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Description

Your organization thrives on data, yet no one enjoys dedicating their time to handling documents and files. Epicor ECM offers a straightforward yet powerful solution, enabling teams to optimize content management through automated workflows, real-time version control, and dependable security measures. The system allows for rapid and precise retrieval, providing swift responses for both customers and vendors alike. It fosters dynamic collaboration across various departments, enhancing teamwork and decision-making by ensuring content is readily available when needed. Whether you choose a cloud-based or on-premise setup, Epicor ECM is a versatile and scalable content management system that adapts to your business's growth. Seamlessly integrating with Epicor ERP and Prophet 21, it delivers comprehensive enterprise efficiency. Capture content from any device, anywhere in the world, and utilize automatic data extraction to minimize errors and save valuable time. Additionally, monitor collaboration and revisions as they happen, while eliminating the risks of overwrites through effective content check-in/check-out controls, making it an indispensable tool for modern organizations.

Description

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Epicor Kinetic Yes 
Epicor Prophet 21 Yes 
Enapps ERP No 
Epicor CRM Yes 
Epicor Eagle No 
Epicor Financials Yes 
Epicor Vision Yes 
Epicor Vista Market Share Yes 
HubSpot Marketing Hub No 
Infor Distribution SX.e No 
Intact Xline No 
Jim2 Business Engine No 
MYOB No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics GP No 
SAP Business One No 
SAP Cloud Platform No 
Sage 100 No 
Sage 100 Contractor No 
Sage 300 Construction and Real Estate (CRE) No 

Integrations

Epicor Kinetic Yes 
Epicor Prophet 21 Yes 
Enapps ERP Yes 
Epicor CRM No 
Epicor Eagle Yes 
Epicor Financials No 
Epicor Vision No 
Epicor Vista Market Share No 
HubSpot Marketing Hub Yes 
Infor Distribution SX.e Yes 
Intact Xline Yes 
Jim2 Business Engine Yes 
MYOB Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics GP Yes 
SAP Business One Yes 
SAP Cloud Platform Yes 
Sage 100 Yes 
Sage 100 Contractor Yes 
Sage 300 Construction and Real Estate (CRE) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Epicor

Founded

1972

Country

United States

Website

www.epicor.com/en-us/products/enterprise-content-management/ecm/

Vendor Details

Company Name

Phocas Software

Founded

1999

Country

United Kingdom

Website

www.phocassoftware.com

Product Features

Enterprise Content Management (ECM)

Archiving & Retention No 
Collaboration Tools No 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management No 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search No 
Version Control No 
Workflow Management No 

Product Features

Big Data

Collaboration Yes 
Data Blends Yes 
Data Cleansing No 
Data Mining Yes 
Data Visualization Yes 
Data Warehousing No 
High Volume Processing No 
No-Code Sandbox No 
Predictive Analytics No 
Templates No 

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP Yes 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Data Discovery

Contextual Search No 
Data Classification No 
Data Matching No 
False Positives Reduction No 
Self Service Data Preparation No 
Sensitive Data Identification No 
Visual Analytics Yes 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP Yes 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

Qualitative Data Analysis

Annotations No 
Collaboration Yes 
Data Visualization Yes 
Media Analytics No 
Mixed Methods Research No 
Multi-Language No 
Qualitative Comparative Analysis No 
Quantitative Content Analysis Yes 
Sentiment Analysis No 
Statistical Analysis Yes 
Text Analytics No 
User Research Analysis No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP Yes 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

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