Flexibility that molds to your existing decision-making processes
Reliable, data-focused support for your review and decision processes
User
Intuitive, powerful reporting
Ability to build an interview process tailored to your needs
Ability to view approved/denied requests during the capital acquisition process.
IT
Low-impact, turn-key implementation
Minimal maintenance
No software installation: Our browser-based technology means you don’t have to worry about installing software on any of your client workstations.
Why Capital Planning with Oi
Building off honest data, our Capital Planning module ensures you can compare real-life results to even the most detailed plans. This not only aligns budgeting with strategic planning, but it also makes sure all your efforts are grounded in fiscal reality.
Get to Know Capital Planning
Tap into the power of a simplified capital budget process with Oi Capital Planning.
Oi Capital Planning is the first step to a productive, end-to-end capital budget process. Thanks to a highly configurable request workflow, detailed approval process, and powerful reporting, Oi Capital Planning is the most effective foundation to launching a clean and efficient approach to capital budgeting that works smoothly for every member of your team.
Features That Make a Difference
Capital Planning Functions
Highly configurable request workflow
Ability to categorize and prioritize requested items
Flexible and powerful reporting
Purchases are automatically linked to the module for reconciling approved items and tracking throughout the budget year
Self-Service Reports
Current year
Monthly
Year-to-date
Prior year
Flexibility and fixed budget
IT
Developed in a 100% Microsoft environment
Uses the latest Microsoft and browser technologies, including Microsoft SQL Server
Oi delivers full support for the browsers your organization uses: Internet Explorer, Edge, Chrome, Firefox, and Safari.
Support
Oi Pulse: We proactively monitor your system, 24/7/365, to make sure all your data feeds are functional, disk space is sufficient, and memory is plentiful.
Integrates with all other Oi modules
Serves as the single source of truth
Eliminates shadow systems
Oi Capital Planning: In Depth
This module is specifically designed to simplify managing the entire capital budget process.
Your budget administrators are empowered to create highly customized interview flows for item submissions and reviews. Managers then input their requests and provide the required information according to administrator needs.
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This module also ensures a transparent and accountable approval process through options to categorize and prioritize requested items as needed. Oi’s review and approval functionality administers manager requests to increase the efficiency of your management team. At the same time, flexible and powerful reporting supports the organization’s review and decision process.
Purchases are automatically linked to the module for reconciling approved items and tracking throughout the budget year.
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