Consulting Services

The Copperleaf Experience

A proven methodology aligned with the ISO 55000 standard

Copperleaf® has been helping clients successfully implement industry-leading investment planning methods for two decades. Our Asset Investment Planning & Management (AIPM) methodology has been proven by thought-leading organizations across multiple industries, including electricity, natural gas, water, oil and gas, transportation, and government. We’re focused on helping businesses optimize their investment strategies to maximize value and achieve their strategic goals. Our approach is closely aligned with the ISO 55000 asset management standard, and empowers organizations to achieve the highest return on investment for every dollar spent on critical assets and infrastructure.

Best-in-class solutions tailored for your business

We take the time to understand your business so that we, and our partners, can deliver a solution that meets your unique needs. Our team can help you evaluate your current business processes relative to industry best practices and implement strategies for improvement. We’ll work with you on a plan to ensure alignment across different stakeholder groups and maximize the benefits to your organization. Whatever your challenge may be, we’re here to help! Our goal is to apply technology to solve real problems and help you achieve your business goals.

Specialized Consulting Services

for Companies Managing Critical Infrastructure

Copperleaf is a a patron of The Institute of Asset Management (IAM) and actively participates in shaping the future of asset management standards. Our consulting services are shaped by this industry participation and through the experience we’ve gained working with some of the largest, most well-respected organizations in the world. We partner with global and regional consulting firms with specialized knowledge in Asset Investment Planning and Management to deliver a world-class product and the services to make you successful.

  • Value & Risk Workshops:  The Copperleaf Value Framework provides an objective, consistent, and practical way to assess the value of any project or investment, and ensure decisions are aligned with your organization’s strategic objectives. Through a series of workshops, we’ll bring together a cross-section of stakeholders from different areas of your organization to build and validate your value framework, and help you begin the journey to more effective decision making. You’ll gain access to the Copperleaf Value Model Library, an extensive and constantly evolving collection of best practice value models that have been proven and accepted by peer organizations and regulatory bodies.
  • AIPM Maturity Assessment Workshops:  A maturity assessment workshop will help your organization assess its current level of maturity and identify gaps in current processes relative to best practices in your industry. We’ll develop recommendations and a roadmap to help you move to a desired future state.
  • Business Process Re-engineering:  Businesses are facing increasing pressure to do more with less, without compromising reliability, safety, quality, and the environment. We’ll introduce you to the best practices used by thought-leading organizations in your industry, and help you rethink and adapt your business processes to realize the full benefits of an AIPM solution.
  • Implementation Services:  Copperleaf provides an enterprise-grade software solution and the implementation services to ensure a timely and successful rollout across your organization. We’ll work with you to configure and adapt our solutions to meet your specific needs, including integrations with existing EAM, APM, ERP, GIS and other systems in your IT environment, development of tailored reports and dashboard visualizations, and more.

Value Framework Development at the BC Government

The BC Government invests approximately $100 million per year in capital on IT to bring the highest quality services to British Columbians. They needed a solution to help them plan, manage and optimize their IT investments more strategically, across ministries and offices with distinct interests and competing priorities (i.e. Agriculture, Education, Energy & Mines, etc.). Copperleaf led structured workshops with key stakeholders across the government to ensure that all of the different value measures that needed to be represented in the value framework were accounted for, and come to agreement on how to value risk and benefits in a way that aligns with the BC Government’s Strategic Plan.

It was important to get experienced consultants to help us map our processes before any decisions were made. To have someone outside our own organization ask questions and guide us through the process mapping was extremely valuable. It helped us see where we were starting from and where we wanted to be in the future, and was a concept that worked very well for us.”
Unnur M. Þorvaldsdóttir Head of Asset Management, Landsvirkjun

Copperleaf Decision Analytics

The Copperleaf product suite helps organizations decide where and when to invest in their businesses to maximize performance, manage risk, and realize strategic outcomes.