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title: "Phocas BI Integration Overview"
canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31097497/Phocas%20BI%20Integration%20Overview"
format: markdown
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Overview of the Phocas Integration with Frameworks BI simplifies information discovery and analysis, making it possible for decision-makers at all levels of an organization to more easily access, understand, analyse, collaborate and act on information, anytime and anywhere. BI offers a framework by which data can be analysed and business decision taken with greater certainty.  Sterland has signed a reseller agreement with Phocas Software and has integrated the Phocas BI solution into their software solution stack.  The solution includes an integration engine to ProStix, which was created by Sterland to allow an overnight load of all relevant data to perform detailed and varied data analysis.  This intuitive system allows organisations to easily navigate through an executive view of data into the core sales transactions picking up important trends and exceptions. Using algorithmic processing methods large volumes of data are able to be processed rapidly giving timely access to decision making data.  Sterland Business Intelligence (BI) allows you to review key data in your business to compare variances and trends, equipping you with all the knowledge required to identify problem areas that may require immediate attention, along with the ability to make key business decisions on a daily basis. Additional functionality includes: Drilling into sales by branch, by customer or by product to compare sales with previous periods. Instant ability to identify which customers are buying which product, and more importantly which products are not being purchased! Provides your Sales team the edge over your competitors by allowing them to identify early market trends. Analysis by/of Sales team/s. Instantly view margins, volumes and individual performance. Branch Sales of selected products today, versus yesterday, versus last week, versus last quarter, versus last year - all available instantly. Key Benefits:  Phocas provides your organisation with the ability to view the information you need in the format you want and understand. For example, sales revenue figures, prices, profit margins, forecasts, budgets, and inventory. The result is a true picture of your business, with the ability to analyse data for trends and quickly identify issues. If you are interested in Purchasing the Phocas Integration Module refer to the following sections for more information. Prerequisities for Phocas The prerequisites for implementing the Phocas BI are: Server Requirements - there are 2 options Option Description Benefits 1- Off-site Hosted Phocas Installation Phocas Cloud based Hosted Solution No requirement  for a dedicated Windows on-site server or SQL All CSV's are simply transferred to the Phocas Cloud server via a .net utility installed on the Unix server. Phocas manage all Phocas software upgrades Faster overnight builds (SQL Server optimised) 2 -  Local On-Premise Phocas Installation Phocas Local Server Solution. Client Requirements:  Browser Compliant with HTML5 and CSS3 including one of the following: Server Requirements: Web Management Tools including: Application Development Features including: .NET Extensibility (for .NET 4.0+) ASP ASP.NET (for .NET 4.0+) ISAPI Extensions ISAPI Filters Common HTTP Features Default Document HTTP Errors HTTP Redirection Static Content NOT  WebDAV Publishing Performance Features Dynamic Content Compression Static Content Compression Security Request Filtering Microsoft .NET Framework 4.0 (Full Profile)   Steps to Implement Phocas BI Step 1:  Requirements Identify requirements for Phocas as per  Prerequisites  outlined above. Step 2. Agree Scope of Work Approve Quotation Sterland confirm timeline and resources Step 3. Configuration and Setup Configuration of Frameworks to allow integration with Phocas BI. Step 4. Training & Staff Readiness Training and handover to customer to complete testing. Step 5. Go Live Sterland to provide remote support during go live cut-over.  Step 6. Support & BAU Services team to handover to support for ongoing BAU support as per the standard support maintenance agreement. Services and Licensing Costs There are licensing and implementation costs associated with the Integration of the Phocas BI Application. If you are interested in this functionality, please contact Services via the  Sterland Support Portal  to arrange for a quotation.