Phocas Software Pros and Cons

It is my pleasure to write this letter of recommendation for Phocas, a Business Intelligence (BI) software that has been instrumental in enhancing our operations at Dixie Plywood & Lumber Company. As an early adopter of Phocas, we have experienced firsthand the benefits it offers in deepening our insight into critical business analytics.

Phocas has provided our management team and sales force with a better understanding of the overall business relationships between Dixie Plywood and our diverse customer base. The software's ability to present historical data in a variety of ways has allowed us to meet our customers’ needs more effectively by identifying buying patterns and suggesting complementary products. This strategic approach has helped us build stronger, more reliable partnerships with our customers.

What we have found particularly valuable is how Phocas empowers our salespeople. With direct access to data, they can make informed decisions and provide quick responses to customer inquiries. This has significantly reduced the need for our Information Systems department to generate reports, enabling us to work more efficiently and focus on customer service.

Phocas is both intuitive and user-friendly, allowing our team to utilize it effectively without the need for extensive training. At the same time, it delivers powerful, strategic insights that have contributed to Dixie Plywood’s success as not only a valued vendor but also a trusted partner in the eyes of our customers.

We highly recommend Phocas to any organization seeking to optimize its business analytics and build stronger relationships with customers. Review collected by and hosted on G2.com.

It's extremely difficult to say anything negative about a software product that has contributed to making our job easier and our users happy. Our experienced with Phocas has been a success from day one and continues to improve with each new release. Review collected by and hosted on G2.com.

Now we have Phocas up and running and I understand how it works getting the neccessary data quickly is so easy. The Financial statements module is excellent and allows us to achieve our Monthly Management Accounts by day 3!

Once the intergration is set up it's seamless. We use Phocas every minute of everyday so we know where we are at.

Tim our Account Manager is fantastic too. Review collected by and hosted on G2.com.

The system is fairly easy to use, if you want to get to admin level is does take a bit longer to understand all the working parts and how they affect each other.

No phone helpline or live chat, this would be so useful. The benefit of Phocas is you can access data quickly, however if the system returns a load of 0's you need to be able to call someone to understand what you are getting wrong. Review collected by and hosted on G2.com.

Fantastic Data Consolidation bringing various sources together to enable the creation of insightful dashboards and reports, automated and ready to go for future use. Great for group reporting. Review collected by and hosted on G2.com.

A few glitches from time to time but the upside makes these well worth putting up with and you can find ways around the glitches if you try hard enough, strengthening your skills with the software. Support tickets are very helpful and timely if needed. Review collected by and hosted on G2.com.

that our sales and inventory data is automatically uploaded into Phcoas every night makes looking at our data from the day before stress-free. it is so easy to manipulate and download if we want to use it for our own reporting as well. Review collected by and hosted on G2.com.

Nothing major. I think one downfall is the cost of getting small features added into Phocas if they aren't already there. there should be discussions or voting for what gets developed with all of the user's fees. Review collected by and hosted on G2.com.

- Easy to use, navigate and understand comared to Microsoft Power BI which I also know.

- Easy to design and create reports

- Customer support are professional and quick to respond and solve issues.

- Our ERP doesn't have an open API available so the websynch tool is a plus.

- Easy to import from other data sources and export data for distribution Review collected by and hosted on G2.com.

- It becomes very expensive to get all the modules.

- CRM is very basic Review collected by and hosted on G2.com.

I appreciate how much data it extracts from our system every night and the way we can thoroughly analyze and dissect that data. It's impressive to see the depth of insights we can gain from this comprehensive data collection process. Review collected by and hosted on G2.com.

I'm feeling uncertain about where to begin because we have an overwhelming number of options. Choosing just one is proving to be quite difficult. Review collected by and hosted on G2.com.

I love the versatility and insights that viewing the data at different angles affords. I also love that it's easy enough for our execs to use, but powerful enough to handle large volumes of data. Review collected by and hosted on G2.com.

Setup is a chore. Getting the numbers to match was kind of a pain. And combining data streams was difficult. However, our implementation specialist was a pleasure to deal with and we eventually got where we needed to be. Review collected by and hosted on G2.com.

The software is so easy to use, intuitive and really helps us get insights from our data.

The implemention was very easy and moulding the database to our needs adhoc has been such a benefit to our business.

Integrating the tool into the business has been easy, with people being able to go with a quick 30 minute training session and people are now using it daily.

Support get back to you quick on any issues and follow up promptly. Review collected by and hosted on G2.com.

Lack of Excel multi sheet and scheduling to emails outside of Phocas is annoying. Review collected by and hosted on G2.com.

Easy of use is a highlight to using Phocas BI, linking our sales and financial data we can easily and quickly get the results we need.

Phocas is linked to NetSuite ERP and if Phocas is not displaying the data exaclty to our requirements we can amend the Phocas saved searches in NetSuite.

The customer support is excellent as any questions on the data and results is clearly explained. Review collected by and hosted on G2.com.

Any future integreation to other data sources can only be done by Phocas.

However implementation prices are reasonable Review collected by and hosted on G2.com.

Phocas Software has been a game-changer for our organization. What I like best is its user-friendly interface and powerful data visualization capabilities. It has significantly improved our decision-making process by providing trend visibility and customizable dashboards that update regularly. Review collected by and hosted on G2.com.

It would be helpful to have more customization abilities on charts and graphs. Review collected by and hosted on G2.com.