Customized Playbooks

Our integration playbooks are customized for each client based on their specific requirements and user needs. We do them for companies who need a structured process and readymade tools to help them be handle acquisitions as efficiently as possible.

Client Challenges

• Inconsistent approach to managing post-acquisition planning and execution
• Inability to transfer experience and knowledge from one integration team to another
• Undocumented processes, roles, and responsibilities for integration activities
• No established tools and templates to harvest efficiencies

Key Benefits

• Facilitate a structured approach and methodology to integrating newly acquired companies
• Provides modularity so that process and tools aligned with your most common transaction scenarios
• Provide reusable tools and templates to support integration activities ranging from Day 1 thru the first 100 Days
• Easy to train & implement

Lessons Learned

• “Playbooks” consist of templates but do not include a proven methodology
• Processes are poorly documented and difficult to scale or replicate
• No training on playbook application for IMO users
• Playbook is not updated to harvest learnings from recently completed integration activities

What We Do

• Applicable to all acquisition scenarios (bolt-on, platform consolidations, adjacent market acquisitions, vertical integrations etc.)
• Flexibility to accommodate varying transaction sizes and levels of complexity
• Accommodations for geographic nuances & integration requirements
• Applicability to full, functional and/or partial integration scenarios