CONTROL

Capital Risk Avoidance

Global Financial Services Group  |  Largest regional IT investment under consideration

Context & Stakes

Following the programme recovery, a major technology supplier proposed a mainframe-to-cloud migration, positioned as cost reduction. The investment would have been the largest regional IT commitment in the group’s history.

The Real Problem (Not the Stated One)

The Proposal

A supplier-promoted mainframe migration, framed as modernization and cost reduction. Required significant, multi-year capital commitment.

My Findings

Cost allocation models were non-standardized. After benchmarking, the mainframe was among the most cost-efficient platforms in the group. Four mission-critical tools had been omitted from the migration analysis.

Key Interventions

Measured Outcomes

Averted a high-risk, zero-value migration. Preserved a cost-efficient, stable platform. Strengthened executive confidence in capital allocation discipline.

Why This Case Is Reusable

Any organization receiving vendor-promoted capital expenditure proposals should ask: “Has anyone independently validated the economics?” The pattern is pervasive across industries.

If this resembles your situation, I'm available for a confidential conversation.

eric.de.morgoli@proton.me   or   View engagement criteria