Business Case Preparation Document


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

The document can be generated for a particular suite from within the Benefits section.

For more configuration options you can generate the document from the session summary screen. Here you can choose multiple suites, specific benefits and the information the document should contain. This includes any existing benefit values or notes and the behind the calculation information.


Sign up to get the latest updates, news and offers directly from Shark Finesse.

Almost finished...
We need to confirm your email address.
To complete the subscription process, please click the link in the email we just sent you.
Oops! Something went wrong while submitting the form.

We'd love to hear from you!

+44 (0)1256 338635
Grove House, Lutyens Close
Basingstoke, Hampshire
RG24 8AG, UK