8 business plan use cases, with requests to copy, information to supply and checks to keep.
The assistant reviews templates, helps choose one suited to the activity and prepares a project. Calculations come from open-bp’s financial engine.
Using open-bp, find templates suitable for my activity. Ask the questions needed to choose one, without inventing amounts.Required access: Read and edit.
View steps, other requests and limitationsThe assistant finds project fields, units and values to check. It can propose changes and keep a source and note for each assumption.
In the chosen project, list assumptions that are missing, fictitious or lack a source. Organize the questions to ask me before changing any data.Required access: Read and edit.
View steps, other requests and limitationsThe expense catalogue lists data to collect. Estimation methods use your values: annual amount, area, energy, revenue or unit count. Monthly profiles specify exceptions and gradual increases.
Using open-bp, help me complete this project’s expenses. For each item, list the data to collect and an estimation method; do not enter an amount without supplied information.Required access: Read and edit.
View steps, other requests and limitationsThe assistant prepares a scenario using the requested changes and compares it with the initial forecast. You can examine profit, cash balance and affected periods using the same calculation rules as the interface.
For this project, prepare a scenario where hiring is delayed by three months. Compare the lowest cash balance and profit with the initial forecast. Show me the differences before saving anything.Required access: Read and edit.
View steps, other requests and limitationsThe assistant reads calculated monthly results and identifies periods with the lowest cash balance. It can compare a financing proposal using your supplied terms and explain differences.
In the project I chose, identify the month with the lowest cash balance. Explain the amount, causes and assumptions to check, without changing the data.Required access: Read, then edit for a proposal.
View steps, other requests and limitationsThe assistant can propose document text using accessible data: presentation, market, operations, customer acquisition, financing and risks. It can then request files for the saved version.
Propose a presentation for this project using the saved information. Distinguish facts from assumptions and ask for missing details. Do not invent market research or commercial evidence; show me the text before saving it.Required access: Read to export; edit to save text.
View steps, other requests and limitationsThe assistant finds saved versions, compares their data and results, then can prepare a restoration. Comments and sharing help track points to review with authorized people.
Compare the two versions I will choose for this project. Summarize changes to assumptions, sources and results. Do not restore a version without my confirmation.Required access: Read; edit and owner role depending on the action.
View steps, other requests and limitationsCabinet view lets you find business plans, missing data, examples to replace and sections to complete. The assistant can organize a review using each accessible project’s latest saved version.
Using open-bp’s Cabinet view, list the business plans that need completing. For each, identify missing information and remaining examples, without changing any projects.Required access: Read, with Cabinet view access.
View steps, other requests and limitations