Post-Merger Integration Strategy and Teams

Agenda

• Integration Guiding Principles
• High-Level Integration Plan
• Integration Milestones on Timeline
• Value Drivers
• Governance Structure
• Governance Teams
• Steering Committee Roles & Responsibilities
• IMO Roles & Responsibilities
• Integration Meeting Cadence
• Integration Deliverable Examples

Integration Milestones

• Email cutover
• Network cutover
• Functional integration (HR/IT/Finance)
• Leadership organization structure
• First 30 days org changes (when needed)
• Interim month-end close process
• Communication plan (internal/external) pre-close through post-close
• HRIS cutover
• Payroll cutover
• Benefits cutover
• Confirm talent retention and transition plans
• Works Council and other employee matters (unions, etc. US/non-US)
• Go to market strategy
• Product roadmaps
• System identification and cutover planning ...