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● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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● Michelin, an e2open customer evaluated Oracle Transportation Management

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● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

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List of SAP S/4 HANA - Investment Management (IM) Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Bharat Petroleum Oil, Gas and Chemicals 9251 $42.9B India SAP SAP S/4 HANA - Investment Management (IM) Portfolio and Investment Management 2002 n/a
In 2002, Bharat Petroleum implemented SAP S/4 HANA - Investment Management (IM) as its Portfolio and Investment Management solution. The deployment established IM as the system of record for capital and revenue expenditure planning for the Eastern Region HRS Dept. Implementation incorporated SAP PS, MM, and AM modules, aligning project structures, procurement triggers, and asset master records to investment portfolios. SAP S/4 HANA - Investment Management (IM) was configured for budget control, commitment management, cost planning and approval workflows consistent with investment lifecycle management. The configuration supported both Capex and Revex categorization and linked project accounting entries to asset capitalization processes. Integrations focused on module level data flows between IM and Project System, Materials Management, and Asset Management to provide status of procurement, asset commissioning, and project cost accumulation. Financial planning and budgetary positions were maintained inside IM while feeding downstream asset and material records through native SAP interfaces. Operational governance centered on Business Budget Administrator responsibilities, the role used the SAP IM Module to administer budgets for Capex and Revex for the Eastern Region HRS Dept and enforce approval gates and budget checks. The deployment emphasized role based access controls and process orchestration for investment approval and tracking within the region.
Hydro One Utilities 9600 $9.0B Canada SAP SAP S/4 HANA - Investment Management (IM) Portfolio and Investment Management 2022 n/a
In 2022 Hydro One implemented SAP S/4 HANA - Investment Management (IM) within its enterprise SAP footprint to establish a centralized Portfolio and Investment Management capability for capital planning and investment governance. The deployment positioned SAP S/4 HANA - Investment Management (IM) to support investment lifecycle activities across asset planning, project initiation, and capital control in a utility environment. The implementation covered standard Investment Management configuration for project budgeting, commitment management, cost element tracking, and approval workflow orchestration consistent with Portfolio and Investment Management practices. Configuration work aligned SAP IM with project accounting constructs and investment hierarchies, enabling program level control and capital program staging tied to project system structures. Integration architecture leveraged Hydro One's existing SAP landscape, connecting SAP S/4 HANA - Investment Management (IM) with SAP PS Project System, SAP EAM Enterprise Asset Management, SAP FI/CO Financial Accounting and Controlling, SAP MM Material Management, and SAP ISU Industry Specific Utilities for end to end alignment of investments, assets, materials, and billing. SAP PI Process Integration acted as the integration layer for cross module transactions, while SAP BW Business Warehouse and SAP BOBJ Business Objects were used for consolidated reporting and investment analytics, and SAP BPC supported planning and consolidation workflows. Governance and operational control were implemented through SAP GRC for access and compliance controls and SAP Solution Manager for application lifecycle and change management. The deployment established standardized approval workflows and a centralized investment repository to support finance, project management, asset management, and supply chain stakeholders across Hydro One.
Massdiscounters t/a Game and Dionwired Retail 3500 $1.2B South Africa SAP SAP S/4 HANA - Investment Management (IM) Portfolio and Investment Management 2017 n/a
In 2017, Massdiscounters t/a Game and Dionwired implemented SAP S/4 HANA - Investment Management (IM) to provide Portfolio and Investment Management support for retail capital planning and project governance. The deployment was executed as part of an SAP S/4 HANA programme with explicit oversight of the Project Systems and Investment Management module. Implementation scope concentrated on Investment Management structures and Project Systems controls, capturing project definition, budgeting, and capital planning workflows consistent with Portfolio and Investment Management functionality. Workstreams included developing and creating a clear understanding of existing and future business process requirements, configuring IM objects, and documenting process and implementation specifications. Delivery tasks emphasized integration and acceptance testing of business processes, with close collaboration between business stakeholders, IT and developers to validate end-to-end process flows. Operational coverage targeted finance, capital planning and project teams across the organization, and training and implementation documentation were prepared to support business readiness and user adoption. Governance and change activities included acting as a translator between business, IT and developers, supporting Business Analysts, Senior Business Analysts and the Business Analyst Team Lead, and providing support to the business before, during and post implementation. The project also prioritized finding innovation and cost effective solutions to meet business needs while assisting with rollout sequencing and ongoing post go live support.
Maxis Communications 3609 $2.3B Malaysia SAP SAP S/4 HANA - Investment Management (IM) Portfolio and Investment Management 2021 n/a
In 2021 Maxis implemented SAP S/4 HANA - Investment Management (IM) as part of a targeted program to formalize capital planning and investment oversight within its Portfolio and Investment Management footprint. The deployment was centered in Kuala Lumpur at Malaysia's biggest integrated communications service provider, and the SAP S/4 HANA - Investment Management (IM) instance was positioned to support investment lifecycle control alongside project and asset governance. The implementation covered explicit configuration and functional workstreams for Investment Management and Asset Management, with SAP Project System configuration and Project Management processes extended to support investment project execution. Functional deliverables included design of user interfaces, reports, program functional specifications, test plans and test cases, and structured user acceptance testing and end user training. Data migration and mass data loads were handled using LSMW and other SAP data migration practices to seed IM, PS and AM master and transactional records. Integration work included full end to end interface and configuration of SAP PS and PM with a third party Netcracker system, simulated over SOAP for interface validation. The SAP S/4 HANA - Investment Management (IM) implementation was also integrated at the application level with core SAP modules including AM, MM, PM, CO, SD and FI to enable financial charging, material provisioning and asset capitalization flows required by investment projects. Governance and operationalization emphasized workshop driven requirement gathering, solution roadmaps, detailed documentation and change control. The program applied structured change request handling, trainer led user education, post go live support and ongoing issue resolution, with the project team producing functional specifications and guiding business users through configuration and adoption.
McCain Foods Consumer Packaged Goods 22000 $11.6B Canada SAP SAP S/4 HANA - Investment Management (IM) Portfolio and Investment Management 2022 n/a
In 2022, McCain Foods implemented SAP S/4 HANA - Investment Management (IM) to establish a centralized capital planning and project control capability across its global operations. The deployment targeted the companys investment portfolio processes within the broader SAP landscape, positioning SAP S/4 HANA - Investment Management (IM) as the system of record for capital project authoring, budgeting and commitment tracking within the Portfolio and Investment Management category. The implementation focused on standard Investment Management capabilities, including capital budgeting and approval workflows, project structuring and lifecycle staging, commitment and encumbrance management, and integration points for posting commitments to financial ledgers and cost controlling. Configuration emphasized role based approval chains, budget profile templates for capital and maintenance projects, milestone based funding controls, and automated lifecycle state transitions to support capital authorization and closeout. Integration work aligned the IM implementation with McCain Foods existing SAP footprint and enterprise reporting stack, integrating with SAP S/4 HANA Sales and Distribution and SAP S/4 HANA Inventory Management for business context, and with enterprise reporting on Microsoft Azure and Power BI for program level visibility. The design also accounted for modern integration patterns such as API management and data ingestion to feed program dashboards and to accept inputs from supply chain planning processes including distribution planning, available to promise checks and order management workflows. Governance for the solution was organized under McCain Foods Global Technology structures, with Product Owner stewardship embedded in the Global Supply Chain Technology function and a delivery model that paired solution architects with the global delivery team. Roadmap and prioritization were driven by a single product owner approach, agile feature definition with clear success criteria, and iterative handoffs to execution teams, while user community feedback loops and regional localization requirements were captured to guide phased rollouts across the companys production and supply chain sites.
Oil, Gas and Chemicals 3958 $5.4B Australia SAP SAP S/4 HANA - Investment Management (IM) Portfolio and Investment Management 2020 n/a
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Buyer Intent: Companies Evaluating SAP S/4 HANA - Investment Management (IM)

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating SAP S/4 HANA - Investment Management (IM) . Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating SAP S/4 HANA - Investment Management (IM) for Portfolio and Investment Management include:

  1. PricewaterhouseCoopers, a United Kingdom based Professional Services organization with 364782 Employees
  2. Servion Global Solutions, a United States based Professional Services company with 1400 Employees
  3. Aquarian Holdings, a United States based Banking and Financial Services organization with 65 Employees

Discover Software Buyers actively Evaluating Enterprise Applications

Logo Company Industry Employees Revenue Country Evaluated
PricewaterhouseCoopers Professional Services 364782 $56.9B United Kingdom 2026-06-16
Servion Global Solutions Professional Services 1400 $330M United States 2026-05-20
Aquarian Holdings Banking and Financial Services 65 $6M United States 2025-09-30
Utilities 5000 $2.0B Finland 2025-09-03
Communications 10 $1M Brazil 2025-03-07
Manufacturing 200 $30M Netherlands 2024-11-06
FAQ - APPS RUN THE WORLD SAP S/4 HANA - Investment Management (IM) Coverage

SAP S/4 HANA - Investment Management (IM) is a Portfolio and Investment Management solution from SAP.

Companies worldwide use SAP S/4 HANA - Investment Management (IM) , from small firms to large enterprises across 21+ industries.

Organizations such as Bharat Petroleum, McCain Foods, Hydro One, Santos and Maxis are recorded users of SAP S/4 HANA - Investment Management (IM) for Portfolio and Investment Management.

Companies using SAP S/4 HANA - Investment Management (IM) are most concentrated in Oil, Gas and Chemicals, Consumer Packaged Goods and Utilities, with adoption spanning over 21 industries.

Companies using SAP S/4 HANA - Investment Management (IM) are most concentrated in India, Canada and Australia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of SAP S/4 HANA - Investment Management (IM) across Americas, EMEA, and APAC.

Companies using SAP S/4 HANA - Investment Management (IM) range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 83.33%, and global enterprises with 10,000+ employees - 16.67%.

Customers of SAP S/4 HANA - Investment Management (IM) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified SAP S/4 HANA - Investment Management (IM) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.