First Tasks for your Business Consultant
Last updated
Last updated
Once your project has been successfully created, you can begin setting up tasks for your business consultant. Follow these steps to get the most out of scopy.me’s AI-powered tools:
To start crafting your tasks, you'll first need to choose the right AI-powered roles for your project. These virtual assistants provide specialized insights based on their area of expertise. Here’s how:
Choose from roles like CEO, CFO, CIO, Procurement Specialist, or Digital Marketing Specialist.
Each role is a trained GPT which brings specific industry knowledge and guidance, ensuring that your tasks are built with strategic insights tailored to your business needs.
Additional Roles GPT's are in creation and will be added
Select the Roles that best align with your project’s goals.
Step 2: Select Frameworks / Strategic Tools
Next, choose the strategic frameworks or tools that will support your project. scopy.me offers a wide array of tools for analysis, planning, and execution. Some of the available frameworks include:
PESTEL: For analyzing the external macro-environment factors.
SWOT: For evaluating your project’s strengths, weaknesses, opportunities, and threats.
Porter Five Forces: For industry analysis.
BCG Matrix: For portfolio management and business function analysis.
Additional trained GPTs are getting added to enhance Tools & Frameworks
Select the tools that best align with your project’s goals.
The number of available roles and tools you can select depends on your subscription plan. For detailed information about what each plan offers, visit the Subscription section.
Once you’ve selected roles and tools, click on "Create Tasks", you will be taken to the Task's Overview screen. This action generates the AI-powered tasks, which are tailored to your project’s context and requirements. The GPT's will begin processing and generating insights based on the roles and tools you've chosen.
After your tasks are completed, you have various options to further manage and refine your project. However, the amount of content and features available may be limited based on your subscription plan.
View all tasks associated with the project for a complete and organized overview, helping you keep track of each task's progress and details.
Adjust or remove tasks as necessary to maintain flexibility. You can add new tasks by clicking "Create Tasks", or remove existing ones using the Action options menu for streamlined project management.
Download task results easily. Once a task is accomplished, you can download a PowerPoint presentation directly by clicking the Download icon or through the Action - Download PowerPoint option, making it simple to share insights and reports.
View task details within the browser. The View Details option provides a quick and convenient way to access the same task insights and information without needing to download a file.
Reset task progress if needed. Use the Reset Progress option to regenerate content for a task, replacing the previously generated material with fresh insights and updated analysis.
This range of options ensures that you can manage your tasks efficiently and adjust as your project evolves, with easy access to updates and reports in multiple formats.
The SWOT (Strengths, Weaknesses, Opportunities, Threats) framework is used to analyze the internal and external factors that impact a business or project. It helps organizations identify their strengths to leverage, recognize weaknesses to improve upon, uncover opportunities for growth, and mitigate potential threats. This analysis provides a clear, structured overview of key strategic factors, supporting informed decision-making and strategic planning.
The PESTEL (Political, Economic, Social, Technological, Environmental, Legal) framework is designed to assess the broader external environment in which a business operates. It evaluates factors such as political stability, economic conditions, societal trends, technological advancements, environmental concerns, and legal regulations. By understanding these macroeconomic forces, businesses can develop more comprehensive strategies to adapt to the dynamic external environment.
For both frameworks, once the analysis is generated, you have two convenient options to view the content. You can explore the analysis directly on the website for quick access and real-time insights. Alternatively, you can download the full presentation as a PowerPoint file by clicking the Download PowerPoint button, allowing you to share or present the findings in a structured, visual format.
