Risk Management

Perry Rotella

Thought Leader



​Board Communication

As information technology has evolved into a core driver of corporate strategy, it has also landed on the Board of Directors’ agenda, especially with regard to risk management.  Your company spends a significant portion of its corporate budget on IT and the Board wants to understand.  Most boards meet every two to three months and board members typically don’t come with a deep technology background.  So you need a communications approach that enables directors to understand technology strategy, progress and trends from meeting to meeting.  PFR Advisory has a framework to keep the Board informed.

Data Center Rationalization

Traditional infrastructure environments are capital intensive, operationally expensive and inefficient due to distributed operations.  Cloud technologies have changed the game. We have successfully led large-scale transformations saving millions while building a more robust environment.  PFR Advisory can help you assess your current infrastructure, develop the business case, help you gain buy-in across your enterprise and mitigate risk to avoid pitfalls throughout your transition.

Mergers and Acquisitions

Whether you are responsible for technology diligence, integration planning or driving a strategic acquisition, we’ve been there and can provide advice that is based on real experiences.  We know the key questions to ask and have developed playbooks for all aspects of the M&A process.  M&A activity is strategic but fraught with risk.  The stakes are high and you can rely on PFR Advisory to help you maximize your investments.

​Portfolio Review

How does your application/product portfolio deliver business value?  Are there components of your portfolio that cost more than the value they generate?  PFR Advisory has developed a framework that enables critical review and peer comparison of your portfolio.  We can help you make the case for additional investment or sun setting of individual components of your portfolio.

Program Tracking
You are ultimately responsible for program delivery, but your time is valuable and limited. You need an efficient process to evaluate and track progress every step of the way.  The CIO Watch List is a proven method that's been perfected over a decade of use successfully delivering millions of dollars of projects.  We help you engage the project team in a constructive way to track progress and mitigate the key risks that derail large projects.  And you can leverage the output of your reviews to provide timely, straightforward updates to the CEO, CFO and the Board.

Risk Management

PFR Advisory has successfully led large organizations through disasters including 9/11, super storm Sandy, offshore earthquakes, and California wild fires.  We have managed operational risk, project risk and led disaster recovery efforts.  We help IT organizations build sound business continuity plans that reach beyond organizational boundaries to incorporate supply chain risk using quantitative assessments that include natural disasters, geo-political risk, terrorism and extreme weather.

Runaway Projects

The CIO Watch List helps CIOs reign in runaway projects.  The CIO Watch List is a proven process perfected over a decade that engages the project team in a constructive way to track progress and mitigate key risks.  New CIOs or seasoned technology executives can use the Watch List to assess projects and make the case to divert or cancel those that are out of control. 

Strategic Vendors

Are you managing vendors the same way you manage customers?  All vendors are not created equal in your organization. Vendor management is an opportunity to partner with the most strategic vendors and create opportunities to develop your employees.  You can build on PFR Advisory’s expertise in developing deep relationships with strategic partners using our structured relationship management framework.