Planning & Management

Transforming how the world sees value

Making decisions is hard. Understanding value changes everything. Asset-based organizations invest billions Compare apples and oranges? of dollars every year, making major decisions No problem. each day about how to maintain and expand Major decisions about maintenance, the infrastructure critical to our society. sustainment, or growth projects always come Those decisions are complex, balancing with a trade-off, especially when organizations disparate factors such as safety, reliability, are managing thousands of diverse assets with cost-effectiveness, levels of service, and limited resources and competing priorities. environmental responsibility. How can you be confident you’re making the best Environmental, Social, and Governance (ESG) decisions—the ones that will drive your adds complexity and intensifies the scrutiny strategic goals and deliver the greatest on investment decision making. Organizations value over time? struggle to take all of these factors into There’s only so much you can do in a consideration and compare the multitude spreadsheet. That’s why many of the world’s of funding requests in a consistent way— leading organizations trust Copperleaf’s particularly investments in projects where Decision Analytics software to help them outcomes may be less predictable or intangible. decide where and when to invest in their Purely financial objectives are easy to quantify businesses to proactively manage risk, and measure, however goals related to net zero deliver on performance expectations, and climate resilience are more challenging to and maximize capital efficiency. express in terms every can agree on. This is where a value-based decision-making ® Decision approach can help. The Copperleaf • Manage risk Analytics Solution provides a comprehensive • Improve performance way to assess the tangible and intangible • Drive strategy benefits of all investment options on equal footing—so that you can objectively compare • Maximize value dissimilar investments and execute your corporate strategy with confidence.

The thing that stands out as innovative in Copperleaf's optimization approach is how the customer and environmental values are taken into account so that the best decisions can be made, not only on a cost basis, but also for the environment and for customers.” MARK COULSON Strategic Investment Manager Anglian Water

More strategic decision- making, less ‘intuition’ The goal of any organization is to achieve its strategy quickly and cost-effectively. By creating a shared understanding of value— a value framework—across your organization, you can use it to assess every decision you make. The Copperleaf Value Framework provides an enterprise-wide view of all the measures that support achieving your strategic goals, including risks, KPIs, financial and non-financial benefits, as well as ESG-related measures. The Copperleaf Value Model Library provides industry best practice models to calculate how individual investments contribute to those measures. When you express value in common terms, everyone can understand the rationale behind each decision. This drives consensus and links day-to-day decisions with business strategy, creating a culture of transparency, accountability, and trust.

OPTIMIZE PREDICT MANAGE KEY PRINCIPLES OF ISO 55000 Asset Investment Planning and Management Asset Investment Planning and Management (AIPM) is a best practice that helps asset-intensive organizations make complex investment decisions with confidence. AIPM is highly aligned with the ISO 55000 asset management standard, and provides an enterprise-wide platform that enables businesses to: PREDICT Predict the long-term needs of diverse assets: Run the numbers. Pivot with Forecast asset sustainment needs based on risk confidence. and economics, and create investment plans that maximize customer and business outcomes while Decision-making needs to be rigorous, proactively managing risk. agile, and defensible. Copperleaf's software solutions enable you to predict long-term OPTIMIZE asset sustainment needs, develop and manage Optimize portfolios of investments to realize investment portfolios, and create what-if the greatest value: Identify the optimal scenarios to explore different strategies and combination of investment alternatives and adapt quickly to shifting priorities. timing that meet all constraints and targets— and deliver the greatest value to your business. AI-powered optimization technology makes it easy to build a realistic plan that delivers on MANAGE your strategic objectives and can be executed Manage portfolios to maintain the highest with available resources. You’ll be able to performance: Establish a more efficient and compare planned versus actual portfolio effective process to manage investments performance to identify variances, quickly through their full lifecycle. Track variances replan, and keep everyone focused on the between planned and actual performance projects that will deliver the most value. and re-optimize plans to drive continuous improvement.

Turn aspirational goals into operational plans. Starting today. Copperleaf is helping manage over $2.5 trillion We take the time to understand your of infrastructure globally. Many of the largest, business so that we can deliver a solution most well-respected organizations in the that meets your unique needs. You’ll be up world have partnered with us—including and running quickly with our Value Model BC Hydro, Southern California Edison, Library—an extensive and constantly evolving Hydro-Québec, Chubu Electric Power, collection of best practice models proven by ONE Gas, Anglian Water, National Grid, organizations across multiple industries. And Tennessee Valley Authority, Endeavour you’ll achieve ROI quickly. Every Copperleaf Energy, Network Rail, Enbridge, National client to date has recovered their investment Highways, Caltrans, and other thought within their first planning cycle. leaders in asset management. Our experienced consultants, together with our global network of partners, provide 100% have stayed with us. specialized implementation services, training, and support, to ensure a timely and successful rollout across your organization.

I have participated in many software implementation and integration projects in the past, but none as pleasant as this. Copperleaf is great to work with and they have given us a unique customer experience that made us feel like part of their family.” UNNUR M. ÞORVALDSDÓTTIR Director of Asset Management Landsvirkjun

Building a better world, one decision at a time. Copperleaf (TSX:CPLF) provides enterprise decision analytics software solutions to companies managing critical infrastructure. We leverage operational and financial data to empower our clients to make investment decisions that deliver the highest business value. What sets us apart is our commitment to providing extraordinary experiences, shaped by people who care deeply, products that deliver exceptional value, and partnerships that stand the test of time. Copperleaf is a patron of The Institute of Asset Management and actively participates in shaping the future of asset management standards, including ISO 55000. Headquartered in Vancouver, Canada, our solutions are distributed and supported by regional staff and partners worldwide. Together, we are transforming how the world sees value. www.copperleaf.com | 1.888.465.5323 | +1.604.639.9700 2920 Virtual Way, Suite 140, Vancouver, BC V5M 0C4 Canada © 2022 Copperleaf Technologies Inc. COPPERLEAF is a registered trademark in Canada, the U.S., the E.U., and other countries. The COPPERLEAF logo is a registered trademark in Canada, the U.S., and the E.U. All rights reserved.