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.

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


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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

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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Going to Market Smarter in the New Economy

The fight to find new customers and retain existing ones is the biggest business challenge for many companies. Technology will continue to play a part in fostering buyer allegiance and building brands in the “new normal.” In 2021, as companies continue to move more functions online, employees will take a more virtual -- and flexible -- mindset and lifestyle in parallel to the digitization of businesses. To succeed, you must change the way you conceive and build new products as a digital business. Download the report today to discover more!

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

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 4 best sales reps tools in a tight market


As the global marketplace changes and sales cycles get longer, now is the time to provide your sales team with all the 'tools' they need to succeed. business intelligence basics sales BI dashboards

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Why financial transparency improves employee confidence?


As a finance team member, you know how important it is to regularly share financial data and insights with key stakeholders. But you might want to consider sharing those numbers with Sue in Sales or Joe in Marketing, too. financial statements culture customer success budgeting and forecasting

Dave Boorman brings business nous to Phocas


Phocas Software is excited with the appointment of Dave Boorman as the new Chief Financial Officer (CFO). He successfully managed Phocas’s recent AU$45 million capital raise, then accepted a permanent role.

Checklist Report: Preparing for the Next-Generation Cloud Data Architecture

Data architectures have evolved dramatically. It is time to reconsider the fundamental ways that information is accumulated, managed, and then provisioned to the different downstream data consumers.

Phocas and Epicor partnership on display at Insights 2021


The theme of the 2021 Epicor Insights event was Accelerate your knowledge , perfectly complimenting the rapid digital transformation occurring across businesses to centralize data and understand performance quickly. events and trade shows product updates Epicor/Epicor Eclipse

Phocas raises $45 million in capital raise


Business intelligence software company Phocas has raised one of the biggest rounds of 2021 so far, securing $45 million to fund the development of its data analytics products, as well as new financial products.

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

Phocas is the GetApp category leader in business intelligence


GetApp is an independent online platform that people use to review, evaluate, and compare business software. Get App creates Category Leader reports for the most popular business applications each year, and based on current trends, business intelligence or BI is in demand.

How information gives companies a competitive advantage


The pandemic of 2020 created a record number of new companies. A rise in entrepreneurship accompanies every downturn in economic history. Technology is making it easier for businesses, big and small, to get started. What else does this mean?

How to Empower Your Users So You Can Create a Great Product

Speaker: Johanna Rothman, Management Consultant, Rothman Consulting Group

Join Johanna Rothman, Author and Consultant, for her session that will discuss why instead of designing for the users, CTOs and their teams should collaborate with empowered users to create a great product together.

KPIs vs. Metrics: 5 ways data analytics can help monitor performance


What is the difference between KPIs and metrics? Key Performance Indicators (KPIs), such as current revenue, are created to gauge performance. Metrics, such as monthly profit or loss, are for operational use and track tactical business activity.

Phocas adds MCLOUD3 to its partner roster


Phocas Software welcomes MCLOUD3, a new reseller to its partner team. MCLOUD3 is an experienced software business working across ERP, CRM and business intelligence solutions. MCLOUD3 is also an independent consultant for NetSuite users.

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Phocas software ranks in Capterra’s top business intelligence tools of 2021


An impressive 50/50 satisfaction rating from our customers has secured Phocas a place in Capterra’s newly released Business Intelligence Shortlist Software Report. reviews and recognition product updates business intelligence software

Phocas launches new budgeting software


For many, the budget process is a dreaded task or a necessary evil. Yet we also know an accurate budget is the backbone of a well-run organization. product updates financial statements budgeting and forecasting

Insiders' Guide to Self-Service Analytics

Self-service analytics are vital for how your users interact and engage with your application. As you explore analytics solutions for your application, see why self-service analytics can prove critical to the adoption and stickiness of your application.

Why spreadsheet reporting is killing your business


Microsoft Excel is frequently referred to as the number one business intelligence (BI) tool because it is one of the most commonly used applications. For smaller businesses, Excel is a useful tool for simple calculations and analysis.

Phocas rated one of the most valuable business tools of 2020


Phocas data analytics is excited to be recognized as one of the most valuable business tools of 2020 by GetApp, a Gartner digital markets review website.

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.

How your data can increase customer retention


The difference between companies that prosper and those that don’t is often customer retention. Customer retention is simply the ability to keep your customers over a prolonged period. sales strategy management & performance executive data visualizations

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11 Email Deliverability Strategies to Reach the Inbox

With nearly 1 in 5 emails from U.S. senders failing to reach the inbox, deliverability challenges still plague senders and prevent email campaign success. Check out this deliverability guide for actionable strategies and real-world examples of companies applying smart inboxing tactics.

Data mining is more efficient for Colony Tire Service and Atlantic Distributors


Colony Tire and Service and Atlantic Tire Distributors is a leading provider of tires and services in North Carolina, South Carolina and Virginia. The company currently operates 32 commercial/retail locations, and eight Atlantic Tire wholesale locations.

[podcast] Can caring for others drive business performance?


At Eastern Industrial, a caring philosophy and family culture matter. On this episode of the inPhocas podcast – we chat with Mr Kip Miller, the President and Chief Executive Officer of Eastern Industrial Supplies, about his philosophy for business. case study executive trends culture podcast


Cash flow statement customization made easy


Having a clear understanding of the movement of cash through your business - where it comes from and how it is spent, gives you valuable insights into your business's financial health. business intelligence basics finance executive financial statements dynamic reporting data visualizations

Phocas-Acumatica partnership makes ERP change easier for Riley Sales


Riley Sales , a manufacturer and distributor of HVAC and industrial tools, equipment and machinery for residential and commercial applications, has been a Phocas customer since 2015. case study plumbing and HVAC Acumatica ERP

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The Forrester Wave™: B2B Marketing Data Providers, Q2 2021

In our 24-criterion evaluation of B2B marketing data providers, we identified the 11 most significant vendors — Data Axle, Dun & Bradstreet, Enlyft, Global Database, InsideView, Leadspace, Oracle, SMARTe, Spiceworks Ziff Davis, TechTarget, and ZoomInfo Technologies — and researched, analyzed, and scored them. This report shows how each provider measures up and helps B2B marketing professionals select the right one for their needs.

Inside sales versus outside sales: How BI helps with both


Business sales teams vary in how they leverage inside sales versus outside sales. Whether these teams work independently or in a mixed environment, they need access to information that will help them monitor performance and maximize sales.

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Free business analytics software. Is it worth it?


“Free BI trial, business analytics software for free, free BI reporting”– these offers are tempting business people all the time especially as new players enter the market and want cut-through. business intelligence basics sales executive HR data analytics

Why employ one chief data officer when you can have many


For some business owners, tackling spreadsheets and making sense of the tech stack and the data it generates comes down to finding the right professional with the subject matter expertise to handle all duties related to data management.

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Strategies for making budgeting and planning more efficient


Every year, you grapple with a long, intense, and tedious budgeting process — and despite your best efforts, the final product isn’t always useful.

The Beauty and Brains of Actionable Data: How to Go From Concept to Reality

Speaker: Dr. Joe Perez, Senior Systems Analyst at NC Dept. of Health & Human Services, and Chief Technology Officer at SolonTek

Join Dr. Joe Perez, Senior Systems Analyst at NC DHHS, and Chief Technology Officer, SolonTek, to learn how you can capitalize on your ideas by blending internal with external while leveraging them into a cohesive strategy for both the short term and the long term.

The science of fact based decision-making


Think about the number of business decisions you face daily. When you consider the options, are you using data, facts, and the best possible evidence available to you to inform the decision-making process? business intelligence basics decision-making data analytics

[podcast] International Women's Day with Phocas board member Dr Michelle Deaker


International Women’s Day is important because it’s a time to reflect and celebrate growing diversity across business, tech and leadership. The theme for 2021 is #choosetochallenge which is a simple motto at Phocas.

How to ensure you have proactive data analytics


Business people often approach data from a reactive stance, in other words, make decisions and then turn to data and metrics to assess performance. This lag in analysis creates a vacuum, during which time people have no insight into what’s going on —right now — in the business.

What is variance? Plus other budgeting tips


Month-end close is a high-stress, intense time for your finance team. Each month they face a different challenge — whether it’s dealing with actual expenditures exceeding the budget or scrambling to gather the correct data from other departments in time.

The Unexpected Cost of Data Copies

This paper will discuss why organizations frequently end up with multiple data copies and how a secure "no-copy" data strategy enabled by the Dremio data lake service can help reduce complexity, boost efficiency, and dramatically reduce costs.