Case Study: IMMY achieves faster budgeting and reporting efficiency with Phocas

IMMY integrates Phocas with Infor ERP achieving major budget and reporting efficiency gains

IMMY, an American manufacturer of fungal diagnostic tests, was struggling to keep up with rapid growth while using Infor CloudSuite Industrial (SyteLine) ERP. Its finance team faced heavy manual reporting, complex budgeting, and limited visibility into financial performance, leading to spreadsheet workarounds, errors, and pressure to hire more staff. IMMY turned to Phocas for financial reporting, budgeting, and forecasting support.

Phocas integrated with IMMY’s Infor ERP to deliver flexible financial statements, multi-entity reporting, and faster budget and forecast management. The solution significantly revamped IMMY’s planning process, increased the number of days its budget stayed live from just a few days to most of the budgeting cycle, and improved daily monitoring and efficiency. Phocas also helped IMMY support an acquisition, speed scenario planning, and free up the finance team for higher-value work.

IMMY

Devin Moxley

Financial Controller