Decision memo
A concise board-ready summary of the decision, business goal, risk, dependencies, and open questions.
A polished proposal is not the same as a governed decision.
Technology projects often arrive at the board after management and vendors have already shaped the story. Directors need a way to understand what is being approved before the institution is locked into cost, complexity, and dependency.
A FinEdge special project review looks at business purpose, ownership, vendor assumptions, data exposure, migration risk, operating impact, cost control, fallback options, and the metrics the board should revisit after launch.
Board value: a clearer approval conversation and a stronger record of what the board challenged before saying yes.
What the review produces.
Question set
Practical questions directors can ask management and vendors before approval.
Risk translation
Plain-English explanation of technical, operational, vendor, cybersecurity, and regulatory exposure.
Outcome metrics
Recommended post-launch measures tied to adoption, service, cost, risk, and business results.
Fallback review
Where the plan depends on fragile sequencing, single vendors, manual workarounds, or weak exit options.
Board packet support
Help turning complicated materials into a discussion the full board can govern.
Review the bet before it becomes a sunk cost.
The best time to challenge assumptions is before the contract is signed and the timeline becomes political.