Phocas Software Reviews

I have been exposed to 10 or more different operating systems over the course of my 26 year business career. NONE of them have provided adequate business intelligence tools. Phocas is highly intuitive and thorough which saves me hours per week of spreadsheet work. I cannot offer a better compliment than it being an amazing time management tool.

There are a few issues I have with loading budgets and working through Administrative User rights but that is an infrequent issue. I would like to have a few additional graphical options for data visualization but it works just fine as it is. What I like the absolute least is that we didn't add additional modules...accounting, pricing tools... and have no plans to do so in the near future due to budgetary contraints.

The ease of use. As an admin of Phocas, it was very easy to get our staff onboarded and very comfortable with day to day usage. If the staff isn't going to use the tool, then it's worthless no matter how great the data is.

Phocas is great at listening to our issues and roll out timely updates to add new features or fix issues.

I love the customization of creating reports. Our users enjoy the independence of creating their own reports and the flexibility they have with customizing the structure of any data pulled.

We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.

Deliver what was promised. Ease of implementation, Ease of training, Ease of Customer service.
Price point sealed the deal.

As we looked at several products we found that most of them had the same look and feel. Most wanted a high front end implementation cost along with a 2 year commitment. Phocas was willing to do a 'Install, try and buy' approach.... nothing to lose but some system admin time working with Phocas to setup the environment to prove it worked. So with that said ... our only 'con' comment is ... we wish we had implemented sooner.

I love the flexibility within Phocas and the ease with which you can customize reporting to fit so many different areas of business. I especially am thankful for the links that you can provide to non-users to share reporting outside of your company. Phocas makes my job so much easier and gives me the power to provide quick and useful reports.

Until I discovered the online videos and trainings, I was not able to use the software to the fullest! I highly recommend when the software is introduced to a new user, that they watch some of the 101 level trainings to learn all that can be done.

The best part of Phocas is the ease of use. They really make it easy and intuitive to find the information you are looking for.

This is largely in part to our ERP system, but not everything we would like to have in Phocas came with our integration. We have to have custom programming done to unlock further usage of our system in Phocas.

Ease of use, speed of reporting and level of detail available that can be accessed. Automated reporting saves a lot of time. Support from the account managers when required is excellent.

Sometimes some of the functionality could be improved further to allow more flexibility. An example here would be multiple options for subscriptions i.e. a weekly report that you could also set to receive at monthend without the need to create a new favourite. Nest function is a fantastic addition to the functionality but due to the way Phocas works you have to start at the bottom layer of data then build layers above.

Ease of use , ability to develop our own customised views , one change updates all consumers of the views , scalable - we can add more data and create relationships to enrich existing views to the consumer , Enable better decision making data in dashboard views allowing the consumer to pic and choose what is important today .
We have never looked back - we chose Phocas in 2013 to feed our front end business with tailor made views of data to enable swift decision making - we developed our support team to self create views from data feed through to data visualisation - this replaced our Excel and VBA sheets that were people hungry to produce - now we simply load our data periodically and the consumer can a see "all they want to see when they want to see it "

Understanding how the background of the product , as we decided from day one that we would be self sufficient in all our development needs and not many businesses had taken this approach with Phocas at that time.

Offers easy deployment and maintenance. Database builds are a snap while offering dynamic reporting, dashboards and alerts.

More access to backend functionality would be helpful.

What I most like about Phocas is I can get to the information I need by how I think about it. While someone else in my company can get to the same exact information in a totally different manner. The great thing is we get to the same exact information.

The thing I like least is the inability to print nice looking dashboards. We have sales meetings and the managers want to print each salesmen's information from a master dashboard. This way it can be handed out to each person so they can see their information as it is talked about generally in the meeting.

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.

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.

Phocas is incredibly easy to use and helps you dig into an type of business analytics you can think of for your business.

There are not many of CONS that I have with Phocas, but the biggest issue I have is the lack of graphics for dashboards and the ability to truly customize those graphics. Also, the graphics can be a little quirky at times.

the ease of obtaining information in a usable way, and the speed at which we can get analysis of the data has been a game changer for our business! The dashboards are key for our teams and the alerts take the day to day thinking out of my hands!

There is nothing negative about this software from my perspective!

I love the ability to customize your data. I can run a high level report to summarize data another employee may need and with a few clicks can drill down to the details needed to create a more in-depth analysis of the data. I also love the flexibility of changing views, measures, dates, etc. with ease without starting from scratch.

I honestly can't think of anything I don't like. Customer Service in very customer-centric and work to use feedback to always make improvements.

Find out extended history on a customer; get transactional data over any specified time period; review usage by product category, vendor, customer, grade, order type, etc.

Can view on iPad, but not real clean: limiting fields in some of the functions tend to overlap making it impossible to do. Would like to abbreviate column headings, but can’t.

This product is easy to use and we create reports quickly.

We wanted to add some features into our existing databases but couldn't do it on our own. We just had training and now we learned how to do that.

I utilize data analysis in Phocas daily and help create dashboards for our branches. It is easily navigated and improves our data tracking and transaction searching.

Sometimes Phocas doesn't update, though I do not personally know if this is a Phocas issue or an issue with our Point of Sales program

The software is not only easy to use, and basically unbreakable, it is accessible almost anywhere. Hours have been saved thanks to the software. This is hands down the best software that i've ever used in my company.

Minor gripes about the interface and specific features that could be easily fixed. Currently running an older version, so 2016 may fix some of them

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!

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.

This software deals with large amounts of data with exceptional speed and simplicity putting relevant data at your finger tips. Easy to convince people to use

Limited in complex searches. CRM is Limited. Whenever you get a software that offers simplcity, there is some sacrifice on flexibility, but it is worth the sacrifice

The ease to use and train employees on this BI tool makes it best in the market. The power of building your own databases, customizing reports and the level of customer service is outstanding.

There isn't much I don't like about this software.

Phocas quickly converts data from Job Management and Eclipse into simple, easy to use, customizable dashboards to help monitor all aspects of our business.

The Phocas team has been very helpful with listening to our needs and training, facilitating change requests, and assisting us with problems.

allowed data analysis that improved our ERP system. enabled decisions that increased sales

remembering how to use all of the features

Easy to use, quick access, daily reporting

Can’t streamline some of the reporting not a timely report process

It is so useful to be able to track my sales and returns. It also has many great features for tracking sales and proformance.

its not always easy to find things and it doesn't always update.