Capital Planning & Analytics Solution

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Global Strategic




Banking & Capital Markets, Business Services, Consumer Products, Energy & Resources, Government & Education, Hospitality, Insurance, Life Sciences & Healthcare, Manufacturing, Media & Communications, Retail, Technology & Software, Telecom, Travel & Entertainment



Deloitte’s proprietary Capital Planning solution enables organizations to effectively facilitate the end-to-end capital planning process including target-setting, business case creation, portfolio creation, advanced scenario planning and the tracking/monitoring capital investment performance.

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Solution features

  • Shaping the capital portfolio through top-down capital allocations and target setting
  • Standarized business case creation with key attributes of capital investments to driving efficient funding decisions
  • Timely portfolio optimization through real-time modeling of projects and their impact on portfolio performance
  • Transparency of capital portfolio’s alignment to organizational strategy
  • Monitoring and tracking capital portfolio performance including spend, benefits and ROI
  • Advanced scenario analysis and monte-carlo capabilities to determine likelihood of project outcomes
  • Capture project attributes and key metrics related to sustainability, climate and equity initiatives
  • End-to-end approval workflow for the capital planning process withing planning and forecasting cycles
  • Capital portfolio summary reports on impacts to financial statements & overall performance