Video Tutorials

Watch our free video tutorials to learn how to use Swiss Create Business Manager.

SCBM introduction
  • What is SCBM? Who wants to use it?
  • Available modules (tools)
  • Basic editing
  • Examples: business model, risk analysis, investment calculation, behavioural styles
  • Pdf export
  • Collaboration
Editing (example: SWOT analysis)
  • creating a project
  • creating a SWOT analysis
  • text editing
  • Pdf export
  • keyboard shortcuts

Collaboration

  • share a project with another user, even free users
  • use the administrator mode to adjust the modules for your client
  • add comments
  • solve conflicts when two users were editing the same module at the same time
  • change the language of a project

How to create printed reports

  • printing a module
  • printing a complete report (full project)
  • settings: font size, header and footer
  • adding a cover page with a logo
  • adding an appendix with external links

Help

On this page we answer questions that have been asked. If you need further help, simply contact us here.


Payment and user account

How does the payment work?

After you have registered as a free user you need to go to your user settings and choose "buy license". You can pay online with credit card or by bill. All prices are in USD. Licenses are purchased for 12 months. Before your license expires, you will receive a reminder email and you can do another payment to extend the license - you have full cost control.

I have lost my user name or my password, what can I do?

In the login screen there are the options "forgot password" and "forgot username" that will send a rescue email to the email address that you have specified for your account. Make sure that email address is still valid and check the spam folder.

Can I use SCBM as accounting software?

For your accounting, we recommend specialized software that includes billing and dunning and complies with all legal regulations of your countries.

However, simple cost and income calculations can be done with SCBM without problems.

SCBM focuses on planning and building up SME and projects and provides you with various calculation tools and a five-years finance plan including liquidity plan, planned profit and loss statement and planned balance sheet.

I purchased a license for someone else and assigned it to him but he seems to be a free user still. Why?

An email has been sent to that person. He/she has followed the link in the email and registered as a new user but they still see the free version only. This happens sometimes if they work on a mobile device or if the registration process was interrupted and the session was expired.

The problem is solved easily by the invited person following the link in the license invitation email again.

Also, you can resend the invitation. To do this, go to your licenses area where you can see the sent invitation and click the resend-button.

Working with SCBM

Where can I change the curreny for my finance plans or calculations?

The currency is set per project. To change it, go to the project settings.

If the currency is not updated in an open module immediately, close and reopen the desired module.

I changed the language but there is still some content in the previous language. What happened?

The contents of modules like business plan etc. were created in the language that was active at the moment when they were created. If the language is changed later, only non-editable text is translated automatically into the new language. Everything that can be edited by the user stays as it is. This ensures that no edited content is lost. As soon as a new module or project is created, the new language is used.

If you want to change the language of a module later, you can reload the default content by choosing "load default" in the module menu. This deletes the current content and replaces it by the default content of the selected language.

How can I modify the questions in the business model and other questionnaires?

As a licensed user, you can do this by clicking on the tool button (top right in the module menu).

This adds the pro functions. For example in the business plan this will add the buttons to add, delete or edit the questions.

I created a new project but some of the modules are empty. What do I need to do?

When you create a project, you can choose if you want to use the default template or an empty project. Also, you can use a template that you or another user has created and shared. If you choose the empty project, most modules are empty to start with and to add content, you need the pro tools.

If instead you would like to load the default content, choose "load - default" in the module menu.

Get started now.

Use the benefits of SCBM for your success.