Testimonials

Read from a selection of Optimist client product endorsements and see how some of our clients have used the software and the benefits it has delivered to their businesses.

"As Head of Lending I’ve been involved in many training courses in my banking/financial services career, but last Friday was the best one day’s training I’ve ever experienced. The trainers style, product knowledge and ability to explain issues in simple to understand language really resonated with our people and opened their eyes as to the power of Optimist to further benefit our fledgling Business Banking operation. Truly a first class job."

- Al Burgmann
Head of Lending
Greater Building Society Ltd

"Inmatrix (Optimist) is an essential tool for any financial analyst no matter if he/she is a starter or has been in the field for a long time. The software interface is so user-friendly that one can start his/her work after fifteen minutes getting to know the many options that Inmatrix provides. The part I like the most about Optimist is that I can do a sensitivity analysis just by a few clicks and save all the results for later reference."

- Linh Chi Phu
Virginia Tech
Student Endowment for Educational Development (SEED)
Energy, Utility and Material Sector

"I saw an Optimist presentation in June 2001 and was blown away by its potential. I wished then that I had Optimist when I had worked as a CFO – it would have made life much more productive. What really attracted me was the graphical solutions it produced when analyzing different strategies. Any non-Accountant – which means all the key managers within a business, could easily understand the causes and effects of any financial action. Soon thereafter I purchased Optimist so that it could become the cornerstone of my financial service offerings".

"The aim with Optimist was to provide my clients with a means so that they could easily visualize the various alternative solutions to the financial problems within their business".

- Brian Meth, Gumboot Solutions

“The introduction of Optimist made an instant contribution to our business. The forecasting capability within the software allowed us to build accurate forecast information for the banks in a timely manner”.

- Finance Manager, Trueloc.

"I am a user of the Optimist software in Canada. In three months we made 10 times the initial subscription price and landed and additional $200,000+ in new business with the help of Optimist."

"With the goal seek tool we are able to demonstrate practical solution that our clients immediately see as achievable. An additional benefit is that the client is immediately able to see the value of our advice, the result is most of the proposals being accepted in their entirety, and loyal clients that are increasingly using us as their primary advisors. Optimist has certainly been a big part that success".

- Jeremy Pillon, Incue Wealth Management
Ontario, Canada

"I needed a method of projecting what would happen to the financials of the business if we purchased a new piece of equipment or introduced a new product line. The first time I saw Optimist I knew it would give me a powerful tool to aid in the most important business decisions I had to make. Optimist is the tool that allows me to test the likely outcomes and adjust the implementation to get the result with the least risk, as well as keeping an eye on all the normal business financials.
 
Being able to have all our financials in an accurate and easily used evaluation tool is invaluable for us in driving the business by making informed and risk managed decisions."

- Murray Talman, CEO, Multapex

"The power of the Optimist product lies with its ease of use and application as a high level business strategic planning and forecasting tool. By using the software to prepare business health checks, our firm has been able to provide new services to assist our clients grow and strengthen their businesses"

- Bentleys MRI Melbourne Pty Ltd

“The best financial strategic management tool I have seen and used. A great software package that enabled me to de-mystify some of the mysteries of balance sheets, P&L and cash flow for our senior management”.

- Robert Thompson, CEO The Anthony Group

“Optimist has increased our office's productivity, developed additional revenue streams and increased the employees' skills within our Practice.

We saw Optimist as a tool which could value-add to our client base rather than simply increasing fees.

I highly recommend Optimist to you”.

- Horwath Melbourne

“Optimist is now a central component of much of our consulting work. It has added value to our client relationships, helped improve our clients’ businesses, boosted the level and amount of work we do and has helped our consultants to focus on bigger picture issues for our clients”.

- Deloitte Melbourne

"Optimist has fast become the cornerstone of our service provision. Client satisfaction levels have never been higher since we introduced Optimist into our business."

- Mark Holton, Director Dynamic Taxation & Training Services

“My firm acquired Optimist through MYOB. We needed a better analysis tool than those we had been using. The link between MYOB AO datafiles and Optimist appealed to us because of the time savings and data control this provides in a busy small practice. We have used the Optimist Health check and KPI reports for several months. Our client feedback has been good and our team can see great opportunities for us to develop our analytical and advisory skills using the software. The training by Barry Nissenbaum over one full day was fantastic and gave me, as the principal of our firm, a very good insight into the software and how to organize our practice to efficiently and effectively utilize this easy to use and powerful tool”.

- John Pollock & Co Pty Ltd

"Optimist provides an accurate cash flow analysis of client performance and allows facilitation of financial and operational strategies to improve future cash flows in a valuable knowledge based environment. Clients begin to understand the cash flow drivers in their business”.

- James Staples BBus(Ent) MBA(Fin) AFAIM MIAA, Business Consultant & Advisor

"As a company that centres its operations around financial and business analysis we are very impressed with the Optimist program. The analysis it provides will be effectively used to facilitate our service delivery to clients. The macro level diagnosis provides an easily communicated platform to move into more detailed analysis. Our investment and training on the program has definitely been worthwhile".

- Isaac Court, Director, Optimal Business Services Newcastle

“In the four years that I have been using Optimist I have found Optimist to be a valuable tool for the teaching of Financial Analysis. It provides a fast and efficient means for the analysis and planning of business activities. My students have spent many hours in completing assignments using the optimist program and many of them have been so impressed with the information provided by the Optimist program that they have purchased the product for use in their own business / employment.

It is a fantastic program with many features that make the teaching of financial analysis a more rewarding experience.”

- Greg Pazmandy M.Bus (UTS), FCPA,
Senior Lecturer, School of Accounting
University of Technology, Sydney

"Our Practice has utilized Optimist for a number of years. We see it as a critical evaluation and modeling tool for small and medium business. Applications have included profit and cash flow targeting for underperforming businesses, finance applications, business purchase evaluations, litigation support and business valuation improvement to name just a few.

 The use of Optimist by public accounting practices will definitely lead into ongoing management services for their clients."

- John Cox
Partner
Davies Knox Maynards

“The Optimist software is extremely straightforward to implement. We have already started to implement the key indicators into our strategic management planning so department heads can evaluate their performance on an ongoing basis. We look forward to 2005, when will have more than just a rear view mirror with financial statements.”

- Tracy Hayward
President
Hayward Enterprises Inc .

"Optimist is a valued business tool for every Ronald McDonald House throughout Australia. Each House is run as an independent charity providing home-away-from-home accommodation for seriously ill children and their families. This software has allowed our busy House Managers and Board members to assess their strengths and weaknesses and map out a financial strategy."

- Malcolm Coutts
CEO
Ronald McDonald House Charities