Grab a warm drink and settle in for a jam-packed day of learning.
10:00am: Phocas co-founder, Myles Glashier provides a welcome and Phocas update
10:15am: Make Phocas proactive for your business
Account manager, Jessica Brown will show you how to develop targeted dashboards to represent your key business levers.
10:30am: Unlock the power of advanced search and custom mode*
Learn the simplest ways to generate tailored views of your data.
Jess covers how to:
Take a break and meet other Phocas users over a buffet lunch.
12:30pm: Bring all your key data into Phocas*
Trainer, Tina Norman covers how to:
1:30pm: Database Designer
Learn how to get more out of your Phocas solution with account manager, Stewart Wood and see how you can create custom databases from external data sets.
2:15pm: Coffee break
2:30pm: Financial reporting
The finance module allows you to bring your general ledger into Phocas and manage your profit and loss (P&L).
BI consultant, Nejah Younes covers how to:
The rebates module allows you to quickly calculate your payable or receivable rebates and commission based on your Phocas data.
Phocas executive, Robin Mepham covers how to:
* BYO laptop or tablet (laptop preferred)