Case Study: Serfac achieves faster data access and transformed reporting with Phocas BI

Easy access to complete data improves management of holding stock

Serfac Limited, a Dublin-based importer and distributor of premium automotive products since 1978, was hampered by limited access to data and heavy reliance on complex Excel spreadsheets and supplier-dependent ERP reporting. The company needed a modern, self-service BI tool to give sales, purchasing and warehouse teams faster, more detailed analysis and to simplify budgeting and operational reporting.

After evaluating Tableau and Microsoft Power BI, Serfac chose Phocas BI following a validation using its own data; sales dashboards were live within a month and warehouse dashboards shortly after. The solution is now used daily by directors, managers and sales reps, delivering improved stock visibility, faster purchase-to-sales rotation, transformed reporting across receiving, put-away, picking, packing and dispatch, and stronger, data-backed customer conversations.

Serfac

Ian Brady

Systems Manager