Phocas gives family-owned wholesaler fast and efficient access to key business data

J&S Davis takes data analytics to the next level with Phocas Business Intelligence.

Need for easier access to data

When it comes to making important business decisions, accessing the right data quickly is critical for J&S Davis. In 2002 the company was using Crystal Reports to analyse data, but as the business grew so did its need for faster and more comprehensive reporting and analytics.

Having no idea of Phocas’ full capabilities, Daniel Davis, managing director for J&S Davis knew his business needed Phocas after being hit by its ‘wow factor’ during a demo.

It was the ease and speed at which Phocas was able to deliver the data that led the 100+ year-old company to deploy the software and remain a customer for over 15 years.

“Previously we couldn’t get a good view of our data without running hundreds of reports. Phocas made it easy to pull the back-end data straight to our fingertips. It is so quick at getting the right information to the right people,” said Daniel Davis, managing director for J&S Davis.

This helped the sales managers get a view of how sales people were performing and provided critical data on customers’ buying behaviour. It also meant purchasing and buying managers could show suppliers which products were selling to which customers.

“Particularly important to us was the ability to see things shown in the supplier’s own currency. A lot of stock is held at various stages along our supply chain so getting clarity on that area is critical.”

Implementation and support

Following a demo, Daniel worked with Phocas on implementation.

“It was surprisingly quick to set up the initial package and we couldn’t be happier with the support available,” said Davis.

Implementing Phocas across the entire business has helped J&S Davis get a better understanding of not just customers and suppliers, but also internal operations.

“Colleagues can use it to understand the business dynamics much better,” said Davis. “It means we’re all on the same page and can have intelligent conversations during meetings.”