Phocas & ERP Analytics Consulting — 1-Page Service Overview

Skip the 4–6 week services wait time—get your Phocas databases & reports built in days. Phocas is a fantastic platform, and their Professional Services team is great—but high demand often means a 4 to 6 week lead time for custom builds. As a former Phocas Senior Implementation Consultant, I jump in immediately to handle your custom Database Designer builds, ERP data additions, Financial Statements, Rebates, and Scorecards (while Phocas Support continues to handle your behind-the-scenes cloud hosting).

ERP Integrations Mastered: Epicor (Prophet 21, Eclipse, Kinetic, BisTrack / EDA) Infor (SX.e, CSD, SyteLine) Oracle NetSuite SAP Sage Microsoft Dynamics

Proven Solutions & Recent Wholesale / HVAC + Epicor Client Outcomes

1. Custom Database Designer & ERP Streams

Go beyond standard Phocas / Epicor Data Analytics (EDA) content packs. Pull custom UDFs, BAQs, SQL views, open quotes/bids, service work orders, and warehouse productivity metrics directly into Phocas without breaking nightly syncs.

2. Phocas Financial Statements & Budgets (FP&A)

Eliminate manual Excel exports. Map accurate, automated P&L, Balance Sheet, and Cash Flow statements in Phocas—complete with branch-level cost allocations, rolling forecasts, and bottom-up sales manager budgeting.

3. Vendor Rebates, SPAs & True Net Margin

Invoice margin rarely tells the full story in distribution. Build automated tracking for Special Pricing Agreements (SPAs), vendor billbacks, customer rebates, and freight to expose true landed net margin by branch, rep, and item.

4. Role-Based Scorecards & Inventory Optimization

Deliver clean, actionable dashboards tailored for Executives, Branch Managers, Buyers, and Outside Sales Reps—tracking GMROI, dead-stock aging, seasonal stockouts, customer churn (RFM), and counter vs. field sales.

Flexible Ways to Work Together

1. Phocas Health Check & Audit

Full audit of Sync logs, SQL/BAQ feeds & Database Designer structure
Tie-out verification against ERP GL, Sales & Inventory Valuation
Dashboard & user permission cleanup
Includes 5 hours of immediate hands-on fixes

Fixed Fee: $1,250 (Audit + 5 Hrs Fixes)

Targeted Build

2. Custom Expansion Project

Rollout of Phocas Financial Statements, Budgets, or Rebates
Custom ERP table/UDF integration or new database build
Post-acquisition (M&A) or ERP migration data consolidation
End-user & sales team training

$150/hr (40% vs. $250/hr Vendor Rate)

Ongoing Support

3. Fractional Phocas Admin

On-demand Senior Phocas Architect at a fraction of a full-time hire
Priority turnaround for new dashboards, streams & Designer requests
Monthly ERP-to-Phocas tie-out & sync governance
New employee onboarding & training

Retainer: $1,250/mo (10 Hrs @ $125/hr)

Is Your Team Experiencing Any of These Common Phocas Bottlenecks?

☑ Phocas Sales or Inventory totals don't match your ERP to the penny

☑ Stuck on standard Epicor EDA content packs without custom UDFs/BAQs

☑ Still exporting Phocas grids to Excel to calculate SPAs & Vendor Rebates

☑ Original in-house Phocas champion left and no one knows Database Designer

☑ Nightly syncs are failing, timing out, or taking too long to complete

☑ Paying for Financial Statements or Budgets modules that aren't fully configured

BUILT BY DATA — PHOCAS & ERP ANALYTICS