Feature Guides

Everything you need to create the perfect business case

General

Add Shark as an App on your device

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

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CRM Integration

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Shark can integrate with your CRM.

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Deal progression indicator

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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.

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Image picker

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You can now add images to business case sessions!

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Work offline on your Shark sessions

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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.

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Works in all modern web browsers

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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.).

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Sidebar navigation

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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!

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Business case

Keep notes about the business case

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Keep important notes about the business case.

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Business case summary

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

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Minimum return rate

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

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Set the review period

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Choose a review period from 1 to 360 months.

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Benefits

Add benefits to a business case

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

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Benefit duplication

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

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Benefit graphing

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You can now see graphing at an individual benefit level.

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Benefit modifiers

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

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See if a benefit has been completed

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

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Benefit smoothing

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

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Create business case preparation documents

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

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Editable benefit cash profiles

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

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Add custom benefits

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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.

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Default session values

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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.

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Default start month

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

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Integrated Benefit Layout Designer

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

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Search or filter benefits

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

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Costs

Editable cost cashflows

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Shark now allows you to freely edit a cost cashflow.

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Cost cashflows

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Ability to view each cost cashflow.

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Add notes about the costs

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

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Add recurring & non-recurring costs

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

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Reorder costs

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Easily drag and drop to reorder costs.

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ROI

Internal Rate of Return (IRR)

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

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Net Present Value (NPV)

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

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Payback

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

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Outputs

Generate presentations

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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.

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Generate spreadsheets

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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.

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Generate long & short form ROI-based business case reports

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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.)

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Output Templates & Customization

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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.

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Single Page Summary

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

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Session manager

Duplicate a session

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

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Create folders

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

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Start a session from a sample file or template

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

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Session version history

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

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Cost of calculations

Cost of delay

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

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Cost of do nothing

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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.

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Cost of tender

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

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Preferences

Adding a Shark profile photo

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You can add a photo to your Shark profile!

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Changing the name on your Shark profile

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

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Changing your Shark software password

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

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Multiple language versions

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

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Themes

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

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AI

SharkSense AI: Business Case Description & Presets

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Describe the business case using your own text or preset prompts.

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SharkSense AI: Business Case Details

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Fill out key business case details - customer name, industry, organisation size, and review period.

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SharkSense AI: Session Generation

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Once you're happy with your business case session outline, you can select create this session and SharkSense will create a brand-new session.

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SharkSense AI: Session Outline

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SharkSense generates a full session outline, including suggested business case description, benefits, and costs (and an image if selected).

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Value Realisation

Session Comparison

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

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Collaboration

Business Case Survey

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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.

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Session collaboration

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

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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.