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Description

An all-in-one platform designed for the effective management of individuals and organizations enables businesses to synchronize employee performance with corporate outcomes seamlessly. With a comprehensive set of tools, everything necessary for achieving your objectives is conveniently located in a single interface. You can utilize our various solutions individually or merge them for a cohesive experience. Our fully automated system is engineered to enhance your success rates significantly. By implementing precise targets and indicators, you can make more informed decisions that foster alignment within your organization. Evaluate your team's skills to boost their performance and promote development through structured, clear processes for calculating variable compensation. Additionally, you can oversee training programs and track your team’s growth effectively. Assess talent based on competencies, provide constructive feedback, and conduct Personal Development Initiatives (PDIs). Furthermore, automate the planning and tracking of goals while analyzing deviations and strategizing action plans. Gauge your team's engagement levels and leverage data-driven insights to inform your decisions. Moreover, your variable compensation framework will be enhanced with analytical reports and simulations that predict potential outcomes. This holistic approach ensures that your organization not only meets its goals but thrives in its competitive landscape.

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 No 
Epicor Prophet 21 No 
HubSpot Marketing Hub No 
Infor CloudSuite Distribution No 
Infor CloudSuite Industrial Enterprise No 
Infor Distribution SX.e No 
Infor VISUAL No 
Intact Xline No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics GP No 
Microsoft Excel No 
NetSuite No 
Retail Express No 
SAP Business One No 
SAP HANA No 
Sage 100 No 
Sage 100 Contractor No 
Sage 200 No 
Xero No 

Integrations

Epicor Kinetic Yes 
Epicor Prophet 21 Yes 
HubSpot Marketing Hub Yes 
Infor CloudSuite Distribution Yes 
Infor CloudSuite Industrial Enterprise Yes 
Infor Distribution SX.e Yes 
Infor VISUAL Yes 
Intact Xline Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics GP Yes 
Microsoft Excel Yes 
NetSuite Yes 
Retail Express Yes 
SAP Business One Yes 
SAP HANA Yes 
Sage 100 Yes 
Sage 100 Contractor Yes 
Sage 200 Yes 
Xero Yes 

Pricing Details

$20 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Mereo

Founded

2012

Country

United States

Website

www.mereo.com

Vendor Details

Company Name

Phocas Software

Founded

1999

Country

United Kingdom

Website

www.phocassoftware.com

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
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 

Compensation Management

Bonus Management Yes 
Compensation Assessment No 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements No 
Employee Reward Programs Yes 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning No 

Dashboard

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

Employee Recognition

Goals Yes 
Leaderboards / Activity Tracking No 
Manager-to-Peer Recognition Yes 
Mention Management No 
Nominations No 
Peer-to-Peer Recognition No 
Performance Management Yes 
Rewards Catalog No 
Rewards Points No 
Social Recognition No 
eCards No 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning Yes 
Compensation Management Yes 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding No 
Payroll Management No 
Performance Management Yes 
Recruiting Management No 
Self Service Portal No 
Succession Planning Yes 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets No 
Training Management No 

Reporting

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

Succession Planning

"What If" Scenarios No 
360 Degree Feedback Yes 
Career Development Yes 
Competency Scale Yes 
Employee Profile Yes 
Goal Management Yes 
Organizational Charting Yes 
Performance Management Yes 
Recruiting Management No 
Succession Management Yes 

Talent Management

Career Development Planning Yes 
Compensation Management No 
Competency Management Yes 
Employee Lifecycle Management Yes 
Goal Setting / Tracking Yes 
Job Description Management Yes 
Onboarding No 
Performance Appraisal Yes 
Recruiting Management No 
Succession Planning Yes 
Training 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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