This guide helps businesses choose a planning and analytics platform by outlining how modern systems integrate ERP, CRM and operational data into a centralized warehouse, then deliver fast modeling, visualization and cloud access. It stresses aligning the platform with business complexity, data sources and stakeholder needs, and warns against pitfalls like poor user adoption or waiting for “perfect” timing. A detailed checklist covers integration, usability, security, customization, collaboration and cost. The guide highlights Phocas as a scalable, user-friendly option with strong integrations and built-in analytics.

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