Create plans that maximize value and drive corporate strategy

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Is your investment planning process time consuming, manual, siloed, and cumbersome? Are you confident that your plan effectively manages risk and maximizes value for the lowest possible cost?

Create the best possible investment plans

The Copperleaf® Decision Analytics Solution streamlines the process of developing, approving, and managing investments through their full lifecycle. It provides a centralized, enterprise-wide platform to capture all candidate investments, allowing them to be scoped, costed, valued, and organized into portfolios. Our software helps capital and investment planning professionals:

  • Leverage existing information to model risk and value
  • Assess the benefits of all investments consistently to make trade-off decisions with confidence
  • Optimize investment portfolios to maximize value and drive strategic outcomes, while respecting multiple operating constraints
  • Identify which investments to defer when there are funding or cash flow constraints
  • Create what-if scenarios to compare and contrast the value, timing, risks, and costs of different investment strategies—to build a robust, defensible plan


Planning for the long term

In this video, capital planning professionals from Network Rail, National Grid, and Northumbrian Water explain how the Copperleaf Decision Analytics Solution is helping them make the right investments at the right time and demonstrate value for money from investments more accurately.

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Six best practices for effective portfolio management

As the pace of change continues to accelerate, companies must find ways to achieve a near-perfect balance between investing in the day-to-day operations of the business, while undertaking strategic initiatives to evolve, grow, and compete more effectively.

To optimize performance across the entire enterprise, business units can no longer operate in siloes. The focus must now be on selecting initiatives that maximize the value delivered to the organization overall.


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Building a defensible investment plan streamlines regulatory approval

Today’s investment planning landscape looks drastically different than just 15 years ago. Utilities must perform more detailed cost and benefit analyses to show regulators that the most optimal investment plan has been selected, considering all stakeholder needs and requirements.

Copperleaf and Black & Veatch helped a US electric utility develop and gain approval on a $2 billion grid modernization plan that will deliver $6.8 billion in benefits to customers and the economy over a 6-year planning horizon.


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Driving strategy through value-based decisions

The goal of any organization is to realize its strategy. However, understanding how to most effectively achieve that goal can be challenging. The key lies in making the “right” decisions about how to optimally deploy your organization’s valuable resources to drive the achievement of strategic objectives. Download this white paper to learn:

  • How a value-based approach can take business case development from an art to a science
  • Why organizations need a decision-making value framework to connect strategy with project delivery
  • Copperleaf’s value-based approach to strategy realization


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Copperleaf Portfolio: ROI

Return on Investment (ROI) is a key consideration when investing in any enterprise software solution. Through case studies and independent research, we have collected a robust data set to quantify the benefits Copperleaf clients have realized. The benefits are focused on four areas:

  • Higher-value plans
  • Planning process efficiencies
  • Improved plan execution
  • Benefits to drive strategy


Adopted by Industry Leaders

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AES’s enterprise-wide implementation of Copperleaf Portfolio

AES is a Fortune 500 energy company that manages $33 billion of assets in generation, renewable energy, and electrical transmission and distribution in 14 countries.

At the 2022 Copperleaf Virtual Summit, AJ Hall, Senior Manager, T&D Project and Investment Planning, shared how his team is leveraging the Copperleaf solution to gain internal alignment on CapEx decisions and deliver the most value for every dollar of investment to meet customer and business goals.


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Best practices for capital planning excellence

A multinational midstream company implemented the Copperleaf Decision Analytics Solution as part of an enterprise-wide asset management transformation. Capital planning excellence has enabled the organization to streamline operations and transform its decision-making processes to realize 15% more value from its investment portfolios and secure a 30% increase in maintenance capital spend.


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How National Grid transformed capital work planning

Should an organization invest its time, money, and resources in a $100 million, multi-year program to build a new substation? Or spread that investment across a number of smaller projects delivering different benefits? And what is the optimal time to execute these projects with a finite supply of resources?

Copperleaf helped National Grid transform its capital work planning process and create a framework to evaluate all projects on a common scale—saving time, improving decision making, and enabling the team to create plans that deliver the highest value.

When we adopted the Copperleaf solution, we found that we got more accuracy, better decisions. We’re able to optimize our investment selection and timing, to help us focus our capital on the right investments.

Lisa Lambert

Chief Technology & Innovation Officer at National Grid

Founder & President of National Grid Partners

We wanted to move away from a spreadsheet-based approach and become proactive with our planning rather than reactive. With PR24 coming up, we needed to ensure we could understand risk, prioritize the right projects, and justify investment decisions.

David Price

Asset Performance Manager

South East Water

The Copperleaf solution will support and inform our decision making by allowing us to balance trade-offs between costs, risks, and performance to deliver maximum value for our customers.

Sarah Sayer

Investment Planning Manager

Affinity Water

With Copperleaf’s solution, we have aligned our process with best practices, to ensure that our capital investment projects fully support our corporate goals, and that our planning processes factor in all of the resources—financial, labor and materials—required to execute those projects.

Marie-Claude Roquet, P. Eng.

Chief of Planning and Asset Management

Hydro-Québec TransÉnergie

The implementation of Copperleaf Portfolio has allowed us to transition from a laborious manual prioritization process to a fully automated optimization process that identifies the highest-value plan within minutes. We now can perform sensitivity analysis and quickly respond to questions if anything changes.

Jorge Gonzalez Bastida

Head of Investment Planning


I’m extremely pleased to say that the project was completed on time and on budget, and that we now have a robust process in place to create, manage, and optimize all of our asset investments across the distribution system.

Jim Pegg

Manager of Asset Planning

Hydro Ottawa

Together, we created a more consistent and thorough process to evaluate our investment portfolios, which will result in better business outcomes for TNB.

Jun Nian Lim

Manager, Enterprise Asset Management Systems

Tenaga Nasional Berhad (TNB)

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Our Product Suite

Copperleaf’s scalable enterprise software solution can grow with you as your business needs evolve. It integrates seamlessly with your existing EAM, APM, ERP, GIS, and other systems for more efficient, data-driven decision-making.

Copperleaf Asset
Balance cost, risk, and business outcomes across your entire asset base
Copperleaf Portfolio
Create the best investment plans for today and an increasingly complex future
Copperleaf Value
Align your organization to achieve its strategic objectives

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