# Welcome to the SCOPY.ME Support Center! We’re here to help you get the most out of SCOPY.ME, your all-in-one platform for crafting powerful business strategies in minutes. Whether you're looking to streamline your workflow, unlock AI-driven insights, or explore our comprehensive suite of strategic tools, you've come to the right place. Have questions? Need assistance? We're here to ensure your experience is smooth and successful. Let’s revolutionize your business strategy together! ### Jump right in
DashboardBrief overview of the dashboard/files/NOUym9EqldPUuSxxYJSj/pages/CyH2xJQs9yWJ1S8BYNav
First ProjectLearn more on the settings of your project and how they impact/files/etcQugBI0JFJsei7W9Ci/pages/JSInTcRlaSdttPs1WEnL
First TasksSetup tasks for your business consult /files/U5IMrZbd0yGBHcPvxkF3/pages/s4Jh3DTWsEPjUkCFx0tF
# Quickstart Welcome to the SCOPY.ME Quickstart Guide! Testing our powerful, AI-driven business strategy platform is easy—no credit card required. With our freemium version, you can explore all features in a limited capacity and experience the streamlined strategy creation process firsthand. Whether you're crafting comprehensive strategies or analyzing data, SCOPY.ME adapts to your needs, and upgrading or downgrading your subscription is as seamless as ever. Plus, with secure authentication through trusted social providers, your data stays protected every step of the way. Ready to unlock your strategic potential? Let’s get started!
Choose your preferred social provider account and kickstart your strategy process. With our free account, you can explore all features, though output is limited compared to our paid plans, giving you a taste of SCOPY.ME’s full capabilities before upgrading..
We support a broad selection of social login providers, including Apple, GitHub, LinkedIn, Facebook, Stripe, Microsoft, and Google, making it easy and secure for you to sign in and get started with SCOPY.ME. Security is at the heart of everything we do, and we build our processes and systems with a "security by design" approach. This ensures that we use best in class providers and solutions which adhere to industry best practices, including SOC 2, ISO 27001, HIPAA, and GDPR compliance, giving you peace of mind as you use our platform. Take a moment to relax with your preferred beverage, whether it's a cup of coffee or tea, and review our Terms of Use and Privacy Policy, conveniently accessible online.
After completing this step, you'll seamlessly unlock access to the scopy.me dashboard. # Dashboard

Empty Dashboard

* **Overview of All Created Projects**\ Stay effortlessly organized with a clean, intuitive view of all your projects. The dashboard centralizes everything, allowing you to seamlessly navigate and manage your work. Your three most recent projects are highlighted, and a simple click on the title takes you directly into the project. For a complete list, access the Projects overview. * **Overview of the Project Count**\ Get an instant snapshot of your progress. The project count keeps you informed at a glance, offering clarity and focus on how many projects are currently in motion. * **Overview of All Tasks Within the Project**\ Break down complexity with a comprehensive overview of all tasks associated with each project. From big-picture planning to granular details, everything is laid out in an organized, digestible format. * **Quick Access to the Last Three Projects**\ Your most recent work is just a click away. The dashboard highlights your three most recent projects, letting you dive back in and continue seamlessly where you left off. * **Overview of Project-Associated Tasks**\ Stay organized with a clear and structured view of all tasks linked to each project. It's designed to provide context and streamline your workflow, ensuring you stay aligned with your goals.
# First Project for your Business Consultant #### **Step 1: Navigate to the Projects Section** Upon logging into your account, head to the **Projects** section from the left-hand menu. If you haven’t created a project yet, you will see a prompt informing you that no projects have been set up. Click the **"Create Project"** button to begin. #### **Step 2: Set Up Your Project Details** In the **"Create Project"** screen, you’ll be guided through the project setup process. Fill in the following details: * **Project Name**: Provide a name for your project. This could be a company name, a customer project name, or a title that clearly represents the project’s purpose. * **Description**: Add a description that gives context to your project. This will help in keeping track of multiple projects and understanding their unique goals. * **Project Language**: Select the primary language for the project content. This option ensures any generated data or analysis aligns with your project’s linguistic requirements. * **GPT Instructions**: (Optional) Provide any specific instructions or guidelines you want your project to follow during evaluation and report generation. * **Related URL**: (Optional) Add a related URL if your project has an online presence or reference. * **Tags**: Organize your projects by adding relevant tags, such as a site name or topic, to help with categorization.
#### **Step 3: Fetch Real-time Reference Data (Optional)** If you’ve added a URL, you can choose to **"Fetch real-time reference data"** to auto-populate related content in the **Reference Data** section. This feature pulls relevant details and insights directly from the provided URL, saving you time and enhancing the project’s scope.
Once you’ve filled out these details, click on the **"Create Project"** button at the bottom. #### **Step 4: View the Created Project** After creating the project, you will be redirected to the **Projects** overview, where the newly created project is displayed as a card. The project card provides a quick snapshot, showing details such as the project’s name, creation date, language, and a brief description. You can click on **"Project Details"** to explore the project further or to manage associated tasks and evaluations.
# First Tasks for your Business Consultant #### Next Steps After Creating Your Project 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:

Create Tasks

#### **Step 1: Select Roles** 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. # Roles In Scopy.me, departments represent the core business functions that drive organizational strategy and execution. Each department plays a critical role in ensuring a company's success, both internally and externally. By leveraging AI-powered insights, Scopy.me helps each function enhance decision-making, optimize performance, and align with broader strategic goals. Instead of siloed operations, Scopy.me enables an integrated, data-driven approach where departments can collaborate seamlessly. Whether analyzing financial viability, optimizing supply chains, or shaping long-term strategic plans, each department benefits from tailored AI assistance that enhances efficiency and reduces blind spots in decision-making.
### **Departmental Overviews & Strategic Role in Scopy.me** #### **1. Board** * **General Purpose**: Provides strategic oversight and governance to ensure the organization aligns with its mission and long-term goals. * **Internal Focus**: Sets corporate policies, oversees leadership performance, and ensures compliance with ethical and legal standards. * **External Focus**: Engages with shareholders, regulators, and key stakeholders to maintain corporate credibility. * **Dependencies**: Requires insights from all departments to make informed strategic decisions. * **Strategic Role & Scopy.me Support**: By using AI-driven insights, Scopy.me helps the board evaluate performance metrics, assess risks, and align corporate objectives with market realities. #### **2. Consulting** * **General Purpose**: Provides expert advice to improve organizational performance and implement effective solutions. * **Internal Focus**: Works with teams to identify inefficiencies and recommend process improvements. * **External Focus**: Engages with external partners and market experts to benchmark best practices. * **Dependencies**: Collaborates with strategy, operations, and finance teams for holistic solutions. * **Strategic Role & Scopy.me Support**: Scopy.me enables consultants to access real-time industry data, simulate business scenarios, and generate strategic recommendations efficiently. #### **3. Customer Services** * **General Purpose**: Ensures customer satisfaction by resolving inquiries and addressing concerns. * **Internal Focus**: Maintains customer databases, gathers feedback, and improves service processes. * **External Focus**: Directly interacts with customers, managing complaints and providing product support. * **Dependencies**: Works closely with product management, marketing, and IT for seamless customer experiences. * **Strategic Role & Scopy.me Support**: Scopy.me helps analyze customer sentiment, automate response strategies, and predict support trends to enhance customer retention. #### **4. Executive Management** * **General Purpose**: Leads the organization by setting strategic goals and overseeing overall operations. * **Internal Focus**: Aligns departmental objectives with corporate vision and monitors company-wide performance. * **External Focus**: Represents the company to investors, regulatory bodies, and industry partners. * **Dependencies**: Relies on insights from finance, marketing, operations, and HR for data-driven leadership. * **Strategic Role & Scopy.me Support**: Scopy.me provides leadership with predictive analytics, competitive benchmarking, and AI-driven strategy formulation. #### **5. Finance** * **General Purpose**: Manages financial planning, budgeting, and investment activities to ensure fiscal health. * **Internal Focus**: Oversees accounting, cash flow management, and financial risk assessment. * **External Focus**: Engages with investors, auditors, and regulatory agencies for financial transparency. * **Dependencies**: Works closely with operations, strategy, and executive management for resource allocation. * **Strategic Role & Scopy.me Support**: Scopy.me aids financial decision-making through forecasting models, budget optimization, and risk analysis. #### **6. HR (Human Resources)** * **General Purpose**: Manages recruitment, employee relations, and talent development. * **Internal Focus**: Implements policies for workforce engagement, training, and retention. * **External Focus**: Collaborates with recruitment agencies, industry networks, and labor organizations. * **Dependencies**: Works with finance, operations, and executive management for workforce planning. * **Strategic Role & Scopy.me Support**: Scopy.me assists HR in skills mapping, talent analytics, and cultural transformation strategies. #### **7. IT (Information Technology)** * **General Purpose**: Maintains and secures the organization’s technology infrastructure. * **Internal Focus**: Manages cybersecurity, software solutions, and digital transformation. * **External Focus**: Coordinates with vendors, cloud service providers, and regulatory bodies. * **Dependencies**: Interacts with all departments to ensure smooth digital operations. * **Strategic Role & Scopy.me Support**: Scopy.me helps IT optimize technology roadmaps, automate workflows, and ensure data security compliance. #### **8. Legal** * **General Purpose**: Ensures the organization complies with laws and manages legal risks. * **Internal Focus**: Drafts contracts, oversees intellectual property, and ensures compliance. * **External Focus**: Engages with regulators, law firms, and governmental entities. * **Dependencies**: Works with executive management, HR, and finance to mitigate risks. * **Strategic Role & Scopy.me Support**: Scopy.me assists in regulatory monitoring, contract analysis, and risk assessment through AI-driven insights. #### **9. Marketing** * **General Purpose**: Develops strategies to enhance brand visibility and customer engagement. * **Internal Focus**: Coordinates with sales, product management, and customer service for alignment. * **External Focus**: Manages campaigns, market research, and public relations. * **Dependencies**: Works closely with finance and strategy teams for budget and positioning. * **Strategic Role & Scopy.me Support**: Scopy.me optimizes campaign performance, predicts market trends, and personalizes customer engagement. #### **10. Operations** * **General Purpose**: Manages daily business activities and ensures efficient production. * **Internal Focus**: Oversees supply chain, logistics, and resource allocation. * **External Focus**: Engages with suppliers, distributors, and regulatory agencies. * **Dependencies**: Relies on finance, IT, and HR for workforce and budget alignment. * **Strategic Role & Scopy.me Support**: Scopy.me enhances operational efficiency through process automation, performance tracking, and supply chain analytics. #### **11. Strategy** * **General Purpose**: Develops long-term plans to achieve organizational goals. * **Internal Focus**: Analyzes market opportunities, competitive positioning, and risk factors. * **External Focus**: Engages with industry experts, policymakers, and investors. * **Dependencies**: Works with all functions for cross-departmental alignment. * **Strategic Role & Scopy.me Support**: Scopy.me provides AI-driven strategic modeling, scenario analysis, and decision-support frameworks to ensure competitive advantage. By assigning these roles, you ensure your project benefits from comprehensive analysis across multiple areas of expertise, aligning your strategy with the needs of different business functions. # Tools and Frameworks SCOPY.ME equips businesses with a comprehensive suite of strategic frameworks, enabling professionals to assess their projects from multiple angles and craft well-informed strategies. These tools support decision-making by analyzing internal and external factors, competitive positioning, and long-term growth opportunities. Whether you're developing a new business model, evaluating market conditions, or aligning organizational structures, these frameworks provide a structured approach to solving complex challenges. By leveraging these methodologies, businesses can translate data into actionable insights, optimize their strategic planning, and drive sustainable success.
* **SWOT Analysis** helps identify a company’s **strengths, weaknesses, opportunities, and threats**, offering a structured assessment of internal and external factors. It is particularly useful in the early stages of strategic planning or when making major business decisions. SWOT ensures that strengths are leveraged, weaknesses are mitigated, opportunities are capitalized on, and threats are proactively managed. * **BCG Matrix** categorizes products or business units into **Stars, Cash Cows, Question Marks, and Dogs**, based on market share and growth potential. It is commonly used for **portfolio management**, helping businesses allocate resources efficiently. Companies use this framework to determine where to invest, divest, or develop new strategies for sustainable growth. * **PESTEL Analysis** examines the **political, economic, social, technological, environmental, and legal** factors affecting a business. It is crucial for external **market analysis**, helping organizations navigate macroeconomic trends, regulatory changes, and emerging risks or opportunities. Businesses use PESTEL to stay ahead of external shifts and develop proactive strategies. * **Porter's Five Forces** assesses **industry competitiveness** by evaluating factors like **competitive rivalry, supplier power, buyer power, threats of new entrants, and substitute products**. This framework is vital when entering a new market or reassessing an industry’s profitability. It provides insights into competitive pressures, helping businesses refine their market positioning. * **McKinsey 7S Framework** focuses on **organizational alignment** by analyzing seven key elements: **strategy, structure, systems, shared values, skills, staff, and style**. It is particularly effective during organizational transformations, mergers, or restructuring. The framework ensures that all elements are aligned to support business goals. * **Executive Summary** condenses key strategic insights into a **concise, high-level overview** for decision-makers. It is essential for **business plans, investor pitches, and internal reports**, ensuring stakeholders quickly grasp essential details without delving into lengthy analyses. A well-crafted executive summary drives engagement and clarity. * **Value Chain Analysis** dissects a company’s **primary and support activities** to identify areas of competitive advantage. It is used to **streamline operations, enhance efficiency, and improve profitability** by optimizing activities from procurement to customer service. This framework helps businesses maximize value while minimizing costs. * **Ansoff Matrix** categorizes growth strategies into **market penetration, market development, product development, and diversification**. It is ideal for companies seeking to **expand market share** or **introduce new products**. This framework ensures businesses choose the most effective growth path based on risk and opportunity. * **OKR (Objectives and Key Results) Framework** is a goal-setting system that aligns **organizational objectives** with measurable key results. It is widely used to **drive performance, track progress, and enhance focus** across teams. OKRs ensure strategic priorities are clear and execution remains results-driven. * **Business Model Canvas** provides a **visual framework** for defining and refining a company’s business model. It outlines **value propositions, key partners, revenue streams, and customer segments**, making it a vital tool for **startups, business model innovation, and strategic pivots**. * **Three Horizons Framework** helps businesses balance **short-term, mid-term, and long-term growth strategies**. It is particularly valuable for companies managing **innovation and future planning**, ensuring sustainable expansion while maintaining core business operations. * **Balanced Scorecard** translates strategic goals into **performance metrics** across four perspectives: **financial, customer, internal processes, and learning & growth**. It ensures organizations maintain a balanced approach to **strategy execution, performance tracking, and continuous improvement**. Each of these frameworks provides a unique perspective on business strategy, enabling companies to **make informed decisions, drive growth, and maintain a competitive edge**. SCOPY.ME makes it easy to apply these methodologies, streamlining the strategic planning process and ensuring businesses stay ahead in a rapidly evolving market.