Explore SAP Investment Management Process Flow, a comprehensive approach to strategize, implement, monitor, and review capital investments effectively.
1
Define Investment Program
2
Estimate Capital Budget
3
Prepare Investment Plan
4
Define Appropriation Request
5
Create Internal Order for Investment
6
Approval: Investment Program
7
Assign Internal Order to WBS Element
8
Monitor Investment Program
9
Process Budget Release for Investment Program
10
Issue Funds Approval for Internal Order
11
Approval: Budget Release for Investment Program
12
Measure Investment Program Performance
13
Record Actual Costs for Investment Program
14
Analyse Capex and Opex
15
Generate Variance Report for Investment Program
16
Perform Year-end Closing Activities
17
Report Investment Program Status to Management
18
Approval: Investment Program Final Report
Define Investment Program
This task involves defining the investment program's objectives, scope, and goals. It sets the foundation for the entire process and determines the direction and priorities for the investments. The desired result is a clearly defined and documented investment program with well-defined objectives and goals. The know-how required includes knowledge of the organization's strategic plans, budget constraints, and investment priorities. Potential challenges include aligning the investment program with organizational goals and securing necessary funding. Required resources or tools include strategic plans, financial data, and investment evaluation methods.
