Boston, Massachusetts


The Client had engaged in a Disaster Recovery (DR) assessment with PTS. One key element of the go-forward plan was the need to apply Automation and Orchestration (A&O) capabilities to the current manual DR runbook processes. This was needed to cut the overall cumulative recovery time in the event of a disaster. The first challenge was to select the best A&O tool for the bank and then to work with the selected vendor on implementation planning.

PTS Solutions

PTS worked with the Client to produce a comprehensive Proof-of-Concept (PoC) for multiple A&O software vendors. The PoC brought a team of client subject matter experts together, created requirements documents, managed the vendor workstreams, created a rating algorithm, and wrote all the evaluation documents. The team used the process to select a product and vendor. PTS then worked with the Client to onboard the vendor with the correct technical discovery details for this very complex project. The Client was able to select an A&O vendor with the assurance that proper due diligence had been followed. The A&O project thus became the first major effort to begin execution under the Client’s broader DR initiatives.


  • The Client was able to demonstrate proper due diligence in the selection of A&O software and vendor
  • The Client gained a clear understanding of its technical issues and roadmap items with the vendor that still need to be resolved
  • The Client was able to move forward with the execution phase of this critical piece of its broader DR initiative

Advisory services enable the Global US Financial Services Organization to demonstrate proper due diligence, gain a clear understanding of technical issues and execute a robust roadmap for critical infrastructure transformation. 

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