Lunch and learn

Success

with data

On-demand recordings.

 

Tackle your Bill of Materials - session two

Hear from customer success consultant, Hollie Harrison and Rivertrace's operations director, Martin Saunders

In session 2, find out:

  • how Rivertrace uses Phocas to take back control of its component usage
  • how Rivertrace uses Phocas to stay on top of its BOM and why it is the solution of choice for data analysis


 
 

Tackle your Bill of Materials - session one

Presented by customer success consultant, Hollie Harrison and service consultant, Adam Godfrey

In session 1, learn how Phocas can help you to:

  • streamline order processes to save time
  • gain clarity on component life cycle from initial order to end product

 

 

 
 

Data during a disruption

Presented by solutions consultant, Pete Bushell

In this session, learn how to:

  • identify impacted areas of sales and profitability effectively
  • analyse days sales outstanding and overdue account trends to anticipate changes in your collection planes
  • monitor changes in PO and inventory based on order and on hand volumes

 

 
 

Identify your strongest performers

Presented by customer success consultant, Hollie Harrison

Find out how to identify key customer behaviours and adapt levels of service using these indicators:

  • product depth and width
  • predatory spend (opportunistic behaviour)
  • good payment terms
 
 

Managing cash flow

Presented by customer success consultant, Jonny Notman

In this session, find out:

  • best practices for monitoring and assessing your business’ cash flow
  • how data analytics can help examine cash flow
 
 

Inventory and stock

Presented by sales consultant, Sean Bennison

In this session learn how to:

  • get daily insights into sales and purchasing trends and refine inventory management
  • minimise excess inventory, set price tiers and profit from greater margins on slower moving products
  • identify changes in ordering patterns of a particular customer  
 
 

Combining CRM and sales data

Presented by customer success consultant, Sarah Smith

In this session, learn how to:

  • understand what KPIs to use to drive opportunities
  • add CRM activities in bulk to save time
  • prepare for customer interactions in one click
  • create an holistic view of a customer account
 
 

Utilising HR data

Presented by customer success consultant, Stewart Wood

In this session, learn how to:

  • analyse the demographics of your workforce
  • track training and accreditation records
  • calculate the cost of employee absence and injuries
  • monitor employee turnover and recruitment costs
 
 

Optimising online sales

Presented by sales consultant, Jason  Bradshaw

In this session, learn how to:

  • understand online product trends by region
  • track customer buying patterns
  • analyse digital marketing spend across campaigns
  • monitor shipping and courier costs
 
 

Customer profitability

Presented by solutions consultant manager, Neil Cooper

In this session, learn how to:

  • analyse credits to see percentage of returns and true spend
  • estimate NET profitability by customer taking into account the hidden cost of invoicing
  • analyse margin at line level to spot opportunities