Capital Planning
& Allocation Processes

For certain capital-intensive businesses, having a disciplined approach to capital planning and tracking is vital to overall performance management. FRG is able to offer their Capital Planning solution makes it easy to:

  • Create and evaluate proposed multi-year capital projects
  • Assess each project’s impact on the balance sheet, cash flow and profit and loss (P&L) statement
  • Apply various evaluation techniques, including return on investment (ROI), net present value (NPV) and internal rate of return (IRR)
  • Manage the capital planning request and approval process with defined workflow, ownership and due dates
  • Rank projects based on projected benefit/return
  • Select the best capital projects with regard to business goals and capital constraints
  • Capture the commentary from project sponsors needed to describe and defend their projects
  • Alter plan assumptions and quantify the impact of changing market drivers on proposed capital investments
  • Model approved projects that are currently mid-stream and update estimates for time to completion, incremental cost, total cost, etc.
  • Take advantage of predefined capital planning methods and templates stored in the system’s library
  • Manage system functions without IT assistance (e.g., adding new users, creating hierarchies and templates)
  • Track and monitor approved projects, comparing actual costs and benefits to plan
  • Share plan financials

To learn more about how FRG can assist you with Capital Planning and Allocation Processes contact Matt Nelson at mattn@frgroup.net or directly at (214) 675-8403