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  • INVE$TFOLIO Suite
  • I-D-FOLIO
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I-D-FOLIO is the first step towards optimizing financial returns on your investments. It was designed to simplify and accelerate the drafting of business plans.

I-D-FOLIO is a database for business investment lifecycle opportunities which provides the justification for capital expenditure. Its easy-to-follow template helps you write and evaluate project business cases while ensuring standardization and alignment with corporate strategy.

This module defines the quantifiable “assessment criteria” such as the costs, benefits and risks as well as criteria including environmental and corporate mission compliance in addition to other as qualitative variables associated with each project portfolio. You can automatically create a detailed financial analysis of the costs and benefits associated with each project to assist you in identifying those projects that will provide the highest return on investment.

I-D-FOLIO Benefits

  • Intuitive, user-friendly, template design based on industry-standard methodologies that are supported by the PMBOK (Project Management Book of Knowledge).
  • Introduces standards and best practices that optimize the management process in helping you identify and ensure the governance of corporate investments.
  • Helps you present business opportunities in a standardized business-case format without having to be an expert in finances, project management or specific business fields.
  • Promotes standardization and transfer of information between all corporate departments.

I-D-FOLIO includes the following:

  • The Project Charter.
  • Risk Assessment.
  • Qualitative Benefits Alignment.
  • Cost and Benefit identification.
  • Financial Analysis.
  • Business case archiving.

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