Templates

Integration Leaders

IMO Leader

Fred Dimonez

Team Leaders

  • HR: Kathryn Peters
  • IT: Jeff Tomlinson
  • Finance: Elizabeth Franzen
  • Operations: Greg Matthews
  • Sales: Barry Eagers

Integration Goals

  • Save $15M in costs
  • Achieve cross-selling revenue of $50M
  • Retain > 90% key employees

Measures

  • Cost savings
  • Cross-selling revenue
  • Employee retention
  • Market share

High-Level Initiatives

Integrate product lines
Harmonize benefits and payroll
Cross-train sales teams
Reduce shared IT infrastructure
Leverage combined purchasing power

Approach to Integration Planning

Analysis

  • Compare organizations
  • Identify initial opportunities for integration
  • Identify barriers to integration
  • Determine integration governance

Validation

  • Review Analysis phase
  • Obtain clarification on findings
  • Validate direction
  • Approve non-difficult decisions
  • Review with integration teams

Design New Operations

  • Establish business targets
  • Determine org. structure
  • Identify infrastructure needs
  • Develop business cases
  • Determine employees retained

Implementation Planning

  • Define business processes
  • Develop detail project plans
  • Determine IT migration plans
  • Plan facilities move
  • Define financial targets

Implementation

  • Begin implementation of plans
  • Switch Acquirer to Acquiree's payroll and benefits
  • Closely track progress of plans

High-Level Schedule

Integration Phases AprMayJuneJulyAug SeptOctNovDec
Analysis
Validation
Design
Implementation Planning
Implementation

Major Milestones

Description Date
Same payroll9/15
Benefits harmonized10/1
All levels Organization Structure communicated10/1
Early cross-sales wins11/1
HR and Finance functions consolidated12/15
Acquiree on Acquirer IT systems12/31

Planning Budget

  • Marketing $50K
  • Information Technology $500K
  • Human Resources $100K
  • Sales $200K
  • Finance $100K
  • Operations $100K
  • TOTAL $1.05M

Reporting

Weekly Requirements

Integration Team will report to Steering Committee during semi-monthly meetings.


Integration will update reports every Friday for review by IMO Leader.

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