Frequently Asked Questions

Can I use old Shark .roi files with the current online version?

Old .roi Shark files are not compatible with the online version of Shark, however we would be happy to re-create some of your old business cases so they can be used (this is limited to 5 business cases per user). Please send your old .roi files to [email protected] - we will ensure the business cases are anonymised and suitable, then send them back to you in the new format. N.B. If you don’t have the original .roi file but you do have the Long Form business case, we can reconstruct the file and it would be similar to the original.

What devices can I use Shark on?

The software is based on a smart web app architecture and is consumable across a multitude of platforms from traditional screen and keyboard to touch-based tablet and phone devices.

What internet browser should I use?

Shark can be used on any of the following browsers:

  • Chrome
  • Edge
  • Firefox
  • Safari

Can I still access Shark if I’m not connected to the internet?

Yes, we have offline functionality. For more information on how this works click here.

Can I add Shark as an App on my device?

Yes, you can. Check out this article for more information - Add Shark as an App.

What software do I need to open the business case outputs?

Shark outputs can be generated in Microsoft Office, Google Workspace and OpenOffice.

I’ve signed in to Shark but its stuck on the login screen, what do I do?

This doesn’t happen often, but if it does please visit https://app.sharkfinesse.com/logout and then try logging in again.

If this does not work then please try the following:

To clear your cache follow these steps:

  1. Go to https://app.sharkfinesse.com
  2. Press F12 to open Developer tools
  3. Click on 'Application' tab at the top of the Developer tools window
  4. In the left menu, select 'Clear storage'
  5. Click on 'Clear site data'.

If you need any further help, contact us.

Do you provide training for your software?

Yes, we support our users in two key ways one of which is training and the second is through Deal Clinics (a supported end-customer visit). For more information on how we support our users click here.

When I buy a Shark license do you have to customise the software for us or is there an off-the-shelf version that we can get started with straight away?

No, we don’t always have to customise the software, you may decide that our generic version is enough for you to get started with. You always have the option to go down the customisation route in the future if your requirements change.

I currently use an Excel spreadsheet to calculate ROI, why should I use Shark instead?

A common question from people who recognise the importance of using ROI in business cases but who do not realise the benefits of using Shark that is designed specifically for this. Click here to find out why Shark is a better business tool than Excel for salespeople.

Can Shark be used internally for purchase decisions?

Yes, it can. Contact us for more information.

Customers

What are people saying?

ANS started using Shark as we wanted to develop a structured process for collaboratively engaging customers with value conversations and building business cases. We have already seen fantastic results with customers, indeed a number of them contacting Shark Finesse themselves as they have been so impressed. The Shark platform now forms the underlying structure for our value engineering team for all our engagements and enables us to deliver value to our customers. The team at Shark Finesse are always quick to help and nothing is too much trouble, we would not hesitate in recommending them and their software to anyone that wants to put value as the focus of their customer conversations.

Gareth Ainsworth

"sa.global required the Shark Finesse solution to deliver Business Value Assessments for our customers, to demonstrate the value and savings they could realise through the delivery of Microsoft Dynamics and sa.global’s services. The Shark Finesse team are very professional, helpful and supported the sa.global team to integrate the use of their software tool alongside our existing processes. Our customers have also commented on how easy the Shark tool and deliverables are to understand and use internally as part of a business case to demonstrate the value of migrating to Microsoft Dynamics 365."

George Morton

"Fast return on investment. Whether manufacturing, wholesale or services - our ERP system is geared to the requirements of medium-sized companies to the core. Our aim is to quickly generate added value for the business with our solution, to support business processes, identify potential for optimization and generate growth. For us, a good ERP investment includes a quick ROI. It has never been easier with Shark Finesse to clearly show the benefits and the ROI for our customers and prospects in a structured manner. Shark Finesse helps us to develop the business case quickly and professionally. Thanks to the sophisticated cloud software, we get the results very easily at the push of a button."

Andree Albrecht

"Our team was looking for a cloud-based ROI tool to accompany customer conversations with minimal maintenance. The continuous evolvements of the platform have allowed us to build customized templates for our varying business case requirements depending on the type of customer. When customers are asking to use it as they have been, Shark Finesse has proven to be effective."

Shalene Pathadan-Whyte

"Sales is ever evolving and Siemens puts great emphasis on developing its professional sales force, delivering insightful solutions that bring real value and innovation to our clients operations. To help us achieve this we have utilised Shark's tools for a number of years, their team are highly professional and a real pleasure to work with, tailoring the platforms to meet our own and our customers needs. We can always rely on Shark, and look forward to future collaborations together."

Sean McDonagh

"Shark Finesse has taken our client engagements to the next level, enabling Ellucian to distil the higher education expertise we have in our business into a clear, measurable proposition for our clients. Shark Finesse helps us develop more pipeline, progress opportunities and close more business."

Matt Searles

"Shark Finesse has proven to be an excellent and indispensable tool to complement our presentations to our prospective clients. The fact that it is unbiased and produces clear uncluttered reports in various formats that can be visually altered is a huge bonus. I would recommend this tool to any company or investor that needs to see a clear projection of ROI."

Euan Pallister

"I have been using the Shark Finesse software for over a year. Not only is the software user-friendly and intuitive but it also is a true game changer in the sales process. Having the ability to quantify the value that one can deliver to an organization is critical. And being able to quickly and easily convert it into a full ROI analysis is the cherry on the cake!"

Sabrina Fialho

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