INTEGRATED PLANNING

Execute corporate strategy with precision

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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Introducing Integrated Planning

IFS Copperleaf® has announced the launch of Integrated Planning™ (IP), a new solution designed for electric utilities. The press release details how IP extends the company’s industry-leading Asset Investment Planning platform to help utilities align grid investments with long-term decarbonization, regulatory, and resilience goals.

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Integrated Planning: A Strategic Approach to Utility Systems

Learn how PG&E is 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 IP supports data-driven investment decisions, cross-functional alignment, and holistic grid planning across time horizons.

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White Paper: Integrated Planning

Explores how Integrated Planning (IP) helps align strategy, operations, and investments—optimizing capital allocation across generation, transmission, and distribution. Create executable plans, enhance grid resilience, support sustainability goals, and drive greater value from every investment.

Benefits of Integrated Planning:

  • Actionable plans – Know exactly where to invest.
  • Greater efficiency – Optimize across the whole system.
  • Sustainable choices – Integrate renewables, cut impact.
  • Stronger resilience – Withstand and recover from disruptions.
  • Lower costs – Smarter investments, better approvals.

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Plan Across All Time Horizons

Integrate your asset planning from short-term operational needs to long-term strategic goals. By connecting annual work plans with 5-, 10-, or 20-year investment strategies, utilities can ensure every decision made today supports the future grid. Real-time scenario analysis and reforecasting allow you to adapt quickly while staying on track, turning long-term vision into actionable planning at every level.

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We really allow the integrated planning process and the tools to tell us where we should invest and so that it’s always transparent and it’s always traceable back to the source and it’s always easy to justify.

Wen Tu

Senior Director of Integrated Grid Planning

Pacific Gas & Electric

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