CASE STUDY - ACQUISITION PROGRAMME

CASE STUDY - ACQUISITION PROGRAMME

TASK: Set-up and manage an acquisition programme and post-acquisition integration tasks for IT business

ROLE: Project Manager/Consultant

ISSUES: Following a multimillion-dollar investment of the organisation was seeking to grow by acquisition and the requirement was to set-up and manage a series of work-stream for the post-acquisition tasks including integration of people, process and technology.

ACTION: Set-up the project role, goals, controls and then co-ordinated and managed project execution for the following.

LEGAL & REGULATORY: All legal, contractual work relating to acquisition / transfer of people, clients, suppliers, agreements, contracts, services. This to include necessary local and foreign regulatory issues.

HR AND STAFF: All HR related work including, contracts, handbook, on-boarding staff, culture, training, skills development, skills matrix

SERVICES: All service-related work to align with organisation, upload of contracts, products, services, pricing, helpdesk data, billing data, necessary documentation, guidance and training of staff on processes and technology

FINANCE: All finance and accounting work including nominal ledges, etc., integrationof accounts, set-up of reports (incl regulatory reporting )

COMPLIANCE: All matters relating to ISMS, QMS, SOC, ISO etc., necessary to maintain "their" and "our" standards and to plan the integration and harmonisation over agreed timetable.

MARKETING: All marketing including necessary branding (of premises, property, kit) and communication (to customers, suppliers, markets etc.)

CULTURE COMMUNICATIONS: All matters relating to culture and communication for "them" and "us" (both will have to make changes) and how the organisation integrate and work together

OUTCOME: Using a common-sense approach to project (tasks) and change (people & process) management, successfully completed acquisitions in across three jurisdictions with a clear road-map of tasks and responsibilities and were making progress in the right direction.

USEFUL GUIDANCE

Blog no. 1: typical post-acquisition integration tasks to align businesses

https://www.adaptconsultingcompany.com/2023/04/13/blog-no-1-typical-post-acquisition-integration-tasks-to-align-businesses/

Blog no. 2: risks of failure to properly integrate

https://www.adaptconsultingcompany.com/2023/04/13/blog-no-2-risks-of-failure-to-properly-integrate/

Blog no. 3: benefits of a clear target operating model and programme management office

https://www.adaptconsultingcompany.com/2023/04/13/blog-no-3-benefits-of-a-clear-target-operating-model-and-programme-management-office/

Blog no. 4: best practices for successful post-acquisition integration

https://www.adaptconsultingcompany.com/2023/04/13/blog-no-4-best-practices-for-successful-post-acquisition-integration/