Opiniones de Phocas Software

The ease of use of Phocas is what puts it at the top of our list for BI software. The set up of the data was quick and easy (with great support from the Phocas guys) and ability to drill down from top line data right into the detail of a transaction is what makes Phocas a great tool for us. Phocas is widely used across our business to track and analyse sales data, finance data and purchasing data with future plans to add more modules. The PUG Forum is also a good feature for me, if there is something that you don't know how to do then you'll find the info there or someone can point you in the right direction. It's also a great place to suggest the feature that you'd like to see and Phocas review and add on to their product road map, so you know they are listening to your ideas.

I'd say the visualizations and widgets on the dashboards could do with abit of updating. The charts aren't always a flexible as you'd like with axes labels and adjusting the axes to suit the chart, plus you have to be quite specific with the data in the first place to get the chart you want.

It is very easy to use! I can show someone the basics in 5 to 10 minutes and they are off and running creating favorites and dashboards. The software is updated every month and their support and documentation is outstanding.
The product gives us the information we need faster than doing it in our ERP system. With a couple of clicks you can analyze you sales data and then quickly change views to look at the data in a completely different way. It very robust in all the options you have.
The company is developing based on their customer needs, you can tell that they all want to help us achieve success with this product.

This is hard to say because their are few cons. We have requested enhancements and we have some support issues that are submitted. But we have no visibility , (web portal), to review what we already submitted. It would be nice to have a support portal to check open cases and enhancements we have submitted.

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.

Ease of use. Within seconds I can find the exact data I am looking for. It requires very little technical knowledge, however, I have set up many advanced sales--and even financial--reports using Custom Mode. The software loads quickly, and I have rarely encountered a bug. On the few occasions where I have emailed the support desk they ALWAYS respond quickly and have a solution implemented right away. This is definitely not the case with many other software companies that I deal with. I love Phocas.

This is very minor, but exporting reports could use some touch ups. Exporting to Excel comes with conditional formatting. Some users may like it, however I almost always remove the conditional formats because it dramatically slows down other functions I may perform with the data in Excel. Again, this is very minor as I understand the usefulness to some users of having the conditional formats already set up. I also occasionally print a report that displays in a weird format with regards to column headings and column widths.

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.

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.

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.

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.

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

building dashboards is easy, building reports (favorites) is easy.

The data. Just like any other reporting software. If you don't have a good structured dataset (source files) then it makes it harder. That's not a bad thing about THIS software, though ;)

Data is very powerful when used properly.
Easy to use once leaned and it's extremely quick to extract important data.

Some bugs still sit in the software. Not a lot but they are annoying when they do pop up.

It makes pulling inventory and financial information very easy. You can be as broad or as granular as you want to be.

The first day of the month, all inventory and financial data is zero.

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

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.

Phocas allows me to track the results of sales promotions with ease. It also lets me focus in on under performing product classes and identify the root cause. It's one of the best software programs we have.

Ease of use. Simple to navigate and download

I do not have any cons! Everything seems fine