One Governed Process Takes Capital Investments from Business Case to Approved Record
Govern capital investment from the first business case to the final approved record.
Para built a full capital investment governance process. It starts with the request and business case. Finance then reviews it in a governed workspace. Reviewers can ask for more information before they approve or reject it. The system then locks the decision, keeps its audit history, and archives the records.
Business challenge
- Investment requests needed consistent business case details and a finance check.
- Approvals needed routing by role, with delegation and a clear history of each decision.
- Working documents and final records needed a controlled, governed lifecycle.
Para approach
- We captured the investment request and business case data.
- Finance reviewed each request before the formal approval stages.
- We set up a controlled workspace for each case and its supporting documents.
- We routed decisions to reviewers and approvers. We built in delegation and a way to ask for more information.
- We locked approved decisions and kept records that auditors can check.
How it works
Validated capital-investment governance lifecycle. Evidence: capital appropriation request, requirements matrix, process flows, functional design, architecture and deployment documents.
Investment Request
Business Case
Finance Review
Approval / More Info
Decision
Controlled Records / Audit
Delivered capability
Investment request & business case
The purpose and size of the investment, with its cash flow and risks.
Finance review
Finance checks each request before it moves to approval.
Role-based approval
Clear paths for reviewers and approvers, with delegation.
Controlled workspace
A governed workspace set up for each investment case.
Audit history
A full record of who did what, and when, at each step.
Records lifecycle
A controlled move from working documents to approved records.
Evidence-supported outcomes
Traceable decisions
The business case, finance check, and approval now run as one process that auditors can follow.
Controlled documentation
Working documents and approved records follow a governed lifecycle.
Consistent approval model
Rules for roles and authority support repeatable investment decisions.
Reusable governance pattern
The process gives Para reusable CapEx governance patterns for many sectors.
Technology & delivery context
Older Microsoft SharePoint build with workflow, controlled workspaces, and records management. The legacy solution is delivery evidence, not a current packaged product.
Have a similar enterprise challenge?
Para can assess where you stand today and shape the right approach. We then carry it from business need through delivery and ongoing operations.