Phocas and Epicor Data Analytics (EDA) are fantastic platforms—but because their internal services team is in high demand, custom requests often carry a 4 to 6 week lead time. Whether you need new databases built, custom ERP data added, or Financial Statements & Rebates configured, Built By Data gets it done in days, not months.
Hands-On Implementation Experience Across All Major Distribution & Manufacturing ERPs
Out-of-the-box Phocas content packs are built to get you live quickly—not to reflect the custom nuances of your pricing, rebates, branches, and general ledger.
Break free from rigid standard content packs. We architect custom Phocas databases and streams that pull in your custom ERP tables, User Defined Fields (UDFs), Epicor BAQs, and SQL views without breaking your nightly syncs.
Stop exporting Phocas grids back into Excel every month-end. We map and automate your P&L, Balance Sheet, and Cash Flow statements inside Phocas so they tie out to the penny against your ERP General Ledger.
In HVAC, plumbing, electrical, and industrial distribution, invoice margin rarely tells the truth. We build automated models for Special Pricing Agreements (SPAs), vendor billbacks, and customer rebates.
Replace cluttered, orphaned dashboards with high-adoption, role-based scorecards designed specifically for Executives, Branch Managers, Buyers, and Outside Sales Reps.
Like many wholesale distributors running Epicor, our HVAC client had invested in Phocas but struggled to get custom ERP data into their databases, reconcile complex vendor rebates/SPAs, and automate branch-level financials without heavy manual spreadsheet work.
Integrated custom Epicor tables, UDFs, and BAQs into clean Phocas streams with automated nightly validation.
Exposed true landed margin after vendor billbacks and special pricing agreements across all branches.
Automated monthly P&L and Balance Sheet reporting with rolling branch-level budget comparisons.
Delivered tailored scorecards for leadership, branch managers, and buyers to cut dead stock and boost turns.
Expensive overhead, and generalist BI analysts still take 6+ months to learn Phocas Database Designer and ERP tables.
Phocas's Professional Services team is great, but high demand means waiting 4 to 6 weeks just to get custom database builds, new UDFs, or financial mappings scheduled.
While Phocas Support still handles behind-the-scenes cloud infrastructure, we jump in immediately on all your hands-on Database Designer builds, custom ERP data additions, Financial Statements, Rebates, and Scorecards.
Whether you need a one-time audit, a custom Financial/Rebate rollout, or ongoing Fractional Phocas Administration, we tailor our support to your team's bandwidth.
Ideal if your original Phocas champion left, syncs are slow, or numbers don't match your ERP.
Fixed-scope or hourly execution for high-impact Phocas modules and custom ERP data streams.
Keep a former Phocas Senior Implementation Consultant on your team for a fraction of a full-time hire.
Check any items below that sound familiar—if you check two or more, a 15-minute Architecture Review with Built By Data will immediately save your team hours of frustration:
Book a complimentary 15-minute screen-share with a former Phocas Senior Implementation Consultant. Bring your trickiest Database Designer, ERP sync, or Financial Statement question.