Case Study: Resolute achieves a single source of truth for financial and customer data with Phocas

RESOLUTE consolidates multi-site GL data in hours with Phocas

RESOLUTE, a large HVAC&R company, faced challenges managing its data across its rapidly growing organization. As they grew through acquisition, their reliance on Excel spreadsheets became inadequate, creating a need for a single source of truth for their financial and customer data. They turned to the vendor Phocas for its Business Intelligence software to address this challenge.

By implementing Phocas BI, RESOLUTE achieved a seamless consolidation of data from multiple sources. The solution provided user-friendly dashboards that empowered teams companywide, giving all employees a 360-degree view of the business. The finance team used Phocas Financial Statements for reporting, and executives gained the ability to drill down into performance details with a simple click. The result was immediate access to critical information, such as rental equipment utilization, which enabled them to serve customer needs more accurately and effectively. Phocas provided the single source of truth that empowered their team with actionable data.

RESOLUTE