← PortfolioCooper's HawkMid-Year Review · FY26
Risk Management

Enterprise Risk Management (ERM) Platform/Software

Risk Management ProjectsEnterprise Risk Management (ERM) Platform/Software

The system will automate dashboards and reporting to the audit committee and BOD. The system automates and enhances the ability of the entire org to participate easily in the ERM program creation and the program going forward indicates and identifies Key Risk Indicator Aeres has asked for an ERM (Required for public companies) - Currently managed through spreadsheets.

Stage
INACTIVE
Level
Level 3: Dept Project
Health
Pending
Latest Update · Jun 25, 2026

6/25: Decision made and onboarding Diligent and the team is building the system. 2-months to build and then begin using. 4.16.26 [Project Update Meeting] - Working with final two vendors on proposal and cost. Planning to have decision made mid-May. 3.26.26 [IT SC]: approved - based on estimated $30K cost + recurring requests for an ERM platform from the audit committee ahead of becoming public.

Department
Risk Management
Strategic Pillar
Executive Sponsor
Owner
IT Dependency
Yes
IT Roadmap
Future Add
Fiscal Year / Quarter
Timing
Start Date
Target End
Budget
Status
Pending
Status Updates · 10
2y running
In Progress/On TrackJun 25, 2026

6/25: Decision made and onboarding Diligent and the team is building the system. 2-months to build and then begin using. 4.16.26 [Project Update Meeting] - Working with final two vendors on proposal and cost. Planning to have decision made mid-May. 3.26.26 [IT SC]: approved - based on estimated $30K cost + recurring requests for an ERM platform from the audit committee ahead of becoming public.

In Progress/On TrackJun 25, 2026

6/25: Decision made and onboarding Diligent and the team is building the system. 4.16.26 [Project Update Meeting] - Working with final two vendors on proposal and cost. Planning to have decision made mid-May. 3.26.26 [IT SC]: approved - based on estimated $30K cost + recurring requests for an ERM platform from the audit committee ahead of becoming public.

In Progress/On TrackApr 16, 2026

4.16.26 [Project Update Meeting] - Working with final two vendors on proposal and cost. Planning to have decision made mid-May. 3.26.26 [IT SC]: approved - based on estimated $30K cost + recurring requests for an ERM platform from the audit committee ahead of becoming public.

ApprovedApr 1, 2026

3.26.26 [IT SC]: approved - based on estimated $30K cost + recurring requests for an ERM platform from the audit committee ahead of becoming public.

ApprovedMar 30, 2026

3.26.26 [IT SC]: approved

PendingMar 22, 2026

3.18.26 [Strat Meeting]: Confirm true cost ($50k0; better understand benefits - request DF update

Not StartedMar 18, 2026

3.17.26: The Legal/Risk team is exploring ERM software platforms (estimated $30–50k) to replace spreadsheet-based tracking, but no formal budget request has been made yet. The update is mainly for visibility and early discussion about feasibility, IT involvement (assume low), and user access.

ProposedDec 29, 2025

2026: Proposed; budget: $70,000 (y1 -50K implementation, 20K SaaS); annual cost afterwards (~20K); RMIS System includes Certificate of Insurance (not included in budget numbers yet); ROI: Filling a gap for audit reporting /ops- no cost savings target

PendingJul 5, 2024

6.12.24: Added at Mid Year for consideration

Not StartedJul 5, 2024

6.12.24: Added at Mid Year for consideration

Admin Note

Action:  Schedule for DF; better understand benefits and costs

Prism · Cooper’s Hawk Strategy · Mid-Year Review FY26