Does your organization’s spending effectively support your strategic objectives? Do you have a direct line of sight into investments across your enterprise to optimize plans in the short, medium, and long term?
Create the best possible investment plans
The Copperleaf® Decision Analytics Solution streamlines the process of developing, approving, and managing investments through their full lifecycle. It provides a centralized, enterprise-wide platform to capture all candidate investments, allowing them to be scoped, costed, valued, and organized into portfolios. Our software helps finance professionals:
- Assess the benefits of all investments consistently to make trade-off decisions with confidence
- Optimize investment portfolios to maximize value and drive strategic outcomes, while respecting multiple operating constraints
- Identify which investments to defer when there are funding or cash flow constraints
- Create what-if scenarios to compare and contrast the value, timing, risks, and costs of different investment strategies—to build a robust, defensible plan
Planning for the long term
In this video, investment planning professionals from Network Rail, National Grid, and Northumbrian Water discuss how the Copperleaf Decision Analytics Solution is helping them make the right investments at the right time and demonstrate value for money from investments more accurately.
Copperleaf Portfolio: ROI
Return on Investment (ROI) is a key consideration when investing in any enterprise software solution. Through case studies and independent research, we have collected a robust data set to quantify the benefits Copperleaf clients have realized. The benefits are focused on four areas:
- Higher-value plans
- Planning process efficiencies
- Improved plan execution
- Benefits to drive strategy
Building a defensible investment plan streamlines regulatory approval
Today’s investment planning landscape looks drastically different than just 15 years ago. Utilities must perform more detailed cost and benefit analyses to show regulators that the most optimal investment plan has been selected, considering all stakeholder needs and requirements.
Copperleaf and Black & Veatch helped a US electric utility develop and gain approval on a $2 billion grid modernization plan that will deliver $6.8 billion in benefits to customers and the economy over a 6-year planning horizon.
Risk, value, finance, and decision making
Many organizations use “cut line” techniques to determine which projects to fund: rank the projects by value, then add up the costs of the projects while going down the list and stop when all funds have been allocated. This very basic approach generally does not lead to the most efficient use of money or resources.
Better techniques are available to solve this challenge. These solutions take into consideration multiple strategic objectives and determine which projects will deliver the highest possible value to the organization while honoring all targets and constraints (financial, resources, risk tolerances, timing, dependencies, etc.).
The business case for enterprise portfolio management
In this webinar, experts from Accenture and Copperleaf discuss the impact of new technologies on the energy sector and how organizations have many more projects and assets to contend with—requiring a transformation of PPM processes to help them select the optimal portfolio of projects to execute. This article highlights five keys to success for asset-intensive organizations.
Predict plan performance using machine learning
Copperleaf’s Performance Prediction capability helps organizations gain accurate insights into the expected costs, benefits, and risks mitigated by their capital plans. It uses machine learning (ML) and statistical analysis techniques to predict the performance of investment portfolios based on historical data.
With Performance Prediction, you can account for cost and schedule uncertainties and use this information to understand the likelihood of overspending or underspending—and make contingency plans accordingly.
Adopted by Industry Leaders
Integrated AIPM process at National Grid Gas Transmission
National Grid Gas Transmission (NGGT) owns and operates the high-pressure gas transmission network in Great Britain. The Copperleaf solution will help NGGT deliver its business plan as cost-effectively as possible, contributing to a 4% efficiency on capital expenditure, saving £11 million per year.
Best practices for capital planning excellence
A multinational midstream company implemented the Copperleaf Decision Analytics Solution as part of an enterprise-wide asset management transformation. Capital planning excellence has enabled the organization to streamline operations and transform its decision-making processes to realize 15% more value from its investment portfolios and secure a 30% increase in maintenance capital spend.
Discussions about gas engineering tend to be very technical, but our finance folks want a simplified narrative. That can make discussions around capital and operating expenditures difficult. Copperleaf helps us bridge this gap, so the information can be understood by people across the company.
When the finance department has data-driven decision analytics, they can see early warning signs of systemic degradation – lower margins or higher O&M costs. They can ring the alarm bell earlier and start on the solution before operations feels the pain.
Copperleaf will help us manage our assets and make the best possible investment decisions—that means more accurate REPEX forecasts, and a more effective and efficient Program of Work for our customers.
You’ve got to plan around not just the portfolio of one type of work, but the portfolio of all the work taking place in the utility. When you’re dealing with a large portfolio, you need asset investment planning tools that Copperleaf brings to the table.
The ability to collect and manage your investments in a portfolio management approach is really something we use to reinforce accountability and ownership for the investments.
The Copperleaf tool really gives us an opportunity to optimize our investment plans. It helps us optimize in the short, the medium and the long term. It also helps us optimize our capital and operational investments.
The key thing is that Copperleaf focuses on value. Their financial optimization gives us an enhanced capability to build the right plan for our customers and shareholders.
Our Product Suite
Copperleaf’s scalable enterprise software solution can grow with you as your business needs evolve. It integrates seamlessly with your existing EAM, APM, ERP, GIS, and other systems for more efficient, data-driven decision-making.
Discover our client success stories
Organizations managing critical infrastructure trust Copperleaf to help them allocate their funds and resources towards the most valuable areas of their businesses.
Blog
Copperleaf Hosts First AIP Forum in Italy
Blog
Interview: Q&A on the Go Live of Copperleaf at Società Gasdotti Italia
Blog
Optimised Portfolio Planning for the Energy Transition – The Enexis Story
Explore our resources
Brochure
Copperleaf Portfolio
Webinar
Webinar: Value Undiscovered: Make CapEx Decisions that Reduce Risk & Increase ROI
Webinar