value-realization-report

Document Intelligence

This skill supports three modes: Create, Update, and Find.

Mode Detection

Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user

Mode Behaviors

CREATE: Generate complete new report using template below.

UPDATE:

1. Check document registry first, then search user's structure
2. Preserve historical data
3. Update metrics with new data, add new learnings
4. Show diff summary with metric changes

FIND: Check registry, then search user's folders for value reports.

Create a Value Realization Report for the specified customer, cohort, or product.

V2V Phase

Phase 5: Business & Customer Outcomes - This skill measures whether customers achieved value.

Output Structure

1. Executive Summary

• Scope of analysis
• Key findings
• Overall value realization score
• Priority recommendations

2. Value Delivered vs. Promised

3. Adoption Metrics

4. Customer Health Scores

5. ROI Analysis

For Customer:

• Investment: $X (license + implementation + training)
• Value realized: $X (cost savings + revenue impact)
• ROI: X%
• Payback period: X months

Calculation methodology:

• [How value was calculated]

6. Success Stories

[Customer Name]

• Challenge: [What problem they had]
• Solution: [How they used the product]
• Results: [Quantified outcomes]
• Quote: "[Customer quote]"

7. Risk Areas

8. Recommendations

Immediate (This Week):

1. [Action item]

Short-term (This Month):

1. [Action item]

Long-term (This Quarter):

1. [Action item]

9. Learnings for Product

Instructions

1. Ask about scope (customer, cohort, product) if not specified
2. Reference any customer data or success criteria documents via @file syntax
3. Be honest about gaps in value delivery
4. Include actionable recommendations
5. Save as markdown file
6. Offer to create presentation version using /present