Capital Planning Accelerator

Powered by Microsoft Power Apps and InEight.

The accelerator, delivered through Power Apps, SharePoint, DocuSign, and Microsoft Teams, provides end‑to‑end management of initiatives, funding, assets, and project delivery stage‑gate reviews. It maintains the required delegations of authority for each review, supports collaboration and assessment of stage‑gate deliverables, and provides clear definition and visibility of project initiatives, including allocations to CEA and AFE financial budgets. The solution integrates with Power BI for comprehensive portfolio‑level dashboard reporting and manages key master data elements such as the Asset Hierarchy, Delegation of Authority, Project Codes, and deliverable templates. Where required, data is sourced from InEight systems, including the InEight Project Register, with information stored across the client’s Dataverse, SharePoint repositories, and, where applicable, InEight’s cloud environment. The extended project team engages through multiple collaborative touchpoints, with automated Teams bot messages keeping stakeholders informed of actions, approvals, and review requirements, while SharePoint provides a centralised space for document collaboration, version control, and structured review of stage‑gate deliverables.

User access to the solution is provided through familiar Microsoft 365 channels, with Power Apps supporting core interactions, SharePoint enabling document collaboration, and Microsoft Teams delivering notifications, reviews, and approvals. Portfolio‑level reporting is available through Power BI, and DocuSign can be incorporated where electronic signature approvals aligned to Delegations of Authority are required. These processes can be tailored to meet each client’s specific workflow and governance needs. Leveraging the client’s existing Microsoft 365 subscription, the accelerator components are deployed directly into the client’s environment in coordination with the IT team to ensure compliance with internal governance, security, and operational standards

Get the full details from our white paper or connect with us to schedule a demo of the accelerator.