Prepared by Steering Committee and IMO

Topics

Integration Team Structure
Team Targets
The Challenge
Integration Team Mission
Improving Financial Performance
Growing the Business
Non-Negotiables
Merger Milestones
The Integration Process
Manufacturing/Operations 
Purchasing 
Engineering 
Sales and Marketing 
Customer Support 
Platform 
Administration
Information Technology 
HR/Communications 
Implementation Challenges
Implementation Opportunities
 

Non-Negotiables

  • Business Planning Matrix – use Acquirer’s Business Planning Matrix
  • Corporate Identity – maintain three brands under a single corporate identity
  • Acquirer brand  – use as brand for all product support
  • Product Advertising – centralized
  • Treasury – centralized
  • Risk Management – Property, Casualty, Workers’ Comp,  Product Liability – centralized
  • Fiscal Year – same for both companies
  • Peoplesoft (HRIS) – implemented within 3-12 months
  • Benefits, Compensation, Administration, Severance, Incentives based on short-term EVA – centralized by January
  • Performance Management, Succession Planning – centralized ...


Slide titles:



M&A Integration Strategy Presentation to Board of Directors

Topics

Integration Team Structure

Team Targets

The Challenge

Integration Team Mission

Improving Financial Performance

Growing the Business

Non-Negotiables

Merger Milestones

The Integration Process

The Integration Process (cont.)

Manufacturing/Operations Highlights

Purchasing Highlights

Engineering Highlights

Sales & Marketing Highlights

Customer Support Highlights

Platform Highlights

Administration Highlights

Information Technology Highlights

HR/Communications Highlights

Implementation Challenges

Implementation Opportunities