Agenda

VISION FOR INTEGRATION
TRANSACTION TIMELINE
HIGH-LEVEL INTEGRATION GOALS
MANAGEMENT OF INTEGRATION
INTEGRATION GOVERNANCE MODEL
STEERING COMMITTEE
WORKSTREAM LEADERS
THE INTEGRATION PROJECT
CHARTER EXAMPLE
TARGET OPERATING MODEL
CREATE A POST-IT NOTE FOR EACH MILESTONE
WALK-THE-WALL ILLUSTRATION
WORKSTREAMS AND FUNCTIONS
DATA SHARING PROTOCOLS
DROPBOX - DOCUMENT CONTROL
INTEGRATION PROJECT PLANS
NEXT STEPS

Vision for Integration

Acquirer's Strategic Intentions

  • Consolidate to a single brand
  • Preserve and enhance current operating performances
  • Preserve the value of assets
  • Consolidate operating environments (people, systems, processes, infrastructure) when feasible (cost/timing/impact)
  • Retain and enhance customer relationships with solutions-based engagements
  • Identify opportunities to leverage Acquired Co.'s services to other locations/clients
  • Enhance online reporting and account access capabilities for Acquired Co.'s customers

Transaction Timeline

January

IMO Kickoff: Jan 15

Day One: Jan 31

Weekly IMO meetings start

February

Quick Wins: Feb 28

Ongoing stakeholder communications

March

Cross-Organizational Teaming

Ongoing meetings as needed

April

Continued integration efforts

SteerCo meetings as needed

High-Level Integration Goals

Sales, Marketing & Operations
  • Sales: Harmonize compensation, align forecasting, engage key customers.
  • Marketing: Align advertising, branding, pricing, and hours. Provide collateral.
  • Sales Operations: Align deal enablement processes. Provide cross-company sales training. Consolidate customer data.
  • Customer Service: Harmonize tools, processes, and training.
Finance, HR, Legal & IT
  • Finance & Accounting: Harmonize reporting processes.
  • HR: Unify payroll, benefits, policies, and training systems.
  • Legal: Harmonize contracting processes and support compliance.
  • IT Infrastructure: Ensure common systems (ERP, email, phone) and stability. Install fiber at Acquiree site.
  • IT Applications: Migrate data to Sage environment. Install new Sage module.
Supply, Distribution & Facilities
  • Supply & Distribution: Harmonize certification, align dispatch and inventory management, and align stock capacity processes.
  • Facilities: Consolidate asset records. Harmonize environmental, health, and safety audits.

Management of Integration

A temporary organization structure has been created to govern the integration work.
Workstreams will be created consisting of cross-functional and cross-organizational teams to manage the integration work.
These teams will be expected to ensure the integration work is performed in a timely and efficient manner.

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