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 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
  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.


What are people saying?

Building a sound business case is the foundation for any Enterprise software purchase. Often, we find that our internal Champions are part of the acquisition process for the first time and have no experience in setting up a credible business case structure. By incorporating Shark Finesse into our Enterprise sales process, we can act as trusted advisors. Sharing our own product experience, wrapped up in the valuable outputs that SF offer. This is so effective that we have incorporated a SF questionnaire into our Salesforce workflow. This allows our Accounts Executives to quickly and consistently get into the tough “value” conversation that is critical in any of today’s enterprise deals. We find that it is very rare for our prospects to truly understand their detailed cost of operation and it is therefore difficult to define value and returns. Working with SF we have the ability to surface that “value” much earlier in the sales process and focussing our conversations to where it matters for our prospects and customers.

Lee Child

Shark Finesse has proved an extremely useful tool to Wealth Dynamix in more quickly, easily and accurately articulating the business value delivered by our solutions.

Johnny Beloe

We have been using the Shark Finesse software for over a year, to help our business development team to develop clear and accurate financial business cases for our new clients. The software is incredibly user friendly and the Shark team could not have been any more helpful in terms of set-up and customisation. It has improved the way that we do business significantly and added a very valuable step to our sales process. It has never been easier to clearly illustrate the financial benefits of buying our software, which helps us massively as we try to grow our business. Our customers have commented on how easy the metrics are to understand, and in almost all cases, our clients will use the outputs and reports to build into their own internal financial reporting. We would have absolutely no issue recommending the Shark Finesse software to other businesses.

Nicky Boyle

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

" 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’s services. The Shark Finesse team are very professional, helpful and supported the 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

"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

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