
Infor Birst vs Phocas

Analytics overview
Infor BI
Phocas
Phocas Analytics is a human-friendly BI product that pulls data from your ERP or any other source directly into one centralized platform. It's fast, accessible and empowers everyone to visualize data in seconds, freely explore any variable, pivot and drill into transactional data, and create and customize reports. Plus, with Analytics being Phocas' BI foundation, you also have additional product capabilities that help you manage rebates, build budgets and forecasts, and create dynamic custom financial reports.
See how Phocas stacks up
See for yourself how Phocas stacks up.
Infor BI vs Phocas
Customer quote
Implementation
Infor BI
Infor offers the Birst reporting tool as a free add-on to existing CloudSuite Distribution ERP customers. All other Infor ERPs are required to upgrade to CloudSuite. This upgrade requires heavy involvement from IT and can be a lengthy and intricate process, often requiring a significant time investment.
Birst deliverables include basic analytics and reporting, catering to experienced technical users. Creating new reports and customizations requires technical support. If managed by Birst, all additional development may be charged at an extra cost.
Phocas
Phocas is designed to implement seamlessly with ERPs like Infor, including CloudSuite, SX.e, A+ and FACTS. In fact, if you're currently on SX.e for example, you don't have to migrate to CloudSuite first. You can move straight to Phocas with all your historical data in approximately 8 weeks (for a mid-size business). This includes a full needs assessment and tailored implementation managed by Phocas.
A one-time fee delivers a pre-built solution with a human-friendly interface, empowering everyone with easy data exploration - not just the data experts. Full training is provided along with ongoing global support, offering not only technical support, but also guidance that aligns with wider business objectives to help generate a fast return on investment.
Clear, reliable implementation timeline
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Pre-launch
Week 1Meet Phocas team and confirm project scope, data sources and timelines
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Build
Weeks 2-4Create your Phocas cloud environment and connect to ERP data
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Validation
Weeks 3-5High-level validation and tests
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Launch
Weeks 6-8Ongoing data validation training and launch
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Pre-launch
Week 1Meet Phocas team and confirm project scope, data sources and timelines
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Build
Weeks 2-4Create your Phocas cloud environment and connect to ERP data
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Validation
Weeks 3-5High-level validation and tests
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Launch
Weeks 6-8Ongoing data validation training and launch
Get started in no time

Custom reporting
Infor BI
Birst BI is promoted as providing the ability to create, customize and share reports. When compared to Phocas reporting capabilities, Infor's Birst reporting tool is much more complex. Non-technical users require a data analysts to create new reports or customize existing templates. If this resource is unavailable in-house, Birst may charge additional fees for every add on or customization.
Phocas
Phocas is designed to free IT and finance teams from a never-ending backlog of reporting requests by empowering all users with a human-friendly data analysis product. Customizing existing reporting templates or creating new reports is logical and straightforward. There's no hand-holding required. The result; teams can independently view, understand and share results, helping them confidently make changes that work.
See Phocas Analytics in action
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Quick and easy access to data
Learn how you can get quick and easy access to the information you need to make data-driven decisions with trusted data that’s pulled fresh from your ERP. -
Self-serve reports and alerts
Break-free of the cycle of back-and-forth report requests and revisions with IT. Take a look at how easy it is to set up reports and alerts in Phocas. -
Drill down and follow your train of thought
Learn how Phocas lets you drill into your data to get super-fast answers and understand what is happening and why. -
Identify opportunities to grow sales
See how Phocas can grow sales by helping your reps quickly identify easy wins, such as cross-sell opportunities in a few clicks. -
Track profitability of sales
With Phocas you can easily track the actual margins you’re making and identify customers who may be less profitable than they first appear. -
Optimize stock
Forget managing stock using your ERP or spreadsheets – see how Phocas makes it super easy to stay on top of your inventory. -
Phocas AI
Discover how Phocas AI helps you uncover insights quickly helping you drive impact across your business.
Phocas is a core necessity
"We tried Birst... but it was lacking when it came to reporting or anything outside of just analytics and cool looking graphs. So we started looking for something better and settled on Phocas. It's done exactly what we need."
Dave Kersten, Systems Integrations Manager - Headwater Companies

Ongoing support
Infor BI
Phocas customers who had previously used the Infor Birst analytics and reporting tool reported that while support was knowledgeable and helpful, reaching these services was often a challenge. Delays in response times can be a point of frustration, particularly when immediate assistance is needed to resolve an issue. Considering reports and dashboards require a high level of expertise to create or customize, this could lead to lengthy waiting times, not to mention the additional costs incurred should further development be required.
Phocas
Like Phocas' human-friendly platform of products, customer support is people-centric. An initial needs assessment ensures our products are the right fit for your needs right out the gate. A dedicated implementation team then supports you every step of the way. From there, Phocas employ dedicated support teams located in offices globally providing support that goes beyond just solving issues. We guide you through understanding your data, offering a helping hand whenever you need it. Through liaising with customers we also gain insights into ways we can push product development even further. Plus, our continued support is all rolled into our product pricing structure, so you won't need to worry about escalating costs.
Customer quote
Infor + Phocas customer
Phocas goes beyond BI

Phocas Financial Statements
- Create dynamic profit and loss, balance sheet and cashflow statements
- Customize statements to suit teams and departments, then automate reports across the organization
- Track performance at any time and freely investigate financials
- Quick, easy visuals mean more people understand business performance
- Bring other business data into your statements

Phocas Budgets & Forecasts
- Choose from pre-built budget styles and add detail like inventory, sales and headcount
- Connect everyone with operational, sales and inventory data to serve budgets, scenarios and forecasts
- Secure workflows deliver quick feedback and improve company-wide collaboration
- Make regular reforecasting easier by comparing live actuals to planned performance

Phocas Rebates
- A purpose-built tool that automates multiple rebates programs - simple to complex
- Clear visibility of up-to-date rebates information enables everyone to tap into opportunities
- Avoid costly errors or a stockpile of unprocessed transactions with trusted software
- Review rebates programs against sales performance and view profit and margin impact
- Strengthen key partner relationship with well-managed, accurate rebates
Customer quote
Infor + Phocas customer
A secure end-to-end solution
Human-friendly tech loved by Infor users

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The information contained in this page is based on independent research. It is accurate at the time of publishing [April 2024] and is subject to change.
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