5 ways to achieve financial process automation


Many finance teams are at various stages along the automation journey, and others are yet to fulfil all their aspirations for their data. business intelligence basics finance IT executive dynamic reporting data analytics data visualizations culture

Top 10 financial analysis blogs of 2021


The Phocas business intelligence blog was created to provide free advice about data and add value to the way business people approach data problems or tasks. Now the scope of the blog has extended to include financial analysis, budgeting and forecasting and planning tips.


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Phocas is an “out of the garage” finalist: a global growth award


Phocas is a finalist in the 4 th annual Pause Awards for demonstrating global growth, expansion and success. sales executive HR data analytics business intelligence software culture

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Capital Coated Steel uses real-time data to react faster to change


Critical insights are required by steel distributor, Capital Coated Steel to stay nimble and navigate a turbulent global market. case study wholesale distribution IT building and industrial supplies executive ERP iMetal metalogic

Your Guide to Using Conversational Marketing to Drive Demand Generation

What is conversational marketing really about? This guide will examine the market forces at play, shifting buyer trends, how to leverage conversation marketing, and the tactics involved in adopting it for a B2B demand generation strategy.

Data is key to e-commerce success at Hein Electric Supply


American electrical wholesale distributor redeploys Phocas to restore data confidence and help company with B2B ecommerce initiatives. case study wholesale distribution sales electrical executive ERP

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Need more people with data analytics skills? here’s your solution


It’s not a surprise that nearly every business leader wants their people to take more advantage of their data. business intelligence basics finance IT executive data analytics culture

[podcast] What is vendor managed inventory and how does it work at Caprice Homewares?


Vendor managed inventory (VMI) helps Harvey Lewis, one of Australia’s leading homeware suppliers sleep at night. case study wholesale distribution executive retail trends inventory and operations inventory management podcast

How to get a quick ROI from business intelligence software


When implementing any new strategy, hiring new people or investing in business software, you want to make sure that your business is getting a return on its investment. business intelligence basics strategy management & performance KPIs and metrics

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Strongdor uses data to future proof operations


Strongdor is a premier manufacturer of secure steel doors, operating out of two facilities in Lancaster, England, including its 4,500 square meter manufacturing hub. case study wholesale distribution sales plumbing and HVAC executive ERP

Chairman’s statement - FY2021


The financial year ending 30 June 2021 marked a most eventful and exciting year at Phocas Software. business intelligence basics company updates financial statements budgeting and forecasting

Put Your Data to Work: The Complete Playbook

Turn your data into a competitive advantage. This playbook contains: Exclusive stats, research & insights on how the pandemic affected businesses. A comprehensive “Request For Proposal” (RFP) checklist and an interactive quiz to test your data knowledge.

Phocas is a NASBA-approved CPE sponsor and explains collaborative FP&A


For many organizations, budget season is an all-consuming annual event that requires input and information from people and departments from all areas of the business. business intelligence basics finance executive data analytics

Track KPIs to achieve inventory nirvana across all channels


Achieving inventory nirvana and ultimately meeting customers’ demands means tracking inventory KPIs across all channels so you can make more strategic decisions and optimize your omni-channel inventory management.

[podcast] The ins and outs of data at Midwich: a global audio visual business


The audiovisual (A V ) industry is constantly evolving and today’s new LED light or flat-screen displays can be replaced by a new version in a year’s time. An ethos at Midwich is to continuously improve so adapting to ongoing innovation is part of the every day.

Why companies need cross-functional teams to be ready for growth


As the economy moves toward recovery, many leaders are eyeing growth opportunities in their organizations. If you’re like most business people, you’re feeling cautiously optimistic about your company’s financial prospects in the months ahead.

Phocas software ranks in Capterra’s best financial reporting tools of 2021


Phocas has secured a place in Capterra’s newly released Financial Reporting Software Shortlist based on customer feedback. finance reviews and recognition product updates dynamic reporting business intelligence software

The Engineering Leader's Guide to Empowering Excellence With Data

A software engineering team is measured by its outputs — the quality of the code delivered and the speed at which it was shipped. The first step to achieving success is the inputs; leaders need to create an environment that enables developers to excel.

7 top sales KPIs for manufacturing teams


Sales professionals working in manufacturing know customer behaviour is changing and is continuing to evolve. Manufacturers need to be more flexible and personalized, which means innovation and business agility are essential.

Bring your profit and loss statement to life and react faster to emerging trends


Demand from branch managers through to board members for up-to-date accurate financial information has made monthly performance and cash-flow predictions unfit for purpose. business intelligence basics finance decision-making dynamic reporting

Data integration helps FB Chain analyze data in new ways


Leading manufacturer and supplier of leaf chain is equipped with the information they need to make accurate and informed decisions across the whole business. case study manufacturing wholesale distribution building and industrial supplies executive ERP Kerridge Commercial Systems

Why inventory management is the key to omnichannel success


Inventory management is complicated, and people are always looking for new ways to make it simpler. business intelligence basics wholesale distribution inventory and operations data analytics

Building Product to Enhance Customer Support: The Key to Customer Retention in an E-commerce Business

Speaker: Bhavana Angadi, Senior Product Manager at Hopscotch (Demand & Growth) | Former Product Manager at Bigbasket

Join Bhavana Angadi, Senior Product Manager at Hopscotch, as she details the best way to increase customer retention.

How sales strategies need to adapt beyond covid


Thanks to covid, your sales team has likely had to embrace a more digitally focused sales approach. business intelligence basics sales

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Phocas and Enapps ERP to help SMEs maximize growth opportunities


A new partnership between Phocas software and Enapps cloud enterprise resource planning (ERP) will empower small and medium businesses to use their data more effectively and improve analysis. manufacturing wholesale distribution company updates partners dynamic reporting data analytics enapps erp

How to maintain business continuity with ongoing disruption


No one can predict what will happen to the economy until we beat the latest wave of coronavirus infections. The only certainty in today’s chaotic world is change. business intelligence basics finance executive data analytics

The business case for data analytics


Data is a critical business asset. Few will argue that point. Better data leads to better decision-making. Again, no argument. So how do you make the business case for data analytics? business intelligence basics IT executive

LinkedIn + ZoomInfo Recruiter: Better Data for Better Candidates

Check out our latest ebook for a guide to the in-depth, wide-ranging candidate and company data offered by ZoomInfo Recruiter — and make your next round of candidate searches faster, more efficient, and ultimately more successful.

How to get your sales team ready for data Olympics


The Summer Olympics kick off in Tokyo soon, and the world’s top athletes will command our attention once again. We can all agree these athletes are living proof of the motto — “Swifter, Higher, Stronger” — as they constantly strive to reach new heights in their sports.

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Khaos Control plus Phocas bring data-driven decision making to wholesalers & retailers


Two longstanding software providers dedicated to the wholesale and retail market in the United Kingdom, Phocas Business Intelligence Software and Khaos Control have joined forces to bring business intelligence (BI) to all versions of Khaos Control ERP.

How to use your sales database to drive your budget


Success in today’s rapidly shifting economy depends on a lot of external and internal factors. When you measure those factors — also known as drivers — it gives you greater insight into how they affect your organization, leading to more e ffic i ent analysis, budgeting and reporting.

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How to promote a company culture that relies on data


A growing business must focus on critical elements like marketplace demand, customer service, sales margins, the most suitable technology, to name a few. However, leaders also need to foster a strong company culture that supports long-term strategies and is underpinned by timely and reliable data.

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The Ultimate Guide to Creating a Strong and Effective Value Proposition

Speaker: Robin Zaragoza, Product Coach and CEO of The Product Refinery

Join Robin Zaragoza, product coach and CEO of The Product Refinery, as she shares tips on how to create a powerful Value Proposition that keeps your customer at the heart of your product development process.

Are you keen to speed up the month-end close process?


Management accountants are their own worst enemies. Because they always deliver the month-end reports even if it takes a disproportionate amount of hours. That’s their job and because most finance people are diligent and task orientated — they get the job done.

Need healthcare analytics? here's four ways it can enhance your business


Health analytics is the consolidation and analysis of data in the healthcare industry to support decision-making and make improvements. When used well, healthcare analytics can reduce costs, predict shortage of medicines and improve the general quality of patient life.

Phocas applies for bCorp accreditation


The Phocas values are based around three words: fun, fulfilling and forever. reviews and recognition executive trends decision-making business intelligence software culture

The Phocas homepage gets a facelift


Home pages on software applications are like tidy, well laid out kitchens. If you can find all the tools and ingredients you need to make dinner, cooking is much simpler. business intelligence basics IT executive business intelligence software

The Retailer’s Guide to Marketing Data

Retailers are faced with extraordinary challenges – from changing consumer needs to unpredictable twists & turns in the economy. Learn how innovative retailers use zero-, first-, second-, and third-party data to find their best customers and drive repeat purchases.

Wilkinson Supply uses a data platform to extend life of legacy ERP


Wilkinson Supply Company is one of the largest plumbing supply businesses in North Carolina. case study wholesale distribution sales plumbing and HVAC executive ERP

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How companywide financial planning and analysis works on a BI platform


Every business owner understands the importance — and pitfalls — of financial planning and analysis (FP&A). For some mid-market businesses, the process of generating the most up-to-date numbers that reflect an accurate view of your business hasn’t changed much.

Why the sales dashboards is not dead


When your salespeople are on the road, at home and in the office, they need quick access to key data and insights, enabling them to make better decisions. business intelligence basics sales cross-selling BI dashboards

Make headcount planning integrate with budget and drive business success


Staff related expenses are one of the highest and most complex costs in an organization. So, it’s essential that business leaders, CFOs and human resources (HR) teams align current and future talent costs with strategic goals across an organization.

Product-Led Onboarding: How to Turn New Users into Lifelong Customers

Speaker: Ramli John, Managing Director at ProductLed and Author

Let’s face it. Today’s users are impulsive and easily distracted. They don’t have the time (or patience) to try and figure things out by themselves. They expect the product to be intuitive. Easy. And fast. Add to that a few, unfairly poor reviews and you’ll be more than just stuck. Ramli will share a simple but powerful framework to get more users to experience a product’s "Eureka!" moment and turn them into lifelong customers.