Distributors benefit from the Klipboard and Phocas partnership

Industry leading ERP, Retail and Business Management software provider, Klipboard, and leading analytics software provider, Phocas Software, long standing global partnership agreement enables Klipboard's customers to elevate data held in their ERP systems.

Phocas data analytics software integrates with Klipboard ERP, trading and business management solutions, making it easier for wholesale, distribution, merchant and retail businesses to access, analyse, report and share information held in their systems.

This partnerships brings enormous value to Klipboard customers as they  gain access to user-friendly data insights for improved visibility and decision making, providing a competitive edge.

The global partnership runs across all Klipboard systems including ERP One, Manufacturing, Autopart, Catalogue Auto, OnRent Office, Autowork, Navigator, Smart Distributor and ERP Go.

The growing market demand for data insights and analytics reinforced this global union. Phocas' ability to offer companywide analytics to the everyday user, across all teams, from finance to sales, is what drew Klipboard to the partnership. Both Klipboard and Phocas share 200 customers across the UK, South Africa, Europe and North America, which means that the combination of both systems adds enormous value to the joint group of customers. This value add is important to both software providers and helped seal the deal.

The global partnership will build on a track record of high customer satisfaction, bringing Klipboard and Phocas teams together to deliver advanced data integrations and industry specific content to all Klipboard customers.

“We are really excited about the partnership with Phocas. The easy integration to all our solutions, across industries, all over the globe, is invaluable to our customers. It’s been a tough year for most and these kinds of solutions that provide greater business insights, will just grow in importance, helping businesses to get that competitive edge and streamline processes,” said Des Nangle, President of Business Development for Klipboard.

“Phocas and Klipboard both have down-to-earth and customer-centric cultures, this sets us up nicely to deliver customers the best and easiest to use solutions for the everyday user wanting to know exactly what’s going on in their business. Our new data solutions for finance and management teams appeal to customers seeking modern, integrated reporting and analytics,” said J.R. Mathieson, Head of Global Partnerships at Phocas.

Phocas’ core Analytics offering which typically feeds off ERP systems, combined with new offerings including Financial Statements, Budgeting & Forecasting and Rebates was a real attraction. Both companies have 20+ years' experience working with customers in wholesale, distribution, merchant and retail.