QPilot (formerly SharkSense AI)

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

Step 1 - Business Case Details

Fill out key business case details - customer name, industry, organisation size, and review period. Here you can also choose how many benefits and costs to include in your session. Finally, you can select if you would like QPilot to generate an image or not.

Step 2 - Business Case Description & Presets

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

The more information you include here the better. Key details should include:

• Customer Profile - Annual turnover, employee count, industry specifics, etc.
• Problem Statement - Clearly articulate the main issues or challenges the customer is trying to address
• Expected Outcomes - Detail the benefits and improvements anticipated from implementing your solution.
• Strategic Goals - The customer’s broader objectives and long-term vision.
• Your Company - Briefly outline who you are and your company’s unique positioning.
• Proposed Solution - The solution that best addresses the customer’s problem and need.

After you've included all of the relevant information, you can enhance your prompt further by using another call to AI.

Once you're happy with the business case details, select generate to see a full session outline.

If you would like to pre-populate prompts specific to your company please contact support@qorusdocs.com who will guide you through this process.

For more information about prompt engineering, check out this blog - Prompt Engineering in QPilot (formerly SharkSense AI): The Key to Success

Step 3 - Session Outline

QPilot generates a full session outline, including suggested business case description, benefits (with subtitles and notes), and costs (and an image if selected previously).

At this stage you can simply select create this session and QPilot will create a business case session within ValueHub or you can amend the details if required e.g. tweak the text, remove irrelevant benefits or costs.

Step 4 - Session Generation

Once you're happy with your business case session outline, you can select create this session and QPilot will create a brand new session with benefit and cost metrics, including narratives behind each benefit. You will also most likely need to amend the metrics to fit with your customer situation and provoke further thoughts on the metrics selected.

At this stage you can simply create a business case in your chosen output or send a survey for review with your customer.