fm-6-implement

Community

Finalize financial models for smooth client delivery.

AuthorSampi314
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Unfinished, undocumented financial models create unnecessary friction during client handover, requiring excessive follow-up support and risking user error when clients interact with unvetted workbooks. This Skill eliminates that friction by standardizing the final phase of the financial model build lifecycle, ensuring every deliverable is complete, client-ready, and aligned with organizational conventions.

Core Features & Use Cases

  • Standardized Model Finalization: Automates cover sheet updates, change log entry appending, and sheet protection per SumProduct conventions, including empty-string password protection for client audit access.
  • Automated Documentation Generation: Produces required delivery assets including user guides, model summaries, flowcharts, and calculation references, with optional integration with complementary navigation and cartography skills.
  • End-to-End Verification & Packaging: Runs final integrity checks, cleans up working files, and assembles the complete delivery package with all required assets for immediate client use.
  • Use Case: A financial analyst at SumProduct building a 3-statement model for a corporate client can use this Skill to automatically finalize the tested workbook, generate a full user guide and model documentation, and package all assets for delivery in minutes, eliminating manual handover work.

Quick Start

Use the fm-6-implement skill to finalize your tested financial model and generate the complete client-ready delivery package including documentation, protected sheets, and verification checks.

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: fm-6-implement
Download link: https://github.com/Sampi314/Sam-Plugin-Marketplace/archive/main.zip#fm-6-implement

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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