Risk Management for Perfex CRM – ERM Register, KRI Alerts Heatmap

Risk Management brings enterprise risk governance inside Perfex CRM. Risks live in a central register with an owner and a linked business object; assessments score them on an Impact × Likelihood matrix; key risk indicators pull real numbers out of the modules you already run and raise warning and critical alerts on their own; action plans treat the risk and are rated for the reduction they actually delivered; and when something does go wrong, the loss event is recorded, investigated and costed. The executive dashboard and 5×5 heatmap put the whole picture on one screen.

The module follows the structure of ISO 31000 and the COSO ERM framework: a configurable matrix, defined risk levels, assigned ownership, documented treatment and measured effectiveness.

What you get

• A centralized risk register with full lifecycle tracking on one record.
• Quantitative scoring on a 3×3, 4×4 or 5×5 matrix you configure yourself.
• Key risk indicators fed automatically from integrated Perfex modules, with warning and critical thresholds.
• Automated responses: status changes, suggested action plans and notifications when a threshold is crossed.
• Loss events with impact analysis, root cause analysis and contributing factors.
• An executive dashboard with eight KPI cards, a 5×5 heatmap and distribution and trend charts.