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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:
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Improved investment project management

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

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

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

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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.
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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.
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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 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

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