Benefits of Add-on Integration Assessment
- Reduce Distractions: Management can focus on the business and reduce distractions for customers and operations.
- IMO Tools to Support Efforts: Gain access to IMO tools, frameworks, and processes.
- Protect Your Investments
- Faster Integration: Integrate quicker so there are fewer longtail integration issues to manage in future years.
- Knowledge Transfer: Management learns to run the integration of future acquisitions with less support.
How IPC Works with Your Teams
Within a few weeks, IPC can leverage its experience with handling hundreds of integrations and deliver an initial assessment with the following key objectives/deliverables.
- Identify the status/level of integration of add-ons to the platform for fundamental areas.
- Provide main levers/quick hits to execute to integrate the chief focus areas further.
- Deliver/document future-state operating model for the platform to support more value creation.
- Deliver roadmap/plan to achieve full integration.
Integration Assessment Framework
- Meet with Management to share project scope and approach.
- Understand the background and history of add-on, including strategic rationale and investment thesis.
- Submit integration questionnaire for management to complete and data requests (past integration checklists, documentation, synergy anaylysis, value-creation plans, etc).
- Prepare and share management interview agenda; schedule meetings.
- Review available data and the questionnaire and develop an initial assessment.
- Perform integration assessment interviews for add-on.
- Assess critical and non-critical areas for integration.
- Understand add-on and related integration nuances.
- Update DRL and resubmit as needed.
- Develop initial red-flag report outline.
- Continue to research, analyze, and assess integrations.
- Draft and finalize deliverables report.
- Update DRL and resubmit as needed.
- Submit deliverables report to client.
- Hold client readout session.
- Update and finalize deliverables report.
