Draft: Capex management

Take control of your Capex portfolio.

From first request to final close-out.

Weissr Capex Management gives capital-intensive organizations a structured, transparent, and governed way to request, evaluate, approve, and monitor investments — from first idea to final close-out. One platform. Every stage. Always up to date.

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100+

Investment cases managed per year, per site

1

Platform replacing Excel, Word & DocuSign

360°

Portfolio visibility, always current

🌲Paper & Forest Products⚡Energy & Utilities🧪Chemicals & Materials⛏Metals & MiningOil & GasPharmaceuticalsFood & BeverageAutomotiveTelecom

$10M+ annual Capex · 20+ production sites · 100+ investment cases/year

THE PROBLEM

Managing Capex across multiple sites without a shared system is a leadership risk.

Excel everywhere, trust nowhere

Investment data lives in dozens of spreadsheets across sites and divisions. No one knows which file is current. Decisions get made on numbers that are already wrong.

Approvals stall. Projects wait.

Word documents forwarded by email, signed in DocuSign, tracked in SharePoint. Eight systems, zero visibility. The CFO asks for status — your team spends two days compiling.

No portfolio overview you can trust

When leadership asks “where are we on Capex?” — the answer takes days to prepare. By the time it’s ready, it’s already outdated.

The process depends on one person

When your key controller leaves or a new market joins, the process breaks down. Knowledge walks out the door. Onboarding a new site takes months — not days.

Compliance is a manual reconstruction

Auditors ask for approval trails. You reconstruct them from email threads. Governance isn’t systemic — it’s a best effort, every time.

Cost overruns surface too late

By the time actuals are pulled from ERP and compared to approved budgets, the damage is done. Forecasts are already off. Corrective action is too late.

HOW IT WORKS

Five stages. One governed process. AI-augmented at every step.

Most organizations manage Capex as a series of disconnected tasks — a form here, an approval email there, a spreadsheet somewhere else. Weissr Capex replaces all of it with one continuous, governed process.

The entire Capex process is AI-augmented — from first request to final close-out. This improves efficiency, consistency, and decision quality across the organization.

Teams submit requests through guided forms that automatically pull data from your ERP, categorize the project by type and size, and check budget availability before the request reaches a reviewer. The AI assistant supports submission directly through chat — guided input, automatic categorization, no blank templates.

✦ AI pre-fills request forms, auto-categorizes project type and size, and guides submitters through structured input — reducing errors and saving time.

Each request is automatically routed based on project value, type, and risk profile. Reviewers work with built-in NPV, IRR, discounted payback, and profitability index — or connect their own Excel models. Scenario modeling lets teams compare alternatives before committing.

✦ AI suggests financial assumptions, flags incomplete data, and supports scenario comparisons — helping teams prepare stronger business cases.

Approval chains are fully configurable — sequential or parallel, conditional or phased. Approvals escalate automatically if decisions are delayed. Every approval step — who approved, what they saw, when — is permanently recorded. Once approved, the project is created in your ERP and budget is reserved.

✦ AI summarizes key decision data for approvers and flags requests that deviate from typical parameters — enabling faster, better-informed decisions.

Actual costs are synchronized automatically from your ERP. Milestones and cash flow forecasts are continuously tracked and updated, while historical forecasts can be compared to analyze project development over time. Variance alerts identify deviations in cost, scope, or timing before they escalate, and controlled re-approval workflows ensure proper governance of scope changes. Budgets and capital can also be dynamically reallocated between projects to optimize portfolio performance and adapt to changing business priorities.

✦ AI detects anomalies in cost patterns, compares historical forecasts to actuals, and surfaces early warning signals before deviations escalate.

At close-out, planned costs, timelines, and realized benefits are compared in a structured review. All historical project data is fully searchable — so future proposals are better informed, estimates become more accurate, and the same mistakes are not repeated.

✦ AI identifies patterns across completed projects and surfaces lessons learned — making future investment decisions progressively smarter.

PART OF THE WEISSR CAPEX SUITE

Your asset base is the centre of everything.

Weissr Capex Management is one of three integrated modules in the Weissr Capex Suite — and what makes the suite unique is the principle that connects them: the asset base. Every capital expenditure is linked to exactly one asset. Execution data doesn’t disappear into a project folder — it updates the asset record and feeds back into strategy, making every future investment decision sharper than the last. Capex Management is where strategy becomes reality.

Module 01
Capex Strategy
Defines where capital should go based on long-term priorities.
→
Module 02
Capital Budgeting
Reconciles strategy with demand. Governs allocation, scenarios, and approvals.
→
Module 03
Capex Management
Executes projects and feeds results back for smarter next cycles.
From Capex Strategy
  • ·Long-term investment needs and capital trajectories
  • ·Strategic directives and site-level direction
  • ·Asset-category priorities and organisational envelopes
To Capex Management
  • ·Approved budgets with authorised spend levels per project
  • ·Approved scenarios with conditions and phasing
  • ·Full approval history on every Capex Request
Back From Execution
  • ·Actual costs vs. approved budgets
  • ·Asset updates and bottom-up demand signals
  • ·Close-out data for post-investment review
Direct integration with SAP ERP, Microsoft Dynamics 365, IBM Maximo, Infor EAM, and other ERP/EAM systems. See all integrations →

HOW WEISSR SOLVES IT

Three commitments. One platform.

Weissr Capex Management is built around three core value pillars — each one designed to eliminate a root cause of broken Capex processes.

PILLAR 01

A Simple, Shared Capex Journey

From the first investment idea through approval, execution, and close-out — every step happens in one place. Standardized forms, automated routing, and role-based workflows replace the chaos of stitched-together tools. The AI assistant guides new requests from submission to categorization — no blank forms, no manual data entry. When someone new joins or a new market comes on board, they follow the same process as everyone else — from day one.

PILLAR 02

Decision-Ready at Any Moment

Real-time dashboards give every stakeholder the portfolio status they need, exactly when they need it — without a two-day consolidation exercise. Budget vs. actuals, NPV, IRR, payback — all updated automatically as projects progress. Ask the AI assistant directly: “Show me all projects over €5M in execution with cost overruns” — and the answer is instant. When the CFO asks a question, it’s already answered.

PILLAR 03

Quality Control You Can Rely On

Full audit trails, version history, and ERP integration ensure that the data you present to leadership, the board, and external auditors is always accurate, traceable, and defensible. AI-powered anomaly detection flags unusual patterns before they become problems. All historical project data is fully searchable, so every future decision is informed by what actually happened.

KEY CAPABILITIES

Built for the full investment lifecycle

Weissr Capex manages every phase — from the initial idea through final close-out — with functionality that adapts to your organization’s complexity.

Idea → Pre-study → Investment proposal → Decision → Execution → Close-out. Every phase in one system with phase-specific forms and workflows.

Built-in NPV, IRR, discounted payback, and profitability index. Link financial models to project data or bring your own Excel models.

Compare approved amounts to actual spend in real time. ERP integrations pull actuals automatically — no manual reconciliation.

Role-based access by business unit, site, and project. Secret projects for sensitive decisions. SSO and Active Directory integration.

Connect to SAP, Oracle, Microsoft Dynamics, and other systems for financial data, asset information, and actuals. Weissr Capex fits into your existing landscape.

Dynamic approval chains that adapt to project properties — size, type, site, risk level. Decision-makers get exactly what they need to approve confidently.

See all investments across sites, time horizons, and currencies in one plan. Export to Excel or connect to your BI tool of choice.

Every change, every approval, every version — logged and retrievable. Full traceability for internal and external auditors, always.

Manage investments across geographies with local and group currencies. Scale from 5 to 50+ production sites without process breakdown.

Submit requests, search your portfolio, and get instant answers through a conversational AI assistant — built directly into the platform.

BUILT FOR

Different roles. One source of truth.

Weissr Capex serves two key stakeholders in every Capex process — the finance practitioners who run it daily, and the executives who make capital allocation decisions from it.

GROUP FINANCIAL CONTROLLER · FP&A MANAGER · CAPEX PORTFOLIO MANAGER · INVESTMENT CONTROLLER · FINANCE DIRECTOR

You’re the person who makes the Capex process run. You compile data from multiple systems, chase approval statuses across sites, and are the first one asked “why isn’t this in the report yet?” You feel every inefficiency in the process — and you know exactly what needs to change.

WHAT WEISSR CAPITAL BUDGETING GIVES YOU

  • ✓Submit and track all Capex requests in one place — across every site
  • ✓Custom approval workflows with automated routing and notifications
  • ✓Standardized request forms, consistent across all sites and divisions
  • ✓Full audit trail: who approved what, when, and on what basis
  • ✓ERP integration — actuals appear automatically, no manual import
  • ✓AI assistant for instant request submission, portfolio queries, and anomaly alerts
  • ✓Power mode for bulk editing, advanced filtering, and portfolio analysis
  • ✓New markets onboarded in days, not months
  • ✓Role-based permissions: everyone sees exactly what they should

CAPEX TOOL EVALUATION

How well does your current Capex setup really work?

Most organizations manage capital expenditures with a combination of Excel, email, and ERP systems. This works to a point — until process complexity, portfolio size, or governance requirements exceed what these tools were designed to handle.

This checklist covers 10 key areas — from request creation and approval workflows to portfolio visibility and enterprise readiness — and shows exactly where your current setup has gaps.

Weissr Capex Management covers all 10. Most point solutions don’t.

Download the Evaluation Checklist (Free PDF)

FAQ

Frequently asked questions

ERP systems are built for financial record-keeping and reporting — they are not designed to manage the Capex decision process. Weissr complements your ERP by focusing specifically on how investment requests are created, evaluated, approved, and monitored. Actuals from your ERP flow into Weissr automatically — giving you a complete picture in one place without replacing the systems you already rely on.

Weissr integrates directly with SAP and other ERP systems. Rather than replacing SAP, Weissr handles what SAP wasn’t built for: structured investment request workflows, multi-level approval routing, portfolio-level visibility, and governed reallocation. Most organizations using SAP still manage the Capex decision process in Excel — Weissr Capex replaces that layer specifically.

Yes. Approval workflows, investment request forms, budget structures, financial criteria, and permission levels are all configurable. Weissr adapts to how your organization already works — including your authority levels, project categories, site structure, and currency requirements.

Implementation typically takes between 1 and 4 months depending on your organization’s size and complexity. Our Customer Success team configures workflows, forms, and ERP integrations around your existing process. Most organizations are fully live — with all sites onboarded — within the first quarter.

Yes — this is the environment Weissr was designed for. The platform handles hierarchical budget structures across Group, Division, Business Area, and site level, with full multi-currency support and FX impact tracking. Whether you manage Capex across 5 sites or 50+, the governance model scales without increasing manual workload.

Capex Management is the execution layer — it handles the full investment lifecycle from request to close-out, including approvals, monitoring, and post-investment review. Capital Budgeting handles budget planning and allocation — reconciling top-down strategy with bottom-up demand. Capex Strategy handles long-term asset direction and strategic scenario planning. The three modules work together as an integrated suite, but Capex Management can also be used as a standalone solution.

Bring precision and control to your capital management process.

See how leading industrial companies manage capital investments with Weissr — from first idea to final close-out.

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