In-person event

Get more from Phocas at PUG Classroom Auckland

PUG Classroom is a day filled with practical hands-on training and insights to leave you feeling good about using your data.
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Get more from Phocas at PUG Classroom Auckland
About this event

Sharpen your skills and uncover new insights

PUG Classroom is your chance to take your Phocas skills to the next level with a full day of practical learning, insider updates and expert-led sessions. Join fellow Phocas users and our team for a workshop-style day packed with smart tips & tricks, fresh ideas and plenty of opportunities to collaborate and connect.

Whether you’re in finance, sales or operations or whether your business is in distribution, manufacturing, or retail, there's something here for you!


Sharpen your skills and uncover new insights

Agenda

Agenda is subject to change. Final agenda will be shared with registrants 1 week before the event.
8:30am - 9:00am

Arrival + Tea/Coffee

9:00am - 9:15am

Welcome + Agenda

9:15am - 9:30am

What's new at Phocas

Latest updates and AI capabilities.
9:30am - 10:30am

Advanced Phocas techniques

The session most attendees say changed how they use Phocas. Advanced Search, Matrix Mode, Nested Grids, and custom reporting with examples tuned to your role.
10:30am - 10:45am

Break

10:45am - 11:15am

Dashboard training

Build a Sales Manager Dashboard live: sales vs. budget by rep, top 10 customers by margin, declining customer alert widget. Includes user-level restrictions so each branch manager sees only their location — one dashboard, personalised per user.
11:15am - 12:15pm

Industry Learning Circles

This session brings together Phocas users from across distribution and manufacturing to work through a real shared challenge, chosen by the group on the day. A facilitated conversation that surfaces what's actually working, what isn't, and what others have tried.
12:15pm - 1:15pm

Lunch

1:15pm - 2:00pm

Introducing Insights and CRM

Demo of our newest add-on: uncover hidden sales opportunities, segment customers with precision, and accelerate revenue. We'll also walk through Phocas CRM and how it connects ERP data with sales activity to help your team sell more.
2:00pm - 2:45pm

FP&A walkthrough

Overview of Phocas Financial Statements and Budgets & Forecasts. See the latest features and learn how to move from reactive reporting to proactive planning.
2:45pm - 3:00pm

Afternoon Break

3:00pm - 4:00pm

Build your own

Put your learning into practice by building your own dashboards and reports. Our Phocas experts will be available to provide hands-on assistance and answer questions.
4:00pm - 4:30pm

Networking + drinks

Location

Get directions to our event venue.
Where

QT Auckland
4 Viaduct Harbour Avenue
Auckland 1010, New Zealand
When
July 23, 2026
Time
8:30 AM - 4:30 PM NZST

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