Implementation Effort: Managerial

Supports recurring review, oversight, or coordination across a finance area. Usually requires defined ownership, regular cadence, and some cross-person input.
Reshapes how a function runs. Weeks to embed; needs team’s input; recurring.

Monitor | Capital & Investment | Managerial

Capex Investment Post-Implementation Review Gate

For companies that approve capital projects but do not verify whether the promised savings, revenue, capacity, or efficiency benefits actually materialized. This framework creates a structured 12-, 24-, and 36-month lookback for material capex projects and evaluates performance using residual income, not ROI alone, because ROI can hide whether the project actually exceeded the cost of capital.

Target Outcomes

Capital allocation effectiveness ↑ Cash forecasting accuracy ↑ Decision quality ↑