PlanYourWealth.com.au

• iPad friendly.
• Uses workQ Document assembly technology.

“ I came across Mokom when I was researching the industry to find a developer who could not only build a great web site but could also help me with automated document production. My needs were very specific and in all honesty very complicated. I had a library of Excel and Word documents which I used for client reports. In delivering these to my clients I found it was inefficient and costing me valuable time and money. I explained my requirement to Mokom, which was to utilise my Microsoft Office based documents, tools etc and automate the delivery of my reports to my clients via a seamless web based process. Mokom explained this was their "bread and butter" and what I believed to be quite complicated was received with confidence. Within a pretty short timeframe I now have arguably Australia’s most detailed, automated document delivery system. The best thing is that I still control my word and excel documents as normal and Mokom run it all from their platform. My clients are happy, I am happy and it really was Mokom’s "Bread and Butter"! „

- Aaron Greaves, CEO, planyourwealth.com.au

A page from the report showing a chart exported from Excel and tables filled in with client data from the CRM.

Axiom Forensics

• Populate cells in complex Excel model from CRM and produce report.
• Needs to be able to produce many thousand workbooks in one run.

“ ..mokom have been providing applications that have been integral to a large modelling exercise undertaken by us. One of the applications consisted of a Microsoft Excel front end that was connected to a web server and allowed us to automatically produce many thousand Excel workbooks without the need for Microsoft Excel being installed on the server. „

“ ..they have established a track record of completing assignments on time and within budget as promised and have shown commitment to providing a quality service which has often included after hours effort and availability for queries. „

Storm Financial

• Debt management modelling tools and custom CRM.
• Pipeline management and administrative workflow management.

Between 2001 and 2008 mokom provided software and financial modelling services to one of the largest and fastest growing dealer groups in Australia.

SharePlanner

• Website and Statement of Advice engine for clients of equities quantitative analysis product.

“ ..mokom take the time to understand the project and liaise in a timely manner and due to their experience they have a good gauge of the development time required to achieve a given job which has proved invaluable to my IT budgeting. „

Mi-Token

• Same look and feel as Saasu online accounting application used by sales personel.
• Needs to fully interface quotes, orders and invoices with their Saasu accounting system.

As Mi-Token's sales people use Saasu to enter quotes the system needed to look and feel the same in addition to providing a seamless link between the two systems. Orders and quotes can be raised in MTS and sent to Saasu and the Saasu order status checked within the MTS application. The following screens show the MTS application and how similar it looks to the Saasu product.

ACiA

• Microsoft Word document assembly from database.
• Documents emailed need to have fields extracted to database.

“ ..One of the reasons for the success of the project has been their attention to detail. Particularly, mokom went to great lengths to understand very clearly our requirements before commencing on the development work. Their communication, keeping us up-to-date with every step of the project, also made for a hassle-free experience.
We are already planning our next project together! „