Top 10 Insights from IDC’s Business Value Research on IFS Copperleaf

IDC conducted in-depth research with organizations using IFS Copperleaf to assess the real-world financial and operational impact of its asset investment planning platform. The findings highlight exceptional returns, efficiency gains, and strategic benefits experienced by asset-intensive enterprises.

Below are the top 10 insights from the study, offering a snapshot of how modernizing capital planning delivers measurable business value.

1. A 469% ROI Validated by IDC

Organizations using IFS Copperleaf achieved a median 469% return on investment. A rare level of verified impact for enterprise planning software.

2. Payback in Just 11 Months

IDC found value realization was rapid, with organizations achieving full payback in under a year.

3. US$17.5 Million in Annual Benefits

Across operational efficiency, portfolio optimization, and regulatory improvements, organizations generated an average of $17.5M in annual quantified benefits.

4. 17% Capital Planning Efficiency Improvement

Centralized, structured planning eliminated manual reconciliation and spreadsheet work.

5. 18% Increase in Asset Manager Productivity

Asset managers gained time to focus on analysis and strategic work instead of data wrangling.

6. 55% Higher Capital-Shifting Efficiency

Scenario modelling helped leaders reallocate capital to higher-value initiatives far more quickly.

7. 3% Increase in Portfolio Economic Value

Value-based prioritization increased the long-term economic value of investment portfolios.

8. Stronger Regulatory Outcomes

Organizations presented clearer, evidence-based business cases, improving credibility and outcomes.

9. Better Visibility and Alignment

Unified data and transparent decision processes improved collaboration across teams and leadership.

10. A Shift to Strategic, Evidence-Based Planning

IFS Copperleaf enabled organizations to evolve capital planning from a manual, operational task to a strategic enterprise capability.

These insights demonstrate how modernizing capital planning drives measurable value across efficiency, resilience, compliance, and financial performance.

To learn more, visit

IDC Report