Capital Planning & Project Delivery

Deliver every project. Run the whole business of delivery.

The operating system for delivering a portfolio of works – and running the programme behind it. Project Delivery unifies initiation, cost, procurement, risk, execution and close-out in one governed environment, connects it to the money – cost, cashflow, e-sourcing, revenue and billing – and rolls every project up into live financial, QHSE, procurement and workforce intelligence. It dovetails with Capital Planning as one System of Work, and stands on its own for anyone whose business is delivering projects.

Site engineers in hard hats and high-visibility vests reviewing project delivery documents

Every project manager works across finance, procurement, technical teams, QHSE and leadership.

They usually work in separate tools. Project Delivery unifies them in one environment: task-level execution connected to portfolio-level governance, reporting and the money – and a live, governed view for the client through Customer Command. Modular and API-ready, so it slots into the enterprise stack.

01Project execution
02Cost & cashflow
03e-sourcing
04Risk & QHSE
05Revenue & billing
06Programme management
07Portfolio governance
08Client visibility
Project team in hi-vis vests and hard hats meeting in an office

The end-to-end project delivery lifecycle.

From opportunity to close-out, then up into the programme – plan the project, deliver it, and manage the whole portfolio in one place.

Project Delivery

Three connected lanes – plan the project, deliver it, then manage the programme. Pick a stage to see its objective and what it covers.

Plan the project

Objective. From initiation through cost, risk, timeline and governance – accurate project entries ready for delivery.

Project initiation
  • Centralise initiation; replace spreadsheets & email
  • Real-time visibility of upcoming workload
  • Faster setup & better prioritisation
Cost plan & RFQs
  • Subcontractors, labour, materials; integrated e-sourcing
  • Customisable labour rate cards
  • Cost modelling: internal and client view; profitability visibility
Risk assessment
  • Standardise risk evaluation across domains
  • Integrate risk with vendor due diligence, QHSE, registers & approvals
  • Proactive mitigation
Timeline & scheduling
  • Early visibility of timelines
  • Highlight schedule risks & bottlenecks
  • A standard milestone framework for executive decisions
Governance & approvals
  • Automated approval routing on financial thresholds & risk triggers
  • Real-time notifications & tracking
  • Automated client proposal generation

Operational projects on a live estate – not greenfield.

The boundary is the nature of the work, not the size of the cheque. If it's a discrete works package delivered on a facility you already run, it belongs here – whatever the funding line.

Scope

Typically $10k-$10m per project

For example: replacing a fleet of ten generators is a ~$10m works package – but it is still a discrete job on a live estate, so it belongs here. A new-build shell does not, at any value.

Built for
  • Discrete works packages – single asset, single system or a defined scope
  • Brownfield works on live, operational estates – delivered around live load
  • Lifecycle capex upgrades, efficiency retrofits, fit-outs and customer-driven works
  • A large works package is still in scope – scale alone does not make it construction
Not built for
  • Greenfield or ground-up construction
  • New-facility builds, shell & core
  • General-contractor coordination of a new build

The range of works – one way to run all of them.

Lifecycle renewal, upgrades and efficiency, and new customer-driven requirements all run through the same governed delivery workflow.

The range of works

One way to run all of them

Example works in each family are illustrative.

Lifecycle & asset renewal
  • Chiller replacement
  • UPS battery swap
  • Cooling upgrade
  • Cabling renewal
  • Generator replacement
Upgrades & efficiency
  • Capacity upgrades
  • Energy-efficiency retrofits
  • Sustainability works
  • Resilience improvements
  • Compliance-driven works
New requirements & customer-driven
  • Office fit-outs
  • Customer-specific requests
  • New-install enablement

Part of the system – and a complete solution on its own.

Project Delivery is the delivery half of the Capital Planning & Project Delivery System of Work. It's at its most powerful paired with Capital Planning – and it's a complete solution on its own.

Two ways to run it

With Capital Planning, or standalone

Pair it with Capital Planning, or run it by itself.

With Capital Planning · owner-operators & hyperscalers
  • Approved plans and Scopes of Requirement flow straight in – plan, deliver and manage as one System of Work
  • Built for estates running a large internal capital programme
Standalone · integrators, FM & service providers, smaller estates
  • The operating system for delivering projects as a business – profitably, with client transparency
  • Also for a smaller estate (say, 50-100 projects a year, or capex under ~$50m) that needs systemised, programmatic delivery without full capital planning

Every capital project delivered to one standard.

The biggest, most controllable problem for an operator isn't one project – it's delivering hundreds a year to one standard, without losing the plot on cost, risk or the client. A large owner-operator can spend hundreds of millions a year on its own capital works; that's exactly what this is built to run.

Signature: delivery at scale

One standard, at scale

A whole capital programme, one standard.

One way to run every works package
  • A UPS swap or a ten-generator replacement – initiated, costed, risk-assessed and governed the same way
Connected to the money
  • Cost, cashflow, procurement and billing tied to each project as it runs – no separate finance tracking
Governed at scale
  • Risk- and value-adaptive stage gates across hundreds of concurrent projects, with the evidence trail
The programme builds itself
  • Every project rolls up into live financial, QHSE, procurement and workforce intelligence – no reporting team
A whole capital programme, one standard. Deliver hundreds of projects worth hundreds of millions to one governed, financially-connected standard.
From projects to performance. The enterprise view assembles itself from the work – finance, QHSE, procurement and workforce – not from a monthly scramble.

The principles behind it.

A standard project tool stops at the project. These are the principles that make this a delivery and programme-management operating system, not a task tracker.

  1. Project execution and portfolio / programme management in a single connected environment – not a tool that stops at the project.

  2. Cost and cashflow forecasting, e-sourcing, revenue and billing tied to the work – not delivery in isolation.

  3. Multi-stage, risk- and value-adaptive approvals and stage-gates, with a full evidence trail.

  4. Every works package tied to the asset, the change process and the risk to live load – not a generic PM tool, and not greenfield construction.

  5. Projects aggregate into enterprise financial, QHSE, procurement and workforce intelligence – the programme picture builds itself.

  6. Set-up automation, AI minutes and actions, automated proposals and risk flagging – controlled and human-in-the-loop.

Two site managers in hard hats reviewing drawings

AI that does the set-up and the paperwork – not the delivering.

AI here takes the load off delivery teams: it sets projects up, writes the minutes, drafts the proposals and flags the risks – so people spend their time delivering. Every level is controlled, human-in-the-loop and documented in AI Transparency.

On intake

Project set-up & enrichment

Creates project entries, cost structures and scopes from a plan or a brief, enriched from validated data. With Capital Planning: up to 80% fewer man-hours; 50-70% of project creation automated.

Automated · flags for review
In the workflow

Minutes & actions

AI-generated meeting minutes and linked actions from delivery meetings, integrated with Teams.

Assisted
In the workflow

Proposals & safety plans

Drafts client proposals and part-builds site safety plans for a person to review and approve.

Assisted
Across the portfolio

Risk & portfolio flags

Flags high-risk projects before they start and surfaces forecast, profitability or utilisation risks across the portfolio.

Assisted
Human-in-control. AI prepares and flags; the approvals, awards and commitments stay with your team. Scope, data use and controls are published in AI Transparency.Read AI Transparency →

Not a construction tool bent to fit.

Generic and construction project tools are built for new-build programmes; Clarisync is built for operational project delivery on live, mission-critical estates.

How it compares
Generic / construction PM tools
Clarisync
01Built for
New-build construction or generic projects.
Operational project delivery on live estates.
02Operational context
Blind to live operations.
Every works package tied to the asset, change and risk to live load.
03Data model
Project data in isolation.
Connected to assets, cost, people and risk.
04Finance
Separate cost tracking.
Cost, cashflow and billing connected to the work.
05Governance
Generic approvals.
Risk- and value-adaptive stage gates, with evidence.
06Portfolio
Single projects.
Projects roll up to programme and portfolio.
What a generic / construction PM tool leaves out

The capabilities a project tool does not reach.

They need operational context, the money, and the programme layer around them.

Capability
Generic / construction PM tool
Clarisync
Aware of live operations (load, change process)
✕
✓
Cost, cashflow & billing connected to the work
✕
✓
Risk- & value-adaptive stage gates (only partial in generic tools)
✕
✓
Programme & portfolio roll-up
✕
✓
Functional hubs (finance, QHSE, procurement, workforce)
✕
✓
Client command layer (approvals, revenue recognition)
✕
✓
Or replace several tools with one

One connected platform, not five disconnected ones.

Often the real comparison isn't against one product – it's against the stack of disconnected tools an operation runs today.

Today

Fragmented operations

5 separate tools
01Construction / PM tool
02Procurement / e-sourcing tool
03BI & reporting
04Spreadsheets
05Finance system
With Clarisync

Operational delivery in one place

1 platform
  • Tied to the live estate
  • Cost connected to the work
  • Governed stage gates
  • Programme & portfolio view
  • Lower total cost of ownership

Category-level comparison. This contrasts Clarisync with a category archetype ("generic / construction PM tools"), never a named competitor or product. It describes where Clarisync adds value.

Planning and delivery, connected both ways.

Project Delivery is the delivery engine of its System of Work; Capital Planning is the front end. Approved plans flow in; delivery reality flows back.

Operational delivery. Initiation to close-out, connected to the money.

  • How it connectsApproved capital plans push projects – and their Scopes of Requirement – straight into the delivery pipeline here; delivery outcomes, cost and progress feed back into the continuous plan.

  • How it connectsTask-level execution from initiation to close-out, connected to portfolio-level governance.

  • How it connectsBudgets, cashflow, procurement, revenue and billing tied to each project as it runs.

  • How it connectsRisk, safety and compliance sit alongside delivery, and every project rolls up into the programme.

See the Capital Planning & Project Delivery System of Work →

Capital Planning & Project Delivery
Same System of WorkAdded
Projects & tasksAdded
MoneyAdded
GovernanceAdded
Customer Command

From projects to performance – connected.

Capital Planning

Capital planning & portfolio prioritisation

AI-assisted, criteria-based capital plans and Scopes of Requirement, pushed into delivery.

Explore Capital Planning →
Command

Financial performance & profitability

Global forecasting, budget and profitability across the whole portfolio.

Explore Command →
Customer Command

Real-time, governed client visibility

Risks, billing forecasts, vendor awards, compliance and flash reports. Clients approve awards, share POs and authorise completion forecasts for revenue recognition: a command layer, not a separate portal.

Explore Command →

See the Capital Planning & Project Delivery System of Work

Powerful on its own – unmatched as part of a system. See what you unlock when Project Delivery runs alongside the rest of Capital Planning & Project Delivery.

Next in the story

Built to pay for itself.

The automation and the single system let you deliver a bigger programme without a bigger team – and replace a stack of tools. Figures below are illustrative for a representative operator (5–10 sites, 10–30 MW each) and are validated per estate.

~30%

Faster set-up & approvals

Initiation, cost, risk and governance in one flow instead of chasing across tools and inboxes.

up to 80%

Fewer man-hours on set-up

Projects generated from an approved plan – scope, cost, milestones and risk – instead of built by hand.

Margin & value-for-money

A centralised e-sourcing hub on large opportunities improves profitability where you bill and improves value for money on your own capital.

Aerial view of a logistics and data-centre campus

Deliver more capital works with the same team

Project set-up is largely automated – up to 80% fewer man-hours and 50-70% of project creation done for you when it flows from Capital Planning – and one system replaces the project tool, the finance system, the risk logs, the procurement tool and the spreadsheets. So a growing capital programme does not need a growing back office.

Evidence for the outcome.

~30%

faster project setup & approvals

100%

one workspace: cost, risk, actions, reporting

Live

client-ready, real-time reporting

Portfolio delivery team

One environment, plan to close-out

Initiation, cost, risk, delivery and close-out on one system, with live client visibility. ~30% faster setup

“

Delivery, finance and the client view finally sit in one place – and the programme picture builds itself from the projects.

Programme Director · Operator
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