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.

LeverX is a certified partner of the SAP Center of Expertise. This accreditation ensures our unwavering commitment to upholding SAP's highest standards. Our mission is to deliver excellence, providing unparalleled support, and facilitating the seamless integration of SAP solutions into your business framework.

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.

Why LeverX?

Proven track record

For over 20 years, we have helped businesses worldwide succeed with SAP. We’ve already completed 950+ projects for over 800 clients, including top names on the Fortune 500 list.

Industry experts

The LeverX team comprises professionals with hands-on knowledge in 30+ industries, including manufacturing, logistics, and oil  and gas.

SAP partnership

We implement SAP projects end-to-end  and collaborate with SAP on the development and enhancement of its existing solutions.

Quality and security track record

LeverX operates in compliance with international standards such as ISO 9001, ISO 27001, ISO 22301, and ISO 55001, ensuring reliability and quality in every project.

Investment in innovation

We actively integrate advanced technologies, such as Data Science, IoT, AI, Big Data, Blockchain, and others, to help clients efficiently address their business challenges.

Flexibility

Our team is available 24/7, which enables us to quickly deploy projects, maintain process transparency, and adapt each development phase to meet your specific requirements.

Implementation Roadmap

We follow the SAP Activate methodology, which breaks down the implementation of SAP Investment Management into six essential stages:

Current Processes Evaluation: Assess existing business processes and identify the organization's needs.
Defining Technical Requirements: Create a detailed specification of the functional and technical needs of the new system.

Discover

Setting Goals and Objectives: Establish and agree on the goals to be achieved throughout the project.
Assembling the Project Team: Appoint team members and define their roles and responsibilities.
Project Plan Development: Create a comprehensive plan that outlines project phases, timelines, resources, and key performance indicators.
Budget Determination: Estimate and approve the budget.
Specifications Preparation: Develop the technical and functional specifications for the development team.

Prepare

Ensuring Business Requirements are Met: Check that SAP Investment Management aligns with business requirements and project objectives.
Data Validation: Verify the accuracy and compliance of the data.

Explore

Data Migration: Transfer data from existing systems to the new one.
System Configuration: Set up the solution according to requirements and specifications.
Customization: Develop additional features and modules, if the standard solution does not meet all needs.
Integrations: Configure SAP Investment Management to work with other IT systems and applications.

Realize

Testing: Perform functional, integration, regression, and load testing to ensure that all works correctly.
User Training: Organize sessions to help users become familiar with the new system.

Deploy

System Readiness Check: Verify that the system is ready for operational use.
Launch: Officially transition to active use of SAP Investment Management.
Ongoing Support: Continuously monitor solution performance to identify and resolve any issues.

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.

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