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Phocas Business Intelligence

Phocas Business Intelligence

Overview

What is Phocas Business Intelligence?

Phocas helps users discover data and provides results in real time.  It is designed for non-technical users and delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map.  It brings up data on local, regional or global sales,…

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Recent Reviews

TrustRadius Insights

Phocas Business Intelligence software has proven to be a valuable tool for businesses in various ways. Users have found that it eliminates …
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Pricing

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What is Phocas Business Intelligence?

Phocas helps users discover data and provides results in real time.  It is designed for non-technical users and delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map.  It brings up data on local, regional or global…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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What is Microsoft Power BI?

Microsoft Power BI is a visualization and data discovery tool from Microsoft. It allows users to convert data into visuals and graphics, visually explore and analyze data, collaborate on interactive dashboards and reports, and scale across their organization with built-in governance and security.

What is Microsoft BI (MSBI)?

Microsoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.

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Product Details

What is Phocas Business Intelligence?

Phocas helps users discover data and provides results in real time.  It is designed for non-technical users and delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map.  It brings up data on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. 

Phocas, based in the United Kingdom, is a business intelligence firm with offices in the UK, the United States, and Australia. The vendor says that by offering an innovative data discovery solution, it has maintained a 97 percent customer retention rate.

Phocas Business Intelligence Features

BI Platform Features

  • Supported: Administration via Web Interface
  • Supported: Snapshot of External Data
  • Supported: In-memory data model
  • Supported: OLAP (Pre-processed cube representation)
  • Supported: ROLAP (SQL-layer querying)
  • Supported: Multi-Data Source Reporting (Blending)
  • Supported: Data warehouse / dictionary layer
  • Supported: ETL Capability
  • Supported: ETL Scheduler

Supported Data Sources Features

  • Supported: MS Excel Workbooks
  • Supported: Text Files (CSV, etc)
  • Supported: Oracle
  • Supported: MS SQL Server
  • Supported: IBM DB2
  • Supported: Postgres
  • Supported: MySQL
  • Supported: ODBC
  • Supported: Cloudera Hadoop
  • Supported: Hortonworks Hadoop
  • Supported: EMC Greenplum
  • Supported: IBM Netezza
  • Supported: HP Vertica
  • Supported: ParAccel
  • Supported: SAP Hana
  • Supported: Teradata
  • Supported: Sage 500
  • Supported: Salesforce
  • Supported: SAP
  • Supported: Google Analytics

BI Standard Reporting Features

  • Supported: Customizable dashboards
  • Supported: Report Formatting Templates

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to PDF
  • Supported: Output Raw Supporting Data
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Pre-built visualization formats (heatmaps, scatter plots etc.)
  • Supported: Location Analytics / Geographic Visualization
  • Supported: Predictive Analytics

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Table-Level Access Control (BI-layer)
  • Supported: Field-Level Access Control (BI-layer)

Mobile Capabilities Features

  • Supported: Responsive Design for Web Access
  • Supported: Dashboard / Report / Visualization Interactivity on Mobile

Phocas Business Intelligence Screenshots

Screenshot of Phocas Dashboard on iPadScreenshot of Phocas Dashboard on Laptop

Phocas Business Intelligence Integrations

  • NetSuite ERP
  • MS Dynamics AX
  • MS Dynamics NAV
  • MS Dynamics GP
  • Epicor Eclipse
  • Infor SX.e
  • Epicor P21
  • Pronto
  • SAP B1
  • SAP
  • Sage
  • MAM
  • Infor SHIMS
  • Infor FACTS
  • MIS
  • JD Edwards
  • Oracle
  • Infor A+
  • Infor BAAN
  • Lakeview
  • Mincron
  • Ximple
  • Magnatron

Phocas Business Intelligence Competitors

Phocas Business Intelligence Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web, 2673049216
Supported CountriesUnited States, Canada, Europe, Australia, New Zealand, and Asia.
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Comparisons

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Reviews and Ratings

(9)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Phocas Business Intelligence software has proven to be a valuable tool for businesses in various ways. Users have found that it eliminates the need for multiple spreadsheets, saving them time and effort. The ability to track price increases and catch errors in pricing has been helpful in avoiding customer dissatisfaction. The software allows for easy comparison of stock costs, saving users significant time and effort. It has also been effective in identifying gaps in customer spending and areas where the business is not penetrating. By exploiting business information, users have been able to make informed decisions and address key problems such as tracking individual customer sales, analyzing sales performance, and identifying inventory issues. The software has simplified reporting, allowing for quick creation of reports, analysis of data, and identification of growth opportunities with customers and specific product lines. With near real-time data access and secure distribution capabilities, executives can easily access insights for fluid conversations with vendors and employees. Overall, Phocas Business Intelligence has helped businesses improve efficiency, increase sales, and make data-driven decisions.

Easy to Use: Reviewers consistently mention that Phocas software is very easy to use, with many stating that it is intuitive and requires just a one-hour introduction for users to become proficient in its usage. The simplicity and user-friendly interface of the software are highly valued by users.

Fast and Efficient: Users appreciate the speed of Phocas software, which allows them to quickly drill down into data and obtain answers to generic business questions related to sales or inventory. Some reviewers specifically highlight the software's ability to quickly rectify mistakes made by users, enabling them to achieve desired results rapidly.

Comprehensive Analysis: Many users value the ability of Phocas software to analyze their business from various angles. They appreciate how it offers a wide view for operations while also providing detailed data for specific requests, all accessible within seconds. The consolidation of data from multiple systems into one place is seen as a major advantage, giving users a comprehensive overview of their business.

  1. Limited customization options: Several users have mentioned that the software lacks advanced features and customization options. They feel restricted in their ability to tailor the software to their specific needs, which can be frustrating for those who require more flexibility.

  2. Difficulty with data manipulation: Some users have expressed difficulties in pulling and manipulating data in an easy-to-view format. They have mentioned a need for more basic analytics tools, such as pivot table-type reports, to simplify data analysis and make it more accessible.

  3. Lack of integration with other programs: Users have pointed out the software's limitations when it comes to integrating with other programs and combining data from different databases. This hinders their ability to work seamlessly across multiple platforms and limits the overall functionality of the software.

Based on user reviews, the most common recommendations for Phocas are:

  1. Watch demos and seek references to get a better understanding of its capabilities.
  2. Take advantage of the training courses available for Phocas, especially for staff and external sales teams.
  3. Backup setup and data to avoid any potential loss, and be patient during the setup process while utilizing the helpful support from the Phocas team.

Overall, users consider Phocas a valuable tool for businesses that need to store and analyze account data. They find it easy to use, relevant, and always improving. Users believe that investing time in training, requesting demos, and seeking references will help in maximizing the benefits of using Phocas.

Attribute Ratings

Reviews

(1-1 of 1)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
Phocas Business Intelligence is being used to get data from multiple systems and gives us one view of all our systems. It has given us a greater ability to do better reporting on our systems, we get multiple tools to get the view we want our management to see, and it has been a great tool in everyday reporting and decision making.
  • Easy to drill down data
  • Have data from multiple systems in one place
  • Has nice dashboards that can be built from your customer data
  • Print of dashboards needs a bit of attention
  • Have a single-sign-on option
If you would like your data in one place with easy access, this is the software for you. You can have data from multiple systems and bring it into one view so that you have a quick and easily visible dashboard for the data you wish to see.
BI Platform
N/A
N/A
Supported Data Sources
N/A
N/A
BI Standard Reporting (2)
90%
9.0
Customizable dashboards
90%
9.0
Report Formatting Templates
90%
9.0
Ad-hoc Reporting (3)
96.66666666666666%
9.7
Drill-down analysis
100%
10.0
Formatting capabilities
90%
9.0
Report sharing and collaboration
100%
10.0
Report Output and Scheduling (3)
93.33333333333334%
9.3
Publish to PDF
100%
10.0
Report Versioning
80%
8.0
Report Delivery Scheduling
100%
10.0
Data Discovery and Visualization (3)
83.33333333333334%
8.3
Pre-built visualization formats (heatmaps, scatter plots etc.)
80%
8.0
Location Analytics / Geographic Visualization
90%
9.0
Predictive Analytics
80%
8.0
Access Control and Security (3)
100%
10.0
Multi-User Support (named login)
100%
10.0
Role-Based Security Model
100%
10.0
Multiple Access Permission Levels (Create, Read, Delete)
100%
10.0
Mobile Capabilities (2)
95%
9.5
Responsive Design for Web Access
90%
9.0
Dashboard / Report / Visualization Interactivity on Mobile
100%
10.0
Application Program Interfaces (APIs) / Embedding
N/A
N/A
  • It has given our business a view on data
  • We can access it from anywhere
  • You can have multiple dashboards for different information
Phocas Business Intelligence has many more features and is a lot more user friendly. Users find Phocas Business Intelligence easy to use. As a manager of the product, I feel that the data sync works well and is easy enough to manage.
It is a very user-friendly product and is easy to understand. You can get your data from just a quick click and the dashboard loads. You can take the data and drill down easy to find what you are looking for.
Support is responsive. You log a call and they will respond quickly and resolve your issues. We have only had great experiences with the support team.
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