[e-book] More BI and analytics trends for 2021

3 MIN

December 2, 2020

When business conditions change overnight, we can feel threatened and stressed. What was heartening about..

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Why leading BI vendors are committed to customer success

5 MIN

December 1, 2020

All BI vendors want customers that are loyal, use the product often and share their positive experiences with..

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Data analytics industry trends

3 MIN

November 30, 2020

Having the appropriate data analytics solution is vital to strategic decision making. However,..

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Making good purchasing decisions requires business intelligence

2 MIN

November 29, 2020

Smart purchasing and stock optimization boosts your organization’s bottom line. What am I buying, selling,..

BI basics inventory and operations

[e-book] 9 BI and data trends for 2021

2 MIN

November 27, 2020

Despite all the change this year, data has held, if not strengthened its position, as a critical business..

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Business intelligence vs. spreadsheets: What does your business need?

4 MIN

November 25, 2020

As businesses grow and become more digital, so too does the amount of data available to track and analyze. ..

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Manufacturer uses Phocas for production performance management

1 MIN

November 25, 2020

CQR Security Limited is a British manufacturer, making equipment for the security intruder market such as..

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

2 MIN

November 24, 2020

Phocas business intelligence and Datafile software solutions, two longstanding software providers dedicated..

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How to increase business intelligence user adoption

3 MIN

November 24, 2020

User adoption refers to the acceptance of a new system or process in technology. Gaining staff acceptance is..

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Accounting analytics – how business intelligence helps

2 MIN

November 23, 2020

A decade ago, an accountant balanced the daily transactions and prepared a statement of profit and loss for..

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Culture matters as Phocas scales up

2 MIN

November 19, 2020

Myles Glashier, our co-founder and co-CEO explains the evolution and development of Phocas on the popular..

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Five strategic benefits of business analytics

3 MIN

November 19, 2020

Business analytics provide people with an accurate and holistic view of their business. Executives and..

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Phocas makes it easy for Litex Industries to find hidden data

2 MIN

November 18, 2020

Litex Industries (Litex), designs, sources and manufactures ceiling fans, lighting fixtures and patio..

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Financial data visualizations - how they help businesspeople communicate

3 MIN

November 16, 2020

Humans are wired to love numbers over text, pictures over written content, and dashboards over spreadsheets.

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Metalogic and Phocas partnership brings iMetal customers fast ERP reporting

2 MIN

November 16, 2020

A new partnership between Metalogic (part of the Jonas Metals Group) and Phocas business intelligence..

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Homeware supplier, Caprice makes better inventory management choices with Phocas

2 MIN

November 16, 2020

Caprice homewares uses Phocas business intelligence (BI) software to make better inventory management..

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Five quick steps to closing a sale

2 MIN

November 12, 2020

Natural born sales people have something that many people don’t have—charisma. They’re positive, motivating,..

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Seasonal inventory management helps PoolPro stay afloat

1 MIN

November 11, 2020

In the southern hemisphere, pool season is just around the corner. The POPS Group is an Australian..

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How to increase margins in your food distribution company

2 MIN

November 11, 2020

The changing demand for organic, fair-trade or locally sourced products, as well as changing food industry..

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The cost of business intelligence and other myths

3 MIN

November 11, 2020

Even though the business world is abuzz with business intelligence tools and the internet is filled with..

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3 ways mobile business intelligence impacts decision-making

2 MIN

November 9, 2020

Mobile business intelligence or mobile sales enablement is defined as the capabilities and technologies that..

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People power - Phocas grows to 200

1 MIN

November 6, 2020

The power of the Phocas people has always been the company's secret sauce.

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

1 MIN

November 5, 2020

Industry leading ERP, Retail and Business Management software provider, Kerridge Commercial Systems (KCS),..

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

2 MIN

November 2, 2020

A digital transformation strategy can be defined as the way a company implements and uses technology and..

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Using business Intelligence as an automotive inventory solution

2 MIN

November 2, 2020

Inventory management is vital for all suppliers in the automotive aftermarket and spare parts industry in..

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[eBook]: The KPIs consumer goods businesses must know and measure

2 MIN

October 30, 2020

Competition in the consumer packaged goods (CPG) industry is fierce. Whether you are a CPG distributor,..

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Phocas Financial Statements upgrades

3 MIN

October 28, 2020

The Financial Statements solution was upgraded this year so your team can review and analyze financial..

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Business intelligence and analytics for healthcare organizations

2 MIN

October 27, 2020

The global healthcare supply chain is complex. Decentralisation of care, third party services and centralised..

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iQuip paints a data-driven future

2 MIN

October 27, 2020

iQuip Group is an exciting new Australian wholesaler dedicated to supporting the paint, render and external..

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Business analytics for beginners

2 MIN

October 25, 2020

If you are new to business analytics, it can be difficult to know where to start. There is so much..

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Increasing sales in your wholesale distribution business

2 MIN

October 23, 2020

Wholesale distribution companies make money when other businesses purchase their goods. Yet, in today’s..

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How DIFOT analysis helps prepare retailers for Cyber Monday?

2 MIN

October 22, 2020

Cyber Monday is quickly become one of the largest online shopping days of the year. With a 17.9%..

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4 elements of an efficient business intelligence tool

2 MIN

October 22, 2020

There are so many business intelligence tools on the market, all promising a competitive edge for your..

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The KPIs every manufacturer should know and measure

3 MIN

October 19, 2020

When it comes to achieving success in manufacturing, the industry is way beyond the idea that data matters...

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Ad hoc financial analysis and reporting for everyone

2 MIN

October 18, 2020

In many companies, the IT department creates a library of pre-built templates for generating static financial..

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Bill of Materials example: Rivertrace

2 MIN

October 16, 2020

Rivertrace is a manufacturer based in Surrey, England and makes monitoring systems for pollution control for..

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What is Business Intelligence? The ABCs about BI

2 MIN

October 15, 2020

Business Intelligence (BI) helps decision makers understand how their business is performing. For many years,..

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What is a bill of materials and how to tackle it?

3 MIN

October 14, 2020

A Bill of Materials (BOM) is a list of all necessary materials and components required to make a product. To..

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Financial Statement Reporting Software: A friend for your finance team

2 MIN

October 13, 2020

Finance teams have been opposing the arrival of Financial Statement Reporting Software for a simple reason —..

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Actionable information helps HVAC&R distributor make decisions

1 MIN

October 9, 2020

Gustave A. Larson Co is a leading distributor of commercial and residential HVAC parts and refrigeration..

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The evolution of financial statement planning and analysis

2 MIN

October 7, 2020

Your finance team may be wasting their precious time in preparing outdated static reports, to provide..

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4 ways sales performance metrics can help your sales team

3 MIN

October 5, 2020

For sales managers, the ability to communicate about the progress of your team in an informative way is..

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

2 MIN

October 2, 2020

'Culture Bites', is a podcast created by culture experts, Human Synergistics. Phocas leaders, Myles Glashier..

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IFS ERP integrates with Phocas for fast and flexible data analytics

1 MIN

September 29, 2020

IFS Enterprise Resource Planning (ERP) software provider has partnered with Phocas software to deliver fast..

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5 reasons financial reporting software is impossible to ignore

2 MIN

September 28, 2020

The finance team is the central nervous system of your business primarily responsible for making..

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What Does Omni Channel Mean For Operations?

2 MIN

September 23, 2020

True Omni Channel means that the customer has the same experience regardless of where they purchase. It also..

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Exception reporting is one of the reasons Savona selected Phocas BI

4 MIN

September 23, 2020

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Improve financial decision making with technology

2 MIN

September 21, 2020

Financial decision making is a vital management skill because it drives performance and allows a business to..

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Business Intelligence vs. CRM: Which one is best for you?

3 MIN

September 18, 2020

There is an ongoing debate on whether Business Intelligence (BI) or Customer Relationship Management (CRM)..

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Eastern Industrial Supplies relies on data across its business

1 MIN

September 17, 2020

Eastern Industrial Supplies opened its doors in 1980 in Greenville, South Carolina and has grown to have..

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

2 MIN

September 16, 2020

Phocas partner, Epicor enterprise software compiles the 'Epicor Global Growth Index' annually. The index is..

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Data culture at Phocas is fun, fulfilling and forever

2 MIN

September 14, 2020

When our CEO explains to his young kids what his day looks like tomorrow — presenting at an APAC culture and..

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Wessex packaging ticks all the boxes with purchasing data analytics

4 MIN

September 11, 2020

Purchasing data analytics provides Wessex packaging with greater visibility into sales, purchasing and..

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Define business intelligence and list the signs your business needs BI

3 MIN

September 10, 2020

One way to define business intelligence (BI) is to say BI takes away the trauma of spreadsheets and instead..

BI basics data visualizations

Are you measuring lost sales opportunities?

2 MIN

September 9, 2020

Businesses spend, on average, five times more money to acquire new customers, than they do to retain the ones..

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Take advantage of what your ERP data has to offer

3 MIN

September 9, 2020

Enterprise resource planning (ERP) systems don’t just help your business manage financials, inventory,..

BI basics IT dynamic reporting

Supply chain optimization can be achieved with data

2 MIN

September 8, 2020

Supply chain optimization means lowering costs and improving the performance of the production cycle with..

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How to monitor business performance with financial analytics

2 MIN

September 7, 2020

The finance department monitors and analyzes business performance in detail. Yet sometimes it can take awhile..

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How real-time dashboards keep managers on target

4 MIN

September 2, 2020

A real-time dashboard provides up to the minute insight into the performance of numerous business processes..

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

3 MIN

September 2, 2020

Business intelligence (BI) systems provide a single source of truth for data management across all of your..

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3 supplier performance metrics to increase returns

3 MIN

August 31, 2020

To maintain an efficient supply chain and satisfy customers, companies must be assured of timely and accurate..

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

1 MIN

August 31, 2020

Zumasys has signed an exclusive distribution partnership with Phocas software to bring a turnkey business..

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How to create a report on yesterday’s sales activity

2 MIN

August 30, 2020

Waiting for traditional reports is often a long and frustrating process because these reports are usually..

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[eBook] Benefits of scorecards and dashboards

3 MIN

August 28, 2020

In today’s modern mid-sized organization, having quick and easy access to company data in the form of a..

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How effective sales pipeline management generates revenue growth

3 MIN

August 27, 2020

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

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Get visible data and improve business outcomes

1 MIN

August 27, 2020

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

2 MIN

August 25, 2020

Sales managers tell us they need to see the facts, fast. Put simply, good analytics software needs to provide..

BI basics sales

Data consolidation across Litex Industries enables strategic decision-making

1 MIN

August 24, 2020

Litex Industries Limited is an extensive electrical products wholesaler located in Texas, USA. After the..

case study sales IT electrical Infor decision-making JD Edwards Oracle

Take control with self-service data analytics

2 MIN

August 23, 2020

Nearly all companies in today’s world have one common goal: keeping the user experience simple. This..

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Phocas presents culture and transformation story at leadership conference

2 MIN

August 20, 2020

If you ask Phocas people why the company is successful, most will say it's because of the culture.The Phocas..

executive HR

One of the goals of business intelligence is to find the best match for your business

3 MIN

August 20, 2020

The speed at which business intelligence technology continues to develop seems outmatched only by an urgent..

BI basics IT dynamic reporting

The benefits of self-service BI

3 MIN

August 20, 2020

IT departments long to be freed from the tedious task of continuous report generation. Moreover, many..

BI basics

Financial Reporting - it's time to automate and modernize

3 MIN

August 20, 2020

With today’s critical need for accuracy, completeness and speed in financial reporting, the finance team..

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User adoption: That's the real point of BI

3 MIN

August 18, 2020

The outlook for a successful business intelligence (BI) project is not good. At least that’s what Gartner..

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

2 MIN

August 18, 2020

Phocas Software is a 'High Performer' on G2 Crowd’s best business intelligence platform grid for the summer...

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

1 MIN

August 17, 2020

Can you have a conversation with your business intelligence solution while driving? Behler-Young sales people..

case study manufacturing wholesale distribution IT plumbing and HVAC retail

Chairman’s statement - FY2020

3 MIN

August 17, 2020

Phocas continues to grow profitably, invest in the future and work closely with customers.

company updates

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

2 MIN

August 12, 2020

If a picture can paint a thousand words, how many is a dynamic picture worth? A lot of words, according to..

BI basics executive inventory and operations marketing

How do you feel about data?

1 MIN

August 12, 2020

Data means many things to different people. How does data make you feel? Does it keep you up at night because..

finance IT executive inventory and operations data analytics

What's new in manufacturing software?

3 MIN

August 10, 2020

In manufacturing, most companies can’t make products any faster or cheaper, so they need to achieve..

manufacturing financial statements data analytics data visualizations KPIs and metrics

Understand customers' needs and maximize your profitability

3 MIN

August 10, 2020

Over the course of our lives, we develop many types of relationships. Some of them long-term, others are more..

manufacturing wholesale distribution sales retail marketing

Harrisons Sauces increases profitability with BI solution

1 MIN

August 7, 2020

Harrisons Sauces is part of BI Europe and manufactures condiments and sauces, supplying a variety of sweet..

case study manufacturing BI basics food and beverage inventory and operations decision-making dynamic reporting BI dashboards data visualizations

Attract and keep the best finance talent with financial analysis software

3 MIN

August 5, 2020

There is a global shortage of finance talent. Yet there is also a growing push toward having a more modern..

BI basics finance executive financial statements dynamic reporting BI dashboards data visualizations

What is overstock and how to avoid it?

2 MIN

August 3, 2020

Lean warehouse management is key to the success of businesses that make, move or sell products. Conversely,..

BI basics wholesale distribution inventory and operations inventory management

Electrical supplier leverages data across its business to improve performance

1 MIN

July 31, 2020

Parrish-Hare is an electrical products supplier for commercial and industrial construction across Texas. The..

case study electrical inventory and operations decision-making dynamic reporting BI dashboards

Manufacturing business intelligence (BI) success stories

2 MIN

July 29, 2020

Manufacturers are turning to business intelligence because the process of making products is a huge..

case study manufacturing building and industrial supplies performance consumer goods KPIs and metrics

Why a single source of truth for data management is critical for HVAC&R company

2 MIN

July 29, 2020

Resolute Industrial (Resolute) is the largest independent provider of temporary HVAC&R solutions in North..

case study BI basics finance plumbing and HVAC executive financial statements

How to forecast stock on hand

1 MIN

July 27, 2020

To forecast stock on hand, an inventory manager needs to determine average quantities sold over key time..

BI basics product updates inventory and operations

Phocas is the clear business intelligence software leader in Software Advice report

3 MIN

July 26, 2020

Phocas is named the #1 business intelligence (BI) software and achieves the uppermost quadrant position in the

BI basics IT reviews and recognition executive dynamic reporting BI software

Making decisions viable with data

3 MIN

July 26, 2020

Do you ever make decisions on the run? Have you dropped the price on a product by a few percent for a good..

BI basics executive inventory and operations decision-making data visualizations KPIs and metrics

How to make the most of cross-selling and upselling opportunities

2 MIN

July 22, 2020

Cross-selling and upselling allows you to generate additional sales revenue by incentivizing existing..

manufacturing wholesale distribution sales retail

How sharing data makes financial performance everyone’s responsibility

2 MIN

July 22, 2020

The finance team has always turned to numbers to answer its questions, and as the current economic..

BI basics finance executive financial statements dynamic reporting BI dashboards data visualizations

Why not investing in business intelligence is killing your sales

3 MIN

July 20, 2020

In the age of data, choosing not to invest in a quality business intelligence (BI) solution can mean your..

sales

A critical inventory metric: projected inventory level

2 MIN

July 20, 2020

With constant streams of data being collected by companies daily, planning for the future is no longer as..

BI basics wholesale distribution inventory and operations inventory management KPIs and metrics

How Trade Supply Group customizes financial statements across 14 locations

2 MIN

July 17, 2020

Trade Supply Group, New York, operates a number of companies that specialize in the distribution of building..

BI basics finance executive financial statements dynamic reporting

What is a bullet chart and how is it useful?

2 MIN

July 10, 2020

The bullet chart is useful to visually track performance against a target, displaying results in a single..

executive

How to democratize data-driven decision-making?

3 MIN

July 8, 2020

The need to know what decision-making is critical when everything is a priority has been highlighted by the..

BI basics finance executive financial statements decision-making dynamic reporting

What does ERP stand for and how it compares with BI?

2 MIN

July 5, 2020

Every department within an organization typically has its own computer system, optimized to suit the way that..

BI basics IT dynamic reporting

Master inventory calculations and anticipate future demand

2 MIN

July 2, 2020

As businesses reopen and customers resume spending, it’s more important than ever to have a full..

BI basics wholesale distribution retail inventory and operations inventory management KPIs and metrics

5 ways to reduce finance admin time with data analytics

3 MIN

July 1, 2020

Most professionals complain of spending too much time doing tactical and administration work and neglecting..

BI basics finance executive dynamic reporting data analytics

Infor CloudSuite™ users can access business intelligence software through Phocas

1 MIN

June 30, 2020

Phocas has a new partnership with Single Source Systems (Single Source), a solution reseller for Infor..

Infor press release

4 ways dashboards provide more insight into financial performance

2 MIN

June 24, 2020

A dashboard is a tool that allows you to see at-a-glance the performance of your organization.

BI basics finance executive dynamic reporting BI dashboards

Improve interdepartmental communication with dynamic financial reporting

3 MIN

June 17, 2020

Departmentalization has its benefits — department members can align their skillsets, concentrate on specific..

BI basics finance executive financial statements dynamic reporting BI dashboards data visualizations

How to upload budgets into Phocas ready for FY21

1 MIN

June 15, 2020

A budget is a financial plan for a defined period, normally a year, can be a quarter or month. It greatly..

BI basics finance sales budgeting and forecasting

Mobile BI dashboards help ICU Medical change decision-making process

1 MIN

June 11, 2020

ICU Medical is a leading global medical devices and accessories company selling medical devices for oncology,..

case study finance decision-making dynamic reporting BI dashboards data visualizations

Phocas is named top dashboard software in FrontRunners

2 MIN

June 5, 2020

Phocas is named the top dashboard software by Software Advice. FrontRunners helps businesses evaluate which..

IT reviews and recognition executive BI dashboards data visualizations

New finance solution to drive digital transformation

2 MIN

June 4, 2020

Everyone in accounting has a specific role geared to deliver accurate numbers each month. Many finance teams..

BI basics finance executive dynamic reporting data analytics

Around the world in 10 days, Glashier-style

1 MIN

June 2, 2020

Ever had a staycation get out of hand? It started as a bit of fun, activities to keep the kids amused in..

sales IT executive HR

Safeaid turns to business intelligence software to maintain customer satisfaction

3 MIN

May 31, 2020

Safeaid Supplies is an English manufacturer and supplier of personal protective equipment. The company..

wholesale distribution executive Netsuite inventory and operations

How data-driven decision-making can help businesses rebound faster

3 MIN

May 27, 2020

According to research conducted by McKinsey before covid-19 hit, 92% of companies thought their business..

finance IT executive decision-making data analytics

8 ways to stay ahead of the game in the new normal

3 MIN

May 22, 2020

The pandemic has been a catalyst for change across businesses. And while managers are still determining their

BI basics

How the finance team uses analytics to automate reporting

1 MIN

May 19, 2020

To monitor the performance of its business, Whiting Holdings, an Australian steel distributor, consolidated..

case study finance dynamic reporting data analytics data visualizations inventory management

Four opportunities with data visualization tools for the road back

3 MIN

May 18, 2020

“Without big data, you are blind and deaf and in the middle of a freeway.” Geoffrey Moore, American..

sales performance executive BI dashboards data visualizations

Margin analysis helps drinks distributor concentrate on key areas of business

3 MIN

May 15, 2020

Dayla Drinks is an independent on-trade drinks distributor specializing in the procurement and supply of over..

case study food and beverage Merlin data analytics BI dashboards

5 data trends business managers can monitor to rebound faster

2 MIN

May 13, 2020

During this time of uncertainty, business managers must have the ability to cut through the noise so they can..

BI basics finance wholesale distribution executive dynamic reporting data analytics

Building the case for data analytics in the aged care sector

2 MIN

May 10, 2020

The pace of change in the aged care sector, combined with processes that are out of alignment with the role..

executive Epicor/Epicor Eclipse dynamic reporting data analytics aged care

Take stock with inventory management software

1 MIN

May 8, 2020

Business intelligence is used by many distributors who move and sell lots of product as its inventory..

inventory and operations decision-making

A new BI solution for the construction industry

1 MIN

May 6, 2020

A new partnership between Phocas Software and Aktion Associates will empower construction businesses to use..

IT building and industrial supplies Sage press release

5 ways to use business intelligence software to adapt to the new normal

4 MIN

May 3, 2020

Phocas customers operate in distribution, manufacturing and retail, so they're always analyzing their data to..

wholesale distribution inventory and operations

Obex team uses business intelligence dashboards to track performance

3 MIN

May 1, 2020

In 2008, the founders of Obex Protection in Worcester saw the potential for better glazing and façade..

case study manufacturing building and industrial supplies dynamic reporting data analytics BI dashboards

Business intelligence dashboards: What executives are monitoring

4 MIN

April 28, 2020

When it comes to developing business intelligence dashboards, the biggest challenge may be deciding what data..

finance performance executive BI dashboards

Don't drop the data: Why business intelligence software matters

3 MIN

April 27, 2020

Business intelligence has become this wonderful blanket term to cover a variety of elements. These include..

BI basics performance executive inventory and operations

Muk haircare uses data analytics to go deep into the detail

2 MIN

April 23, 2020

Muk is an Australian haircare brand, established in 2006. Its products are designed for hairdressers and..

case study wholesale distribution MYOB executive data analytics

Inventory optimization helps American Metals Supply adapt to change

2 MIN

April 22, 2020

Independent wholesaler American Metals Supply (AMS) provides sheet and coil steel, prefabricated duct and..

case study wholesale distribution plumbing and HVAC building and industrial supplies inventory and operations data analytics

Phocas partners with Strategic Information Group to support QAD ERP customers

1 MIN

April 19, 2020

Phocas is pleased to announce a new partnership with Strategic Information Group that will extend our data..

health and medical food and beverage consumer goods press release QAD

Five ways data analytics helps cash flow management during a downturn

4 MIN

April 16, 2020

With the global economy in trouble, many companies are unable to maintain desired profit margins and generate..

BI basics finance wholesale distribution executive financial statements dynamic reporting data analytics

Equipment Controls uses data visualization tools to support customers

2 MIN

April 13, 2020

For the past 55 years, Equipment Controls Company (ECCO) has provided natural gas measurement products, gas..

case study BI basics wholesale distribution executive

Inventory management metrics to handle demand volatility

3 MIN

April 8, 2020

Due to the current health crisis some wholesalers are experiencing intense demand for certain products such..

wholesale distribution inventory and operations

Bunzl Safety relies on data analytics to satisfy intense demand for its protective products

2 MIN

April 5, 2020

Since the coronavirus outbreak in January 2020, Bunzl Safety has experienced unprecedented demand for its..

case study wholesale distribution data analytics

How to foster data analytics skills in your organization

2 MIN

April 2, 2020

Being data driven means promoting fact-based decision making, driving user adoption of an analytics solution,..

IT decision-making data analytics

Apparel supplier quickly models scenarios using data analytics in a time of change

2 MIN

April 1, 2020

Gold Medal International (Gold Medal) is a premier apparel supplier to leading department stores and sporting..

case study BI basics wholesale distribution executive retail decision-making data analytics

Why business intelligence reporting doesn't have to be complex

2 MIN

March 26, 2020

The goal of business intelligence reporting is to transform data into accurate and actionable information for..

BI basics finance IT dynamic reporting

Ethical decision making during COVID-19: Team Medical Supplies

1 MIN

March 25, 2020

This Phocas blog highlights how one of our customers in wholesale distribution is coping with the new..

case study BI basics wholesale distribution decision-making data analytics

Data analytics essentials for the COVID-19 crisis

2 MIN

March 22, 2020

The COVID-19 pandemic puts risk management and disruption strategies under the spotlight as companies..

BI basics wholesale distribution executive retail inventory and operations decision-making data analytics

A buyer's guide to the best business intelligence software

3 MIN

March 19, 2020

Business intelligence software is a competitive marketplace, and many cloud-based vendors sound the same. So..

BI basics IT reviews and recognition performance executive KPIs BI software

Phocas keen to grow after capital raisings

2 MIN

March 17, 2020

Business intelligence software company Phocas is almost two decades old, profitable and quickly approaching..

manufacturing wholesale distribution company updates retail data analytics BI software

Cross-selling know-how for front-line staff

2 MIN

March 13, 2020

Branches are the front lines of your business, leading the charge when it comes to customer touch points and..

wholesale distribution sales retail cross-selling

Five benefits of business intelligence reporting

3 MIN

March 11, 2020

In a digital world, the ability to collect and collate pertinent business data from multiple sources - then..

BI basics executive dynamic reporting

Phocas business intelligence software partners with NSA, an Infor ERP specialist

1 MIN

March 8, 2020

Phocas has a new strategic partnership with NSA Professional Services, an Infor channel partner serving the..

Infor press release BI software

Use a business intelligence strategy to prepare for supply chain disruption

3 MIN

March 1, 2020

The full economic impact of the coronavirus is still unfolding, but now is the time for executives and supply..

BI basics performance executive inventory and operations

Industries using business intelligence

3 MIN

February 25, 2020

Over the last decade, many industries have adopted business intelligence to help them lower costs, improve..

manufacturing BI basics wholesale distribution performance retail inventory and operations

How to master data analytics without a data science degree

3 MIN

February 24, 2020

Many business people want to improve their understanding of data but don’t know where to start. The good news..

BI basics IT executive data analytics

What to expect from BI reporting

3 MIN

February 20, 2020

Gone are the days spending hours generating reports that immediately lead to more questions. Your obsolete..

BI basics finance IT dynamic reporting

7 keys to a successful business intelligence strategy

3 MIN

February 18, 2020

A business intelligence strategy is designed to give you the information you need and in a way that’s..

BI basics sales IT executive

How to motivate your sales reps with data

2 MIN

February 17, 2020

Sales managers have difficult jobs keeping sales reps on the ground motivated as rejection is tiresome. Many..

sales performance

Business intelligence in manufacturing

2 MIN

February 11, 2020

The process of making products is a huge opportunity for data optimization. Raw materials need to be ordered,..

case study manufacturing IT performance

Automotive business intelligence helps managers remain calm

2 MIN

February 10, 2020

If you’re in Australia and your car is smashed in an accident in New South Wales or Queensland, the parts and..

case study BI basics automotive executive

7 data trends for mid-market managers in 2020

2 MIN

February 7, 2020

Everyone needs data. For manufacturing, distribution and retail businesses to succeed in today’s competitive..

BI basics IT performance executive

What is data analytics?

3 MIN

February 4, 2020

Phocas creates data analytics software. We have been helping businesses control and leverage their data for..

BI basics plumbing and HVAC executive decision-making

What is an effective key performance indicator?

2 MIN

January 29, 2020

Given today’s disruptive and competitive business environment, the ability to leverage company data has never..

performance executive

Phocas data analytics solution certified by Acumatica

1 MIN

January 28, 2020

Phocas is pleased to advise that we have certification with Acumatica, the innovative ERP cloud company,..

partners press release Acumatica

Cloud BI - the perfect match

2 MIN

January 22, 2020

“Cloud computing and business intelligence are an ideal match. Business intelligence (BI) is about delivering..

BI basics IT

How to increase plumbing and HVAC sales

3 MIN

January 19, 2020

In the plumbing and HVAC industry, companies must be able organize a great diversity of parts on offer and..

BI basics sales plumbing and HVAC

Flexible data analytics solution works for everyone in LB White's team

2 MIN

January 15, 2020

L.B. White has grown to become one of the world’s leading manufacturers of direct-fired heaters for the..

case study manufacturing IT plumbing and HVAC Epicor/Epicor Eclipse

Phocas vs. QlikSense business intelligence software

3 MIN

January 8, 2020

An executive from the Hayley Group said, "Our main reason for choosing Phocas BI was because we found Phocas..

BI basics reviews and recognition

Why IT managers recommend business intelligence software

4 MIN

January 3, 2020

Advancements in technology have changed the role of the IT department from that of a cost center to a..

BI basics IT

Phocas BI vs QlikView business intelligence software

2 MIN

December 31, 2019

Every year BARC, a leading analysis company, conducts the world’s largest survey comparing business..

BI basics reviews and recognition

Phocas' people give back to local communities

2 MIN

December 30, 2019

End of year celebrations and Christmas are great opportunities to catch-up with friends and family. We all..

sales executive HR

Phocas vs. Looker business intelligence software comparison

2 MIN

December 24, 2019

We use the world’s largest survey of BI software users to compare Phocas with Looker business intelligence..

BI basics IT reviews and recognition

Best business intelligence software blogs in 2019

2 MIN

December 22, 2019

Thanks to our regular business intelligence software blog readers and those people who swing by when the..

BI basics finance sales product updates executive

BI solution helps USESI make immediate margin gains

3 MIN

December 18, 2019

U.S. Electrical Services, Inc. (USESI) is one of America's largest electrical component distributors in the..

case study IT electrical Epicor/Epicor Eclipse

BI reporting helps Jurox consolidate and visualize data

2 MIN

December 18, 2019

Jurox is a family owned Australian animal health company involved in the research, production, and marketing..

case study health and medical wholesale distribution IT Epicor/Epicor Eclipse

Phocas vs. Yellowfin business intelligence software comparison

2 MIN

December 17, 2019

Learn how Phocas compares to Yellowfin in the world's largest independent review of business intelligence..

BI basics executive

Phocas business intelligence software helps Hairhouse style new profits

2 MIN

December 16, 2019

Hairhouse salons consolidate data, run stylish reports, and trim dead stock from their warehouse with..

case study IT Netsuite retail inventory and operations

Data visualization tool connects all pieces of the puzzle for Gibsons

2 MIN

December 12, 2019

Gibsons is a 100-year-old manufacturer and distributor of more than 500 games, puzzles, cards and gifts. The..

case study manufacturing wholesale distribution IT inventory and operations

Phocas vs. Infor BI (business intelligence software comparison)

3 MIN

December 11, 2019

We examine how Phocas business intelligence software compares with Infor BI in this year’s BARC The BI Survey..

BI basics IT reviews and recognition

Phocas vs. Sisense (visual BI solutions comparison)

4 MIN

December 3, 2019

Phocas and Sisense are vastly different products. A quick look at how each is positioned, and it’s clear that..

BI basics IT reviews and recognition

Data analytics helps Sistema ‘klip-IT’ on production efficiencies

4 MIN

December 2, 2019

Sistema means ‘system’ in Italian and also signifies the company’s systematic approach to manufacturing,which..

case study manufacturing IT Epicor/Epicor Eclipse

One-size-doesn’t-fit-all as BI solution helps shoe retailer measure performance

2 MIN

November 28, 2019

Allegro Funds, an Australian private equity firm, acquired Number One Shoes and Hannah’s retailers in 2017...

case study executive retail

Phocas vs. Tableau: BARC Business Intelligence Tool Comparison

4 MIN

November 27, 2019

In August Salesforce purchased Tableau for $15.3 billion in one of the most significant software acquisitions..

BI basics reviews and recognition

Phocas BI vs. Microsoft Excel

3 MIN

November 20, 2019

For some business people, the only data analysis tool they use is a Microsoft Excel spreadsheet. Discovering..

BI basics reviews and recognition

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

3 MIN

November 18, 2019

Insco is a wholesale distributor of heating, ventilation, air conditioning and refrigeration equipment..

case study IT plumbing and HVAC Epicor/Epicor Eclipse

Phocas vs. Microsoft Power BI

3 MIN

November 12, 2019

Find out how Phocas compares to Microsoft Power BI in the world's largest survey of business intelligence..

BI basics IT reviews and recognition

Prochem stays ahead of the game with data analytics

2 MIN

November 7, 2019

Prochem delivers quality stainless-steel pipe, fittings and valving products to the gas, aerospace, marine..

case study finance wholesale distribution inventory and operations

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

3 MIN

November 6, 2019

Phocas and IBM Planning Analytics went head-to-head in the world's largest business intelligence user survey,..

IBM Cognos reviews and recognition

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

2 MIN

October 31, 2019

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

company updates reviews and recognition

Automation strategies for mid-market businesses

2 MIN

October 27, 2019

When automation is done well, it accomplishes more than just saving time and money. It minimizes errors,..

BI basics IT performance

uvex safety equipment protects distributor relationships using data analytics

1 MIN

October 24, 2019

uvex safety Australia makes and distributes high-quality products designed to keep people safe at work. The..

case study wholesale distribution sales inventory and operations

When intuition can help the decision making process

3 MIN

October 23, 2019

Want to live the future backwards? A lesson learned during my course at Stanford is how intuition affects our..

sales IT executive decision-making

Simple data discovery for distributors

3 MIN

October 14, 2019

Industry-specific data analytics technology has advanced exponentially over the last decade. Before the..

wholesale distribution sales performance executive

ConvaTec sets healthy pricing strategy with Phocas data insights

3 MIN

October 11, 2019

ConvaTec is a global medical products and technologies company with innovations that advance wound care,..

case study finance health and medical SAP

KPIs for the resilient mid-market CEO

2 MIN

October 8, 2019

In today’s dynamic marketplace, modern CEOs must operate from a new playbook. Resilience and the ability to..

executive KPIs

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..

company updates

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

2 MIN

October 1, 2019

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

case study sales IT executive

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..

finance IT

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 leading..

BI basics performance executive decision-making

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

2 MIN

September 22, 2019

Locksmith Supply Company (LSC) is a thriving 93-year-old security hardware distributor for the locksmith..

case study wholesale distribution IT Epicor/Epicor Eclipse

4 tips to get the most value from your ERP system

3 MIN

September 20, 2019

While ERP systems support a wide variety of administrative and operational processes, many aren’t designed..

wholesale distribution IT

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

3 MIN

September 17, 2019

Most people feel pressure. The heart races, the body heats up, and you lose your train of thought. You feel..

case study sales IT executive

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..

BI basics sales

How IT Managers can slash reporting times

2 MIN

September 12, 2019

The IT manager is often burdened with ad hoc report requests and solving organizational data challenges...

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 fast..

sales executive HR press release

Chairman’s update - FY2019

3 MIN

September 4, 2019

Phocas continues to grow and keeps culture fun and fulfilling

company updates

Phocas BI tool proves its value for manufacturers, wholesalers

3 MIN

September 2, 2019

The following article is reproduced from TechTarget, a respected tech news website which provides independent..

IT plumbing and HVAC performance executive

ASA Automotive Systems selects Phocas as data analytics partner

1 MIN

August 28, 2019

Phocas data analytics solution is now integrated with ASA’s enterprise products such as TireMaster Enterprise..

wholesale distribution automotive press release

How to be more effective at execution in a wholesale business

2 MIN

August 23, 2019

Speed may never be more important to your business than it is today. The right data analytics solution can..

electrical executive

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

2 MIN

August 21, 2019

According to IBISWorld the electrical wholesale industry generated $219bn in the last 12 months in the US, UK..

case study wholesale distribution electrical

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 manager,..

IT performance

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 company..

case study wholesale distribution electrical

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..

case study Epicor Prophet 21 partners

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..

BI basics executive marketing

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..

BI basics wholesale distribution executive

CRM + business intelligence =great decision making

2 MIN

July 31, 2019

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

BI basics CRM marketing

Data analytics benefits you don’t get with Excel alone

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..

Microsoft Excel

Johnstone Supply gets real business intelligence with Phocas

2 MIN

July 24, 2019

Having a pulse on everything that is going on across sales, inventory, accounting and warehousing is critical..

case study wholesale distribution plumbing and HVAC

Phocas teams up with Acumatica Cloud ERP to integrate solutions

1 MIN

July 21, 2019

Phocas has a new partnership with Acumatica, provider of an award-winning cloud-based ERP system, that will..

company updates partners

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..

manufacturing BI basics wholesale distribution retail

Stewart’s of Scotland concentrates on profitability with Phocas

2 MIN

July 15, 2019

Phocas data analytics is exhibiting at the UBT Trade Expo 2019 in Warwick this week. This three-day event is..

BI basics sales executive inventory and operations

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..

BI basics finance sales

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 leverage..

BI basics company updates

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..

finance product updates executive

Epicor partnership helps WD-40 lubricate market growth

2 MIN

July 3, 2019

Many customers using Epicor ERPs (Prophet 21 , E10, Eclipse and iScala) are benefiting from the partnership..

case study consumer goods

Can data analytics motivate a sales team to perform better?

2 MIN

July 1, 2019

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

BI basics sales executive

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 continue..

BI basics wholesale distribution sales building and industrial supplies executive marketing

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...

company updates

Is data the true international language?

3 MIN

June 10, 2019

You don’t have to look very far to recognize the importance of data analytics in our world; from the Weather..

BI basics sales IT executive marketing

Can push notifications work to your advantage?

1 MIN

June 7, 2019

Are you tired of all the emails that land in your inbox? How about only being notified when there is a..

BI basics sales product updates executive

How to make incremental changes with business intelligence?

2 MIN

June 5, 2019

We are constantly talking with companies about if and how they are using business intelligence. More often..

BI basics

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

1 MIN

May 31, 2019

Comparison of sales information against targets has many benefits such as allowing individuals to be more..

sales executive budgeting and forecasting

Five benefits of data analytics for your sales branches

2 MIN

May 28, 2019

Your branches are the frontline of your business, leading the charge when it comes to customer interaction..

BI basics sales executive consumer goods

KYB Americas grows sales with Phocas data analytics

1 MIN

May 22, 2019

Data analytics is increasingly important for KYB Americas with the insights helping the sales team to uncover..

case study manufacturing wholesale distribution

Are you Excel-reliant? Four reasons to add BI

2 MIN

May 17, 2019

Many businesses use spreadsheets for a variety of needs. They're a great way to organize information, and if..

Microsoft Excel

Then and now: Gateway Supply continues growing with Phocas

1 MIN

May 15, 2019

Gateway Supply in Columbia, South Carolina has served the plumbing, HVAC and mechanical industries for over..

case study plumbing and HVAC

Chain restaurants devour data analytics

2 MIN

May 13, 2019

A chain restaurant’s profitability often depends on its capacity to control costs. Data analytics provides a..

food and beverage sales

How to manage your budget and quickly determine leakage

1 MIN

May 3, 2019

Overspending and variations from budget estimates are a common occurrence for many businesses. Usually,..

product updates executive inventory and operations marketing

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

3 MIN

May 1, 2019

Many sales reps have a certain way of doing things. Implementing new processes or adding new tools or..

BI basics sales executive

How to maximise value from your business data

2 MIN

April 28, 2019

Now it's no secret that business leaders consider data as one of, if not their most important assets. But how.. Read more

manufacturing wholesale distribution sales

How to track your sales reps performance against budget

2 MIN

April 26, 2019

Sales methods must adapt to a rapidly changing marketplace. Therefore, it’s crucial that sales teams have..

sales product updates inventory and operations

Can online reviews guide data analytics sourcing?

2 MIN

April 23, 2019

Data analytics offers valuable insights to help improve performance throughout a company. Because data..

sales executive trends inventory and operations

Become more strategic with data analytics

2 MIN

April 22, 2019

By taking control of your data, business people are better equipped to drive growth by developing effective..

manufacturing wholesale distribution sales executive

Chairman’s update - FY2019 (first half)

2 MIN

April 15, 2019

Three new country General Managers drive ongoing success at Phocas

company updates

How to keep favorite data views close at hand

2 MIN

April 12, 2019

What data can't you live without? Actual sales versus budget, stock on hand, low margin against products?..

product updates executive inventory and operations marketing

How to deal with internal resistance to business intelligence

3 MIN

April 8, 2019

Change can be hard, especially when it comes to technology. People get accustomed to certain processes and..

BI basics sales executive

Software as a service has twice the meaning at Phocas

2 MIN

April 2, 2019

Some companies are known for good customer service, and then there are companies who are obsessed with their..

wholesale distribution sales performance executive retail

Turn your customers into data advocates

3 MIN

March 27, 2019

A key benefit of data analytics is the ability to understand the needs of your customers. High performing..

BI basics sales executive

Grocery distributor uses data to justify quality service strategy

2 MIN

March 25, 2019

Grocery wholesale distributors use networks for buying power and breadth of product range. For many members..

case study food and beverage wholesale distribution sales executive consumer goods

Answer these 4 questions to boost your sales analytics

2 MIN

March 19, 2019

In today’s highly competitive marketplace, sales teams must have a way to stand out. Data analytics provides..

manufacturing wholesale distribution sales product updates

Choose the right data analytics solution for your business

2 MIN

March 18, 2019

Real-time data analysis delivers key business insights so people can create informed business strategies...

sales IT Infor performance Merlin Epicor/Epicor Eclipse Nexus

Phocas illuminates customer relationships for Mercury Lighting

2 MIN

March 15, 2019

Mercury Lighting (Mercury) is Canada’s largest independent lighting solutions provider, offering nearly 9,000..

case study electrical SAP Business One executive

How does business intelligence software help with forecasting?

2 MIN

February 28, 2019

In the face of unstable market and economic conditions, companies need to use a number of measures to stay..

BI basics finance sales budgeting and forecasting

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

2 MIN

February 26, 2019

Crescent Parts & Equipment used a variety of tools to manage its vast data resources prior to making the..

case study events and trade shows plumbing and HVAC executive

And the BARC data analytics award winner is …

3 MIN

February 24, 2019

In the world of data analytics, the annual BARC Survey, conducted by the Business Application Research..

IT reviews and recognition executive

Why data analytics or BI projects fail?

1 MIN

February 22, 2019

A CIO or IT manager’s task is enormous when introducing any new enterprise system like data analytics or..

IT executive

Four signs your company needs a data analytics solution

3 MIN

February 17, 2019

What are your company’s objectives for 2019? What data are you using to back this up? Companies are drowning..

BI basics inventory and operations marketing

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

2 MIN

February 14, 2019

To have fun this Valentine’s Day, we collated feedback from customers to develop a group love letter. The..

manufacturing wholesale distribution sales retail

Use data analytics to clean up your warehouse

3 MIN

February 12, 2019

Marie Kondo shows households how to find joy in purging non-essential items, data analytics is the perfect..

wholesale distribution consumer goods storage

Phocas reinforces SAP Business One relationship with new accreditation

2 MIN

February 12, 2019

Phocas Software is now an accredited partner of the American SAP Users’ Group (ASUG), emphasizing the ..

SAP Business One executive press release

Sell smarter, not harder with data analytics

2 MIN

February 3, 2019

Many professionals subscribe to the notion that hard work will yield greater success. However, filling your..

manufacturing wholesale distribution sales retail

How data analytics can improve wholesale distributors' performance?

2 MIN

January 31, 2019

An important task for many managers is to improve profit margins. Low sales figures, high inventory costs,..

wholesale distribution

Four critical metrics every business must track

3 MIN

January 24, 2019

As a business owner, it’s easy to lose sight of the critical numbers, when you’re focused on getting through..

performance executive

Four simple ways to grow your business in 2019

2 MIN

January 23, 2019

The New Year brings a sense of renewal and optimism. A fresh start. A new beginning. This is the time to..

performance executive

The power of sharing: how data is having a bigger impact in business

2 MIN

January 15, 2019

We live in a sharing era. As consumers, it has never been easier to post an opinion, or capture an image or..

BI basics

Phocas vs. Yellowfin

4 MIN

January 14, 2019

Learn how Phocas compares to Yellowfin in the world's largest independent review of business intelligence..

BI basics reviews and recognition

Phocas vs. Sisense in BARC's The BI Survey

3 MIN

January 9, 2019

Learn how Phocas compares to Sisense in the world's largest independent review of business intelligence..

BI basics reviews and recognition

National trivia day: Test your knowledge of data analytics in the context of a sales department

January 4, 2019

January 4th marks national trivia day in the United States, and we're on board. Test your knowledge of..

BI basics sales

Best data analytics blogs from Phocas Software in 2018

1 MIN

December 20, 2018

2018 has been another great year for the Phocas Software blog with many new subscribers reading about data..

BI basics

9 data analytics trends to help your business thrive in 2019

2 MIN

December 13, 2018

In today’s noisy, competitive and globalized economy, keeping up with the latest trends can be challenging...

BI basics performance

Retailers achieve business intelligence success with Phocas Software

4 MIN

December 11, 2018

As the author, John Naisbitt, once wrote, “We are drowning in information but starved for knowledge.” ..

case study retail

[eBook] How building suppliers and manufacturers can improve sales and stock management

3 MIN

December 6, 2018

Building suppliers and manufacturers must embrace new technologies to better respond to challenges, overcome..

manufacturing wholesale distribution building and industrial supplies

How to safely reduce your inventory costs

3 MIN

December 5, 2018

Warehouse, inventory and operations managers understand that inventory is a capital investment, and that..

BI basics inventory and operations

Phocas vs. Domo

3 MIN

December 3, 2018

Learn how Phocas compares to Domo in the world's largest independent review of business intelligence products.

BI basics reviews and recognition

[eBook] Data Analytics for SAP Business One users

2 MIN

November 29, 2018

Seeing the big picture: what are you missing in your business?

SAP Business One

Phocas vs. Qlik Sense

3 MIN

November 28, 2018

Learn how Phocas compares to Qlik Sense in the world's largest independent review of business intelligence..

BI basics reviews and recognition

The key to being a market leader: Successful use of business data

3 MIN

November 27, 2018

Leading businesses embrace data-driven decision making. However, there is still room to improve.

performance

Revere Electric Supply uses Phocas to streamline access to data and decisions

3 MIN

November 22, 2018

Electric supplier leverages data analytics solution to enhance data-driven culture, automate and optimize..

case study electrical executive

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

4 MIN

November 19, 2018

Learn how Phocas compares to Tableau in the world's largest independent review of business intelligence..

BI basics reviews and recognition

Phocas BI vs. sales-I

3 MIN

November 13, 2018

Learn how Phocas compares to Sales-I in the world's largest independent review of business intelligence..

BI basics reviews and recognition

[eBook] Data analytics software for wholesale distribution businesses

2 MIN

November 12, 2018

Data analytics software can turn your wholesale distribution data into actionable intelligence.

BI basics wholesale distribution

Phocas BI vs. Microsoft Power BI

3 MIN

November 9, 2018

Learn how Phocas compares to MS Power BI in the world's largest independent review of business intelligence..

BI basics reviews and recognition

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

2 MIN

November 2, 2018

Phocas to power Blue Sage Pacesetter Business Intelligence solution

company updates press release

BI success for MAM customers using Phocas

3 MIN

November 1, 2018

For automotive businesses, the ability to track and drill into your live data offers an unparalleled..

case study MAM automotive performance

5 ways executives can benefit from technology

3 MIN

October 31, 2018

Executives are often masters at multi-tasking as they must wear many different hats to accomplish everything..

performance executive

Phocas checks all the boxes for Medical Supply Company

3 MIN

October 30, 2018

With Phocas Software, Medical Supply Company can run queries and produce reports better and faster,..

BI basics

This is why BI should play a key role in your company culture

2 MIN

October 25, 2018

Research by IBM shows that executives who implement analytics develop a more collaborative, creative, and..

BI basics HR

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

2 MIN

October 16, 2018

Company exceeds last year’s performance in The BI Survey 18, the world’s largest and most comprehensive..

reviews and recognition press release

My ERP: isn’t that enough for data analysis?

2 MIN

October 15, 2018

How can you maximize the business benefits from your enterprise resource planning ERP system?

performance

Wholesale distribution business intelligence (BI) success stories

3 MIN

October 11, 2018

The wholesale distribution sector is big business. In 2015 alone, the National Association of..

case study wholesale distribution performance

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

4 MIN

October 2, 2018

Managers and staff who use Microsoft Dynamics NAV as their ERP system have reported challenges to reporting..

Microsoft Dynamics NAV

Chairman’s Statement - FY 2017/2018

3 MIN

September 27, 2018

It's been another productive year at Phocas during the 2017/2018 financial year

company updates

Phocas makes quick impression at BAT Industrial Products

2 MIN

September 25, 2018

Phocas provides BAT Industrial Products with the information they need to take action to reduce the number of..

case study manufacturing building and industrial supplies Pronto executive

Distributors and manufacturers can turbo charge sales teams with new analytics and pricing optimization solution from Phocas and SPA

2 MIN

September 21, 2018

Partnership combines Phocas’ leading business intelligence software with SPA’s prescriptive pricing, sales..

press release

Growing restaurant chain can’t get enough of Phocas

3 MIN

September 17, 2018

Rashays’ team uses data to better understand customer preferences, improve the loyalty program and get results

case study food and beverage executive retail

It’s a data jungle out there – Arm yourself with the facts

3 MIN

September 13, 2018

"Organizations are drowning in data, but starving for information," said Gary Corkins, analytics-based..

BI basics

Running a lean warehouse: How to get your inventory levels right

3 MIN

September 12, 2018

Due to the growing global market, warehouse, purchasing, and operations managers are under increased pressure..

inventory and operations

Grow your data, grow your business: Eight ways analytics drive business outcomes

3 MIN

September 3, 2018

Business intelligence and data analytics represent the evolution of companies shifting their focus from..

BI basics performance

Things to consider when growing your business

2 MIN

August 31, 2018

After surviving the fragile and uncertain startup phase, executives of midsize companies can shift their..

performance executive

10 Business Intelligence software trends disclosed by Dresner Advisory Service’s 2018 BI Surveys

5 MIN

August 29, 2018

Making informed business decisions using real-time data is how Phocas succinctly defines business intelligence

performance

5 ways your consumer goods business can become more competitive

2 MIN

August 27, 2018

To achieve and maintain a competitive advantage, executives of Consumer Packaged Goods businesses (CPGs) must..

consumer goods

Warehouse managers may not think they need BI, but here’s why they do

3 MIN

August 24, 2018

In the past, the only technology that warehouse managers thought they needed was a two-way radio to connect..

inventory and operations

The real-life benefits of Phocas for NetSuite users

3 MIN

August 21, 2018

NetSuite is an ERP with many benefits for its users. However, like most ERP systems, reporting from NetSuite..

Netsuite

Why you should look for BI that can provide cross-business benefits

2 MIN

August 16, 2018

Business Intelligence (BI) has become an established resource for executive decision-making. Companies often..

BI basics

An accurate view of your business’ finances: it’s not too good to be true

2 MIN

August 15, 2018

Finance teams are increasingly under pressure to provide CEOs and other executives with information related..

finance

Tropic Supply and Phocas: Right information. Right people. Right time.

3 MIN

August 7, 2018

HVAC/R company gets unprecedented insights into sales and counter promotions with Phocas.

case study wholesale distribution sales plumbing and HVAC Infor

4 ways real Pronto ERP users benefit from Phocas business intelligence

2 MIN

August 2, 2018

Pronto ERP has many benefits for businesses in wholesale, retail or manufacturing. However, like most ERP..

Pronto

Three things executives of food & beverage businesses wish they’d known sooner

2 MIN

July 24, 2018

Even the most successful people have made mistakes. In fact, trial and error is an important part of growth..

food and beverage executive

[eGuide] Optimizing your food supply chain with data

1 MIN

July 19, 2018

Right product. Right place. Right time. In the food industry, delivering in full and on time helps ensure..

food and beverage

Tell the right story using data visualization

3 MIN

July 16, 2018

Data visualization is a powerful asset when used properly. If you’re like me, you get excited about..

BI basics

Why analytically grounded sales teams consistently outperform their competitors

2 MIN

July 12, 2018

When thinking of the term ‘data analytics' you may think of data science, big data, or the year-to-year..

sales

What’s a fast way to get ahead of my competitors?

2 MIN

July 9, 2018

Companies generate a mass of data on a daily basis that can be leveraged to gain a significant advantage over..

performance

[eGuide] Your guide to production, pricing, and promotion in the consumer packaged goods industry

2 MIN

July 2, 2018

From the outside, looking in, the consumer packaged goods (CPG) industry is in hyper speed with changing..

consumer goods

Key trends in the janitorial industry

2 MIN

June 28, 2018

In this blog we will discuss the trends currently affecting the janitorial industry. We will then consider..

janitorial

[eBook] Make your MS Dynamics NAV ERP go from good to great

2 MIN

June 27, 2018

This eBook reviews the benefits to your entire business when you make the data in enterprise resource..

Microsoft Dynamics NAV

5 ways business intelligence providers can offer better customer satisfaction

2 MIN

June 25, 2018

As more companies turn to data to increase profits and improve efficiencies, there is an increasing number of..

performance

Morelli Group switches gears and leads the pack with Phocas

2 MIN

June 21, 2018

Family owned company continues to grow with advanced data analytics

case study MAM wholesale distribution automotive

3 signs the food and beverage industry needs business intelligence

3 MIN

June 18, 2018

With tight margins and increased competition, how is your food and beverage business staying ahead? Find out..

food and beverage

Eastern Industrial Supplies makes fast business decisions with data analytics

4 MIN

June 15, 2018

Plumbing distributor leverages Phocas to increase access to data across the business, automate financial..

case study wholesale distribution plumbing and HVAC Epicor/Epicor Eclipse

Saving costs is a breeze for Hotchkiss Air Supply thanks to Phocas

1 MIN

June 13, 2018

Hotchkiss Air Supply is the UK's leading independently owned provider of ventilation and air movement..

case study manufacturing plumbing and HVAC Microsoft Dynamics NAV

Phocas gives family-owned wholesaler fast and efﬁcient access to key business data

2 MIN

June 8, 2018

J&S Davis is a long-established family-owned business providing exclusive wholesale dental distribution of..

case study health and medical wholesale distribution Microsoft Dynamics NAV

How can you increase sales for your business?

3 MIN

June 6, 2018

Sales teams are strapped for time. No one on the team can afford to invest hours on a sale that doesn’t pan..

sales

Hairhouse moves to NetSuite and takes analyzing data to the next level

2 MIN

June 4, 2018

Hair and beauty brand streamlines processes, saves time and makes data analysis and running reports a breeze..

case study Netsuite retail

How to get your employees to use your business intelligence solution

3 MIN

May 29, 2018

Implementing a Business Intelligence (BI) solution can help streamline operations, create effective strategic..

performance

Top tips to become a better manager

2 MIN

May 24, 2018

Great leaders aren’t born, they’re created. As a manager, you develop basic leadership skills, and through..

executive

[eBook]: 9 reporting metrics your business needs to track

2 MIN

May 21, 2018

The ability to turn raw company data into actionable intelligence is at the core of today’s successful..

performance executive

Three ways to improve your business strategy

2 MIN

May 16, 2018

As an executive, developing a winning business strategy is one of the most important tasks you can undertake.

performance executive

What makes a good business intelligence solution?

2 MIN

May 15, 2018

Business intelligence (BI) is no longer the new kid on the block, but when it comes to analyzing data it is..

BI basics performance

3 key ways to improve customer satisfaction

3 MIN

May 7, 2018

Customer loyalty is created by ensuring customer satisfaction. Customers who are pleased by exceptional..

sales performance

How can business intelligence assist your marketing team?

2 MIN

May 1, 2018

Despite sharing a common goal of increased sales, many companies find their sales and marketing departments..

marketing

PPI Automotive grows business using data

4 MIN

April 30, 2018

Automotive wholesale distributor improves inventory management, identifies sales opportunities, and improves..

case study MAM wholesale distribution automotive

Bigger doesn’t mean better: what big data is missing

2 MIN

April 23, 2018

This is why your organization needs small data.

performance

Key trends in the consumer packaged goods industry

3 MIN

April 17, 2018

Consumer Packaged Goods companies (CPGs) are facing changing industry trends. To remain competitive in this..

performance consumer goods

Phocas BI vs SAP BusinessObjects Web Intelligence (user reviews from BARC's The BI Survey 17)

3 MIN

April 13, 2018

The BI Survey 17 surveyed 3,066 people about 42 BI vendors across 29 different KPIs. The results suggest that..

BI basics reviews and recognition

4 common causes of a high employee turnover rate, and how to fix them

3 MIN

April 11, 2018

Having a high employee turnover rate is damaging for a business' culture as well as its profitability.

performance executive HR

Billows switches to Phocas and sees everyone using data with ease

3 MIN

April 9, 2018

Phocas helped Billows reduce the number of printed reports and made it easier for everyone to access relevant..

case study wholesale distribution electrical Infor

Phocas BI vs Oracle BI review (based on ratings in BARC's The BI Survey 17)

3 MIN

April 5, 2018

In 2017, industry research group BARC completed its annual survey of BI software users. Considered the..

BI basics reviews and recognition

For Seasol, the grass is greener with Phocas

2 MIN

April 3, 2018

Home garden wonder-brand lifts customer satisfaction and makes reporting a breeze with easy-to-use data..

case study manufacturing consumer goods

Business intelligence for consumer goods businesses

2 MIN

March 28, 2018

Consumer goods businesses typically have a large variety of products and a high turnover rate. With an..

consumer goods

[eBook] How SAP Business One users can make their ERP system go from good to great

2 MIN

March 21, 2018

For the majority of medium-sized organizations, purchasing, integrating and maintaining an Enterprise..

SAP Business One

Phocas BI vs Sisense review (based on ratings in BARC's The BI Survey 17)

3 MIN

March 20, 2018

In 2017, 3,066 people responded to the largest and most comprehensive survey of business intelligence..

BI basics reviews and recognition

4 signs your company needs a business intelligence solution

3 MIN

March 19, 2018

Most companies in 2018 generate data. Some companies might generate more than others, but the importance of..

performance

[eBook] Bring order to your payable rebates program

2 MIN

March 15, 2018

Manufacturers and suppliers use rebates to drive sell-through of specific products while providing incentives..

finance rebates

Improving customer relations with business intelligence

2 MIN

March 13, 2018

In recent years, business intelligence (BI) has become central to the operation of many successful businesses..

sales performance

[eBook] How to maximize strategic purchasing decisions with Rebates

2 MIN

March 13, 2018

As competition intensifies for distributors, the successful management and profitability of vendor rebates..

finance inventory and operations rebates

Phocas BI vs Domo (user reviews from BARC's The BI Survey 17)

3 MIN

March 5, 2018

BARC surveyed 3,066 BI software users for its annual study, comparing 42 leading BI vendors across 29..

BI basics reviews and recognition

Employee engagement is at an all time low: How BI reports can help

3 MIN

March 2, 2018

Are your employees engaged?

performance

These executive eBooks will help you achieve business success

2 MIN

February 22, 2018

For more than 15 years, Phocas has helped companies like yours to succeed in a competitive and dynamic..

wholesale distribution IT executive Microsoft Excel

Serfac upgrades data access and insights with Phocas BI

2 MIN

February 21, 2018

Phocas helps Dublin-based automotive products importer and distributor take big steps forward with data..

case study MAM wholesale distribution automotive

Phocas BI vs QlikView review (based on ratings in BARC's The BI Survey 17)

3 MIN

February 19, 2018

In 2017, 3,066 people responded to the largest and most comprehensive survey of business intelligence..

BI basics reviews and recognition

Phocas BI vs Yellowfin BI (user reviews from BARC's The BI Survey 17)

3 MIN

February 15, 2018

BARC, a leading enterprise software industry analyst and consulting firm, released The BI Survey 17, the..

BI basics reviews and recognition

Executive KPIs and Metrics - What You Need to Know and Measure

1 MIN

February 15, 2018

Executives and business leaders are always trying to get more out of their data to make meaningful and..

performance executive

Data - will you be my Valentine?

3 MIN

February 14, 2018

All good relationships are built on trust and the most trustworthy part of your business is its data.

Phocas BI vs. Microsoft Excel (based on ratings in BARC's The BI Survey 17)

4 MIN

February 12, 2018

For some organizations, the only data analysis tool they use is a Microsoft Excel spreadsheet.

BI basics reviews and recognition

Phocas BI vs. Qlik Sense (based on ratings in BARC's The BI Survey 17)

3 MIN

February 8, 2018

Among the software frequently compared against Phocas in head-to-head competitive bids is Qlik Sense.

BI basics reviews and recognition

Phocas BI vs. Microsoft Power BI (based on ratings in BARC's The BI Survey 17)

3 MIN

February 2, 2018

In the world's largest business intelligence software review, The BI Survey 17, more than 3,000 BI software..

BI basics reviews and recognition

[eBook]: 7 metrics every Mechanical and Industrial Engineering Executive should know and measure

2 MIN

January 30, 2018

Mechanical and industrial supply executives find themselves under increasing pressure to react to new and..

mechanical and industrial

Phocas BI vs Tableau Software (based on ratings from BARC's The BI Survey 17)

3 MIN

January 29, 2018

More than 3,000 business intelligence software users shared their experience with 42 BI solutions in The BI..

reviews and recognition

Phocas BI vs IBM Cognos Analytics (based on ratings in BARC's The BI Survey 17)

3 MIN

January 21, 2018

In this blog, see how Phocas compares with IBM Cognos Analytics based on several KPIs in the world's largest..

IBM Cognos reviews and recognition Pronto

[VIDEO] The best of business intelligence in video

2 MIN

January 18, 2018

Phocas has nearly 20 years of experience helping businesses in retail, distribution and manufacturing achieve..

BI basics on-demand videos and webinars

Microsoft Dynamics GP - How can Business Intelligence help?

2 MIN

January 11, 2018

In this blog, we will explore how business intelligence can offer benefits to users of Microsoft Dynamics GP.

Microsoft Dynamics GP

[On-demand video] How to choose the right business intelligence tool for you

1 MIN

January 8, 2018

Data. You have to use it or lose it. But how do you choose a business intelligence software tool that will..

on-demand videos and webinars finance IT performance executive

Best of 2017 - Business Intelligence Blog

1 MIN

January 4, 2018

Thank you for supporting our Business Intelligence Blog in 2017. Blog views are up 33% year-on-year and..

BI basics

[eBook] Data driven retail success: Maximize your sell-thru data

2 MIN

December 19, 2017

Most organizations exist within a complex labyrinth of vendors, suppliers, customers, distributors, and..

retail

Have you read these popular business intelligence eBooks?

2 MIN

December 15, 2017

At Phocas, we have over 15 years of experience working with manufacturers, wholesale distributors, and ..

BI basics performance

Phocas helps Abcoe Distributors focus on growth

3 MIN

December 7, 2017

Leading supplier of consumables reduces reporting frustration by moving to flexible business intelligence..

case study wholesale distribution Sage consumer goods

How to get every sales person in a data mindset

3 MIN

November 28, 2017

The leading organizations know their continued success relies heavily on their sales team making data-driven..

sales performance

Five reasons food and beverage companies love business intelligence

2 MIN

November 22, 2017

Many food and beverage companies love business intelligence. In this blog, we discuss five reasons why.

food and beverage

How to improve stock management in the plumbing and HVAC industry

2 MIN

November 13, 2017

Plumbing and HVAC businesses must ensure there is enough stock-on-hand to fulfill orders, without being..

plumbing and HVAC inventory and operations

Is your ERP preventing business growth?

2 MIN

November 6, 2017

An Enterprise Resource Planning (ERP) system will provide you with a view of your business from an..

BI basics

Phocas slices & dices the data of meat distributor Vic’s Meat (Pronto ERP)

2 MIN

November 3, 2017

Vic’s Premium Quality Meat was established by Victor and Anthony Puharich 18 years ago and they are now..

case study food and beverage wholesale distribution Pronto

Three ways building suppliers can get ahead of the competition

3 MIN

November 1, 2017

In this blog, we discuss how building suppliers can improve customer service, better understand their..

building and industrial supplies

Phocas Rebates launches

2 MIN

October 27, 2017

We are excited to launch Phocas Rebates, a new solution that brings visibility, accuracy, efficiency and..

company updates

How to better prepare for your next sales meeting

3 MIN

October 25, 2017

One of the biggest concerns for sales leaders is making sure that their sales force is prepared when they go..

sales

[VIDEO] Business Intelligence for Infor ERPs

1 MIN

October 24, 2017

In this on-demand webinar, we explore the key benefits that Phocas offers Infor ERP users.

on-demand videos and webinars Infor

Phocas is #1 in 24 categories in the world’s largest business intelligence user survey

2 MIN

October 19, 2017

Phocas outperforms larger BI providers including Tableau, Qlik Sense, QlikView, Microsoft Power BI, and IBM..

reviews and recognition

Chairman’s Statement - FY 2016/2017

3 MIN

October 16, 2017

It's been a productive time at Phocas during the 2016/2017 financial year

company updates

Natures Cargo turns to Phocas for purchasing and sales analytics

3 MIN

October 5, 2017

Phocas gives family-owned Natures Cargo fast and efﬁcient access to key business data.

case study food and beverage wholesale distribution Microsoft Dynamics NAV

Successfully growing your food production business

3 MIN

October 3, 2017

When hearing the words ‘growing a business’, many executives think of selling more, and thus seeing larger..

food and beverage sales executive inventory and operations

Optimize your sales processes quickly and easily

3 MIN

September 28, 2017

All sales managers, whether in retail, wholesale distribution or manufacturing, face the same pressure to..

sales performance

5 management strategies every executive should know

3 MIN

September 26, 2017

Executives across different regions and industries have to meet seemingly conflicting targets.

performance executive

3 simple ways to improve your food manufacturing business

3 MIN

September 18, 2017

Managers in the food manufacturing industry are faced with the ongoing challenge of lowering costs and..

food and beverage

Data analytics: getting past legacy impressions

2 MIN

September 13, 2017

Believe it or not, data analytics has not always been valued by sales teams. Like many forms of enterprise..

sales performance

Building a better business intelligence solution one customer at a time

2 MIN

September 11, 2017

Crafting an outstanding software solution involves passion, vision, and a skilled team. Phocas is refining..

[VIDEO] Business intelligence for food and beverage

1 MIN

September 7, 2017

In this on-demand video, we explore some of the most common questions in the food and beverage industry. We..

on-demand videos and webinars food and beverage

[eBook] The keys to retail success

3 MIN

September 1, 2017

The retail industry is going through a challenging time around the world. Almost weekly, established retail..

executive retail

Phocas to take part in 2017 Pavestone Rally

2 MIN

August 25, 2017

On 10 September 2017, Phocas Software's Neil Cooper, Jason Law, and Steve Parry will undertake a four-day..

company updates

Automotive manufacturer, BM Catalysts sees ROI from Phocas

2 MIN

August 18, 2017

Established in 1966, BM Catalysts is a £20 million, 200 employee manufacturer of aftermarket Catalytic..

case study manufacturing automotive

5 ways to help your sales team embrace business intelligence

3 MIN

August 15, 2017

Have you ever heard your sales team say: "We just want to get out there and sell without getting bogged down..

sales

Phocas is a constant in a sea of change for B&R Enclosures

2 MIN

August 8, 2017

B&R Enclosures is a private family-owned Australian business with global ambitions.

case study manufacturing building and industrial supplies SYSPRO

[eBook] How sales leaders can use data to sell more

2 MIN

July 25, 2017

For many sales leaders, the promising returns of big data have yet to materialize. The move towards a more..

sales performance

What would your business look like with business intelligence?

3 MIN

July 20, 2017

Companies that invest in business intelligence (BI) are able to identify and eliminate ineffective..

performance executive

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