Integration Playbooks
Your Blueprint for M&A Integration Success
Our M&A Integration Playbooks are designed in Smartsheet to provide a detailed and customizable framework for effective integration planning. Featuring hundreds of milestones and tasks that anticipate nearly every integration scenario, these playbooks offer clear, actionable steps that can be tailored—or removed—to fit your organization’s unique needs. Regularly updated to incorporate evolving best practices, our playbooks deliver the structure and insights needed to tackle even the most complex integrations with confidence.
- Finance
- IT
- Human Resources
- Sales
- Marketing
- Professional Services
- Managed Services
- Operations
- R&D/Product Management
- Vendors/Suppliers
- Facilities
- Legal
- Manufacturing
- Each playbook is crafted with precision, integrating hundreds of tasks that are based on industry best practices and our extensive experience in leading over 120 M&A integrations.
- The tasks within each playbook are clearly explained, ensuring you understand the purpose and strategic importance of each step. Spanning up to 300 days post-close, tasks can be prioritized, modified, or removed depending on their relevance to your environment.
- Our playbooks are designed to be dynamic and adaptable, able to be customized to fit the unique vertical and culture of your organization.
Structured for Clarity and Ease
- Our playbooks are built into the Smartsheet tool, making them incredibly user-friendly and efficient while enabling the creation of task dependencies and streamlined project management.
- Each departmental playbook features expandable sections with detailed milestones and tasks, organized by key topics. For example, in the Sales playbook, you’ll find sections on Sales Operations, Pricing Strategies, Processes and Procedures, and more.
- This structured approach allows for seamless navigation and management of complex integration activities, fully customizable to meet the unique needs of your organization.
- For added flexibility, the playbooks can be extracted to Excel or CSV files, allowing easy uploads into any project management tool you use.
Enhanced with Out-of-the-Box Dashboards
Another key benefit of our Integration Playbooks is the built-in dynamic dashboards which provide real-time insights into your integration progress, allowing you to effortlessly monitor and analyze key metrics.
- Track and visualize your progress in real time
- Highlight key metrics for quick decision-making
- Ensure transparency across all levels of the organization
- Identify bottlenecks and take action to resolve them
- Allocate resources efficiently to maintain momentum
- Keep all stakeholders aligned and informed
By transforming data into actionable insights, our dashboards are essential tools for managing a successful integration.
Why Choose Integration Playbooks?
Out-of-the-Box Readiness
Each playbook comes loaded with hundreds of tasks derived from proven best practices, ready to be implemented.
Customizable
Tailor your playbook to address the specific challenges and opportunities of your acquisition, ensuring alignment with your company’s strategy and culture.
Expert-Driven
Developed by seasoned M&A professionals with extensive field experience, ensuring you have access to knowledgeable and practical insights.
User-Friendly Technology
Integrated into Smartsheets for ease of use, facilitating better tracking and management of your integration process, complemented by powerful dashboarding capabilities.