• How can you effectively manage a large scale investment programme for your upstream and downstream projects, your retail oil products sales, other operational projects and your Information Technology Projects?
• Do all of your company enterprises use a standardised approach to performance measurement and investment projects and programme approvals?
• Is the information you have sufficient for making management decisions when preparing and coordinating an investment programme?
• Do you use income optimisation algorithms that reflect project dependencies when deciding to approve an investment programme?
• Do you have enough information to effectively control the investment project performance?

How BearingPoint brings value

The effective management of investment projects and programmes is a combination of process and system solutions supported by SAP BW, SEM-BPS and workflow technology to optimise the management of investment programmes – including the investment project planning, evaluation and approvals cycle; the creation, optimisation and approval of an investment programme and control of the execution of investment projects.

Improving investment planning performance:

• Standardised approaches to investment projects and programme appraisals and approvals:
  • Investment project assessment methodologies and approval procedures matching the investment policy of your group.
  • Use the formal procedure to register applications for new and on-going investment projects.
  • Use an investment project catalogue that lists all the attributes that influence project assessment and approval.
  • Document the support system for the approval of investment projects and investment programmes. Use standard approval and endorsement procedures for all projects.
  • Approval procedures set for approval of investment projects and investment programmes. Workflows for approvals consider the following parameters of an investment project: project type, commercial effect, the company responsible for project implementation, the project beneficiary, investment size, the scenario conditions used, the investment size deviation and the net present value after change, etc. Approval deadline management system and an escalation system in case deadlines are breached.
• Speed up and improve the soundness of management decisions taken as part of the investment planning:
  • Several models for registration, assessment and performance measurement of investment projects for upstream, oil refining, gas processing and petrochemicals, oil product marketing, etc.
  • Automatic calculation of project performance indicators for various scenarios.
  • System to support assessment and approval of investment projects.
  • Support investment project plan versions, model ‘what if’ situations.
  • Investment project approval progress reports allowing both project originator and any person involved in the approval process to see the current approval phase, relevant expert evaluations and notes, as well as the list of potential approving parties and the party currently approving the project.
• Investment project implementation control:
  • System collecting the actual metrics of investment projects.
  • Accumulation of actual data about investment projects progress.
  • Control and analyse investment project progress.
  • Detailed reporting on investment projects for the planning, approval and control phases.