Case Study: F.I. Consultants streamlines business case analysis with Shark Finesse

How Shark Finesse Transformed F.I. Consultants Business Case Methodology

The customer, F.I. Consultants, faced significant challenges in creating business cases for its manufacturing industry clients. Owner Joshua Fennig relied on time-consuming spreadsheets that were difficult to standardize and verify, often requiring valuable support from finance teams. This outdated methodology made it difficult to have confident, value-based conversations with customers, hindering the sales process.

Shark Finesse provided its business value engagement platform to streamline this process. The solution automatically calculated key financial metrics like IRR and NPV, eliminating the need for finance team involvement and saving considerable time and resources. For F.I. Consultants, Shark Finesse enabled more collaborative customer discussions, established a standardized methodology across the business, and allowed for the early assessment of investment value, fundamentally transforming their client engagements.

F.I. Consultants

Joshua Fennig

Owner / General Manager