Case Study: TotalEnergies NZ achieves real-time margin visibility across 12 sites with Phocas

Branch margin analysis easy to determine across 12 sites by automating financial statements

TotalEnergies NZ, the New Zealand-based lubricants and energy company, needed to simplify monthly reporting and gain real-time visibility across its 12 branches after moving away from MYOB Exonet. It used Phocas Analytics and later Phocas Financial Statements to improve sales, branch, market, and margin analysis while preserving historical data and internal coding across changing financial systems.

Phocas delivered automated, customizable reporting and live dashboards that let TotalEnergies NZ monitor margins daily, share information more easily, and drill into performance in real time. The result was faster decision-making, less manual spreadsheet work, better international reporting, and clearer visibility into margins and customer activity across all sites.

TotalEnergies

Craig Roberts

Chief Financial Officer