Capital Investment Governance / CapEx Approval
Govern capital investment from business case and finance review through approval, audit and controlled records.
Para implemented an end-to-end capital investment governance process from request and business case through finance review, governed workspace, supporting documents, reviewers and approvers, request for more information, rejection or approval, audit history, locking and records archival.
Business challenge
- Investment requests needed consistent business-case information and finance validation.
- Approvals required role-based routing, delegation and clear decision history.
- Working documents and final records needed a controlled lifecycle and governance.
Para approach
- Capture the investment request and business-case data.
- Perform finance review before governed approval stages.
- Provision a controlled workspace and supporting documents.
- Route decisions to reviewers and approvers with delegation and request-more-information paths.
- Lock approved decisions and retain auditable records.
How it works
Validated capital-investment governance lifecycle. Evidence: capital appropriation request, requirements matrix, process flows, functional design, architecture and deployment documents.
Investment Request
Business Case
Finance Review
Approval / More Info
Decision
Controlled Records / Audit
Delivered capability
Investment request & business case
Strategic purpose, investment, CapEx and expense, cash flow, assumptions, risks and alternatives.
Finance review
Finance validation before approval routing.
Role-based approval
Reviewer, approver and delegation patterns.
Controlled workspace
Governed workspace provisioned for each investment case.
Audit history
Approver, action, timestamp, comments and workflow history.
Records lifecycle
Controlled movement from working documents to approved records.
Evidence-supported outcomes
Traceable decisions
Connected business case, finance validation and approval into one auditable process.
Controlled documentation
Working documents and approved records follow a governed lifecycle.
Consistent approval model
Role and authority rules support repeatable investment decisions.
Reusable governance pattern
The process provides reusable CapEx governance patterns across enterprise sectors.
Technology & delivery context
Historical Microsoft SharePoint implementation with workflow, controlled workspaces, managed metadata and records management. The legacy solution is delivery evidence, not a current packaged product.
Have a similar enterprise challenge?
Para can assess the current state, define the business and information model, shape the architecture and delivery approach, and move from business need into implementation and ongoing operations.