IMO-as-a-Service (IMOaaS)

Our Strategic Integration Planning (SIP) service provides a structured approach to designing and executing integration strategies. The plan helps align teams, prioritize actions, and allocate resources effectively to achieve deal synergies. Additionally, our service includes consulting hours, ensuring you receive expert guidance to customize and optimize your integration efforts according to your specific needs.

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Following the framework set by the SIP, our IMO Charter Template provides the necessary governance structure to support and fulfill the integration strategies outlined in the SIP. It defines roles, responsibilities, and operational guidelines to ensure effective execution and accountability. Our consulting service ensures the charter is effectively adopted, with full stakeholder engagement and customization to meet your organizational needs, driving commitment and collaboration across all parties involved.

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Our Integration Playbooks are your guide through the complex landscape of M&A integration, offering clear, actionable steps tailored to specific departmental needs—from IT and Finance to Human Resources, Sales, Marketing, and more. Each user-friendly, efficient playbook is built in Smartsheets and contains a comprehensive set of detailed tasks addressing every aspect of the post-acquisition integration. These playbooks are fully customizable to meet the unique needs of each organization. Moreover, our IMOaaS subscription includes consulting hours with our experts who will assist you in tailoring the playbook to your specific requirements.

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Monitor, track, and analyze your integration progress in real-time with customizable dashboards.

Our Dynamic Dashboards provide real-time insights into the progress of your M&A integration, automatically updating based on the status of tasks within your Integration Playbooks. These customizable dashboards offer visual progress tracking, highlight key metrics, and ensure transparency across all levels of your organization.

Equip yourself for transformation with our Change Management Guide, which will navigate you through every aspect of the transition process and ensure that your change management efforts are strategic, measurable, and effective.

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Maintain clear and consistent messaging throughout your integration process with expertly crafted communication tools and templates, including:

• Communication Playbook that outlines over 250 crucial communication tasks from the pre-close through post-integration.
• Communication Process Flows that visually map out the steps required to execute a successful communication strategy.
• Communication Guidebook that walks you through every aspect of communication during the M&A integration process and comes with customizable, pre-written communication scripts, talking points, FAQs,and more.

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Central to the success of your post-acquisition integration is the establishment of the Steering Committee and the Integration Management Office (IMO). Our Governance Framework ensures teams are set up for success with the right people, focus, and processes.

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Our easy-to-use, customizable reporting templates enable you to track critical milestones, identify potential risks, and provide stakeholders with concise, summary-level updates to maintain alignment across teams. Our retrospective process facilitates constructive feedback and insightful discussions that drive continuous improvement.

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