Phocas Business Intelligence Software


 

Phocas Software’s Phocas Business Intelligence Solution offers a cloud-based, fully integrated suite of Business Intelligence tools for small-to-medium-sized businesses in the manufacturing industry. The system works on any modern browser and can be used on any connected mobile device or tablet.

Phocas Business Intelligence includes Dashboards and Scorecards; Data Mining and Predictive Analytics; Extraction, Transformation, and Loading (ETL); Online Analytical Processing (OLAP); and Data Warehousing. The system provides users the abilty to view data from many different perspectives- users can analyze sales information, including trends and buying patterns, to determine cross-selling opportunities and sales opportunities. Users can identify customers who fall into a pattern of not purchasing or decline in purchasing frequency. The system also helps businesses form intelligent purchasing decisions by providing access to vendor performance, average prices, and purchase-to-sales ratios, in addition to flow rates, output, production cycle, and materials costs.

 

Phocas Business Intelligence - User conference
 
  • Phocas Business Intelligence - User conference
    User conference
  • Phocas Business Intelligence - Sales dashboard
    Sales dashboard
  • Phocas Business Intelligence - Shipping list
    Shipping list
  • Phocas Business Intelligence - Sales
    Sales
Supported Operating System(s):
Web browser (OS agnostic), Windows 8

17 Reviews of Phocas Business Intelligence

 

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Software Advice Reviews (13)
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Showing 1-13 of 13

Susan from American Pipe & Supply
Specialty: Distribution
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Awesome!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I couldn't do my job without it!

Pros

Quick and easy to get the reports you need. Dashboards with summaries that you can drill down into.

Cons

So much at once is hard to take in and learn all Phocas can give you. Too much data can be overwhelming.

 
 

Dan from Wausau Supply Co.
Specialty: Distribution
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

May 2017

May 2017

Great Sales Aid

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Very easy to use and love the ability to quickly frill down information.

 
 

Bonnie from Radians, Inc
Specialty: Other
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Newbie But Impressed

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

 
 

Stephanie from Crescent Electric
Specialty: Distribution
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

May 2017

May 2017

I've worked with Phocas for just a year, and absolutely LOVE it.

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

The ease of use is great, and has brought so much benefit to our company. We are able to customize reports and dashboards to our needs as a company, which is a huge deal. Getting reports out to our field is easy and painless. We use subscriptions constantly, and that has made many employee's lives easier.

Cons

I wish, still there was more ability to customize the report layouts. There are a lot of times when I have to create the report in Phocas, export it, and then do additional formatting in Excel. Also, the ability to download an entire dashboard would be amazing! It would make it so much easier than exporting each part individually.

 
 

Jared from AAMP Global
Specialty: Distribution
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Super User Friendly and Powerful Tool!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Phocas is super easy to use and a powerful tool for our management team. It is easy to get our staff up and running on the platform.

Cons

I wish it had more options for combining streams and plotting the data on using both the horizontal and vertical axis.

 
 

Bo from Crescent Electric Supply
Specialty: Distribution
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

May 2017

May 2017

Very User Friendly Software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It's a great tool at a great value and it keeps improving. If you don't know what you're doing this team is more than happy to help you get off the ground and train you and set up your initial databases, they'll help you succeed.

Pros

The support team is great and very helpful. The software is very easy to learn for new users and people that aren't comfortable with an analytics tool. The tool is very intuitive and you can start doing analysis very quickly.

Cons

The Custom function does add depth of functionality, but it's hard to do certain formulas like Maxs, Mins, or Standard Deviations. The amount of graphics and charts is increasing but it would still be nice to have more.

 
 

Agnes from Riley Sales
Specialty: Distribution
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Marketing Manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

 
 

Joseph from Dixie Plywood Company
Specialty: Construction / Contracting
Number of employees: 201-500 employees Employees number: 201-500 employees

May 2017

May 2017

Great product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Very easy to get to the data that we need. We have used this product for about 5 years now and it works great.

Cons

It takes a little bit of setup but most of that was just trying to decide what data we wanted to get to. Other than that no real problems.

 
 

Andrew from Cosatto Ltd
Specialty: Sales & Marketing

July 2015

July 2015

Best piece of software ever!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Phocas is very easy to use, very intuitive and provides excellent business information. It is relatively inexpensive per user and at times, worth its weight in gold!

Likes Least

Nothing really. I am not a lover of the weekly/ monthly user subscription model as unless you make a point of regularly reviewing the usage, as your business changes sometimes you end up paying for users that have stopped using it. However that's really our problem rather than theirs.

Recommendations

To be honest, I haven't reviewed any alternatives. Before Phocas we were trying to slice and dice information using spreadsheets etc. Phocas has revolutionised our BI and has undoubtedly improved our business decisions. Apart for the obvious benefits of better information, I feel that the ease of use is paramount so that non tech savvy people can still use it quickly with very little training.

 
 

Brandon from American Metals Supply
Specialty: Distribution

March 2015

March 2015

The first place I turn to find answers

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Phocas is like Legos. With a little creativity, you can build almost anything you'll ever need to find and solve problems with stats. Simple but consistent and powerful.

Likes Least

The product always gives quick, accurate results; however, the support team does not. We get very custom with how we use the BI, and it feels like high-end users know more about the product than the advocates. It takes time to get details worked out on new databases, and we have been skipped over for upgrades in the past.

Recommendations

Watch some of the product tutorials and webinars. That will give you ideas on new and better ways to measure business that otherwise would not be on your radar. The hard part isn't finding the answers. It is finding the right questions to ask of your business.

 
 

Tom from Echo Group
Specialty: Distribution

March 2015

March 2015

Phocas delivers.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like that the company is as easy to work with as their software. Great team, and a great product. Delivers the data we need to drive our business forward. This offering is flexible and tailored to your needs. Its both lighter and more simplified than comparable offerings and still delivers a powerful punch of data.

Likes Least

No complaints. Not even a little bit. Product and Customer service are outstanding.

Recommendations

Get in line to get on board with the system. If you are looking at BI solutions, this one is a winner.

 
 

Robert from Womack Electric Supply
Specialty: Distribution

March 2015

March 2015

Very powerful analytic tool.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

How quickly we can gain insight into our sales data.

Likes Least

We would like to offer this to more of our employees, but the cost is making it hard for us to justify.

Recommendations

Know your data and the structure of your current ERP's database. Some features that Phocas can offer may not work for you because your system is lacking data that is needed for a particular function or feature.

 
 

Gene from S.W. Anderson Sales
Specialty: Distribution

March 2015

March 2015

S.W. Anderson Phocas Business Intelligence Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the ease of use of the product and responsiveness of the vendor.

Likes Least

Nothing that hasn't been addressed and corrected as necessary.

Recommendations

Time is money in business, and this software makes it possible to analyze and evaluate the key areas almost instantaneously.

 
 
 
Showing 1-4 of 4

Dianne from VP Supply Corp
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2017

May 2017

Love Phocas!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

I have been a Phocas user for a couple of years. Being a SHIMS user, we are always looking for software to enhance it and make the end users lives easier. Phocas has been a great fit for us.

Cons

We started using the CRM database about 6 months ago. After a somewhat rocky start, the salesforce is finally embracing the technology.

Source: Capterra
 

Dave from FWC

March 2015

March 2015

Powerful analytics.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

This software is a game-changer. Phocas has helped our business grow by helping us quickly recognize areas that need attention as well as areas that show our strengths. Phocas is our go-to tool to for business intelligence. *****The more we use Phocas, the more we understand our sales, our entire sales team and our customers!***** And that makes all the difference!

Source: Capterra
 

Patrick from Coburn Supply Company

March 2015

March 2015

Director of sales.

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Phocas can provide a quick drill down into our data that before would take a while to obtain. Now, we can do it in seconds.
The package is so big, it can be too big for some users. Continuing to educate our people on what they can look at, and why some views are important will continue to help us familiarize ourselves with the program and create new ways to dissect the information.
Everyone I have made contact with truly want to help so we can use what we are paying for to the best of our advantage. We are excited to send two employees to the training session in Nashville. I believe it will be a great benefit.

Source: Capterra
 

John from Dulles Electric Supply Corp.

March 2015

March 2015

A Great Business Tool!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Our owner uses this tool to drill in to all the company stats. That says allot right there!.. Phocas is fairly easy to use and doesn't take allot of time to generate reports... Most erp system reporting tools simply cannot give the level of detail nor do it as quickly and as easily as Phocas does. A report that would take hours to write and generate in our erp system would take minutes in Phocas with much better detail. We could not run our business without it...

Source: Capterra