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.