Every year, asset-based organizations invest billions of dollars to maintain and expand the infrastructure critical to our society.
Asset Investment Planning (AIP) is a data-driven approach to long-term capital planning and decision making. AIP maximizes the value and impact of every dollar spent, and helps ensure your decisions drive your strategic goals and deliver the greatest value over time.
Asset investment decisions are complex, especially with evolving regulatory landscapes and climate challenges. Organizations also need to balance disparate factors like safety, reliability, cost-effectiveness, levels of service, and environmental responsibility. But capital planning processes tend to be time-consuming, manual, and siloed—which adds to the challenge of striking the right balance.
Using AIP, your organization can:
- become more strategic and less reactive
- reduce costs and improve efficiency
- mitigate risk and explore opportunities
- align with and achieve strategic outcomes
- deliver on business objectives and stakeholder expectations
- justify capital expenditures
Align with asset management best practice
Asset management is strategically important for asset-intensive companies around the world.
AIP is a best practice in asset management that embodies the key principles of ISO 55000:
Value
Invest in assets to maximize the value they contribute
Alignment
Every decision supports strategic objectives and delivers the highest value within time, cost, and resource constraints
Leadership
Leadership and work culture are key factors that determine how organizations realize value
Assurance
Decision making must be rigorous, transparent, and defensible
Transform investment decision making
Effective AIP requires a clear view and understanding of asset risks and investment benefits. AIP helps organizations manage capital plans effectively by optimizing portfolios using risks and benefits assessments, optimization across time horizons, and scenario analysis.
With the right AIP methodologies and solutions, asset-intensive organizations can use their asset and investment data to drive better decision making, and optimize investments for greater returns today and generate value for the future.
Transparency and Confidence
AIP gives organizations better transparency and greater confidence in capital plans, and maximizes value for the lowest possible cost.
Clarity and Understanding
Optimize your asset portfolio across multiple time horizons, scenarios, and constraints, and compare the trade-offs between different investment options.
Visualization and Comparison
AIP solutions can easily create and visualize different asset investment scenarios, so you can compare their impact and choose the optimal set of projects to execute.
Market-Leading AIP Solution
With collaborative partnerships and recognition from independent firms, Copperleaf is a leading AIP solution that is flexible to meet your organization’s needs.
Copperleaf’s solution clearly shows where and when you should invest to improve asset performance, reduce operational and maintenance costs, and increase reliability. Our data-driven approach to decision making helps you adapt to changing priorities, so you can optimize investment portfolios to maximize capital efficiency and drive strategic goals.
SAP Validated App
Copperleaf is the only SAP Validated App for asset investment planning. Our solution has been tested and validated by SAP to meet its high standards of quality, security, and performance.
The power of this partnership comes from the seamless integration of the best of Copperleaf and SAP S/4HANA, allowing whole lifecycle asset investment planning that can be configurable, adapt to change, and align with strategy.
Copperleaf Portfolio for SAP solutions is now available on the SAP Store.
Recognized Leader in AIP
Verdantix, an independent research firm, recognized Copperleaf as a leader in the Green Quadrant: Asset Investment Planning Software 2023 report, with exceptionally high scores in:
- Long-term Investment Planning: data-driven approach to optimization aligns capital and resource allocation with corporate strategy
- Risk Framework: our Value Framework includes industry best practices, asset risk models, and value models covering KPIs
- ESG and Climate Risk: users can evaluate and compare the economic benefits of ESG metrics with operational considerations
- Customers: close collaboration with clients helps us tailor our product roadmaps to specific needs
Check out the Verdantix Green Quadrant report for more details.
Copperleaf sets itself apart by seamlessly integrating powerful bottom-up asset modeling and top-down strategic planning capabilities with a market-leading value framework that encompasses industry best practices, asset risk models, and an extensive model library, which include ESG metrics.
When we adopted the Copperleaf solution, we found that we got more accuracy, better decisions. We’re able to optimize our investment selection and timing, to help us focus our capital on the right investments.
We wanted to move away from a spreadsheet-based approach and become proactive with our planning rather than reactive. With PR24 coming up, we needed to ensure we could understand risk, prioritize the right projects, and justify investment decisions.
The Copperleaf solution will support and inform our decision making by allowing us to balance trade-offs between costs, risks, and performance to deliver maximum value for our customers.
With Copperleaf’s solution, we have aligned our process with best practices, to ensure that our capital investment projects fully support our corporate goals, and that our planning processes factor in all of the resources—financial, labor and materials—required to execute those projects.
The implementation of Copperleaf Portfolio has allowed us to transition from a laborious manual prioritization process to a fully automated optimization process that identifies the highest-value plan within minutes. We now can perform sensitivity analysis and quickly respond to questions if anything changes.
I’m extremely pleased to say that the project was completed on time and on budget, and that we now have a robust process in place to create, manage, and optimize all of our asset investments across the distribution system.
Together, we created a more consistent and thorough process to evaluate our investment portfolios, which will result in better business outcomes for TNB.
Achieve your ESG goals
With Environmental, Social, and Governance considerations increasingly becoming significant factors in investment decisions, organizations need AIP solutions that can help quantify and compare financial and non-financial risks and impact.
The ability to align investments to both strategic objectives and ESG commitments will lead to plans that are transparent, defensible, equitable, and sustainable.
Streamline 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 they’ve selected the most optimal investment plan, and considered 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 six-year planning horizon.
Start with the data you have
One common uncertainty is around the how much and what type of data you need for effective AIP, but you don’t need perfect data to get started. All you need is what you already have, and the Copperleaf system will do the rest to help you improve how you use your data, so you can make the highest-value investment plans.
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.
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Webinar Recap – Case Study: Optimal Substation Asset Planning at Baltimore Gas & Electric
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Interview: Q&A on the Go Live of Copperleaf at Teréga
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Guest Post: Empowering People to Transform Asset Management
Explore our resources
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Copperleaf Portfolio
Playbook
Playbook: Enterprise Portfolio Management for Utilities
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