Our services
Post Acquisition Integration Strategy
Acquisitions create organizations with disparate operations 100% of the time. We partner with you to understand & develop your strategic future-state organizational design, synergy and value creation goals, post-acquisition. We’ll guide you through defining operational & visibility strategies that feed into strategic planning sessions, outputting cost-effective short and long-term roadmaps that 1) minimize re-work, 2) realize goals and 3) align to a well-designed future-state way of operating. We also offer operational integration execution services such as process and tool integration execution to ensure execution is aligned to the strategy and future-state goals.
Data Strategy & Reporting Design
Data-driven, proactive management begins with leaders having the right accurate information available to monitor, adjust and manage their teams, businesses, clients, products and/or services. Partner with us to design a plan to align data across your organization to achieve accurate visibility. This service is a vital component of post-acqusition integration and digital transformations as it ensures there is intentional planning dedicated to enabling leadership access to accurate visibility across all businesses & functions, and that processes are in place to enable sustainable access to quality data and information.
Strategic Planning & Prioritzation
Each organization has unique requirements for their strategic planning, budgeting & prioritized roadmapping process that enable holistic & transparent execution. We work with clients to develop & implement strategic planning processes, improve existing processes, and facilitate holistic & effective strategic planning with the following outputs: clearly prioritized, strategic roadmap, budget and tracking process to monitor and manage. During transformations & post-acquisition, it is challenging to manage through the collision of an in-flight strategic roadmap and a newly developed roadmaps. We facilitate holistic re-prioritization working sessions to ensure there is a clear path moving forward.
Cross-Functional Program Management
We offer the highest quality strategic cross-functional program management services to ensure that complex initiatives are managed effectively, efficiently and transparently. We bring leadership and collaborative facilitation to all executive status meetings and are thoughtful in escalating risks and issues working closely with our clients, respecting their time, while remaining communicative and transparent. During post-acquisition and transformation initiatives, our IMO/Transformation Office Leadership & strategic cross-functional program management is key to successful monitoring and tracking key activities such as: synergy realization, value creation, ERP goal achievement & related risks.
Process Design & System Implementation
Having well-designed, well-implemented and well-followed business process is the key to smooth operations, timely and quality data and reporting, and happy employees and customers.. Designing & implementing a successful process includes discovery, digestion, analysis, collaboration, feedback, buy-in, approvals, testing, training and communication. We partner with you to design processes that are effective within your teams and across teams, functions or business units. The majority of process efforts require tool or system updates and/or implementations. We define and track clear requirements and often are the IT business partner through implementation. During transformation projects or post-acquisition, we work with you to understand, standardize or improve, or re-engineer processes to ensure accurate data visibility and smooth operations.
Data Analysis & Financial Modeling
Data-driven decisions and business cases for revenue-generating, cost-saving or operational improvement initiatives involve analysis to understand impact, opportunity and/or risk and are key inputs to strategic planning, budgeting and roadmapping. We work with leaders, BI & finance, systems admins, analysts, etc. to understand the data available within your organization and develop a transparent methodology to model these scenarios in the most accurate way. During post-acquisition engagements, analysis & modeling around synergy realization and value creation is often a supplemental service we provide to ensure that the integration decisions & projects being executed are driving the value expected from the acquisition. During Transformations, business cases can inform timelines and Phasing of rollout depending on modeled costs.