What makes Deltek and Phocas a good fit?

Phocas is a financial planning and analytics platform that is built to make reporting and business analysis quick and easy for anyone in the team to use. When integrated with Deltek ERPs, Phocas enables architectural, engineering and construction companies to plan and manage their projects more effectively in a various ways, such as: Powerful business analytics - Phocas collects and consolidates huge amounts of data from multiple business sources, empowering Deltek ERP users with fast, easy access to real-time data within one easy to use platform. Custom reporting - Reports and dashboards are customizable to meet specific business needs and can be created by all users. Insights and metrics that may not be readily available in standard Deltek ERP reporting tools can be extracted with ease. Design your own reports that offer a deeper understanding of project and business performance. In-depth analytics - our unique ad hoc analysis layer, The Grid, enables all users to perform in-depth analysis. Drill down to transactional level and pivot the data in multiple ways such as by customer, branch, product or region. High performance - By integrating your Deltek ERP with Phocas, you'll achieve lightening fast loading times, regardless of the volume of transactional data stored. Companywide adoption - a user-friendly interface enables users across all departments to access and analyze their own data, not just IT experts or data analysts. Enhancing collaboration and fast decisions-making. All-in-one platform - Along with a BI Analytics foundation, Phocas offers comprehensive financial planning products that work together smoothly, including Financial Statements, Budgets and Forecasts, and Rebates.

Can one platform do all your reporting?

Yes - Phocas specializes in combining business data, most often ERP and financial data, with other non financial data sources. Providing one trusted platform to measure, track and plan your ongoing business operations quickly and easily. Phocas started as a BI solution, so we understand the ins and outs of data manipulation. Our customers loved the enhanced capabilities that Phocas brought to their ERP that they started asking for financial analysis and budgeting & forecasting capabilities too. Our focus is creating software and tools that anyone in your organization can use to understand sales, operations and logistics, making sure that your team can plan and forecast based on a solid foundation of trustworthy data.

Can Phocas help with Labor optimization?

Yes! For large projects Phocas enables you to create detailed headcount plans, sizing up teams for different phases of the project. Once a project is underway, tracking labor expenses, overtime hours and how that impacts project financials and overall business budgets and forecasts is easy in a unified analysis platform.

Boost Deltek BI & financial planning

Are you frustrated by the inability to view all project databases together? With Phocas, all data is connected providing a 360 view of project performance. Plus, a flexible planning tool makes ongoing contract management easy!

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4.8/5 on Capterra

4.6/5 on G2

Data consolidation Self-serve Financial planning Compare Phocas

Self-serve analysis

A human-friendly user-interface empowers everyone to build and customize unlimited reports and dashboards
Drill down from a 360 project view into granular detail like revenue, expenses, project phases
Monitor your labor database closely using dashboard and reporting tools displaying labor allocation across projects and phases
Feel reassured knowing security is defined at a user level, so people can only see and edit what they are permitted to.

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Financial planning

A flexible budget template makes it quick and easy bring in new contract details and efficiently plan resources
Track project budgets using up-to-date actuals, compare to budgeted performance and make easy forecast adjustments
Monitor profitability by setting up alerts to ensure margins remain above an agreed threshold
Once you've built your budget model for the first time, next year's data will be there ready to go.

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Compare Phocas to other vendors

Over the years, Phocas has achieved continuous success in BARC’s BI & Analytics Surveys.
See for yourself how Phocas stacks up.

4.7

Business benefits

5.8

Product satisfaction

4.6

Recommendation

4.0

Vendor support

9.7

4.7

Business value

9.6

4.3

Project length

9.6

4.6

Ease of use

9.4

5.2

Customer satisfaction

9.4

5.2

Implementer support

9.1

5.1

Project success

8.9

5.4

Innovation

7.2

Source: The BI & Analytics Survey 23, BARC

Fast implementation, full support

Phocas tailor your Deltek integration to your business needs to ensure longevity and the ability to add additional data sources. Phocas takes care of all of the heavy lifting, achieving in a matter of weeks what can take other providers the better part of a year to achieve.

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Phocas partner with multiple ERP systems and have developed a finely tuned implementation process that starts with a thorough needs assessment. Dedicated support teams are located in offices globally, providing not only technical assistance but also offering guidance and support that aligns with wider business objectives. Helping you achieve your goals and generate a fast return on your investment. Based on your goals and the data you want to analyze, we'll advise you on the most streamlined implementation.