Phocas was founded in 2001 in the UK and remains privately held. Today, 50 percent of its shareholders and the development team are based in Australia. The company has around 1,200 customers, 30,000 users and approximately 110 employees and has shown annual growth of 20-30 percent over the last ten years. Last year, Phocas reported revenues of $17.5 million, which came evenly from the UK, Australia and North America.

Globally the company maintains six offices and has relationships with scores of partners for technology integration, sales and project implementation.

Phocas has a strong focus on the manufacturing, distribution and retail industry verticals, as well as a good number of horizontal business functions such as sales and marketing, services, purchasing, finance and accounting. Its consulting team possesses strong expertise in these areas when helping IT departments set up and customize their data integration from standard ERP systems and the expandable pre-built data model for Phocas that sits on a Microsoft SQL Server database.

Phocas also provides a CRM application that combines the analytical capabilities of Phocas BI with more operationally oriented process support (e.g. for campaign management, contacts, activities etc.). Additional important features include collaboration, data-input with forms and handling customer rebates.

Users in business departments can work with an easy-to-use, self-service tool that allows them to build and adapt dashboards. Customers also have the choice of working in an OLAP-style analysis spreadsheet environment when more detail is required. The product provides flexible ad hoc reporting and analysis for business users, who can also administer the tool themselves.

User & Use Cases

Phocas is used for standard reporting and ad hoc query by 94 percent of users. Customers also use Phocas for standard/enterprise reporting (88 percent) and basic data analysis (74 percent). Although it’s not a performance management tool per se, Phocas can help users in the planning process by accessing ERP data. Customers also report an above-average inclination to start using the product for budgeting/planning, advanced analysis and financial consolidation. These outstanding usage numbers speaks to the maturity and flexibility of Phocas.

Phocas concentrates on mid-market businesses, so it is entirely consistent that 74 percent of its customers are of medium size. The penetration rate at customer sites is quite high: an average of 27 percent of employees use the product, comfortably above the survey average of 17 percent. This is a positive reflection on the tool’s versatility, ease of use and applicability to multiple horizontal business functions.

Phocas customers chose the product after evaluating and disregarding Tableau, Microsoft SQL Server Reporting Services, QlikView, Infor and IBM Cognos Analytics.

Current vs. planned use

N = 34

Business Intelligence Use Cases of Phocas

5 products most often evaluated in competition with Phocas

N = 31

5 products most often evaluated in competition with Phocas

Percentage of employees using Phocas

N = 34

Number of users using Phocas

N = 34

Tasks carried out with Phocas by business users

N = 33

Company size (number of employees)

N = 34

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Peer Groups Americas-focused vendors, Data discovery-focused products, Self-service reporting-focused products
VendorPhocas Software
Number of responses34
OfficesUSA, UK, APAC
Revenues (2016)$17.5M