This eBook explains how Sage users can enhance their ERP by integrating a business planning and analytics platform that centralizes data and delivers deeper insights. It highlights common ERP reporting limitations such as static statements, reliance on IT and slow spreadsheet processes (page 5). By aggregating ERP, CRM and operational data, teams gain real-time dashboards, dynamic financial statements and collaborative budgeting tools (pages 10–12). The guide shows how BP&A improves forecasting, inventory visibility and decision-making. A case study on page 14 illustrates how Woodberry shifted from manual Excel reporting to companywide analysis using Phocas.

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