Enable vs Phocas
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Comparison overview
Enable rebates
Phocas rebates
Phocas is a core necessity
"Before Phocas, we were less likely to use sales rebates as a tool as it was so cumbersome to provide information to the customer and track ourselves. Now our sales people know this is a tool they can use when selling."
Scott Sokoly
Business System Administrator at Trade Supply Group
Integration
Enable integration
Phocas integration
With its business intelligence core, Phocas excels at connecting your data. Since 2001, Phocas has developed long-standing relationships and direct integrations with multiple ERP systems such as Epicor, Infor, Kerridge Commercial Systems, Sage and SAP. Data is pulled from your ERP or any other source directly into one centralized platform, providing a reliable data foundation that everyone can access and analyze. Phocas' finely tuned integration process includes a thorough needs assessment, a dedicated implementation team, secure data warehousing, data mapping, plus training and ongoing guidance from global support teams. All the heavy lifting is done by Phocas, achieving in a matter of weeks what can often take the better part of a year to achieve.
Kerridge Commercial Systems + Phocas customer
Rebates analysis
Enable
Phocas
When it comes to rebates, robust analytics truly sets Phocas apart. Maximizing full rebate potential requires more than simply tracking rebate programs. It also requires assessing their structure and impact on sales, profit and margin across customers, products and suppliers - both before and after rebates. With Phocas' BI core and human-friendly interface, this level of detailed analysis is achievable for everyone in your business - not just the data experts. Use near-miss analysis to track overall performance and calculate distances to next accrual bands - helping drive the most profitable purchasing decisions or incentivizing customers to increase purchases. Explore what-if scenarios for non-rebate customers to showcase potential earnings, or harness pro-rata analysis to forecast sales. By freely exploring underlying data, you can identify risks, opportunities and their causes, maximizing potential for both payable and receivable rebate programs.
Epicor + Phocas customer
Dashboards
Enable
Enable offer two dashboards categorized as as 'add ons' - implying an additional cost per dashboard on top of a baseline subscription. The executive dashboard offers a high-level view of rebate programs with up-to-date insights and the ability to track trade agreements. The partner dashboard allows you to invite partners to view their progress, helping improve engagement within trading agreements. It's worth investigating what's involved in setting up executive and partner dashboards, and whether you can independently create and customize them. Also confirm if creating and customizing additional dashboards is possible and what costs are associated.
Phocas
All Phocas products offer comprehensive dashboarding capabilities as a standard offering, at no extra cost. Designed to be human-friendly, everyone can independently create and fully customize unlimited dashboards. You can set up automated alerts and reports, send your insights externally or tag relevant people or teams directly within the rebates product. Phocas dashboards offer so much more than a simple overview, allowing you to freely explore the data behind a table or graph, right down to transactional-level data. They're fast, easy to use and empower you to independently present insights that are easy to understand.
Reporting
Enable
Enable offer advanced reporting as an 'add on' - implying an additional cost to a baseline subscription. Various reports are available, however it is unclear whether they can be customized independently or if support is required from an Enable consultant.
Phocas
Dynamic, custom reporting comes as a standard offering with Phocas software. Reporting is designed to enable all users to independently create and customize unlimited reports. Propelled by a business intelligence foundation and the ability to set up opportunity and risk alerts, finance, sales and purchasing are all on the same page. Helping them connect, understand and plan their rebate programs to maximize profitability.
BI & Financial Planning & Analysis
Analytics
- Quick access to ERP and other data means everyone is connected to the same up-to-date numbers.
- Freely explore any variable, pivot and drill-down to follow your train of thought - down to transactional level.
- Clearly show your position and KPIs with custom graphs and unlimited dashboards shareable in a few clicks.
- Create custom, automated reports and empower everyone to delve deeper into company data.
Financial Statements
- Create dynamic profit and loss, balance sheet and cashflow statements
- Customize statements to suit teams and departments, then automate reports across the organization
- Track performance at any time and freely investigate financials
- Quick, easy visuals mean more people understand business performance
- Bring other business data into your statements
Budgets & Forecasts
- Choose from pre-built budget styles and add detail like inventory, sales and headcount
- Connect everyone with operational, sales and inventory data to serve budgets, scenarios and forecasts
- Secure workflows deliver quick feedback and improve company-wide collaboration
- Make regular reforecasting easier by comparing live actuals to planned performance
A secure end-to-end solution
Understand the past, operate better today, and plan well for the future
— Owner at Timberline Bathroom Products.