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
M&A Integration Strategy Presentation to Board of Directors
Topics
Topics
Integration Team Structure
Integration Team Structure
Team Targets
Team Targets
The Challenge
The Challenge
Integration Team Mission
Integration Team Mission
Improving Financial Performance
Improving Financial Performance
 Growing the Business
Growing the Business
Non-Negotiables
Non-Negotiables
Merger Milestones
Merger Milestones
The Integration Process
The Integration Process
The Integration Process. (cont.)
The Integration Process (cont.)
Manufacturing/Operations Highlights
Manufacturing/Operations Highlights
Purchasing Highlights
Purchasing Highlights
Engineering Highlights
Engineering Highlights
Sales & Marketing Highlights
Sales & Marketing Highlights
Customer Support Highlights
Customer Support Highlights
Platform Highlights
Platform Highlights
Administration Highlights
Administration Highlights
Information Technology Highlights
Information Technology Highlights
HR/Communications Highlights
HR/Communications Highlights
Implementation Challenges
Implementation Challenges
Implementation Opportunities
Implementation Opportunities