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Achieving integration success

Helping small to mid-size companiesachieve post-merger integration success.


Introducing the PMi Link®

The web-based software platform provides a systematic methodology for all functional groups of merging companies to plan, execute and quantify performance of a post-merger integration program.


The PMi Link increases ROI and Company Value

• Accelerate the post-merger integration program• Leverage synergies to optimize best business practice and savings

• Control integration expenses

• Empower and retain quality human resources


The PMi Link is the connective link uniting allfunctional groups within an organization.

• Web-based Software Platform

• Identifies Integration Activities

• Provides Common Templates for Planning and Integration

Meetings

• Builds the Preliminary Plan

• Executes the Action Plan

• Quantifies Results to Measure and Monitor Performance

Overview


• Common format for the entire organization

• Real-time database

• Enables virtual meetings with multiple users

• Accessible anywhere, anytime… globally

Web-based Software Platform


• Select integration activities from a library of over 400 suggested activities

• Customize activities to fit your company and program

• Establish priorities

Identifies Integration Activities


• Functional group teams work together on a common platform (virtually or face-to-face)

• Data populates PMi Link information base

• Focus on team contribution breaks cultural barriers

• Team consensus creates accountability

Provides Common Templates for Planning and Integration Meetings

Pre-Plan

Action Plan


• Construct the Preliminary Plan using planning templates

• Assess both organizations to identify synergies

• Define a desired result for each activity

• Detail planned integration costs and potential synergy savings

Builds the Preliminary Plan


• Transition Preliminary Plan into a working Action Plan

• Facilitate weekly transition team meetings virtually to monitor progress and create accountability

• Update financial projections weekly

• Color-coded indicators highlight project status

Executes the Action Plan


• Understand the financial impact of each decision

• All charts are instantly updated as teams revise projections

• Gain “at-a-glance” status of the integration program

• Assure transition program is on schedule and meeting all targets

Quantifies results to measure andmonitor performance

P & L

FinancialImpact

Project Management

KPI’s


Bottom line - the PMi Link helps your company:

• Assess each functional group in the merging company

• Identify synergies to leverage best business practice and savings

• Develop the Preliminary Plan prior to closing the deal

• Execute the Action Plan on Day 1 after closing

• Quantify performance

• Minimize disruption costs to ongoing business

• Accelerate the integration process

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Documents

pmi link

business practice

common templates

functional

web

planning

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measure