Case Study: Zeller Corporation achieves faster, smarter decision-making with Phocas

Phocas simplicity brings Zeller faster and smarter decision making

Zeller Corporation, a US engineering solutions supplier with a 50‑year history, needed better business insight than its legacy ERP/BI setup could provide. The old reporting process produced delayed, two‑dimensional snapshots and left only the IT manager able to query data, forcing her to generate 13 static reports each month and limiting timely decision making.

Phocas was implemented alongside Microsoft Dynamics GP to deliver an intuitive, customizable BI layer that required minimal training and put real‑time, drill‑down analytics into the hands of 20 users including branch managers and the CEO. The change uncovered slipping customers and missed rebates, sped invoice processing, saved roughly 20 hours of IT time per month, and gave Zeller a single interface for faster, smarter decisions.

Zeller Corporation

Janet Martinez

IT Manager