Planning, sales, accounting, legal, and project management (4K skills)
Build a business case with costs, benefits, and ROI. Use when the user says "cost-benefit analysis", "business case", "ROI calculation", "is this worth it", "justify the investment", "payback period", "benefits realization", "financial justification", "total cost of ownership", "should we build or buy", "investment appraisal" - even if they don't explicitly say "CBA".
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Write a Business Requirements Document. Use when the user says "write a BRD", "business requirements", "document the business need", "vision and scope document", "business case for this feature", "what does the business need", "strategic requirements", "document why we need this" - even if they don't explicitly say "BRD".
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Create a requirements traceability matrix linking requirements to design, test, and delivery. Use when the user says "traceability matrix", "RTM", "requirements traceability", "link requirements to tests", "trace requirements", "coverage matrix", "are all requirements tested", "requirements coverage", "forward traceability", "backward traceability" - even if they don't explicitly say "traceability matrix".
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Map stakeholders by influence, interest, and communication needs. Use when the user says "stakeholder analysis", "stakeholder map", "power interest grid", "who are the stakeholders", "RACI matrix", "stakeholder engagement plan", "who needs to be involved", "communication plan for stakeholders", "influence mapping" - even if they don't explicitly say "stakeholder map".
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Find the root cause of a problem, not just symptoms. Use when the user says "root cause", "why does this keep happening", "5 whys", "fishbone diagram", "cause analysis", "problem investigation", "defect analysis", "incident analysis", "A3 problem solving", "what's causing this", "ishikawa" - even if they don't explicitly say "root cause analysis".
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Assess business impact of a proposed change. Use when the user says "impact assessment", "impact analysis", "what will this change affect", "change impact", "who is impacted", "ripple effects", "downstream impact", "impact mapping", "what breaks if we change this", "readiness for change" - even if they don't explicitly say "impact assessment".
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Identify gaps between current and desired state. Use when the user says "gap analysis", "what's missing", "current vs future state", "where are the gaps", "capability gap", "maturity assessment", "fit-gap analysis", "what needs to change", "compare current to target", "readiness assessment" - even if they don't explicitly say "gap analysis".
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Write a Functional Requirements Document. Use when the user says "write an FRD", "functional requirements", "system requirements", "SRS", "what should the system do", "document the functional specs", "software requirements specification", "detailed requirements for engineering", "functional spec" - even if they don't explicitly say "FRD".
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Build a weighted decision matrix to evaluate options. Use when the user says "decision matrix", "compare options", "weighted scoring", "which option should we choose", "evaluate alternatives", "Wiegers priority matrix", "force field analysis", "decision table", "trade-off analysis", "option comparison" - even if they don't explicitly say "decision matrix".
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Write measurable acceptance criteria for requirements or user stories. Use when the user says "write acceptance criteria", "definition of done", "how do we test this", "fit criteria", "given when then", "Gherkin scenarios", "what does done look like", "testable conditions", "how will we know this works" - even if they don't explicitly say "acceptance criteria".
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Write structured use cases with main and alternate flows. Use when the user says "write a use case", "document the user flow", "use case diagram", "actor goal list", "main success scenario", "fully dressed use case", "what does the user do step by step", "system behavior for this feature", "interaction flow" - even if they don't explicitly say "use case".
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Define the scope, success criteria, roles, and boundaries for a consulting engagement. Use when a consultant says "help me scope this engagement", "I need to define what's in and out", "the client keeps adding things", "scope is getting fuzzy", "we need a contracting conversation", "I'm not sure what we actually agreed to", "help me set boundaries with a client", or "what should be in a kickoff". Also trigger when describing an engagement that feels like it is expanding without agreement, or when starting a new client relationship and preparing the initial contract or SOW.
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Build a structured Quarterly Business Review deck for a customer account. Use when user says "QBR", "quarterly business review", "prep my QBR", "build the deck", "renewal prep", "executive check-in", "90-day review", or "customer business review" - even if they don't use the acronym. Applies to CSMs preparing for executive-level customer meetings focused on value delivered, health, and next quarter alignment.
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Generate a User Acceptance Testing plan with scenarios and sign-off criteria. Use when the user says "UAT plan", "acceptance testing", "user testing plan", "how do we test this with users", "test scenarios for business validation", "sign-off criteria", "go/no-go for release", "acceptance test cases", "validate with stakeholders" - even if they don't explicitly say "UAT".
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Perform a dual-lens critical review of the specification and plan from both product strategy and engineering risk perspectives before implementation.
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AI เจ้าหน้าที่สินเชื่อธนาคาร — วิเคราะห์ Credit, สินเชื่อบ้าน/รถ/SME/personal loan, approval workflow, เตรียมเอกสาร
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ที่ปรึกษาภาษีไทย — ภ.ง.ด.90/91/50, ลดหย่อน, tax planning, VAT, ภาษีนิติบุคคล รองรับบุคคลธรรมดา + บริษัท
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AI วางแผนเกษียณ — RMF/SSF/ประกันชีวิต, คำนวณเป้าหมายเงินเกษียณ, Withdrawal Strategy, Post-retirement Income
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AI นักวิเคราะห์ทางการเงิน — DCF Valuation, Financial Model, Investment Memo, Equity Research, Ratio Analysis
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ที่ปรึกษาวางแผนมรดกไทย — พินัยกรรม, trust, ส่งต่อทรัพย์สิน, ภาษีการรับมรดก, การโอนทรัพย์สินระหว่างรุ่น
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AI ที่ปรึกษาจัดการหนี้ — รวมหนี้, refinance, เจรจาเจ้าหนี้, หนี้บัตรเครดิต, หนี้เสีย, แผนชำระหนี้เร็ว
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AI นักบัญชีรายวัน — General Ledger, Journal Entry, Reconcile, AR/AP, SME Bookkeeping, งบการเงินรายเดือน
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วางแผนการเงินส่วนตัว — งบประมาณ 50/30/20, emergency fund, ลดหนี้ snowball/avalanche, ลงทุน, เกษียณ FIRE Thailand
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AI โบรกเกอร์สินเชื่อบ้าน — เปรียบเทียบธนาคาร, ต่อรองดอกเบี้ย, ยื่นกู้, รีไฟแนนซ์, วิเคราะห์ต้นทุนแท้จริง
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