Home Platform

Ensure your ERP migration works the first time

Avoid operational disruption and budget blowouts when upgrading your ERP. Phocas is a trusted conduit between the new and old system so you can run business as usual and keep your data secure during the process.
Get a demo
Phocas ERP migration

Preparation is important

Many companies do not allocate sufficient time to determine the new data requirements. To get comprehensive data, it is important to consult with all relevant people, including operations managers and product specialists. Internal conversations help decide your data rules and expectations. A data analytics solution like Phocas can then identify and correct errors prior to migration.

  • Prioritize migration needs: strong data preparation is required
  • Consider new data : outline all the extra data you want included in the new ERP
  • Reporting improvements: a new system brings new opportunities, check you have captured all the necessary fields to measure new KPIs and priorities
  • Collaborate:  there are lots of data needs in a business, ensure you get feedback from all
Learn about our implementation process
preparation\-is\-important
Phocas integrations

Flexible migration

ERP migration is a series of steps. With Phocas Analytics, your processes, relationships and  historical data will remain intact on the go-live date. We help you transition smoothly between ERPs, allowing for rolling changes and data stability.

  • Avoid errors: understand the source ERP to meet the requirements for exporting the data
  • Data integrity: data in Phocas ensures ongoing customer service and sales activity
  • Maintain: keeping historical transactional information from the old ERP is valuable 
  • Adoption enablement: successful implementations can be enhanced with our field trainer service who visit branches for onsite training

Talk to a Phocas expert
migrate\-in\-batches
Customer quote

Customer quote

Most companies do not want to absorb the cost and expense of migrating historical data to the new ERP. Phocas bridges the gap until the ERP migration and then becomes the solution for accessing historical data once the systems are integrated."

— Scott Sokoly, Business System Administrator at Trade Supply Group.

Epicor + Phocas customer

Stay in control of your migration

ERP conversions are at most risk of failing in the second or third month after go-live. It is in these months after the migration that the focus and energy of the conversion dissipates. Phocas has in-built alerts to warn users of any data changes.
  • Data cohesion: Phocas provides a single source of truth for consistent analysis throughout the transition
  • Reporting capability: ensures you can report from the old and new data during and after migration
  • Mitigate risk with alerts: Proactively identify data issues in the critical months after migration using automated alerts that pinpoint areas impacted by the conversion
  • Manage costs: a data analytics solution buffers data importing expenses 
Get a demo
avoid\-failure\-after\-go\-live

Phocas played a critical role in our ERP migration

Changing an ERP is a significant investment for any business, and for B&R, the implementation took more than a year to complete. B&R’s sales reporting was consistent all the way through the install because of a long-term commitment to Phocas. 

Get a demo Read the case study

Customer quote

“Phocas is one of the reasons our ERP implementation was so successful. It provided the sales team confidence in sales, orders and processing information.”
Chris Cheers
Operations Applications Manager at B&R Enclosures
G2 Easiest To Use
GetApp Category leaders
Capterra Shortlist
Software Advice Front runners
Chris Cheers - B&R Enclosures

Support for all migration scenarios

Considering an ERP change? Not all migrations are the same. We can partner with you through the process – whether it's a direct 1:1 replacement, an ERP system upgrade or adding a new ERP to your organisation – Phocas helps you navigate your specific transition successfully.
Wholesale ERP changeover

Wholesale ERP changeover

In a 1:1 replacement scenario, Phocas can smooth the transition, enable historical comparisons and help you get fast insights from your new ERP.
ERP system upgrade

ERP system upgrade

During an ERP version upgrade, Phocas provides a stable analytics layer, helping you quickly validate data integrity and maintain reporting consistency. 

Adding a new ERP

Adding a new ERP

If you're adding another ERP alongside existing systems (e.g., post-acquisition or for different divisions), Phocas connects data from multiple ERPs simultaneously, providing analysis across the entire business.

Analytics maximizes ERP value

Data analytics adds value to your ERP not only during migration, but before and after any upgrades with data insights and quick measurement of KPIs.

 

  • Self service reporting: an intuitive reporting system avoids paying experts to build reports or workarounds
  • Smooth UX experience: see the same user interface despite the backend change
  • Improve data quality: identify uncategorized products, detect inconsistencies, and enhance the accuracy of your metrics
Get a demo
Analytics maximizes ERP value

Fast implementation, rapid ROI

Connecting data is one of our specialities, enabling us to guide you on a quick path to value. Our rapid deployment process is designed for seamless integration with multiple ERPs and diverse data sources. 

  • Dedicated support: an implementation team is assigned to work alongside your business to deliver a tailored, pre-built solution, ensuring smooth onboarding
  • Experienced integration: pre-built connectors for leading ERPs; Infor, Oracle NetSuite, Epicor, Klipboard, Sage, SAP + many more to align with your existing technology
  • Secure data: benefit from secure data warehousing for multiple sources - gain a central, reliable data platform for your growing needs
  • Accelerated insights: begin harnessing meaningful insights in approximately 8 weeks for a mid-size business, enabling you to fuel growth sooner
Find your ERP
Fast implementation, rapid ROI
Customer quote

Customer quote

"Phocas is one of the reasons our implementation was so successful. There is enough change involved in migrating from an old ERP to a new system. You should only change what you need to change, and there was no need to change Phocas."
— Chris Cheers, Operations Applications Manager at B&R Enclosures.

Stay aligned as you grow

Grow without limits with a platform designed for long-term success. We're here to support your journey, every step of the way.

  • Clear alignment: a complete view of business performance helps you stay on track with operational and financial goals
  • All-in-one platform: supports continuous expansion, eliminating the need for costly external consultants
  • Built to last: a platform that’s backed by a clear roadmap and ongoing innovation to meet growing needs
Get a demo
stay\-aligned\-as\-you\-grow

Frequently asked questions

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.
Get a demo Understand the past, operate better today, and plan well for the future