Investment Management - the key to your organisation's strategic planning and budgeting

SAP's Investment Management (IM) facilitates the development and ongoing monitoring of the organisation's strategic plan. A Capital Investment Strategic plan aims to provide efficient and effective planning of limited capital resources by ensuring that there are clear and detailed links between assets and the expected delivery and capacity outcomes they support. It applies where the decision evaluation process indicates the need for investment in new assets or significant improvement or upgrading of existing assets. IM has been predominantly used in capital and maintenance intensive industries to support the Asset Lifecycle Management (ALM) process; however it can be successfully applied to all project lifecycles across all organisations. Your organisation does not have to be a capital intensive organisation to gain considerable benefits from this functionality.

If you think about your organisation, how easily can you find:

  • A view of all approved and unapproved projects?
  • What projects are in the pipeline?
  • If there are available funds for project approval?
  • How much budget is left in the program?
  • What your total program spend is to date?
  • How many labour hours have been consumed by program and project?

If you are struggling to obtain this information you should consider implementing Investment Management. With IM all of this information can be available to you at anytime, real time, online. Furthermore, with IM your organisation to will be able to:

  1. Generate long term project proposals (both investment and operating),
  2. Review, analyse and select from the proposals that have been generated and
  3. Implement and monitor the proposals that have been selected.

Implementing these processes should lead to investment decisions that maximise your shareholders wealth and returns.

At TAMS we specialise in Investment Management implementations, its business process improvement and ongoing support. Our consultants have been involved in numerous successful IM implementations across a number of different industries. We have available demonstrations of all facets of the functionality and the associated business processes.

Our IM services range from:

  • Greenfield Implementations
  • Defining effective strategies for implementing IM and integrated modules
  • Defining a project management vision for the organisation and mapping the tools to the vision
  • Developing and implementing strategic planning and capital budget processes
  • Project idea approval processes
  • Integration to other modules (PS, CO, MM, AA, PM, SD)
  • Long term resource planning (the key to maximising returns on investment)
  • Integration with Asset Accounting and Plant Maintenance
  • Understanding and implementing the fiscal year change process
  • Simulation of depreciation over the entire asset base (current and future assets)
  • The Asset Lifecycle Management process
  • Aligning project management methodologies to the tools (PMBOK, Prince and SAP) - This topic, presented by TAMS Head of Solution Strategy and Development, Keith Wallis, was ranked the number 1 presentation at the 2008 Mastering SAP Project System Conference. You can download a copy of the presentation here. Keith Wallis is available upon request to deliver this talk to your organisation. If you are interested in having Keith deliver this presentation to your organisation contact us.

SAP provides multiple tools to meet the project portfolio management lifecycle process. The dilemma facing many organisations today is which tool to use and what its best application is. Your choices are:

  1. Resource Portfolio Management Vs Investment Management or
  2. cProjects Vs Project Systems or
  3. Accounting Project Systems Vs Controlling or Plant Maintenance

TAMS consultants understand your business processes. At TAMS we have mapped the methodology and the specific requirements to the tools to enable you to make the right decision as to which tool set is best suited to your organisation. So if you need help in understanding what path you need to take to realise the maximum benefits from Investment Management contact us.

solutions, not just software