Feature Guides

Everything you need to create the perfect business case

General

Add Shark as an App on your device

COMING SOON
IN BETA
PRO ONLY

You can add Shark as an App icon on your phone or tablet home screen or computers desktop.

View article

CRM Integration

COMING SOON
IN BETA
PRO ONLY

Shark can integrate with your CRM.

View article

Deal progression indicator

COMING SOON
IN BETA
PRO ONLY

You’ve had a discussion with your customer about the benefits your new solution will offer to them, you’ve also discussed the costs, the next step is scrolling to the ROI figures. We don’t want our users keeping their fingers crossed that it’s a positive business case, we want them to reveal the ROI figures with confidence.

View article

Image picker

COMING SOON
IN BETA
PRO ONLY

You can now add images to business case sessions!

View article

Work offline on your Shark sessions

COMING SOON
IN BETA
PRO ONLY

When you are at a client to do that valuable business case you no longer need to be concerned about getting online. You can now use Shark entirely offline.

View article

Works in all modern web browsers

COMING SOON
IN BETA
PRO ONLY

Shark is clever enough to adapt to your devices screen size. This means you can use smart phones, tablets, laptops, Mac's, PC's and any other device that can run a modern web browser (Edge, Chrome, Safari etc.).

View article

Sidebar navigation

COMING SOON
IN BETA
PRO ONLY

Found on the left hand side of the screen, we have added sidebar navigation functionality. Here you can quickly and easily see details about the business case, benefits, costs, ROI summaries and you can also create the different outputs. To make things even easier for our users, we've added a calculator!

View article

Business case

Keep notes about the business case

COMING SOON
IN BETA
PRO ONLY

Keep important notes about the business case.

View article

Business case summary

COMING SOON
IN BETA
PRO ONLY

Central to creating a business case with Shark is the Summary screen.

View article

Minimum return rate

COMING SOON
IN BETA
PRO ONLY

Set the customers minimum annual return rate percentage on the investment.

View article

Set the review period

COMING SOON
IN BETA
PRO ONLY

Choose a review period from 1 to 360 months.

View article

Benefits

Add benefits to a business case

COMING SOON
IN BETA
PRO ONLY

Quantify the business case benefits from an extensive library of benefit calculators called Evaluators.

View article

Benefit duplication

COMING SOON
IN BETA
PRO ONLY

You can now duplicate benefits whilst your building the business case with your customer.

View article

Benefit graphing

COMING SOON
IN BETA
PRO ONLY

You can now see graphing at an individual benefit level.

View article

Benefit modifiers

COMING SOON
IN BETA
PRO ONLY

You can now adjust benefits to accommodate for Adoption, Risk and Growth factors.

View article

See if a benefit has been completed

COMING SOON
IN BETA
PRO ONLY

The benefit progress bar shows how much of a benefit has been completed.

View article

Benefit smoothing

COMING SOON
IN BETA
PRO ONLY

You can now smooth out the cash profile of individual benefits.

View article

Create business case preparation documents

COMING SOON
IN BETA
PRO ONLY

Before a customer visit you can send a document to help collect data pertinent to the business case.

View article

Editable benefit cash profiles

COMING SOON
IN BETA
PRO ONLY

Shark now allows you to freely edit a benefit cash profile.

View article

Add custom benefits

COMING SOON
IN BETA
PRO ONLY

If you already have a benefit you would like to add to the business case you can use the custom monthly and one time feature.

View article

Default session values

COMING SOON
IN BETA
PRO ONLY

Some benefit inputs are the same across several different benefits, when this is the case you will be asked if you would like to turn your inputted value into a Default Session Value. Doing so will allow you to re-use the value across multiple benefits and instantly update the value across all occurrences.

View article

Default start month

COMING SOON
IN BETA
PRO ONLY

You can now create a default start month across all benefits within your business case.

View article

Integrated Benefit Layout Designer

COMING SOON
IN BETA
PRO ONLY

We are thrilled to unveil the new and improved Benefits section, now seamlessly incorporating the powerful Benefit Layout Designer.

View article

Search or filter benefits

COMING SOON
IN BETA
PRO ONLY

Quickly find the benefit you are after by using the handy search and filter options.

View article

Costs

Editable cost cashflows

COMING SOON
IN BETA
PRO ONLY

Shark now allows you to freely edit a cost cashflow.

View article

Cost cashflows

COMING SOON
IN BETA
PRO ONLY

Ability to view each cost cashflow.

View article

Add notes about the costs

COMING SOON
IN BETA
PRO ONLY

Each type of cost can have notes which will be added to the final output documents.

View article

Add recurring & non-recurring costs

COMING SOON
IN BETA
PRO ONLY

Include recurring and non-recurring costs in your business case.

View article

Reorder costs

COMING SOON
IN BETA
PRO ONLY

Easily drag and drop to reorder costs.

View article

ROI

Internal Rate of Return (IRR)

COMING SOON
IN BETA
PRO ONLY

IRR is displayed on the Summary screen when you have added benefits and costs.

View article

Net Present Value (NPV)

COMING SOON
IN BETA
PRO ONLY

NPV is displayed on the Summary screen when you have added benefits and costs.

View article

Payback

COMING SOON
IN BETA
PRO ONLY

Payback is displayed on the Summary screen when you have added benefits and costs.

View article

Outputs

Business Case Survey

COMING SOON
IN BETA
PRO ONLY

An interactive survey can be sent to your customer before your business value review session. You choose the potential benefits that you think are relevant to their business and could be achieved through the implementation of your product or service.

View article

Generate presentations

COMING SOON
IN BETA
PRO ONLY

Shark generates a pptx presentation for use in your preferred software (PowerPoint, Google Slides etc.).

Presentation slides can be incorporated into your existing presentations to inherit your corporate style.

View article

Generate spreadsheets

COMING SOON
IN BETA
PRO ONLY

Shark Software generates xlsx spreadsheets for use in your preferred software (Excel, Power BI, Google Sheets etc.)

Spreadsheets give you an alternative way to articulate the value you have to offer.

View article

Generate long & short form ROI-based business case reports

COMING SOON
IN BETA
PRO ONLY

Having carefully crafted your business case you can choose to output in Short Form or Long Form docx for use in your preferred software (Word, Google Docs etc.)

View article

Output Templates & Customization

COMING SOON
IN BETA
PRO ONLY

The output template feature enables you to explore a variety of templates, select from fresh designs, and offers the capability to customize colors and add session images.

View article

Single Page Summary

COMING SOON
IN BETA
PRO ONLY

This single-page infographic provides a concise overview of a project's top benefits, total costs, and its Return on Investment (ROI).

View article

Session manager

Duplicate a session

COMING SOON
IN BETA
PRO ONLY

You can duplicate an existing session to create different variations of it.

View article

Create folders

COMING SOON
IN BETA
PRO ONLY

You now have the ability to create folders to organise all of your business cases within Shark.

View article

Start a session from a sample file or template

COMING SOON
IN BETA
PRO ONLY

With Shark you can start a session using a sample session (when available) or one of the many custom template layouts.

View article

Session Comparison

COMING SOON
IN BETA
PRO ONLY

Select sessions to compare benefit and costs, value realization, and produce reports.

View article

Session collaboration

COMING SOON
IN BETA
PRO ONLY

You can invite others to collaboratively work on a business case session.

View article

Session version history

COMING SOON
IN BETA
PRO ONLY

See all previous versions of a Shark session and restore from an older version.

View article

Cost of calculations

Cost of delay

COMING SOON
IN BETA
PRO ONLY

You've built the business case with your customer and then they tell you that they are going to delay the project.

View article

Cost of do nothing

COMING SOON
IN BETA
PRO ONLY

You've built the business case with your customer and then they decide that they are not going to move forward with you and have actually decided not to do anything at all.

View article

Cost of tender

COMING SOON
IN BETA
PRO ONLY

You've built the business case with your customer and then they tell you that they are going out to tender.

View article

Preferences

Adding a Shark profile photo

COMING SOON
IN BETA
PRO ONLY

You can add a photo to your Shark profile!

View article

Changing the name on your Shark profile

COMING SOON
IN BETA
PRO ONLY

This features allows you to update or change the name that is visible on your Shark profile.

View article

Changing your Shark software password

COMING SOON
IN BETA
PRO ONLY

You can reset or change your password from within your Shark profile.

View article

Multiple language versions

COMING SOON
IN BETA
PRO ONLY

Shark has multiple languages versions available including English (UK), English (US), Dutch, Spanish, French, German and Italian.

View article

Themes

COMING SOON
IN BETA
PRO ONLY

With theme support you can change the user interface of Shark. Among the available themes are Light and Dark mode.

View article

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.