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
Customized Playbook Case Studies