Deloitte’s Capital Projects Planning & Allocations app enables corporate finance, operations, and strategy teams to assess the viability of potential projects as well as track the performance of ongoing initiatives. The tool is extremely user friendly and flexible allowing for the platform to be easily adopted in to any organization. Designed for rapid time to value, the tool can be integrated to source systems such as a general ledger (i.e. SAP or Oracle) or a CRM (i.e. Salesforce, MS Dynamics). Originally envisioned for an aerospace use case, the app uses historical production data to create benchmarks and projections for accurately predicting revenue and costs associated with a given project. The allocation engine incorporates both driver based logic and user defined inputs to accurately distribute cost to a related project. Ultimately, the ability to quickly view key project metrics and P&Ls gives users streamlined decision making capabilities and an array of scenario comparisons for fully transparent project planning.
Review key metrics for approved projects and evaluate the effects of each planning scenario. This dashboard displays real time cash flow metrics such as NOI, NPV, and Project Costs. Users can also compare benchmark metrics such as ROIC, IRR, ROI, and payback period.
Rank and filter company projects by several different categories. Review project statistics such as in service period, investment amount and returned amount. This dashboard is a quick snapshot of all active projects further enabling connected planning and organizational transparency.
Monitor cash availability in order to aid with compliance and liquidity requirements. Adjust assumptions such as cash conversion, growth rate, minimum and maximum balances. Quickly view ending balances and status by plan version for added insights.
Create and submit new project requests for approval. Add and track key metrics such as initial costs, useful life, project value, and project type. Users are able to track the status of their submissions and share notes with reviews. Once approved or rejected entries are automatically locked down.
Advanced allocation engines allow users to plan both direct and indirect expenses and allocate the values to specific projects or profit centers. Users have the ability to allocate by expense category or on a global basis by time. Allocations can be driven by either user input or automated logic.
Follow active and proposed projects through a workflow interface. This dashboard gives admins or project controllers the ability to see real time progress. Users can view the data by project type or at a global level, and view various time periods to assess forecast results.
Select the revenue basis by business group for flexible planning. Choose which business groups will benefit or utilize the project and accurately allocate revenue dollars accordingly. Allocations can be the same or varied by scenario and user inputs are clearly highlighted for streamlined usability.
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