EXPLORE MONEYWISE TOOLSETS
Unleash instant benefits and enduring success – Revolutionize, enhance, and supercharge your enterprise with cutting-edge technology.
Explore the Value of Modern Software Tools
VALUE ADDED BY MODERN SOFTWARE TOOLS
Automating, Streamlining, and Empowering of Business - Modern solutions designed to help organizations streamline workflows, improve governance, and enhance business and project delivery through intelligent automation and proven platforms.
Gain Efficiency – Automate repetitive and time-consuming tasks, freeing your teams to focus on higher-value activities. By reducing manual effort, you speed up delivery, cut operational costs, and improve turnaround times across projects and departments.
Ensure Consistency – Standardise documentation, workflows, and governance processes so every team operates under the same best-practice framework. This ensures predictable outcomes, reduces errors, and strengthens compliance across your organisation.
Provide Visibility – Gain real-time, data-driven insight into project and business performance with live dashboards, analytics, and reporting tools. Spot risks early, track progress against KPIs, and make informed decisions without delays.
Achieve Scalability – Easily scale your systems and workflows as your organisation grows, adds new teams, or expands into new markets. Our solutions adapt to handle increased workloads without requiring a proportional increase in resources or overhead.
NOW EXPLORE
Start leveraging AI powered Marketing and CRM tools to expand your market - Consider Van X(GoHighLevel) all-in-one system – A powerful client engagement and marketing automation platform for running campaigns, managing leads, and tracking customer interactions.
Custom Automation & AI Solutions (Assimilator Platform) – Tailored automation solutions designed around your business workflows, supported by AI-driven analytics to enable smarter, faster decision-making. Our platform integrates seamlessly with leading ERP, CRM, and accounting systems, ensuring a unified and efficient business environment.
PROXION – A PMBOK-aligned business and project documentation platform that standardises processes, ensures compliance, and comes pre-configured with templates to save time and reduce administrative overhead. (SaaS version launching in 2026).
SCIFORMA – For larger Enterprises and Large Project Environments, a SaaS-based portfolio management system for tracking multiple projects, managing resources, and reporting on progress in real time.
Boost your market exposure by leveraging AI powered Marketing tools
Boost your Market exposure by leveraging AI, Social Media access and Sales Funnel builders to increase your Client Base.
Achieve stronger client engagement from first contact to project completion.
Obtain Higher conversion rates through targeted, automated campaigns.
Reduce administrative workload by replacing numerous separate tools with a single, integrated platform.
Consider VAN X (Go High Level)
Our latest Marketing & CRM platform brings together all the tools you need to manage customer relationships, marketing campaigns, and sales pipelines — all in one place.
At its core, it provides CRM and pipeline management to track leads from first contact through to project delivery, paired with unlimited sales funnels and a fully integrated website builder to create high-converting landing pages and websites. You can engage your audience through email marketing, 2-way SMS marketing, and interactive surveys and forms, while booking and appointment tools make it easy to schedule consultations and follow-ups.
Behind the scenes, workflow automations handle repetitive tasks, freeing up your team’s time, while the platform also supports courses/products management for delivering training or selling services online. Sales and service teams benefit from call tracking to monitor performance and reputation management features to protect and enhance your brand image.
For better decision-making, tracking and analytics give you a clear view of campaign results, sales performance, and customer engagement. You can also foster engagement through built-in communities for clients or members, and streamline administration with integrated document signing tools — all without needing multiple separate systems.
Connect Clients and Automate your Business using Custom Automation & AI
Explore these tangible automation benefits
Eliminate Manual Inefficiencies and Reduce Human Error – Automate repetitive, time-consuming processes so your teams can focus on value-adding tasks. Standardised workflows and automated checks ensure data accuracy, compliance, and consistency across every department.
Improve Decision-Making with Real-Time, AI-Powered Insights – Access live performance dashboards, predictive analytics, and trend forecasts to make informed, proactive business decisions. AI models help identify risks, opportunities, and process bottlenecks before they impact results.
Increase Productivity Across Sales, Service, and Operations – Free up valuable staff time by automating lead nurturing, service ticket updates, document collection, and reporting. This allows teams to handle higher volumes of work without sacrificing quality or response times.
Enhance Client Satisfaction Through Faster, More Accurate Service Delivery – Accelerate turnaround times for quotes, approvals, and issue resolution. Keep clients informed with automated updates, improving trust, loyalty, and repeat business.
Scale Operations Without Increasing Administrative Load – Grow your business without adding headcount by leveraging scalable automation workflows. Whether it’s processing 100 or 10,000 transactions, the system adapts to demand without increasing overhead.
Consider Automation & AI Solutions (Powered by the Assimilator Platform)
We deliver tailored automation solutions designed around your business workflows, supported by AI-driven analytics to enable smarter, faster decision-making. Our platform integrates seamlessly with leading ERP, CRM, and accounting systems, ensuring a unified and efficient business environment.
Automation Areas Include
Accounting & Workflow Automation – Streamline financial processes, improve accuracy, and reduce administrative overhead.
Sales Automation – Manage opportunities, automate follow-ups, track competitor activity, and optimise your sales pipeline for higher conversion rates.
Service Automation – Manage service requests, automate scheduling, track fulfilment progress, and improve client satisfaction through proactive updates.
Credit Control & Credit Application Management – Integrated credit checks, document collection, and risk monitoring.
Advanced Quoting & Tender Management – Rapid, rules-based quote creation with multi-option configurations and tender building tools for complex procurement.
Lead & Contact Management – Centralised contact database with integrated call scheduling, meeting tracking, and marketing campaign targeting.
Marketing Automation – Personalised campaigns with CRM integration to nurture leads and retain customers.
Call Centre Solutions – Outbound and inbound call management with click-to-dial, auto-dial, and predictive dialer integrations (e.g., VICIdial).
Document & Data Management – Automated document collection, reconciliation, and filing to ensure compliance and accessibility.
Enterprise Integration & Workflow Engine – Connect multiple systems and automate cross-platform processes for a single, unified operational view.
Leverage benefit of PMBOK®-Aligned Business & Project Documentation Approach
Looking for these opportunities ?
Consistency in Governance – Enforce uniform standards across all projects by aligning documentation to globally recognised PMBOK® practices.
Significant Time Savings – Reduce admin overhead with automation, templates, and pre-built workflows.
Improved Compliance – Ensure all process outputs and approvals are captured, auditable, and linked to their originating process.
Reduced Risk of Errors – Centralised, version-controlled records minimise duplication and outdated information.
Scalability – Use selected modules now, expand into the full SaaS platform when it launches.
Consider PROXION – PMBOK®-Aligned Business & Project Documentation System
PROXION is a centralised documentation and governance platform built on PMBOK® standards, designed to bring structure, consistency, and compliance to every stage of the project lifecycle.
Available as a modular solution today, with the full SaaS version launching in 2026, PROXION equips organisations with a complete framework for capturing, managing, and controlling project information.
Core Capabilities
Pre-Configured PMBOK® Templates – Ready-to-use documentation sets for project initiation, planning, execution, monitoring & controlling, and closure.
Workflow Automation – Streamlined approval processes, automated notifications, and scheduled document updates.
Secure Document Repository – Centralised storage with role-based access control, version tracking, and audit trails.
Process-Linked Documentation – Direct mapping of templates and records to PMBOK® process groups and knowledge areas for full traceability.
Integrated Registers – Risk, issue, change, stakeholder, procurement, quality, and communication registers pre-built and configurable.
Dashboard Oversight – Real-time visibility into documentation status, pending actions, and compliance metrics.
Cross-Process Output Management – Automatic tracking of PMBOK® outputs created, updated, or referenced during the project lifecycle.
Custom Module Support – Optional add-ons for industry-specific compliance or integration with ERP, CRM, and PM tools.
Leverage benefit of having Portfolio Management
Benefits of having all business and project information in one place for a unified, accurate view of your portfolio.
Improved business and project-level decision-making with centralised, real-time data and analytics.
Faster identification of risks and bottlenecks, enabling proactive, targeted interventions.
Greater visibility and alignment across all active and planned projects to support strategic goals.
Adaptability through multi-methodology support and scenario-based portfolio prioritisation.
Consider SCIFORMA – Portfolio Management at Scale
SCIFORMA is a powerful SaaS-based project portfolio management platform that enables organisations to plan, execute, and monitor multiple projects and programmes with clarity and precision. It centralises all project and portfolio data, giving leadership a complete, real-time view for faster, more informed decision-making.
With real-time dashboards, you can track progress, resource allocation, budgets, and costs across your portfolio. Built-in risk and issue tracking helps you anticipate and address challenges before they escalate, while seamless integration with ERP, CRM, and reporting systems eliminates data silos and duplication
SCIFORMA supports multiple methodologies — including Agile, Waterfall, and Hybrid — so you can manage diverse teams and projects within one platform.
Advanced tools such as capacity planning, scenario modelling, and resource forecasting help you prioritise initiatives, balance workloads, and adapt quickly to changing business priorities.
Built-in time tracking and progress reporting ensure accountability and transparency across your organisation.
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PMBOK® is a registered mark of the Project Management Institute. PROXION™, SCIFORMA®, Van X™, and Assimilator™ are trademarks of their respective owners.