SAP Investment Management

Name: leverX Company
Brand: LeverX
Rating: 4.9 (114 reviews)

Elevate your planning, investment, and financing process with our streamlined SAP Investment Management module implementation services.

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As an SAP Gold Partner, we provide access to resources and seasoned professionals, ensuring your project's reliability. Our expertise helps us tailor SAP solutions for your unique needs, optimizing ROI and efficiency.

Partnering with LeverX as an SAP Global Strategic Supplier goes beyond buyer-seller dynamics. We provide critical solutions for global operations, collaborate with you on product development, and drive strategic initiatives.

As an SAP AppHaus Network Member, we help businesses solve complex problems, deliver exceptional user experiences, and drive digital transformation using design thinking and innovation expertise. We leverage SAP's best practices and cutting-edge tools to create user-centric solutions.

SAP Investment Management is a module within the SAP ERP (Enterprise Resource Planning) system that helps centralize and optimize the management of capital investments and expenditures within an organization. This solution facilitates the planning, investment, and financing processes, ensuring efficient resource utilization and alignment with strategic objectives.

Key components of SAP IM:

SAP Investment Programs and Positions. The component helps organize capital budgets hierarchically, supporting both top-down and bottom-up planning processes.
Appropriation Requests. By capturing essential business cases and financial metrics, the component streamlines project approval through a workflow-enabled process.
Investment measures. This component is responsible for managing the cost accounting and accounting for individual investments, such as internal orders, projects, and maintenance orders.
Information Systems. The Information System component monitors cost effectiveness by comparing plans to actuals, tracking cost development across periods, and providing analyses from the overall area down to individual line items.

Improved investment project management

Centrally manage the entire life cycle of investment projects, optimizing planning, execution, monitoring, and reporting on the SAP platform.

Efficient use of resources

Optimize resource allocation with the Investment Management module, minimizing costs and increasing overall productivity.

Improved financial transparency

Achieve accurate financial reporting by tracking costs and revenues on investment projects, enhancing transparency in fund utilization.

Informed decision-making

Access comprehensive analytical tools provided by SAP Investment Management to make well-informed decisions about investment management and portfolio optimization.

Risk reduction

Reduce risks associated with unexpected costs and inefficient resource utilization through centralized management and monitoring of investment projects.

Deep integration

Leverage deep integration with downstream project execution processes and analytics, ensuring seamless access to key organizational structures and master data for automated project creation.

Investment Programs

The Investment Programs component includes the following features:

Structure of the investment program
Planning and budgeting of investment programs
Fiscal year change

Integrated with Investment Measures and Appropriation Requests, it allows for efficient assignment and integration of measures and requests within the investment planning process.

Appropriation Requests

Appropriation Requests play a pivotal role in representing investment wishes or research and development ideas before concrete implementation. This component is comprised of the following functions:

Pre-investment planning and analysis
Inclusion in cyclical investment planning
Approval workflow for Appropriation Requests
Status management and cost/revenue planning
Replacement by a measure for implementation.

Investment Measures

The Investment Measures component enhances the functionality of CO-OM-OPA (Internal Orders) or PS (Project System) by integrating them with the FI-AA (Asset Accounting) component. Measures, represented by internal orders or WBS elements, provide a structured approach to managing and tracking investments throughout their lifecycle.

Information System

The Information System component provides the following features:

Drilldown reports for plan, budget, and actual values
Integration with CO-OM-OPA and PS for measure reporting
Asset perspective reports, including depreciation forecasts
Seamless integration with Asset Accounting and Investment Management.

Global system integrator

LeverX is an International company with 14 offices in 10 countries that specializes in SAP Implementation and customization.
Full-cycle technology consulting, development, and cost-effective implementation services for successful business transformation and sustainability.
We offer custom software development services to companies to deliver tailor-made solutions that cater to clients' specific requirements.

Technology & Management

Short engagement ramp-up and project set-up, strong management
Continuous investment in innovation and early adoption of cutting-edge technologies (Data Science, IoT, Artificial intelligence, Big Data, Blockchain etc.)
Creation of projects in accordance with ISO 9001, ISO 27001, ISO 22301, ISO 55001 quality and safety standards.

Experience

20+ years of working with SAP solutions. LeverX is an SAP-certified partner and preferred vendor.
1 600 IT-experts with deep knowledge of the latest SAP technologies and solutions.
950+ successful projects. We help companies of all sizes and across various industries to leverage the power of SAP.

We develop an implementation strategy based on your business requirements and AI solution capabilities. If necessary, we go into more in-depth customizing.

Discover

We prepare the framework for all AI implementation operational aspects. Together, we will determine a project structure, management, tracking, and reporting mechanisms. At this stage, roles and responsibilities in the project team are defined.

Prepare

We prioritize the data quality check in AI solution implementation. It ensures ample, relevant, and accurate data that is easily readable by the AI system. We analyze various document formats and content types to tailor the solution to your requirements.

Explore

We transfer the AI solution from development to production environments. This involves installing and configuring the necessary software, databases, and infrastructure components to ensure seamless operation.

Realize

We customize and integrate AI components into your IT infrastructure. Our team of experts tailors the AI system to align with your specific business needs, enhancing functionality and performance as required.

Deploy

We run the AI-driven solution with go-live support, fixes, and monitoring to smoothly adapt the new software to your business processes.

Run

What is SAP Investment Management?

SAP IM is an integral module within SAP ERP designed to efficiently oversee investment projects and corporate budgets.

What features does SAP Investment Management include?

Key functionalities encompass investment planning, budgeting, management of investment structures, cost tracking, performance evaluation, document and contract management, reporting, and analytics.

What business benefits does SAP Investment Management provide?

The implementation of SAP Investment Management empowers companies to enhance investment project management, optimize resource efficiency, ensure financial transparency, make informed decisions, and mitigate risks effectively.

What components integrate with SAP Investment Management?

SAP Investment Management seamlessly integrates with various SAP ERP modules, including financial accounting, project management, and procurement, ensuring comprehensive data and process integrity.

1

An expert will reach out to you to discuss your specific migration needs and requirements.
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We will sign an NDA to ensure any sensitive information is kept secure and confidential.
3

We'll work with you to prepare a customized proposal based on the project's scope, timeline, and budget.