Including Capital Planning as an integrated part of a Corporate Performance Management (CPM) solution can be beneficial to a firm’s overall success in budgeting and forecasting.  A CPM solution can provide templates that allow department or project managers to enter capital purchases based on their specific needs and automate the calculation of depreciation/amortization for review by approvers and finance teams.  A well-implemented capital planning process can provide reviewers, end-users and approvers with several benefits.

Obero Solutions understands the significance of capital planning in any organization.  With a team of expert consultants, we can help you review your current capital planning process and implement a solution which can improve the way you budget and forecast capital expenses. We have a proven track record of providing capital planning solutions using products from our partners.

Products we Implement for Capital Planning Include:

Business Benefits of a Capital Planning Solution:

  • Creating and tying capital expenditures to projects with a start and end date
  • Entering capital purchases by location, department, business unit
  • Prioritizing and setting approval statuses for capital expenses
  • Defining approval chains from end-users to final approvers
  • Depreciation/amortization calculations based on legal, industry, and firm standards
  • Reporting of capital assets and expenses by purchase or summarized by priority, approval status, project, location, department, business unit, etc.
  • Mapping capital purchases to asset and depreciation/amortization accounts in the general ledger for visibility in financial reports
  • Maintaining security for end-user access and approval processes
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