Capital Planning
Project Delivery
Data Input
Data Enhancement
Review & Refinement
Approvals
Project Delivery
Objective: Ensure accurate, standardised, and validated capture of all capital projects from multiple enterprise sources.
- Projects ingested from Excel/CSV, CMMS, Risk Registers, and workflow systems
- Users refine key fields including title, site, category, priority, description, and team assignment before submission
- AI validates mandatory fields (title, site, description) against predefined data quality guardrails
- Projects classified as Good Data or Bad Data based on completeness
- AI detects duplicates using similarity scoring across project attributes
- Users can merge, retain, or remove duplicate records
- Incomplete or unclear projects routed to AI-assisted review for correction before publishing
Objective: Enrich validated projects with strategic, financial, operational, and risk intelligence to enable decision-ready capital planning.
Purpose & Impact
- Aligns projects to strategic objectives such as safety, ESG, compliance, and capacity
- Generates alignment scoring, business impact assessment, asset classification, and enriched narratives
Risk & Priority
- Assesses impact of non-execution across safety, outage, financial, capacity, and reputational risk
- Produces risk scores, P1–P4 priority ranking, and structured rationale
Cost & Resource Estimation
- AI generates full delivery models including cost breakdowns, resource allocation, and timeline estimates
Objective: Convert enriched projects into an optimised and executable draft capital plan using defined constraints and sequencing logic.
Acceptance Criteria
- Defines portfolio constraints including budget, contingency allocation, strategic weightings, priority distribution, asset filters, and operational constraints
Optimisation
- Projects prioritised based on impact versus cost under defined constraints
Sequencing
- Automated scheduling based on lead times, durations, resource limits, concurrency rules, budget pacing, and operational windows
Refinement & Deferral
- High-value projects are scheduled first
- Conflicting or constrained projects are adjusted or deferred using fallback logic
- Users can refine the draft plan before finalisation
Objective: Ensure structured governance, accountability, and executive validation of the capital plan before execution.
Site Approval
- Validates feasibility, resource availability, budget alignment, and local operational impact
- Ensures each site reviews and confirms its allocated portfolio
- Supports sequential or parallel approval workflows
Portfolio Approval
- Enterprise-level review of the complete capital plan
- Validates strategic alignment, budget utilisation, risk exposure, and prioritisation outcomes
- Final approval authorises execution of the capital plan
Objective: Execute approved capital plans with continuous visibility into cost, schedule, performance, and risk.
- Approved portfolio transitions into execution workflows
- Released to delivery teams and contractors
- Tracked against approved cost and schedule baselines
- Monitored for milestones, progress, and performance
- Managed for delivery risks and issues
- Real-time visibility into budget consumption, schedule adherence, progress status, and execution risks
- Ensures continuous alignment between capital planning intent and delivery outcomes