Start with Capital Planning. Build From There.
Most organizations start with Invizion to fix slow, manual, hard-to-defend capital planning, then expand into PMIS and SWIM as their programs mature.
START HERE • PLAN
Capital Planning
Scenario-based portfolio optimization for annual budget development, multi-year forecasting, and defensible capital allocation. The entry point for virtually all Invizion clients.
NEXT STEP • EXECUTE
PMIS
Extend planning into full execution tracking, workflow enforcement, and variance management.
COMING NEXT • STAFF
SWIM
Workforce alignment for multi-year capital commitments.
Capital Planning — The Core Platform
Defensible Capital Decisions. At the Speed Your Organization Demands.
Invizion’s Capital Planning product replaces fragile spreadsheet-based planning processes with a configurable, cloud-based platform for scenario-driven portfolio optimization. It’s the foundation of the Invizion platform — and the reason most organizations implement Invizion first.
The Problem It Solves
Capital planning teams at water utilities and asset-intensive organizations typically manage 10–20 year programs involving hundreds of projects, multiple funding sources, dependencies, and competing priorities. They do this in Excel.
The results are predictable: five-month planning cycles, version-control chaos, plans that drift from reality, and an inability to answer the question leadership always asks: “What’s the best use of our capital budget given our current constraints?”
Invizion was built to answer that question — rapidly, repeatedly, and in a way you can defend.
Key Capabilities
01
PORTFOLIO LEVELING & OPTIMIZATION
Invizion’s patented portfolio Layering and Leveling engine automatically generates optimized multi-year budget scenarios based on your defined priorities, funding constraints, dependencies, and escalation assumptions — in minutes.
- Define funding targets by year, program area, or funding source
- Set project priorities using custom scoring criteria
- Automatically level the portfolio: lower-priority work moves out by design, not by negotiation
- Fix active projects, flex future work — execution is never disrupted
02
SCENARIO COMPARISON & WHAT-IF ANALYSIS
Generate and compare multiple budget scenarios side-by-side in minutes. Test different funding levels, priority weightings, escalation assumptions, or constraint changes — without rebuilding your model from scratch.
- Unlimited named scenarios per portfolio
- Side-by-side comparison in table or chart format
- Escalation factors applied automatically when projects shift in the timeline
- Share specific scenarios with stakeholders for review
03
PROJECT PRIORITIZATION & SCORING
Replace informal, politically-driven prioritization with a scored, documented, defensible framework. Invizion supports unlimited, user-defined scoring criteria — weighted by category — so every project’s priority reflects your organization’s actual values.
- Define custom scoring criteria (regulatory compliance, safety risk, revenue generation, asset age, etc.)
- Weighted scoring with automatic aggregate calculation
- Priority scores drive automated leveling — no manual sorting
- Full audit trail: every score is documented and attributable
The Result: A Plan You Can Walk Into Any Room With.
Every capability above feeds a single output: a capital plan that’s defensible, presentable, and ready for the board, the regulator, or the funding authority. Invizion turns your optimized portfolio into clear stakeholder communications.
What Comes Next: PMIS — Program Management Information System
From Approved Budget to Executed Program — Without Losing the Thread.
Once your capital plan is approved, a new challenge begins: making sure execution stays connected to the plan. The Invizion PMIS solution extends the Capital Planning platform into full project execution — using the same data model, terminology, and project structures your team already knows. No parallel system to maintain. No reconciliation between planning and execution.
What Makes Invizion’s PMIS Different
Most PMIS platforms are rigid, generic project management tools that force your capital program data to fit their structure — instead of adapting to the way your organization actually works. Invizion’s PMIS is built natively on a capital planning data model — meaning your project data, priority scores, schedule, and revenue constraints are already in the system from day one.
- Customized WebForms that mirror your workflows, using your terminology
- Project intake, prioritization, approval, and progress tracking in one system
- Variance management: compare budget vs. actual by region, project type, or manager
- Role-based permissions with email notification workflows
- Integration with Oracle P6, SAP, financials, and asset management systems
→ Interested in PMIS? Talk to us about your project management challenges.
On the Horizon: SWIM — Strategic Workforce Integration Modeling
Your Capital Program Is Only as Strong as the Team That Executes It.
Capital programs don’t just depend on funding — they depend on people. SWIM extends Invizion’s platform into workforce strategy, helping organizations model staffing needs against multi-year capital commitments before talent gaps become execution bottlenecks.
Particularly relevant for federal agencies and regulated utilities managing workforce succession alongside capital growth.
