Infor Birst vs Phocas
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Analytics Overview
Infor Birst Analytics
Phocas Analytics
Phocas Analytics is a human-friendly BI product that pulls data from your ERP or any other source directly into one centralized platform. It's fast, accessible and empowers everyone to visualize data in seconds, freely explore any variable, pivot and drill into transactional data, and create and customize reports. Plus, with Analytics being Phocas' BI foundation, you also have additional product capabilities that help you manage rebates, build budgets and forecasts, and create dynamic custom financial reports.
Business value
The KPI combines Business Benefits, Project Success and Project Length KPIs
Customer quote
Implementation
Infor Birst
Infor offer the Birst reporting tool as a free add on to existing CloudSuite Distribution ERP customers. All other Infor ERPs are required to upgrade to CloudSuite. This upgrade requires heavy involvement from IT and can be a lengthy and intricate process, often requiring a significant time investment.
Birst deliverables include basic analytics and reporting, catering to experienced technical users. Creating new reports and customizations requires technical support. If managed by Birst, all additional development may be charged at an extra cost.
Phocas Analytics
Phocas is designed to implement seamlessly with ERPs like Infor, including CloudSuite, SX.e, A+ and FACTS. In fact, if you're currently on SX.e for example, you don't have to migrate to CloudSuite first. You can move straight to Phocas with all your historical data in approximately 8 weeks (for a mid-size business). This includes a full needs assessment and tailored implementation managed by Phocas.
A one-time fee delivers a pre-built solution with a human-friendly interface, empowering everyone with easy data exploration - not just the data experts. Full training is provided along with ongoing global support, offering not only technical support, but also guidance that aligns with wider business objectives to help generate a fast return on investment.
Project length
This KPI is based on how quickly the product is implemented
Custom reporting
Infor Birst Reporting
Phocas Analytics
Phocas is designed to free IT and finance teams from a never-ending backlog of reporting requests by empowering all users with a human-friendly data analysis product. Customizing existing reporting templates or creating new reports is logical and straightforward. There's no hand-holding required. The result; teams can independently view, understand and share results, helping them confidently make changes that work.
Phocas is a core necessity
"We tried Birst... but it was lacking when it came to reporting or anything outside of just analytics and cool looking graphs. So we started looking for something better and settled on Phocas. It's done exactly what we need."
Dave Kersten, Systems Integrations Manager - Headwater Companies

Product satisfaction
This KPI is based on the level of satisfaction with the product
Ease of use
This KPI is based on how often the product was chosen for its ease of use, and on the level of complaints about ease of use post-implementation
Ongoing support
Infor Birst
Phocas customers who had previously used the Infor Birst analytics and reporting tool reported that while support was knowledgeable and helpful, reaching theses services was often a challenge. Delays in response times can be a point of frustration, particularly when immediate assistance is needed to resolve an issue. Considering reports and dashboards require a high level of expertise to create or customize, this could lead to lengthy waiting times, not to mention the additional costs incurred should further development be required.
Phocas Analytics
Like Phocas' human-friendly platform of products, customer support is people-centric. An initial needs assessment ensures our products are the right fit for your needs right out the gate. A dedicated implementation team then supports you every step of the way. From there, Phocas employ dedicated support teams located in offices globally providing support that goes beyond just solving issues. We guide you through understanding your data, offering a helping hand whenever you need it. Through liaising with customers we also gain insights into ways we can push product development even further. Plus, our continued support is all rolled into our product pricing structure, so you won't need to worry about escalating costs.
Vendor support
This KPI measures user satisfaction with the level of vendor support provided for the product
Customer quote
Infor + Phocas customer
Financial Statements
- Create dynamic profit and loss, balance sheet and cashflow statements
- Customize statements to suit teams and departments, then automate reports across the organization
- Track performance at any time and freely investigate financials
- Quick, easy visuals mean more people understand business performance
- Bring other business data into your statements
Budgets & Forecasts
- Choose from pre-built budget styles and add detail like inventory, sales and headcount
- Connect everyone with operational, sales and inventory data to serve budgets, scenarios and forecasts
- Secure workflows deliver quick feedback and improve company-wide collaboration
- Make regular reforecasting easier by comparing live actuals to planned performance
Rebates
- A purpose-built tool that automates multiple rebates programs - simple to complex
- Clear visibility of up-to-date rebates information enables everyone to tap into opportunities
- Avoid costly errors or a stockpile of unprocessed transactions with trusted software
- Review rebates programs against sales performance and view profit and margin impact
- Strengthen key partner relationship with well-managed, accurate rebates
Customer satisfaction
This KPI combines the Price to Value, Recommendation, Vendor Support, Implementer Support and Product Satisfaction KPIs
Recommendation
This KPI is based on the proportion of users that say they would recommend the product to others
Customer quote
Independent mid-size companies like us, need a competitive advantage, and a tool like Phocas, allows us to compete on the same level as larger, more sophisticated companies in a real-time, cost competitive way.”
Infor + Phocas customer
A secure end-to-end solution
Understand the past, operate better today, and plan well for the future
— Owner at Timberline Bathroom Products.