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We are happy to be a B Corp Certified business

2 MIN

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

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What is Driver Based Planning?

3 MIN

September 15, 2022

The devil is always in the detail, especially when it’s budgeting time. When we’re in business planning mode we’re looking at what worked well and what didn’t, as well as..

budgeting and forecasting

latest posts

New Phocas feature integrates sales and operational drivers

3 MIN

September 15, 2022

Capturing non-financial data from sales and operational teams isn’t easy. It’s typically a manual, time-consuming process where data often becomes out of date by the time it’s..

latest posts

What is Driver Based Planning?

3 MIN

September 14, 2022

The devil is always in the detail, especially when it’s budgeting time. When we’re in business planning mode we’re looking at what worked well and what didn’t, as well as..

budgeting and forecasting

latest posts

New Phocas feature integrates sales and operational drivers

3 MIN

September 14, 2022

Capturing non-financial data from sales and operational teams isn’t easy. It’s typically a manual, time-consuming process where data often becomes out of date by the time it’s..

latest posts

We are happy to be a B Corp Certified business

2 MIN

September 14, 2022

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

press release featured

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.

case study wholesale distribution sales plumbing and HVAC executive ERP

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..

sales plumbing and HVAC data analytics

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..

case study plumbing and HVAC Acumatica ERP

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..

plumbing and HVAC building and industrial supplies executive inventory and operations

Data analytics industry trends

3 MIN

November 30, 2020

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

BI basics food and beverage plumbing and HVAC building and industrial supplies executive

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..

case study sales IT plumbing and HVAC Epicor/Epicor Eclipse decision-making

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..

case study sales IT plumbing and HVAC Epicor/Epicor Eclipse decision-making

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

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

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

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

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

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 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

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

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

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

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

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

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

[eGuide] 7 benefits of business intelligence for HVAC and Plumbing

2 MIN

November 16, 2016

If you operate an HVAC or plumbing supply business, the ability to aggregate and analyze your business data..

plumbing and HVAC

Behler-Young evaporates their ad hoc Infor A+ decision making with Phocas

2 MIN

October 10, 2016

Behler-Young celebrated its 90th year in business in 2016. The HVAC distributor is the largest in Michigan,..

case study wholesale distribution plumbing and HVAC Infor

Riley Sales gets Self-Service Analysis with Phocas BI

2 MIN

March 7, 2016

Riley Sales has everything you need to heat and cool your home, business or office, stocking a complete line..

case study wholesale distribution plumbing and HVAC Infor

Gateway Supply uses Business Intelligence Software to Deliver Business Insight

2 MIN

November 20, 2014

Phocas allows us to zero in on what might be causing a problem and gives us the ability to look deeper into..

case study wholesale distribution plumbing and HVAC Epicor/Epicor Eclipse

Aaron & Company Discover Large Returns on a Small Investment

2 MIN

September 22, 2014

Aaron & Company is a leading plumbing-heating-cooling supply wholesaler in New Jersey and Eastern..

case study wholesale distribution plumbing and HVAC Epicor/Epicor Eclipse

Connor Co enhances Epicor Eclipse ERP with Phocas Business Intelligence Software

2 MIN

September 19, 2014

"The minute we saw it, we thought it was too good to be true. It really is the perfect complementary product..

case study wholesale distribution plumbing and HVAC Epicor/Epicor Eclipse

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