Capital Decision Confidence Assessment

For CFOs and finance teams in SAP-run organizations

How confident are you that the right CapEx projects are moving forward?

SAP will execute the projects your organization approves.

This 3-minute review helps you identify gaps that may be limiting finance's ability to select and prioritize the CapEx projects most aligned to value and strategy.

You'll receive a practical result showing where your CapEx decision process appears strongest, where gaps may exist and which area may offer the clearest opportunity to improve project selection confidence.

About 3 minutes 20 questions · 5 areas Personalised result
Step 1 of 2

Tailor your CapEx confidence result

These questions help make your result more relevant to your SAP environment, capital scale and current CapEx process.

They are not scored, and you do not need to provide exact figures. Select the closest option so your result reflects the type of capital decision environment finance is working within.

Step 2 of 2 · Section 1 of 5

CapEx Demand Visibility

Can finance see the right CapEx initiatives early enough?

Before time is invested in detailed business cases, finance needs a clear view of the initiatives competing for capital.

Answer based on how well your organization captures and compares early-stage CapEx initiatives. (Strongly agree = 4 · Disagree = 1)

1.Finance has a clear view of proposed CapEx initiatives before detailed business cases are developed.

2.CapEx initiatives are captured in a consistent, structured way across business units, sites or regions.

3.Finance can distinguish between must-do, compliance, maintenance, growth, transformation and strategic initiatives.

4.Strategic initiatives that may involve CapEx, OpEx or mixed funding are visible early enough to be considered alongside other capital priorities.

Please answer all four statements to continue.

A clearer view of early-stage demand helps finance focus business case effort on the initiatives most aligned to value and strategy.

Step 2 of 2 · Section 2 of 5

Business Case & Decision Evidence

Can finance compare business cases with confidence?

Once the right initiatives are visible, finance needs consistent evidence to compare value, risk, cost and strategic fit.

Answer based on how well business cases are structured before funding decisions are made. (Strongly agree = 4 · Disagree = 1)

5.CapEx initiatives use a consistent business case structure before funding decisions are made.

6.Financial measures such as cost, benefit, payback, NPV, ROI or cash impact are captured consistently enough to compare initiatives fairly.

7.Non-financial factors such as risk, compliance, safety, capacity, sustainability and strategic alignment are evaluated consistently.

8.Finance can test key assumptions, options or scenarios before an initiative moves forward for funding consideration.

Please answer all four statements to continue.

Consistent business case evidence helps finance focus capital on the initiatives with the strongest value, risk and strategic case.

Step 2 of 2 · Section 3 of 5

Prioritization & Funding Trade-Offs

Can finance select the best mix of projects for the capital available?

At this stage, business cases have been developed. The challenge is deciding which projects move forward, which wait and which no longer justify funding.

Answer based on how well your organization makes final CapEx project selection decisions. (Strongly agree = 4 · Disagree = 1)

9.Finance can assess proposed CapEx projects as a portfolio, rather than reviewing each business case in isolation.

10.Finance can clearly explain why one proposed CapEx project should be funded ahead of another.

11.Finance can model different funding scenarios when budgets, cash constraints, timing or strategic priorities change.

12.Finance can identify which proposed CapEx projects should move forward, be deferred, be challenged or be removed from the funding plan.

Please answer all four statements to continue.

Strong project selection helps finance direct limited capital toward the portfolio most likely to create value and support strategic direction.

Step 2 of 2 · Section 4 of 5

Approval Governance & Decision Control

Are the selected projects approved with the right evidence and authority?

Once final project selections are made, finance needs confidence that approval pathways, decision evidence and delegation rules are clear.

Answer based on how well your organization governs CapEx approval decisions before projects are formally approved. (Strongly agree = 4 · Disagree = 1)

13.Approval pathways are clear and aligned to delegation of authority.

14.Finance can track each proposed CapEx project from business case through to final approval decision.

15.Decision-makers can see the right business case, budget, risk and prioritization evidence at the point of approval.

16.Approval decisions are recorded clearly enough to show what was approved, why it was approved and who approved it.

Please answer all four statements to continue.

Strong approval governance helps finance maintain confidence that selected projects have been reviewed, authorized and supported by the right decision evidence.

Step 2 of 2 · Section 5 of 5

Forecast & Portfolio Control

Can finance connect the data needed to control the portfolio?

Once projects are approved, finance needs a current view of how the portfolio is moving across SAP financial data, forecasts, project status and capital planning information.

Answer based on how clearly finance can monitor the approved CapEx portfolio after funding decisions are made. (Strongly agree = 4 · Disagree = 1)

17.Finance can see the approved CapEx portfolio in one place, including funded, deferred and in-flight projects.

18.Finance can connect SAP system-of-record data, such as budgets, actuals and commitments, with forecast, timing and project status information.

19.Finance can produce a reliable forward view of capital spend without manually stitching together SAP reports, spreadsheets and PMO updates.

20.Executives have a clear view of what has been funded, what has changed, what is at risk and how those changes affect the capital plan.

Please answer all four statements to continue.

Connected portfolio and forecast visibility helps finance see cost, timing and risk movement while there is still time to act, before changes become actuals and the opportunity to influence the outcome narrows.

Your result is ready

See where your capital decisions are strongest and where they're exposed?

Your confidence level, your strongest stage, and the one area most likely to be eroding confidence in which projects get funded.

Please enter your name and a valid work email address.

No generic nurture sequence. Just your result and the most relevant next step.

Your CapEx Decision Confidence Score
GapExposureModerateHigh

Your five areas
Your next step