Hungerford, RG17 0YL,
United Kingdom
Klipboard
Klipboard, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Klipboard collaboration with software players such as Phocas Software empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Klipboard | Phocas Software | Phocas Budgeting and Forecasting | EPM | EPM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Tom Duffy Company | Distribution | 60 | $10M | United States | Phocas Software | Phocas Budgeting and Forecasting | EPM | 2024 |
In 2024, Tom Duffy Company deployed Phocas Budgeting and Forecasting in the EPM category to centralize company-wide planning and reporting. The deployment was executed by Klipboard and delivered in tandem with Phocas Analytics and Phocas Rebates to create a unified data and planning surface across the business. The implementation targeted finance and sales planning across the company's US branch network.
Phocas Budgeting and Forecasting was configured to support collaborative budgeting and rolling forecasting workflows, leveraging the Analytics layer for consolidated operational and sales data feeding the planning models. Phocas Rebates was integrated to automate rebate processes and reduce reliance on manual spreadsheets, with rebate outputs reconciled into the planning and reporting streams. Functional capabilities implemented include budget build and approval workflows, forecast version control, centralized reporting, and rebate automation.
The rollout emphasized cross-functional adoption by finance and sales, with the budgeting application used by over 100 team members for planning and reporting. The combined deployment automated rebate processing and eliminated hundreds of hours of manual reporting as reported in the case study. Governance focused on centralized model control and collaborative approval workflows to align planning cycles across the US branch footprint.
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Buyer Intent: Companies Evaluating Klipboard Services
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