InvestGate for Projects

• Investment decisions are often prepared in spreadsheets, email and separate approval documents before the same information is manually entered into the ERP system.
• This creates fragmented information, inconsistent evaluation, limited traceability and unnecessary manual work between the investment approval and project execution stages.
•  InvestGate for Projects provides a controlled process in which investment candidates are captured, evaluated and approved in one place. Once approved, the relevant project information can be transferred directly to SAP Cloud ERP, maintaining the link between the original business case and the project created for execution.

The solution is designed for organizations that:

• manage multiple investment proposals or project candidates
• require a structured investment approval process
• evaluate investments using common criteria
• use portfolio boards or investment committees
• need clear traceability of investment decisions
• want to track expected benefits and KPIs
• use SAP Cloud ERP for project execution
• want to reduce manual data transfer between investment governance and ERP processes

The solution is cross-industry and can support organizations in manufacturing, utilities, energy, transportation, public sector, engineering, professional services and other industries where investment portfolios need to be evaluated and governed consistently..

InvestGate for Projects manages the investment lifecycle before project execution begins.

Process:

1. An investment candidate is created and the business case is captured
2. Business need, expected benefits, KPIs, dates, budget and resource requirements are entered
3. Mandatory information is validated before submission
4. The candidate is evaluated against weighted criteria
5. The portfolio board records its decision
6. The candidate can be approved, put on hold, returned for rework or rejected
7. For an approved investment, the Enterprise Project is created in SAP Cloud ERP
8. Milestones, resource demands and the cost plan are transferred to the project
9. Expected benefits remain linked to measurable KPIs, baselines, targets and

The result is a consistent and auditable investment governance process with a controlled handover from investment decision to project execution.

• Structured investment candidate management
• Business case capture
• Expected benefits and KPI management
• Mandatory data validation before submission
• Configurable weighted evaluation criteria
• Consistent candidate scoring
• Portfolio board decision management
• Approve, hold, rework and reject decision outcomes
• Automatic Enterprise Project creation in SAP Cloud ERP
• Transfer of milestones, resource demands and cost plans
• Logged and retryable integration calls
• Traceability from investment candidate to executed project
• Side-by-side integration through SAP BAIP

The core capabilities correspond to the three defined product features: complete business-case submission, weighted evaluation and board decisions, and creation of the Enterprise Project in SAP Cloud ERP.

• Less manual re-keying between investment approval and project execution
• More consistent investment evaluation
• Transparent and auditable portfolio decisions
• Fewer incomplete investment submissions
• One structured source for investment business cases
• Clear connection between approved investments and SAP Cloud ERP projects
• Better visibility of expected business benefits
• Measurable KPIs, baselines and targets
• Reduced handover errors
• Faster transition from approval to execution

Solution architecture:

For licensing, implementation, or support, contact: info@innoforcegroup.com

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