Case Study: Robert Welch achieves faster pricing margin analysis and better data access with Phocas

Robert Welch Designs identifies new opportunities using enhanced data

Robert Welch Designs needed a better way to democratize access to data and reports from its ERP, Khaos Control, without relying on SQL expertise for custom reporting. As the business grew and adapted to economic uncertainty, the team also wanted higher-quality data and more flexible insight to support hybrid working, e-commerce, and faster decision-making, so they chose Phocas Analytics.

Phocas helped Robert Welch Designs unlock ERP data, improve data quality checks, and increase daily data refreshes so users could work with up-to-date information. The result was quicker sales and margin analysis in just a few clicks, better visibility across channels, and stronger remote support for field sales teams. Phocas also delivered refresher training, enabling users to build a new sales team dashboard and making Phocas a stable, low-maintenance business tool.

Robert Welch

Louise Bugg

IT Project Manager