Powering a better future through better decisions

Move from Grid to Great

Verdantix Green Quadrant

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Client Endeavour Energy - Copperleaf Decision Analytics
Client Duke Energy - Copperleaf Decision Analytics
Client Landsvirkjun - Copperleaf Decision Analytics

As the energy transition accelerates, how can electric utilities transform Asset Investment Planning (AIP) processes to overcome challenges and take advantage of emerging opportunities?

Climate change, aging infrastructure, new technologies, digital transformation initiatives, and Environmental, Social, and Governance (ESG) commitments demand increased investment. Electric utilities are executing multi-pronged strategies to safeguard and evolve the resilience of their systems—pursuing decarbonization and a zero-carbon grid, ramping up renewable sources, protecting assets from climate-related events, and defending against cybersecurity threats—while continuing to deliver safe, reliable, and affordable energy to customers.

Copperleaf® helps many of the world’s largest electrical utilities thrive in this environment—by striking the right balance between cost-effectively managing business-as-usual activities and investing for the future.

How can you be confident you’re making the best decisions that deliver the greatest value and drive your strategic goals?

With aging assets and limited financial and human resources, companies often struggle to decide which projects should get the most attention. The ability to compare different investments and better understand the trade-offs is vital for organizations to make better decisions.  Learn how AIP empowers organizations to deliver more value to stakeholders by optimizing decision making.

ISO 55000: Maximizing Value through Asset Investment Planning

Released in January 2014, the ISO 55000 international standards aim to maximize value realization from assets. This achievement requires organizations to effectively balance risk, cost, and performance. The standards provide guidance and assurance that the right things are being done right, and that your asset management activities support your organization’s mission and objectives.

In the case of ISO 55001, the right things to do will collectively create the most value for the organization, given the costs, risks, and performance objectives. Organizations must evaluate investments based on how they contribute to corporate objectives. AIP efficiently identifies the optimum mix and timing given a variety of investments or interventions and their alternatives, and any organizational or timing constraints.

Learn how Copperleaf supports a risk-informed and value-based approach to investment decision making in alignment with ISO 55001.

person working on planning assets

Easily build realistic investment plans with AI-powered optimization

Asset-based organizations invest billions of dollars every year to make major decisions about how to maintain and expand the infrastructure critical to our society. These decisions are complex, balancing disparate factors like safety, reliability, cost-effectiveness, levels of service, and environmental responsibility.

There’s only so much you can do in a spreadsheet. That’s why many of the world’s leading organizations trust Copperleaf’s decision analytics solutions to help manage risk, deliver against performance expectations, and achieve strategic objectives.  Learn how Copperleaf is helping organizations get more value out of every decision:

Hydro One Case Study: Creating Investment Plans that Build Stakeholder Trust

Alt Block Copperleaf Value Screen Shot - Copperleaf Decision Analytics

Drive Strategy through Value-based Decisions

Understanding how to most-effectively realize your organizational strategy can be challenging. The key lies in making the “right” decisions about how to optimally deploy your organization’s valuable resources to achieve strategic objectives.

Copperleaf defines the “right” decisions as the investment decisions that will help you realize strategic outcomes in the shortest time, and in the most cost-effective and efficient way possible.

This concept applies to decisions around capital allocation, and sizable non-routine expenses that drive your business performance. It also includes sustainment and growth investments in your infrastructure, assets, IT platform, fleet, facilities, and people—as well as the trade-offs within and across these areas.

Value-based decision making in power transmission and distribution

Blog Hero Risk-based Asset Investment Planning & Optimization at Hydro One - Copperleaf Decision Analytics

The Utility Perspective: Navigating the Evolving Regulatory Landscape

Regulated utilities must strike the right balance between cost-effectively managing business-as-usual activities and investing for the future—while complying with ever-changing regulatory requirements.

Developing investment plans that accomplish these objectives takes innovative thinking and rigorous planning to satisfy and earn trust from internal and external stakeholders.

Learn how value-based decision making can help you:

  • Consistently and fully assess the benefits of any project or investment—based on economics and risk
  • Align decision making to your company’s evolving strategic objectives
  • Identify the optimal set of investments, alternatives, and timing that will deliver the greatest value while respecting all constraints

Blog Image Framework Designer Screenshot - Copperleaf Decision Analytics

Why Do You Need a Value Framework?

How do you figure out if you’re making the right decisions when you need to compare hard costs versus soft benefits? How do you decide if an incremental improvement in reliability justifies the cost?

Decision making gets even more difficult when you need to compare a portfolio of investments such as:

  • investments designed to increase system reliability
  • investments that increase wind or solar capacity
  • investments that mitigate environmental or safety risks
  • infrastructure investments that improve operational efficiency?

To objectively compare these investments, you need a value framework.

Copperleaf uses a value framework to help organizations quantify all the benefits of an investment—and the probability and timing of achieving such benefits. Quantifying benefits, and gaining agreement on the value of benefits, allows you to fairly and objectively consider all various investment impacts.

A value framework also helps create internal alignment, because internal stakeholders will be able to clearly see and understand why decisions are being made, and how they align to the company’s strategic objectives.

“We assessed and incorporated factors that were not on our radar before, and translated these into value for our customers. Copperleaf has helped us understand and quantify the impact of our operations on the environment, as well as the impact of downtime on our customers.”

Endeavor Energy
Case Study: Sustainable Asset Investment Planning at Endeavour Energy
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Aligning Investment Decisions with Organizational Goals

For regulated industries, developing and defending plans requires an enormous amount of time and resources. From initial planning to final approval, the regulatory landscape can shift, extreme weather events and changing customer expectations can affect priorities, and budgets can fluctuate.

Copperleaf clients find innovative ways to streamline regulatory submissions, justify their investment plans, and react quickly and confidently when circumstances change:

“Copperleaf will empower our team to effectively create, manage, and optimize investment plans to achieve our overarching objectives.”

Rita Rebelo

Strategic Planning Manager

E-REDES
E-REDES: Charting a Course for Value with Copperleaf
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Investment Capture for Copperleaf Portfolio

More Effective Portfolio Management

Transform your approach to portfolio planning to make the highest value investment decisions in the face of complex challenges like decarbonization, rising energy costs, and digitalization.

Copperleaf provides a central system where you can quickly and easily analyze and optimize investment portfolios, and calculate scenarios based on energy market trends and fluctuations, changing performance requirements, and/or resource limitations.

This approach allows electric utilities to:

  • overcome legacy systems, siloed decision making, and resource constraints to streamline their portfolio planning
  • harness data to make informed investment decisions aligned with corporate policies, values, and goals
  • increase business agility to adjust investment portfolios swiftly based on evolving energy sector dynamics, requirements, and constraints
  • integrate climate scenarios to build resilient investment strategies, ensuring the highest-value plans even in uncertain futures
  • adopt and use AI for asset maintenance planning

“With Copperleaf, it’s easy to get a lot of data in the system. We put 34,000 projects in the system from all the departments. Now we have a geographical plan for the next ten years.”

Tim Grim

AIP Expert

Enexis
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Electric Distribution - Copperleaf Decision Analytics

Navigate the Complexities of Electrical Distribution

In the ever-evolving world of electrical distribution, managing assets effectively is critical to ensure reliability, efficiency, and sustainability. With countless variables regulations and challenges to consider, how can you make the right decisions that balance risk cost and performance?

With Copperleaf Asset, you get a comprehensive view of your entire asset portfolio, so you can make smarter, more-informed decisions that:

  • prioritize investments based on value and strategic importance
  • align asset management strategy with regulatory requirements
  • increase transparency and accountability in decision-making processes

Unlock Superior Investment Strategies

In asset-intensive industries, where every investment decision impacts long-term success, making the right choices is crucial.

One of the biggest challenges businesses face in achieving project portfolio optimization is balancing short term demands with long term strategic goals. Companies often struggle to allocate resources effectively across competing projects, leading to a lack of focus and misaligned priorities, which can ultimately hinder overall performance and value creation.

– Forbes

Copperleaf lets you move away from spreadsheet-based planning to a more advanced planning approach that gives optimizes your benefits and increases ROI:

  • Become more aligned with strategic objectives when you can evaluate trade-offs across the entire portfolio and minimize isolation
  • Achieve up to 20% higher ROI compared to companies relying solely on prioritization
  • Reduce the risk of underperforming investments with more-informed and transparent decision making

Find the Best Asset Investment Planning Software for Your Business

Copperleaf is a Leader in the Verdantix Green Quadrant Report

Are you navigating the complex landscape of AIP software and looking for the best solutions to meet your business needs?

The Verdantix Green Quadrant for Asset Investment Planning Software is an industry-leading report that provides a comprehensive comparison of top software providers, evaluating them across critical criteria such as functionality, ease of use, and strategic alignment.

Download this report to get:

  • Expert Insights: Understand the strengths and weaknesses of leading software solutions
  • Benchmarking Data: Compare the capabilities of different tools against industry standards
  • Strategic Guidance: Learn how top companies are using AIP software to optimize portfolios and drive better business outcomes

Equip your organization with the knowledge to choose the right software that will maximize ROI, enhance decision making, and align investments with long-term goals.

Download your complimentary copy of the Verdantix Green Quadrant Report.

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