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User Guides

These guides teach you how to complete end-to-end value workflows in ValuePact. Each guide maps to a real workspace, tab, or deliverable in the platform. Work through them in order or jump to the topic you need.

Who this is for

End User Admin Executive

Guide map

Guide Workspace What you will learn Time
Creating a Value Initiative Intelligence → Value Studio From blank account to a populated value model with drivers and evidence 20 min
Building a Business Case Value Studio → Deliverables Generate, validate, and export a business case with audience-specific views 25 min
Tracking Benefits Value Studio → Governance Set baselines, enter actuals, and monitor variance against forecasts 15 min
Managing Stakeholders Intelligence Map influence, track engagement, and link stakeholders to value drivers 15 min
Collaboration Cross-workspace Comments, mentions, approvals, sharing, and version history 10 min

How the guides connect

Intelligence workspace
  ├── Signals → Drivers → Evidence → Stakeholders
  └── (guides: Creating a Value Initiative, Managing Stakeholders)

Value Studio workspace
  ├── Action Plan → Value Model → Narrative → Calculator
  └── (guides: Creating a Value Initiative, Building a Business Case, Tracking Benefits)

Deliverables workspace
  ├── Business Case → Executive View → CFO View → Technical View
  └── (guides: Building a Business Case)

Governance workspace
  ├── Audit trail → Provenance → Compliance
  └── (guides: Tracking Benefits, Collaboration)

Role-based entry points

Start with Creating a Value Initiative. You will build an account, capture signals, map drivers, and populate a value model. After that, move to Building a Business Case to package your work.

Review Collaboration first to understand tenant-wide sharing and approval settings. Then read Managing Stakeholders to configure personas and engagement tracking.

Skip to Building a Business Case and Tracking Benefits. You will learn how to read trust states, approve cases, and monitor realization at the portfolio level.

Prerequisites

  • A ValuePact workspace invitation and an active session.
  • Familiarity with the Quick Start Guide.
  • Understanding of Core Concepts such as value drivers, ROI, and realization.

Permissions required

Role Permission Scope
User Read guides / Execute workflows Assigned accounts
Admin Configure guide scope / Enable features Tenant-wide
Executive Read all guides / Approve deliverables Portfolio

Limits and guardrails

Limit Some tabs (for example, Value Ontology, Alternatives, Solution Cost) are feature-flagged and may not be visible in your tenant. Limit The Prospect Prompt Builder is available on the home page for users with the standard tier or higher. Limit Business case generation requires at least one validated value driver.

Troubleshooting

Issue: A guide references a tab I cannot see

Cause: The tab is behind a feature flag or requires an advanced tier. Resolution: Contact your admin to verify tenant settings in Workspace Settings → Data & Integrations.

Issue: Workspace navigation differs from the guide

Cause: Your tenant uses a custom navigation schema or branding override. Resolution: Check Workspace Settings → Branding or ask your admin for the canonical path.

Issue: Guide links return 404

Cause: The documentation site is not fully synced with your tenant version. Resolution: Check the release notes for feature availability, or contact support for the correct page path.

Escalation path

If a guide step fails repeatedly across multiple accounts, open a support ticket with severity P3 and include the account ID, workspace name, and tab ID.