Resources

Helpful reads and watches

Videos

View all
How to plan for tariffs

How to plan for tariffs

Learn how integrating Phocas with NetSuite increases data reliability, so more people can do self-service reporting

Learn how integrating Phocas with NetSuite increases data reliability, so more people can do self-service reporting

LWK Enterprises' owners in control of the business with Phocas integrated into Infor ERP

LWK Enterprises' owners in control of the business with Phocas integrated into Infor ERP

Webinars

View all
Optimize sales efforts for maximum ROI
On-demand

Optimize sales efforts for maximum ROI

Learn how to focus your team’s energy where it matters most with customer segmentation. You'll also get an exclusive preview of Phocas Insights; our new segmentation product designed to tell you who to go after and where to win.

Protect margins with tariff impact dashboards
On-demand

Protect margins with tariff impact dashboards

Using real-world scenarios, this focused session will teach you how to leverage dynamic BI dashboards to navigate tariff impacts and boost profitability.

Proactive planning to navigate market volatility
On-demand

Proactive planning to navigate market volatility

Master scenario-based planning to navigate uncertainty, stress-test your options, and make strategic decisions with confidence.

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.
Get a demo Understand the past, operate better today, and plan well for the future