How long does a typical Phocas implementation take?

While the exact timeline can vary based on the complexity of your data and specific requirements, Phocas implementations are designed for efficiency. Most customers are up and running in under 10 weeks. We provide a clear project plan with milestones upfront. Our process is structured to minimize disruption to your daily operations, with much of the foundational work managed collaboratively by our experts and your team, often in stages that won't halt your critical activities. Our goal is to get you up and running smoothly, not to create a bottleneck.

What internal resources do we need to commit from our side for the implementation?

Phocas is designed to be user-friendly for business users, not just IT specialists. During implementation, you'll have a dedicated Phocas consultant who guides the technical aspects. We typically require a key contact person and departmental specialists from your side who understands your business processes and data. While access to your data sources is needed, our team handles the heavy lifting of configuring Phocas, significantly reducing the burden on your internal IT resources for our software's deployment.

We've had challenging software implementations before. What makes Phocas different?

We understand that past experiences can create apprehension. At Phocas, we support a dedicated partnership. From day one, you'll be assigned an experienced Phocas Implementation Consultant who will be your main point of contact. They'll work closely with you through every phase: discovery, planning, data integration, user training, and go-live. We emphasize clear communication, regular updates, and proactive problem-solving to ensure you feel confident and informed, not left in the dark.

How will our company data be handled during the implementation?

Data integrity and security are top priorities. Our implementation process includes a thorough data discovery and mapping phase where we work with you to understand your existing data structures. We use proven, secure methodologies to integrate your data into Phocas. Your dedicated consultant will ensure data is validated and accurately represented, so you can trust the insights Phocas delivers from go-live.

How flexible is the Phocas implementation to accommodate our unique requirements?

While we have a structured implementation framework that ensures efficiency and best practices, it's inherently flexible. A key part of our process is understanding your unique business model, specific challenges and desired outcomes. We then tailor the Phocas configuration – from dashboards to data views and integrations – to align with your specific workflows and reporting needs, ensuring the solution truly works for your business.

Smooth implementation, widespread adoption

Implementing new software can feel daunting. At Phocas, we make sure the process is clear, well supported and efficient. We're with you at every step, ensuring you see value quickly and your team embraces data-driven decisions with confidence.

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Smooth implementation, widespread adoption

Needs assessment Unify your data Our approach implementation Timeline Support COMPARE Phocas Data security

Understanding your needs

We don't believe in one-size-fits-all. Our implementation begins with a thorough needs assessment to help us truly understand your unique business challenges and goals. This allows us to tailor the solution and implementation plan to best fit you.

Deep dive: Our team will take the time to learn about your specific challenges, data landscape, and business structure.
Mutual benefit: Our needs assessment ensures that your business requirements and Phocas' capabilities are aligned from the outset, saving you time and resources in the long run.
Partnership approach: You'll get to know your support team, benefiting from direct working relationships with familiar faces.

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Unify your data with effortless integrations

Connecting your various data sources shouldn't be a headache. Phocas handles diverse data sources and large volumes while maintaining reliable performance. Bringing everything together into one accessible platform.

Multiple connections: Experience smooth integrations with ERPs, CRM, sales platform, inventory systems, accounts receivable/payable, multiple spreadsheets, plus many more.
Centralized access: your teams are empowered with fast, secure access to consolidated, real-time data within a user-friendly environment.
Auto updates: Data is mapped to enable seamless updates and ongoing validation, with daily (or as needed) data synchronization.

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Our tailored implementation approach

We know how to get you up and running quickly. All of the heavy lifting is done for you, achieving in a matter of weeks what can often take others the better part of a year to achieve.

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Phocas integrates with your ERP, and our implementation process starts with strategic advice. We focus on your specific goals and data analysis needs, guiding you towards a streamlined setup aligned with your business objectives to ensure you achieve ROI.

Support at every stage

Your implementation is just the beginning of your journey with Phocas. So, whenever you need us – whether for guidance on getting started, using new features, advice on leveraging your data or refresher training – rest assured there's always a Phocas team member ready to help you feel good about your data.

Expert advice

Our global team are industry experts – they know how to connect your needs with the right solution.

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Learning together

From on-boarding and training, to upskilling your team, Phocas provides robust learning resources.

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Feeling good

We believe genuine connections create great outcomes. Our team are invested in helping you achieve success.

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How our implementation stacks up

Based on hundreds of customer reviews on BARC, see how Phocas compares with other software providers.

5.2

Implementer support

9.1

4.3

Project length

9.6

4.0

Vendor support

9.7

Source: The BI & Analytics Survey 23, BARC

Quick set up, big wins

ICCONS found the Phocas implementation process with SAP Business One smooth and efficient, completing it in about a month. Davis, who manages the company’s systems, praised the hands-on support from Phocas and highlighted the dramatic time savings: “You just can’t compare – we used to export data into Excel and manually alter it, and now you get the same result from clicking a mouse button.”

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Hear from the ICCONS team

“In terms of setting up, the implementation was very easy. Phocas support was on hand to help us out. The whole process took about a month from start to finish. The time saving with Phocas is a big winner.”

Jason Davis

Operations at ICCONS

Best-in-class data security

A successful implementation isn't just about functionality, it's about establishing a secure foundation that safeguards one of your most valuable business assets – your data.

Enterprise-level security and governance

Granular control: role-based access and layered permissions ensure the right users access necessary data quickly, while protecting sensitive information
Trusted platform: rely on enterprise-grade cloud architecture for a secure environment for critical data
Global standards: SOC 2 Type 2 and GDPR-compliant, helping you meet regulatory requirements and expand into new markets

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Here's what our customers say about their implementation experience withPhocas.

"Phocas did all the lifting other than me mapping some of the GL accounts. From start to finish in under two weeks, I don’t think I’ve ever been a part of a faster implementation."

Clark Tower
CFO
Montana Food Bank Network

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"Companies that are much bigger than ours with larger networks and systems look at how we use Phocas, and they are blown away. With Phocas, it is so easy and so fast to just dig in and go."

Anthony Croft
BD and Sales Manager
Natures Cargo

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"The advantages of combining sales data budgets onto the GL is a game-changer. It removes complex spreadsheets and coupled with workflow and approval processes, ensures the business is only a click away from seeing the current status of budgets or forecasts."

Jonathan Kemp
Epicor implementation partner
WD-40

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Frequently asked questions

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.

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Smooth implementation, widespread adoption

Understanding your needs

Unify your data with effortless integrations

Our tailored implementation approach

Strategic Advice

Intro and collaboration

Extract, transform, load (ETL)

Build, review and validate

Training and go-live

Clear, reliable implementation timeline