Post-merger Integration Process

The Inchieve Systematic Methodology

No post-merger integration program is simple. But, it must happen FAST!

1. Senior management must provide direction by establishing and communicating a clear set of goals.

2. A leadership team must be formed and empowered to execute merger integration activities.

3. The entire management team representing all functional groups of the organization must be committed to accept and manage the needed change.

4. A web-based systematic methodology must be employed for use throughout the entire organization.

5. Merger integration activities for all functional groups in the organization need to be identified.

6. A Pre-Plan to assess the merging businesses, identify synergies and establish a budget must be completed prior to deal closing.

7. After closing, the Pre-Plan must be transitioned into a formal working Action Plan by team members from both organizations to leverage all identified synergies.

8. Weekly integration team meetings must track and monitor Action Plan status, costs and projections.

9. Metrics monitoring financial impact, P&L comparison, project management status and KPI's must be scrutinized and documented.

10. Communicate, communicate and communicate some more!

The PMi Link software captures this proven methodology and provides the process to manage your post-merger integration program.