
SAP Crystal Reports vs Phocas

Comparison overview
SAP Crystal Reports
SAP Crystal Reports is primarily a business reporting tool that produces simple reports and pixel-perfect documents. Whilst it can pull data from multiple sources, it offers limited interactivity, only allowing users to create static reports. To produce more complex reporting and handle trickier data tasks, users need to be proficient in Structured Query Language [SQL]. As a result, it is not considered suitable for end users and usage tends to be limited to in-house Crystal ‘experts’ such as IT teams. By SAP’s own admission, Crystal Reports is “not as focused on collaboration and real-time interaction”.¹
¹Source: Johann, Product and Topic Expert, Technology Blogs by SAP on community.sap.com
Phocas
Phocas is an all-in-one business planning and analytics platform that includes Analytics (BI), Financial Statements, Budgets and Forecasts, Rebates and CRM. Designed for mid-market businesses, Phocas caters to distribution, manufacturing and retail industries. Phocas partners with many ERP systems with a proven track record in connecting all your data (financial, sales, operational). Enabling data exploration that goes beyond the limitations of your ERP. Products are designed to be human-friendly and to work smoothly together - empowering whole businesses to access, analyze and understand their data, not just the data experts in IT or finance.
Simplicity makes Phocas useful to many
"Before Phocas, we were using SAP Business One to generate reports. It took quite a bit of time. We brought in Phocas and reporting has been instant. The ability to use Phocas on your mobile phone has been great. It makes things much easier to track”.
Theo Hatzis
National Sales Support Manager at ICCONS

Implementation
SAP Crystal Reports
There are multiple versions of SAP Crystal Reports available for download from the SAP website, consisting of free and paid licenses, priced per user. Non-technical users may find it challenging to determine which version is right for their business. The implementation process is self-serve, with users requiring in-house IT expertise to follow an online installation manual. Although the overall implementation process can appear quicker than at Phocas, Crystal Reports is entirely 'off the shelf'. With limited support available, users then need to heavily customize it to fit their business' needs or employ a third-party Crystal specialist to do it for them which can elongate the process and increase the total cost.
Phocas
Since 2001, Phocas has developed long-standing relationships and direct integrations with multiple ERP systems such as Epicor, Infor, Kerridge Commercial Systems, Sage and SAP. Data is pulled from your ERP or any other source directly into one centralized platform, providing a reliable data foundation that everyone can access and analyze. Phocas' finely tuned implementation process includes a thorough needs assessment, dedicated implementation team, secure data warehousing, data mapping, plus training and ongoing guidance from global support teams. All the heavy lifting is done by Phocas, and depending on the complexity of your implementation, we can have you up and running in a matter of weeks.
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

Customer quote
SAP Business One + Phocas customer
Custom reporting
SAP Crystal Reports
SAP describes Crystal Reports as "offering limited interactivity and is best suited for static reports"¹. Unlike Phocas which is fully interactive, users are unable to freely explore their business data in Crystal Reports. If someone has a question on a particular report, to find out the answer, they need to run another report, or brief someone else to run the report for them if they’re not technical. This prevents users from being able to follow their natural train of thought and slows down decision making. Although SAP Crystal Reports does offer custom reporting with lots of in-built customization options, users tell us that they take too long to prepare.
Phocas
All Phocas products offer custom reports and dynamic dashboards as a standard offering. Designed for non-techies, everyone can independently create and customize unlimited reports and dashboards. You can set up automated alerts and reports, send your insights externally or tag relevant people or teams directly within the software. With Phocas you'll gain so much more than simple data overviews as you can freely explore underlying data, right down to transactional-level detail. It's fast, easy to use and empowers everyone to independently analyze data, share insights and improve the overall understanding of financial performance.
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.
Customer quote
SAP Business One + Phocas customer
Ongoing support
SAP Crystal Reports
The most common feedback from Phocas customers who have migrated from Crystal Reports has been a lack of support. After downloading a version online, users have access to a live help and chat functionality but do not receive 1-2-1 tailored support in the form of a customer success manager like they would have with Phocas. This can result in heavily reliance on the Crystal user community and self-initiated training once it is installed. It also has a steep learning curve and if users want to make the most of the product, they need to invest in additional training. Some businesses even go to the lengths of hiring dedicated SQL experts to write Crystal Reports; an additional cost you may need to consider if you don't have the skill set or resource already in-house.
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 business 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 ongoing relationships 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 consultation costs.
Customer quote
SAP + 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
CRM
- Combines finance, customer, sales data into one platform for accurate, real-time insights, reporting and account management
- Fast, fully supported setup empowering teams to get started quickly
- Bridges the gap between sales analysis and tasks and activities
- Centralizes key performance metrics like customer, sales, and stock performance
- Delivers deep customer relationship analytics through interactive, custom dashboards
Customer quote
SAP Business One + Phocas customer
A secure end-to-end solution
Human-friendly tech loved by all departments

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