Phocas Software

Phocas Software is a business intelligence software firm

Languages supported: English

9.2/10 (Expert Score) ★★★★★
Product is rated as #19 in category Analytics Platforms Software
Ease of use
9.1
Support
9.2
Ease of Setup
8.6

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Successful Business Intelligence – Turn your Data Into Results

Whether you’re a big picture thinker or go straight to the detail, with Phocas you lead the way in discovering data – with confidence that results will be in real time and accurate. Phocas follows your train of thought to answer critical business questions as fast as your brain (or your boss) comes up with them. Phocas not only answers your questions; it uncovers new questions and opportunities you had never even thought of!

Designed for non-technical users, Phocas delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map at the click of a mouse or touch of a screen. It brings up data in seconds on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. Phocas enables you to carry out ad-hoc data interrogation or associate and consolidate data, identify trends, conduct modelling and stay ahead of the competition.

Phocas dashboards give you a stunning visual summary of your data, letting you spot check for success and share your results with other users. Any Phocas user can easily and quickly build an interactive dashboard, customize, collaborate and revise it on the spot without help from the IT department. Phocas dashboards let you do more than scratch the surface. Unlike many BI tools, you can go straight from your dashboard to underlying business data, right down to an individual transaction. You decide how much detail you want to see and how you want to see it. Smart security allows you to apply or remove restrictions to the data that different users can see, saving you hours of time building individual dashboards for your users.

You can create and publish simple reports with Phocas and have them delivered by email – daily, weekly or monthly. Or set up a nested report and schedule its distribution. You can set color-coded alerts to automatically appear on your Home screen to flag performance against a target. Or export data to a printready format or to view later offline.

Phocas successfully integrates with all major ERP or CRM programs (and just about any other data source your business might use) to give you a quick start that can easily be customized to your specific needs. Our governed implementation and business-based user security provide the solutions to let you and your IT staff stay productive and dedicated to your core business.

Phocas also brings you the ability to combine transactional and geospatial data on an easy to view map. Show profitability by plotting the top 10 customers in a city, regional or country on a map. Pinpoint a particular location or use a heat map to show data for multiple locations. Phocas mapping can be used with OpenStreetMap or Google API.

Phocas delivers a full Business Intelligence suite for mobile use. Taking Phocas on the road gives you a real-time data interrogation capability wherever you are. Access your data anywhere, anytime. In your car, at the airport, overseas or on the beach! Customers voted Phocas #1 for mobile BI (BARC The BI Report 2013, 2014).

Phocas Software
Phocas Software

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Customer Reviews

Phocas Software Reviews

Martin S.

Advanced user of Phocas Software
★★★★★
Phocas Review

What do you like best?

Phocas is a great tool for Analytics. It combines various sources of data from MRP system (direct integration) through to spreadsheets.

It is easy to navigate and also for administrators, it is easy to manage integrations and build dashboards and favourites that provide real value for our business.

The system allows users to view data across the business and home in on exception reporting to identify issues and fix them!

What do you dislike?

It would be good to be able to e-mail mini dashboards on a regular basis. The system allows you to set up favourites and set up scheduled e-mails but this is usually just for one data set.

Recommendations to others considering the product:

This software is worth investing both the time and money into. It has definitely helped us to improve the bottom line.

What problems are you solving with the product? What benefits have you realized?

Like many businesses, we have data across several systems. As a manufacturing company, we use Solidworks, Merlin MRP and the Microsoft 365 suite. The direct integration with Merlin allows for seamless updates, whilst we can also bring in things like KPI data from other sources.

Our users now have a consolidated view of the business and we can identify issues quickly.

We use the data to make more informed decisions for anything from forecasting sales and stock procurement through to performance.

Review source: G2.com

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