Where
The Fontaine
901 W 48th Place, Kansas City, MO
When
June 13
Time
8.30 AM - 4.30 PM
Price
$299 per person
Agenda
Before lunch
8 AM arrive
Grab some breakfast and a coffee before settling into a jam-packed day of learning, kicking off at 8:30 AM.
8:30 - 9 AM welcome + team introduction
9:30 AM - 12:30 PM training
Back to basics
for users who are new to Phocas or would benefit from a refresher
Phocas extras
This session builds on Phocas 101, introducing you to more features.
This session covers how to:
- easily identify gaps and opportunities across your customer channels
- measure performance against key metrics
- create graphs and charts that represent key business levels
- new search functionality and homepage navigation
- other tips and tricks to get the most out of your Phocas experience
Advanced search + custom mode
Dive deeper into your data and create custom search criteria.
In this session learn how to:
- use advanced search to uncover new sales opportunities (e.g., expose customers that have stopped buying, low margin products, etc.)
- filter multiple data streams
- add calculations
Dashboards 101
Apply your Phocas knowledge and visualize data in a dashboard session.
In this session, we'll cover how to:
- tailor dashboards to your needs
- summarize an entire database in a single interface
- create an overarching view of your business that can be accessed anytime, anywhere
12:30 - 1:15 PM lunch
Take a break and meet with other Phocas users over lunch.
After lunch
1:15 - 1:30 PM Why Phocas?
1:30 - 4:30 PM training
Next level
for users who are confident with the basics, but want to expand their use
Leveraging additional data streams
Incorporate additional data streams into a single source of truth.
This session covers how to:
- compare sales data against targets
- analyze sales vs. on-hand stock by location
- combine various streams into a single view
Customizing financial statements
Using your own database or our demo environment, learn how to:
- combine financial and non-financial data to produce KPIs
- add financial ratios to your financial reports
- navigate new features to improve reporting
PUG.talks
We'll lead an interactive discussion to spark conversations about how to better utilize Phocas and learn news ways to leverage your solution.
In this session, we'll discuss:
- ways to drive adoption of Phocas after implementation
- unique ways you can leverage Phocas
- pricing analysis and KPIs to help make informed business decisions
- space is limited to 40 seats, so registration will be first come, first served
- we ask that no more than 2 individuals per company attend
- all attendees must bring their own laptop
- guests are required to make their own travel arrangements
- agenda items are subject to change