List of Phocas Budgeting and Forecasting Customers
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Since 2010, our global team of researchers has been studying Phocas Budgeting and Forecasting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Phocas Budgeting and Forecasting for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Phocas Budgeting and Forecasting for EPM include: Savona Foodservice UK, a United Kingdom based Distribution organisation with 220 employees and revenues of $74.0 million, Replenex, a United States based Distribution organisation with 80 employees and revenues of $50.0 million, Tom Duffy Company, a United States based Distribution organisation with 60 employees and revenues of $10.0 million, IMMY, a United States based Life Sciences organisation with 100 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using Phocas Budgeting and Forecasting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Phocas Budgeting and Forecasting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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IMMY | Life Sciences | 100 | $10M | United States | Phocas Software | Phocas Budgeting and Forecasting | EPM | 2024 | n/a |
In 2024 IMMY implemented Phocas Budgeting and Forecasting as part of an EPM initiative to centralize finance planning and budgeting for its life sciences operations. The deployment used Phocas Budgeting and Forecasting alongside Phocas Financial Statements and Budgets & Forecasts to provide a unified planning and reporting layer for finance and FP&A.
The implementation configured core budgeting and forecasting workflows, scenario planning capabilities, and multi-entity reporting functions within Phocas Budgeting and Forecasting. Functional modules emphasized rapid scenario modelling, live budgets that remain editable during the fiscal cycle, and consolidated financial statement reporting to support acquisition due diligence.
IMMY integrated Phocas Financial Statements and Budgets & Forecasts with its Infor CloudSuite ERP to automate data flows between transactional GL data and planning models. Operational coverage targeted finance and FP&A across US and international operations, enabling consolidated views for multi-entity rollups and cross-border scenario analysis.
Governance and process changes accompanied the deployment to revamp budgeting cadence and owner workflows, preserving live budgets and improving control over scenario inputs. The program delivered faster reporting, live budgets, and improved scenario modelling, and increased the number of days IMMY's budget was live.
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Replenex | Distribution | 80 | $50M | United States | Phocas Software | Phocas Budgeting and Forecasting | EPM | 2022 | Central Data |
In 2022, Replenex implemented Phocas Budgeting and Forecasting as part of an EPM deployment to centralize financial planning and reporting. The cloud-based implementation was delivered with support from Central Data and designed to become the company wide single source of truth for financial and operational metrics.
The implementation focused on Phocas Budgeting and Forecasting capabilities alongside complementary Phocas modules for financial statements and analytics, enabling automated P&L reporting, structured budget and forecast models, and scheduled distribution of role-specific reports. Configuration emphasized automated month-end processes and recurring AR and AP workflows, with inbox delivery of weekly and monthly reports to sales and executive teams to drive transparency.
The deployment architecture integrated Phocas with Infor CloudSuite Distribution ERP to unify transactional ERP data with planning models and analytics, preserving the general ledger while allowing self-serve access to actual figures for nonfinance users. Operational coverage spanned finance, sales, operations, and onsite warehouse teams across Replenex’s 15,000 square foot facility and additional locations, consolidating data from field and onsite staff into a single platform.
Governance changes prioritized succession resilience and reduced manual reconciliation, driven by an urgent need to replace a bespoke homegrown reporting process. With Phocas Budgeting and Forecasting and associated Phocas Financial Statements and analytics functionality in place, Replenex shortened month-end reporting from 7 to 10 business days down to 3 business days, and achieved a reported past due accounts receivable balance of 7.5 percent, while gaining higher confidence in data integrity and eliminating on-premises server constraints.
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Savona Foodservice UK | Distribution | 220 | $74M | United Kingdom | Phocas Software | Phocas Budgeting and Forecasting | EPM | 2023 | n/a |
In 2023, Savona Foodservice UK implemented Phocas Budgeting and Forecasting, deploying an EPM solution to replace manual, paper-based budget processes. The project focused on enabling dynamic bottom-up monthly budgeting with daily access for field sales across the south of England distribution operations.
Phocas Budgeting and Forecasting was configured to support bottom-up budget submission, monthly forecast cycles, and scenario-aware planning workflows aligned to commercial drivers. Configuration emphasized margin and stock planning capabilities and enabled finance to consolidate inputs from sales into a single budgeting model, reflecting typical EPM functional workflows for planning and forecasting.
The implementation was delivered alongside Phocas Analytics and Phocas CRM, creating an integrated experience where sales teams access budgeting inputs through analytics dashboards and CRM-driven commercial data. Operational coverage included field sales, commercial planning, and finance teams within the UK distribution business, with daily refresh cadence for frontline users.
Governance shifted to a distributed, bottom-up process with defined submission and consolidation workflows to support more granular, reactive budgeting. Reported outcomes include time savings for sales teams and more granular, responsive budgets that support improved margin and stock planning.
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Distribution | 60 | $10M | United States | Phocas Software | Phocas Budgeting and Forecasting | EPM | 2024 | Klipboard |
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