PUG.live UK | Leicester - June 11, 2019 - Leicester Marriott Hotel

Conference agenda

8:00am: Arrive
Pick up your welcome pack then grab a tea or coffee before settling into a jam-packed day of learning, kicking off at 8.30am. 

8:30am: Keynote + product roadmap 
General Manager, Mike Hills will discuss:
• Phocas development product roadmap
• The future of data
• Referrals and how they can benefit you.


9.30am - 5.15pm: Training (all classes 1hr) 
Tailor your day with a combination of 6 training sessions. 


Back to basics
Users who are new to Phocas or would benefit from a refresher.

  • Phocas 101
  • Dashboards 101
  • Phocas extras
  • Administration 

Next level
Users who are confident with the basics, but want to expand their use.

  • New functionality 
  • Budget builder
  • Advanced search
  • KPI reporting
  • Dashboards advanced
  • Custom mode 

Technical/user admin
Administrators or technical users who are proficient in all things Phocas.

  • User + database administration 
  • Preparing data for Sync 
  • Database Designer 
  • Sync advanced
  • Budget designer 
  • Data troubleshooting

Phocas modules  
Users that would like to see what additional features Phocas has to offer.

  • Purchasing, sales + stock module
  • CRM + CRM analysis
  • Finance modules  
  • Rebates
  • Customer profitability database + market basket analysis

Agenda items are subject to change.