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Charters
- Information Technology
- Finance
- Legal
- Human Resources
- Communication
- Marketing
- Sales
- Integration Team Support
- Field Support
- Operations
- Quality
- Facilities
Information Technology Integration Charter
Objectives
- Seamless Day 1 execution
- Create the structure for a successful IT Integration
- Discover risks & opportunities to business systems integration
- Enable collaboration, gain efficiencies, optimize spend
- Operationalize IT for long-term sustainability & growth ...
Finance Integration Charter
Objectives
- Ensure Acquired Co. operations are sufficiently funded for ramp up
- NewCo sales maximization
- Ensure Acquired Co. financials are accurately represented for Acquirer consolidation
- Determine short term and long-term financial reporting of Acquired Co.
- Establish Transfer Pricing and Tax strategy
- Full integration to Acquirer financial systems (short term and long-term)
Legal Integration Charter
Objectives
- Understand Acquired Co. current legal process and establish model for future support
- Mitigate risk and support execution of successful integration of Acquired Co.
- Support growth of competency in new technology
- Support optimization of Acquired Co. corporate structure
Human Resources Integration Charter
Objectives
- Seamless Payroll Transition
- Communication
- Employment & Org. Structure
- Systems
- Total Rewards & HR Operations
- Employee Experience
- HR Program Implementation
Communications Integration Charter
Objectives
- Streamlined Announcement Communications:
- Communicate the right message to the right audience at the right time when we announce
- Welcome Acquired Co. employees to Acquirer and minimize uncertainty where possible through a regular cadence of updates
- Excite employees about the opportunities to accelerate our growth in 2025 with this acquisition
- Develop Post Close Branding Transition Plan
- Understand any impact to our 2025 sustainability goals
- Develop Post Close Communication Plan and Process
- Leverage key events such as trade shows
- Establish the go forward process for external communications from Acquired Co. upon close
- Total Rewards & HR Operations
- Employee Experience
- HR Program Implementation
Marketing Integration Charter
Objectives
- Day 1 readiness
- Alignment
- Kick-off Day 2
- Ongoing
- Define Primary LC/MS Workflows and go to market plan
- Coordinate with Chemistry Team
- Build coordinated strategic marketing plan
- Coordinate with Product Team
- Develop 1st year tactical plan
Sales Integration Charter
Objectives
- Create Sales Strategy
- Interim Sales process
- Interim Quote to Cash Process
- Sales process roadmap
- Sales and content strategy
Integration Team Support Charter
Objectives
- Day 1 Communication to Field Sales and Services
- Service and Support capacity requirements for 2025/2026 rapid growth expectations.
- Determine plans and timing of integration into Acquirer Support systems
- Develop short term service strategy
- Understand support and service structure for software products
Field Sales Integration Charter
Objectives
- Identify complementary synergies
- Determine cross-selling opportunities
- Message alignment for customers/sales advocacy
Operations Integration Charter
Objectives
- Acquired Co. product is available for shipment to meet business demand
- Product distribution to customers
- Field service spare parts/warranty return availability
- Critical suppliers are suitable
Quality Integration Charter
Objectives
- Build relationships with team and establish partnership
- Complete full assessment of the quality system and processes
- Determine and build plan to close any critical quality system gaps
Facilities Integration Charter
Objectives
- Lease Review (now)
- Lease Review (30 Days)
- Lease Review (60 Days)
- Health, Safety, Environment (90 days)
- Duty of Care Considerations (30 days)
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