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    Make headcount planning integrate with budget and drive business success

    2 MIN
    latest posts

    Negotiate better with suppliers using data analytics

    2 MIN
    latest posts

    What is data discovery?

    2 MIN
    latest posts

    Negotiate better with suppliers using data analytics

    2 MIN
    latest posts

    What is data discovery?

    2 MIN
    latest posts

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

    4 MIN

    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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    finance product updates executive financial statements HR budgeting and forecasting

    Make headcount planning integrate with budget and drive business success

    2 MIN
    August 31, 2021

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

    Read more
    finance product updates financial statements featured budgeting and forecasting

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

    How can financial data analytics enhance decision-making?

    3 MIN
    August 20, 2021

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

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    business intelligence basics finance executive financial statements

    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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    business intelligence basics finance executive data analytics

    How to use your sales database to drive your budget

    2 MIN
    August 13, 2021

     

     

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

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    business intelligence basics finance decision-making dynamic reporting

    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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    business intelligence basics finance executive dynamic reporting BI dashboards

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

    2 MIN
    August 6, 2021

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

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    finance executive data analytics data visualizations collaboration

    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..

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    business intelligence basics finance executive 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..

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    business intelligence basics finance decision-making dynamic reporting

    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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    finance sales data analytics pricing

    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..

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    business intelligence basics finance 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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    business intelligence basics finance strategy management & performance executive

    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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    business intelligence basics finance financial statements dynamic reporting data analytics

    Dave Boorman brings business nous to Phocas

    3 MIN
    May 3, 2021

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

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    finance company updates financial statements budgeting and forecasting

    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..

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    business intelligence basics finance executive financial statements dynamic reporting data visualizations

    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..

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    business intelligence basics finance IT dynamic reporting

    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..

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    finance financial statements dynamic reporting budgeting and forecasting

    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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    finance financial statements Epicor/Epicor Eclipse

    New Year's resolution for CFOs: more data discovery

    3 MIN
    January 1, 2021

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

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    business intelligence basics finance executive financial statements

    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..

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    business intelligence basics finance executive financial statements BI dashboards

    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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    business intelligence basics finance sales product updates executive

    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..

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    business intelligence basics finance executive BI dashboards KPIs and metrics

    [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 basics finance executive trends data analytics

    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..

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    business intelligence basics finance executive financial statements BI dashboards

    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..

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    business intelligence basics finance executive financial statements Epicor/Epicor Eclipse BI dashboards

    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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    business intelligence basics finance executive trends data analytics

    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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    finance product updates data analytics data visualizations

    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..

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    manufacturing finance executive dynamic reporting BI dashboards inventory management KPIs and metrics

    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..

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

    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..

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    business intelligence basics finance IT dynamic reporting

    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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    business intelligence basics finance executive financial statements dynamic reporting

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

    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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    business intelligence basics finance executive dynamic reporting data analytics

    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..

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    business intelligence basics finance executive dynamic reporting data analytics

    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..

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    business intelligence basics finance executive dynamic reporting data analytics

    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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    finance financial statements dynamic reporting

    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..

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    finance IT executive inventory and operations data analytics

    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..

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

    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..

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    case study business intelligence basics finance plumbing and HVAC executive financial statements

    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..

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

    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..

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    business intelligence basics finance executive financial statements dynamic reporting

    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..

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    business intelligence basics finance executive financial statements decision-making dynamic reporting

    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..

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    business intelligence basics finance executive dynamic reporting data analytics

    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. The various..

    Read more
    business intelligence 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..

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    business intelligence 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..

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    business intelligence 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..

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

    Dynamic vs static financial reporting: key differences

    3 MIN
    June 10, 2020

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

    Read more
    business intelligence basics finance executive dynamic reporting BI dashboards

    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..

    Read more
    business intelligence basics finance executive dynamic reporting data analytics

    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..

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    finance IT executive decision-making data analytics

    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,..

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    case study finance dynamic reporting data analytics data visualizations inventory management

    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..

    Read more
    business intelligence basics finance wholesale distribution executive dynamic reporting data analytics

    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..

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    finance strategy management & performance executive BI dashboards

    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..

    Read more
    business intelligence basics finance wholesale distribution executive financial statements dynamic reporting 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..

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    business intelligence basics finance IT dynamic reporting

    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..

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    business intelligence basics finance IT dynamic reporting

    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..

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    business intelligence basics finance sales product updates executive

    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..

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    case study finance wholesale distribution inventory and operations

    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,..

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    case study finance health and medical SAP

    Transform your IT team into a strategic asset

    2 MIN
    September 30, 2019

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

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    finance IT

    How to determine who owes you money

    1 MIN
    July 12, 2019

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

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    business intelligence basics finance sales

    How to customize your data?

    2 MIN
    July 5, 2019

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

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    finance product updates executive

    Can data analytics assist the mergers and acquisitions process?

    2 MIN
    May 7, 2019

    The key principle behind M&A is that joining two companies is more valuable than operating them..

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    finance electrical plumbing and HVAC building and industrial supplies executive retail mechanical and industrial

    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..

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    business intelligence basics finance sales budgeting and forecasting

    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..

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    finance

    [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..

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    finance rebates

    [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..

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    finance inventory and operations rebates

    [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..

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    on-demand videos and webinars finance IT strategy management & performance executive

    How can business intelligence better inform sales, marketing, finance and executives?

    2 MIN
    January 30, 2017

    At the heart of BI is the ability to turn raw data into actionable insights. How can these insights be..

    Read more
    finance sales strategy management & performance executive marketing

    Walker Zanger refines its decision-making with Phocas & Prophet 21 ERP

    2 MIN
    November 2, 2015

    “Many of our directors and showroom professionals have design degrees. We wanted to give them the..

    Read more
    case study manufacturing finance Epicor Prophet 21 building and industrial supplies

    [VIDEO] Success Story - Dave Moench (CFO, 3E, Infor SX.e)

    April 20, 2015

    In this video blog, we speak to Dave Moench (CFO at 3E) to see how he uses Phocas alongside Infor SX.e ERP.

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    case study manufacturing finance electrical Infor

    [VIDEO] Business Intelligence for Finance (On-Demand Webinar)

    1 MIN
    March 17, 2015

    In this on-demand recording, join Phocas Chief Financial Officer, Stewart Irwin as he takes the..

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    on-demand videos and webinars finance

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