majiayu000 name: value-realization-report description: Create or update a value realization report argument-hint: [customer, cohort, or product] or [update path/to/report.md]
Document Intelligence
This skill supports three modes: Create, Update, and Find.
Mode Detection
| Signal | Mode | Confidence |
|---|---|---|
| "update", "refresh", "add data" in input | UPDATE | 100% |
| File path provided | UPDATE | 100% |
| "create", "new", "generate" in input | CREATE | 100% |
| "find", "search", "list" | FIND | 100% |
| "the report", "value report" | UPDATE | 85% |
| Just customer/cohort/product | CREATE | 60% |
Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user
Mode Behaviors
CREATE: Generate complete new report using template below.
UPDATE:
- Check document registry first, then search user's structure
- Preserve historical data
- Update metrics with new data, add new learnings
- 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
| Value Promise | Promised Outcome | Actual Outcome | Gap |
|---|---|---|---|
| [Promise 1] | [Promised] | [Actual] | +/-X% |
| [Promise 2] | [Promised] | [Actual] | +/-X% |
| [Promise 3] | [Promised] | [Actual] | +/-X% |
3. Adoption Metrics
| Metric | Target | Actual | Status |
|---|---|---|---|
| Active users | X | X | 🟢/🟡/🔴 |
| Feature adoption | X% | X% | 🟢/🟡/🔴 |
| Usage frequency | X/week | X/week | 🟢/🟡/🔴 |
| Use cases activated | X | X | 🟢/🟡/🔴 |
4. Customer Health Scores
| Customer/Segment | Health Score | Trend | Risk Level |
|---|---|---|---|
| [Customer 1] | X/100 | ↑/↓/→ | Low/Med/High |
| [Customer 2] | X/100 | ↑/↓/→ | Low/Med/High |
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
| Risk | Customers Affected | Impact | Mitigation |
|---|---|---|---|
| Low adoption | X customers | High/Med/Low | [Action] |
| Missing use case | X customers | High/Med/Low | [Action] |
| Champion left | X customers | High/Med/Low | [Action] |
8. Recommendations
Immediate (This Week):
- [Action item]
Short-term (This Month):
- [Action item]
Long-term (This Quarter):
- [Action item]
9. Learnings for Product
| Learning | Evidence | Recommended Action |
|---|---|---|
| [Learning 1] | [Data/feedback] | [Action] |
| [Learning 2] | [Data/feedback] | [Action] |
Instructions
- Ask about scope (customer, cohort, product) if not specified
- Reference any customer data or success criteria documents via @file syntax
- Be honest about gaps in value delivery
- Include actionable recommendations
- Save as markdown file
- Offer to create presentation version using /present