Shark Updates

See the latest Shark Finesse feature releases, product improvements and bug fixes.

2024

Enhancement
Enhancement
April 7, 2024
PRO ONLY

Session Comparison

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

2023

Feature
Feature
November 15, 2023
PRO ONLY

Single Page Summary

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

Feature
Feature
November 7, 2023
PRO ONLY

Output Templates & Customization

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.

Enhancement
Enhancement
July 10, 2023
PRO ONLY

Integrated Benefit Layout Designer

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

Enhancement
Enhancement
July 10, 2023
PRO ONLY

Revamped UI and Theme Enhancements

A much-anticipated update to the Shark software's user interface (UI) and theme options.

Enhancement
Enhancement
July 9, 2023
PRO ONLY

Improved Performance

Shark is now faster than ever before, empowering you to accomplish tasks swiftly and seamlessly.

Enhancement
Enhancement
July 9, 2023
PRO ONLY

Improved Navigation and Shortcut Features

Discover an upgraded navigation system and a range of convenient keyboard shortcuts, improving your user experience and streamlining your workflow.

Enhancement
Enhancement
July 8, 2023
PRO ONLY

New Chart Options: Pie and Horizontal Bar Charts

As part of our major update, we are bringing you new chart options, including horizontal bar charts and pie charts.

Enhancement
Enhancement
July 7, 2023
PRO ONLY

Benefit Calculator Side Drawer Updates

Now, you can access not only the benefit charts but also the benefit cashflow, notes, and detailed calculation information, all conveniently displayed alongside the main calculator.

Enhancement
Enhancement
July 7, 2023
PRO ONLY

Survey Responses: Streamlined Insights at Your Fingertips

Survey responses now have a dedicated section on the Shark dashboard, allowing you to effortlessly access and review all your valuable insights in one centralized location.

2022

Feature
Feature
November 11, 2022
PRO ONLY

Business Case Survey

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.

Feature
Feature
June 1, 2022
PRO ONLY

Changing your Shark software password

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

Feature
Feature
June 1, 2022
PRO ONLY

Adding a Shark profile photo

You can add a photo to your Shark profile!

Feature
Feature
June 1, 2022
PRO ONLY

Changing the name on your Shark profile

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

Feature
Feature
June 1, 2022
PRO ONLY

CRM Integration

Shark can integrate with your CRM.

Feature
Feature
May 2, 2022
PRO ONLY

Session collaboration

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

Feature
Feature
May 2, 2022
PRO ONLY

Session version history

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

Update
Update
PRO ONLY

Keep notes about the business case

Keep important notes about the business case.

2021

Enhancement
Enhancement
September 19, 2021
PRO ONLY

Enhanced Benefit Filters

We have expanded the filters for finding the correct benefit for your customer conversation.

Feature
Feature
September 19, 2021
PRO ONLY

Benefit duplication

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

Feature
Feature
September 19, 2021
PRO ONLY

Benefit smoothing

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

Feature
Feature
September 19, 2021
PRO ONLY

Benefit modifiers

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

Feature
Feature
September 12, 2021
PRO ONLY

Benefit graphing

You can now see graphing at an individual benefit level.

Feature
Feature
May 30, 2021
PRO ONLY

Default start month

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

Feature
Feature
April 12, 2021
PRO ONLY

Create folders

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

2020

Feature
Feature
November 18, 2020
PRO ONLY

Report cover page

You can now add a cover page to Shark's Short and Long Form outputs!

Feature
Feature
November 15, 2020
PRO ONLY

Image picker

You can now add images to business case sessions!

Feature
Feature
June 4, 2020
PRO ONLY

Deal progression indicator

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.

Feature
Feature
June 4, 2020
PRO ONLY

Sidebar navigation

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!

Feature
Feature
May 26, 2020
PRO ONLY

Cost of tender

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

Feature
Feature
May 26, 2020
PRO ONLY

Cost of delay

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

Feature
Feature
May 26, 2020
PRO ONLY

Cost of do nothing

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.

Feature
Feature
May 26, 2020
PRO ONLY

Chart ordering

You can now choose how the graphing in the software is ordered (this will also be replicated in the outputs).

Feature
Feature
March 2, 2020
PRO ONLY

Undo

We have now added undo and redo functionality so you can easily remove changes or bring them back.

Feature
Feature
February 25, 2020
PRO ONLY

Work offline on your Shark sessions

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.

Feature
Feature
February 25, 2020
PRO ONLY

Default session values

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.

Feature
Feature
January 25, 2020
PRO ONLY

Editable benefit cash profiles

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

Feature
Feature
January 25, 2020
PRO ONLY

Editable cost cashflows

Shark now allows you to freely edit a cost cashflow.

2019

Feature
Feature
October 21, 2019
PRO ONLY

Create business case preparation documents

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

Feature
Feature
October 21, 2019
PRO ONLY

See if a benefit has been completed

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

Feature
Feature
October 1, 2019
PRO ONLY

Search or filter benefits

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

Feature
Feature
July 8, 2019
PRO ONLY

Add Shark as an App on your device

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

Feature
Feature
June 3, 2019
PRO ONLY

Multiple language versions

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

Feature
Feature
May 1, 2019
PRO ONLY

Design your own benefit layouts

You can now create your own benefit layouts to only include the exact benefits you require.

Feature
Feature
March 11, 2019
PRO ONLY

Start a session from a sample file or template

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

Feature
Feature
January 21, 2019
PRO ONLY

Generate long & short form ROI-based business case reports

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.)

Feature
Feature
January 21, 2019
PRO ONLY

Themes

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

Enhancement
Enhancement
January 21, 2019
PRO ONLY

Works in all modern web browsers

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.).

Feature
Feature
January 21, 2019
PRO ONLY

Duplicate a session

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

Feature
Feature
January 21, 2019
PRO ONLY

Add benefits to a business case

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

Feature
Feature
January 21, 2019
PRO ONLY

Add custom benefits

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.

Feature
Feature
January 21, 2019
PRO ONLY

Set the review period

Choose a review period from 1 to 360 months.

Feature
Feature
January 21, 2019
PRO ONLY

Minimum return rate

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

Feature
Feature
January 21, 2019
PRO ONLY

Business case summary

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

Feature
Feature
January 21, 2019
PRO ONLY

Net Present Value (NPV)

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

Feature
Feature
January 21, 2019
PRO ONLY

Internal Rate of Return (IRR)

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

Feature
Feature
January 21, 2019
PRO ONLY

Payback

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

Feature
Feature
January 21, 2019
PRO ONLY

Add recurring & non-recurring costs

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

Feature
Feature
January 21, 2019
PRO ONLY

Add notes about the costs

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

Feature
Feature
January 21, 2019
PRO ONLY

Reorder costs

Easily drag and drop to reorder costs.

Feature
Feature
January 21, 2019
PRO ONLY

Cost cashflows

Ability to view each cost cashflow.

Feature
Feature
January 21, 2019
PRO ONLY

Generate spreadsheets

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.

Feature
Feature
January 21, 2019
PRO ONLY

Generate presentations

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.

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.