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SAP Investment Management

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

How Can the SAP IM Solution Improve Your Business?

Integration of the SAP IM module enhances various aspects of your business:

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.

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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.

Begin your forward-looking AI implementation journey today

Key Features of the SAP IM Module

SAP IM comprises four essential components, each embodying fundamental functions for a comprehensive and efficient approach to investment planning and management:

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:

  • Preinvestment 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.
Our experts can help you discover SAP IM's impact on your financial efficiency.

Industries We Serve

Why Choose LeverX?

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.


  • 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.

The Way to Success With LeverX

The six main steps you will take with our SAP experts.
We develop an implementation strategy based on your business requirements and AI solution capabilities. If necessary, we go into more in-depth customizing.


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.


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.


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.


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.


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