Successful Business Intelligence. Turn your data into results.

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2 Successful Business Intelligence. Turn your data into results.

3 #1 Phocas Ranks #1 in World s Largest Business Intelligence Software Review* * #1 in 13 categories (BARC BI Survey 2014) Phocas is a unique award-winning business intelligence tool for manufacturing, distribution and retail companies that normally sell large ranges of products to a wide customer base. At the core of Phocas are two key principles. Firstly, it gives you access to all of your data, by any criteria in any order and in any combination. But it does this instantly. Phocas is not to be confused with data extraction tools or sales reports generators no setting up, no templating. Anything you can legitimately ask about your data is answered. It promotes interactive use, allowing you to follow your own train of thought to get a true picture. Secondly, Phocas equips you with intelligence to make better business decisions in real-time, frequently resulting in: Sales opportunities Efficiency gains Improved margins Purchasing savings Better stock management Enhanced processes Pricing gains Lower aged debt Better financial reporting

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5 Our Product. BI solutions that are relevant to your needs. Dashboards Data Discovery Easy Integration Mobile Reporting & Geospatial Collaboration

6 Dashboards Dashboards that open up a world of underlying data.

7 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, customise, collaborate and revise it on the spot without help from the IT department. And 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.

8 Data discovery Uncover opportunities you had never even thought of.

9 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 quick 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.

10 Easy integration More than a product; a solution for your data source.

11 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 customised 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. In addition to connectivity to all ODBC & JDBC compliant databases, Phocas provides connectors for most ERP and CRM systems. Connectors can build a full solution in minutes and your IT department can customise these solutions to meet your business needs. We can mash up data from any system you have. However, we have particular experience in the following: Sage 50/100/200/1000/X3 Microsoft Dynamics GP/NAV/AX Infor BAAN/BPCS/System 21/Unison Lakeview Bistrack Kerridge MAM/MAM Autopart SAP/SAP B1 Agathos

12 Mobile No. 1 for Mobile Business Intelligence (BARC 2013, 2014).

13 Customers voted Phocas #1 for mobile BI on the World s Largest BI Survey (BARC The BI Report 2013, 2014). 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! Available on all deployment options, such as an ipad or smartphone. Compatible with all browsers with HTML5 support. Web based application rather than maintaining Native Apps on devices great for ease of deployment in a BYOD environment. Phone browser detection for ease of use on a small screen phone or device.

14 Reporting & Geospatial Efficiency at your fingertips.

15 Create and publish simple reports with Phocas and have them delivered by 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 print ready format to view later offline. Phocas 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, region 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.

16 Collaboration Complete your data discovery loop with Phocas BI and collaboration tools.

17 Collaborating and sharing information is a key part of using Phocas. You can share a favourite or dashboard with other Phocas users, subscribe to have a favourite automatically ed to you or export data to a printfriendly format or export Phocas offline. Ways of collaborating in Phocas Share a dashboard Share a favourite Use folders Subscribe to a favourite Export data More tools for collaboration If you also have the Phocas CRM module you can take collaboration further, for example, by assigning tasks to team members, adding a note to a particular analysis point or setting up a meeting without leaving the Phocas screen.

18 Thousands of Phocas users share the love.

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20 Need to know more? House, Middlemarch Business park, Siskin Drive, Coventry CV3 4FJ United Kingdom