INTEGRATED PLANNING

Execute corporate strategy with precision

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Align every capital decision with your organization’s strategic goals.


IFS Copperleaf Integrated Planning is a comprehensive, enterprise-wide approach to capital and asset strategy, bridging long-term vision and short-term execution across all portfolios and lines of business.

With this new approach to capital and asset strategy, leaders can prioritize the right work at the right time, optimize limited capital, and dynamically adapt to change—driving capital efficiency, managing risk, and advancing ESG and financial objectives.

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IDC Report: Proven ROI with IFS Copperleaf

Independent IDC research shows that organizations using IFS Copperleaf achieve measurable business impact — including a 469% three-year ROI, $742K in added revenue, and an 11-month payback.

Discover how leading companies are optimizing investments, aligning strategy, and driving better decisions.

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Case Study: PG&E Transforms Grid
Investment Planning

Serving 16 million people across Northern California, PG&E reimagined its approach to grid investment planning with IFS Copperleaf. By integrating data from over 4.5 million assets, PG&E can now optimize decisions, balance risk and cost, and transparently justify investments to regulators and customers.

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Webinar: A Strategic Approach to Utility Systems

Catch our recent energy utility webinar, where Pacific Gas & Electric (PG&E) shared how they are applying Integrated Planning to modernize infrastructure, boost reliability, and accelerate sustainability goals.

Hear from PG&E’s Wen Tu and IFS Copperleaf’s Marc Lamoureux as they demonstrate how Integrated Planning enables data-driven investment decisions, cross-functional alignment, and holistic grid planning across time horizons.

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PG&E invests $10-20 billion in its system each year.
By shifting to bundled, optimized planning with
IFS Copperleaf, we’ve identified the opportunity
to realize up to $3.7 billion in potential efficiencies
over six years. We can reinvest these savings to
deliver even more value for customers.

Wen Tu

Senior Director of Integrated Grid Planning

Pacific Gas & Electric

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Blog Series: Integrated Planning

Electrification and DER growth aren’t tomorrow’s challenges—they’re straining the grid today. With EV load projected to grow 18× and DERs 7× by 2030, utilities must rethink siloed planning approaches. Discover how integrated planning helps align investments, optimize portfolios in real time, and deliver measurable results like 20% cost efficiencies and millions of customer minutes saved.

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Verdantix Report: Integrated Planning for Electrical Utilities

Independent Verdantix research reveals how leading utilities are unifying strategic, financial, and operational planning to deliver transparent, defensible, and optimized investment decisions.

Learn how integrated planning — powered by IFS Copperleaf — helps align strategy, capital, and execution across the grid to improve reliability, resilience, and sustainability.

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