Planisware Valoris Brochure: The end-to-end Asset Investment Planning platform from strategy to execution

Planisware Valoris Brochure - Solution Overview

What This Document Covers

This brochure provides a full walkthrough of the Planisware Enterprise AIP platform — the end-to-end solution for managing capital and asset investment from strategy through execution. It covers key capabilities, industry use cases, platform architecture, cloud infrastructure, and services.

The Problem It Solves

Asset investment decisions fail when they rely on siloed planning tools. Organizations need a single unified platform that connects long-term asset strategy, risk-driven investment needs, portfolio optimization, and project execution — all in one traceable system. Planisware Enterprise AIP addresses this by linking asset condition, financial lifecycle models, and portfolio governance into a continuous planning loop.

Platform Architecture: Three Core Modules

1. Asset & Risk-Driven Investment

Starts with a consolidated asset inventory fed by Enterprise Asset Management (EAM) and Asset Performance Management (APM) systems. The platform models asset health, aging trajectories (including Weibull degradation models), failure probability, and lifecycle costs (CAPEX and OPEX). These inputs drive sustainment strategies by asset class, which automatically generate candidate projects with full asset-to-project traceability.

Key capabilities:

• Enterprise asset inventory with criticality scoring and health indicators
• Real and effective age trajectories; risk aggregation at fleet level
• Financial lifecycle modeling: asset valuation, depreciation, amortization, financial provisions
• Asset-class sustainment strategies with automated project generation
• Sustainment project consolidation: grouping by region, asset class, and category

2. Strategic Investment Arbitration

Translates asset-driven investment needs and new business initiatives into structured, optimized, and governed investment portfolios. Supports multi-criteria scenario comparison so executives can make transparent, data-driven capital allocation decisions.

Key capabilities:

• Centralized ideas and initiatives intake portal, linked to asset portfolios
• Portfolio structuring with multi-level hierarchies, strategic buckets, and budget envelopes
• Capacity and feasibility management: multi-dimensional resource roll-ups, bottleneck detection, what-if scenario modeling
• Long-term multi-criteria optimization using Particle Swarm Optimization algorithms across financial, capacity, risk, and strategic objective dimensions
• Monte Carlo simulation, efficient frontier analysis, and sensitivity analysis
• Scenario comparison dashboards: CAPEX/OPEX trajectories, asset fleet age and risk, OKR achievement, capacity demand vs. supply
• Stage-gate governance workflows with roles, approvals, and full audit traceability

3. Portfolio Optimization & Execution

Ensures approved investment plans remain deliverable as execution unfolds. Bridges strategic decisions to project delivery through continuous budget and capacity steering, re-prioritization, and feedback loops.

Key capabilities:

• Internal budget allocation: top-down envelopes reconciled with bottom-up asset-driven needs
• Portfolio prioritization and scoring: configurable risk, value, and compliance scoring models; OKR alignment
• Portfolio optimization under constraints: Waterline (select what fits budget) and Time-Shift (rephase projects over time)
• Portfolio validation and execution launch: governed approval workflows, automatic project hand-off, procurement notifications
• In-year portfolio steering: real-time budget and capacity tracking, re-prioritization and re-phasing during the year
• Native project scheduling: Gantt, PERT, load charts, WBS-based activity templates

AI-Powered Unified Platform

AI is embedded throughout the platform — not bolted on. Capabilities include:

• One-click AI recommendations for project insights, ideas, and risk mitigation
• Context-aware intelligence tailored to the user's project landscape
• Effortless automation via smart workflows and intelligent assistants
• Instant AI-driven analytics at key decision points

Industry Use Cases

Asset-Based Renewal & Sustainment Planning
For asset management, engineering, maintenance, risk, and reliability teams. Deliverables include asset-class renewal strategies, sustainment needs, candidate project pipelines, and risk/aging trajectories. Referenced customers: EDF (hydroelectric asset maintenance), SEQWATER (asset portfolio master plan).

Strategic Capital Allocation & Regulatory Arbitration
For executive management, finance, strategy, portfolio governance, regulators, and shareholders. Deliverables include multi-year capital plans, investment scenarios, arbitration rationale, and board/regulator-ready justifications. Referenced customers: ADNOC (oil & gas capital portfolio governance), Nutrien (mining capital investment management).

Portfolio Optimization & Execution Steering
For portfolio managers, PMO, finance control, operations, program and project managers. Deliverables include execution-ready portfolios, in-year optimization decisions, updated priorities, and performance dashboards. Referenced customers: Deutsche Bahn (transportation integrated portfolio management), Michigan Department of Transportation (government portfolio and resource management).

Cloud & Platform Infrastructure

• Single-tenant proprietary cloud — Planisware owns and operates its servers, co-located at Tier 1 facilities (Hive DC, Equinix, phoenixNAP)
• Global data centers: Paris (2017), Munich (2017), Phoenix (2016), New York (2018), Geneva (2022), Zurich (2022), Singapore (2022), Toronto (2025), Montreal (2025), Sydney (2026), Melbourne (2026)
• Scale: 155 servers, 266 TB+ RAM, ~1,700 TB SSD storage
• Certifications: SOC 1 Type 2, SOC 2 Type 2, ISO 27001, ISO 27017, TISAX Level 3, CAIQ, AirCyber
• On-premise deployment also available
• 70+ application integrations across financials, HRMS, CRM, BI/analytics, document management — via RESTful APIs (XML & JSON)
• SAP-Ready certified integration; bi-directional Excel integration
• Languages supported: English, French, German, Dutch, Italian, Spanish, Japanese, Korean

Services & Support Model

Planisware provides full lifecycle support across four stages:

Pre-purchase: Business case workshopping, needs assessment, PPM maturity-based solution selection consulting.

Deployment: Implementation and data migration planning, technical configuration and customization, custom workflow development, organizational change management, GDPR/data protection services, industry-specific reference process models.

Onboarding & Training: Role-based online training (admins, novice users, power users, BI/analytics specialists), masterclasses and webinars, dedicated Customer Success Manager.

Ongoing Operations: 24/7 incident response, upgrade planning and implementation, managed administration, annual user events, user-led best practice working groups, regional networking sessions, online community forum, dedicated customer portal.

Key Value Propositions

• Single source of truth across asset management, portfolio planning, and project execution
• Full traceability from asset condition to investment decision to project delivery
• AI-powered optimization for smarter, faster capital allocation decisions
• Enterprise scalability and security for complex, multi-division, global organizations
• Proven ROI at Fortune 500 companies across asset-intensive industries
• Analyst-recognized leadership in SPM and AMPR categories (Gartner, Forrester, IDC)