Marine Solutions Refines Data Visibility & Strategic Decision-Making with Phocas

March 6, 2026
Laurie Dieball

The Story

Marine Solutions needed deeper insight into company-wide performance as it expanded operations across multiple regions. Leadership relied on data within their ERP environment but lacked an efficient way to analyze trends, forecast revenue, and share insights across teams.

By partnering with Aktion Associates and implementing Phocas’ business intelligence platform, Marine Solutions gained a centralized analytics layer that transformed how leaders accessed, interpreted, and acted on business data.

HEADQUARTERS
Nicholasville, KY
INDUSTRY
Civil Engineering Construction
SOLUTION
Phocas – Aktion Analytics
WEBSITE
www.msimarinesolutions.com

Phocas has made our system 10, 15, even 20 times more powerful than it ever was on its own.
Amy Wilkins
President

Key Results

Business Challenges

As Marine Solutions grew to 10 offices nationwide, leadership needed faster, clearer insight into financial and operational performance. While their core system provided standard reporting, advanced analytics required manual work, multiple exports, and complex spreadsheet manipulation.

Executives wanted to:

  • Forecast revenue across locations and projects
  • Compare performance by region or department
  • Provide leadership with self-service visibility
  • Reduce reliance on manual reporting processes
We needed higher-level data that connected all offices
and showed forecasts. That visibility just wasn’t
easily available before.
Alissa Suslikova
CFO

The Solution: Phocas & Aktion

Marine Solutions selected Phocas as a modern BI platform capable of delivering dynamic dashboards, flexible reporting, and real-time analytics layered on top of their existing systems. Aktion led the implementation with a collaborative, consultative approach, working closely with Marine Solutions’ leadership team to design dashboards tailored to their decision-making needs. 

Tailored Implementation Strategy:

Rather than a one-size-fits-all rollout, Aktion partnered with stakeholders to define specific data points, reporting structures, and forecasting models. This ensured the system reflected how Marine Solutions analyzed performance.

Once they understood exactly what we wanted and mapped it out, we got there—and it works really well.
Amy Wilkins
President

Automated Data Visibility:

With Phocas connected, financial and operational data updates automatically. Leadership no longer waits for reports or manual distribution.

I literally just close the books and the data is there. Everyone can log in and see it. It saves a ton of time and improves communication.
Alisa Suslikova
CFO

Executive-Level Insights on Demand:

Regional directors and department leaders now access role-based dashboards daily or weekly, allowing them to monitor performance and adjust strategy in real time. Filtering tools enable instant analysis, from company-wide summaries down to individual regions or project segments, without rerunning reports.

Strategic Forecasting Power

One of the most transformative capabilities has been predictive visibility. Aktion helped Marine Solutions bring planning data into Phocas, allowing leadership to track future revenue trends and evaluate how projects contribute to growth. This forecasting intelligence supports decisions about staffing, budgeting, and business development priorities.

It’s not just about what’s happened—it shows what’s going to happen. That’s huge for planning and staffing decisions.
Amy Wilkins
President

A True Partnership Approach

Marine Solutions’ implementation journey reflected a realistic, hands-on process that evolved over time. As both teams worked together to refine requirements and reporting goals, the system became increasingly aligned with the company’s expectations and operational needs. Leadership emphasized that clearly defining desired data points and outcomes early in the process were keys to success. With that clarity established, Aktion was able to tailor the solution and deliver the advanced reporting capabilities that Marine Solutions required.

Once we really sat down and mapped out what we wanted, they worked with us and got us there.
Amy Wilkins
President

Today, Marine Solutions benefits from a stable analytics environment supported by knowledgeable consultants and technical specialists who can help address complex reporting scenarios when needed.

Ongoing Impact

Marine Solutions operates with a level of clarity and agility that was previously out of reach. Executives can evaluate performance instantly, managers can track progress independently, and the finance team no longer spends hours preparing reports. The result is a leadership team aligned around the same real-time data, driving faster, more confident decisions across the organization.

The Bottom Line

By implementing Phocas with guidance from Aktion, Marine Solutions transformed its reporting environment into a strategic intelligence platform. Automated analytics, dynamic dashboards, and accessible insights now power decision-making across every level of the business. What began as a search for better visibility became a catalyst for operational alignment, forecasting precision, and scalable growth.

It saves time, improves communication, and gives us visibility we simply didn’t have before.
Alisa Suslikova
CFO

Why Aktion: A Trusted Advisor, Not Just a Vendor

If you’re wondering what kind of impact a modern, cloud‑based ERP could have on your organization, Aktion brings the industry expertise, honest guidance, and technical depth to help you get there.

We help you build the operational backbone that supports your next stage of growth.

We're here to help, at your convenience