Feature Guides

Capture the full picture with four guided sections - Executive Overview, Case Details, Goals, and Challenges, to keep every key customer conversation on track.

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

Move from benefits and costs straight to ROI figures you can reveal with confidence.

You can now add images to business case sessions!

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

Choose a review period from 1 to 360 months.

Sidebar navigation lets you quickly view business case details, benefits, costs, and ROI summaries, generate outputs, and use the built-in calculator—all from one place.

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

Enter customer data into the calculator to instantly see cash profile graphs and drill into performance for individual benefits or your total business case.

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

Keep important notes about the business case.

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

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

Now you can build your own benefits within ValueHub!

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

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

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.

When an input repeats across benefits, save it as a Default Session Value to reuse and instantly update it everywhere at once.

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

Hover over any benefit to reveal quick actions for duplicating or deleting it.

Filter benefits by category, status, or source to quickly find and manage exactly the data you need.

ValueHub's enhanced Benefit Designer lets you start from ready-made categories or build your own using the benefit library, custom designs, or QPilot, with easy editing and powerful filtering.

Rename a benefit title and give benefit sub-heading.

Shark now allows you to freely edit a cost cashflow.

Ability to view each cost cashflow.

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

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

Easily drag and drop to reorder costs.

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

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

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

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

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

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.)

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.

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

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

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

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

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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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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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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You can add a photo to your ValueHub profile!

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

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

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

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

QPilot brings AI-assisted writing to ValueHub, letting users generate, refine, and improve content anywhere in a session with just a few clicks.

Design custom benefit calculations in seconds with QPilot just describe what you need, then review and refine the generated calculation and supporting information.

This step-by-step guide will take you through how to create a business case using QPilot (formerly SharkSense AI).

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

Send customers an interactive survey to gather input on relevant benefits before your business value review session.

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

Quickly access a curated selection of ready-to-use business case templates.

Easily find the right template with customisable categories displayed at the top of your case library, helping you quickly match the best business case to each prospect.

Easily suggest any business case as a shared community template directly from the business case card, with Admin users notified to review and approve it for wider use.

Use ValueHub's AI-enhanced search within the Case Library to instantly surface the most relevant business case templates for any prospect or customer.

Admin users have full, independent control over templates in ValueHub.

Admin users have full control over template categories in ValueHub - adding, editing, or deleting categories and subcategories, which then appear in the Case Library.

When a user suggests a new template, admins are notified by email and can review it directly from their dashboard

Templates in ValueHub are pre-built, reusable business cases that give you a ready-made starting point for any customer or prospect.

Switch between Build and Engage in ValueHub without leaving the platform.

Customize your business case live in Engage mode using the sidebar to edit case basics, details, goals, benefits, and costs while your customer watches the changes update in real time.

Share your finished business case as a PDF, PowerPoint, or Word file, or directly with a ValueHub Build user.

Launch a live, interactive presentation of your business case anytime in Engage.

Organize your Engage business case sessions into custom folders and sub-folders, moving sessions from your Case Library with just a few clicks.

Restore or permanently delete business case sessions from the Trash, accessible via Engage's main menu.

Add, change, or remove business case images in Engage using the Images sidebar, either by uploading a file or searching ValueHub's image library.

Edit total and individual benefits in your Engage business case live using scale sliders, editable titles, and reordering.

Edit, add, or delete non-recurring and recurring costs in your Engage business case using the Costs sidebar.

Customize the look and feel of Engage by browsing, searching, and filtering pre-designed themes.

ValueHub automatically backs up your session every 10th auto-save and lets you access and restore previous versions through the History panel.

Access QPilot (formerly SharkSense AI) from Engage's main menu to unlock AI-powered business case assistance.

Engage lets you present Value Case sessions in ValueHub as live, editable slides.

Access your Case Library from the main menu to browse all available business case templates, using smart search and categories to quickly find the one you need.