Merger Integration: Delivering on the Promise - Booz Allen Hamilton
Merger Integration: Delivering on the Promise - Booz Allen Hamilton
Merger Integration: Delivering on the Promise - Booz Allen Hamilton
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e-<str<strong>on</strong>g>Merger</str<strong>on</strong>g>: Expediting PMI Informati<strong>on</strong> Flows<br />
The Internet has an obvious role in post-merger integrati<strong>on</strong> (PMI), as it does with most informati<strong>on</strong>-intensive processes.<br />
At AESTIX, a <strong>Booz</strong>•<strong>Allen</strong> & Hamilt<strong>on</strong> subsidiary, we’ve developed a Web-based tool called e-<str<strong>on</strong>g>Merger</str<strong>on</strong>g> to facilitate preclose<br />
planning and post-merger integrati<strong>on</strong> work (see Exhibit 13). The e-<str<strong>on</strong>g>Merger</str<strong>on</strong>g> tool provides baseline, synergy tracking,<br />
and program management functi<strong>on</strong>ality and dramatically collapses <strong>the</strong> time frame for a given merger. It also provides a<br />
comm<strong>on</strong>, secure, and ubiquitous platform for <strong>the</strong> assembly and disseminati<strong>on</strong> of “clean room” documents. Access is<br />
customized to an authorized user’s needs.<br />
e-<str<strong>on</strong>g>Merger</str<strong>on</strong>g> jump-starts <strong>the</strong> integrati<strong>on</strong> planning process, especially for large multinati<strong>on</strong>al companies c<strong>on</strong>tending with<br />
highly fragmented informati<strong>on</strong>, differing accounting standards, and o<strong>the</strong>r inc<strong>on</strong>sistencies across geographies. It helps<br />
senior executives and managers make better, faster, and more informed strategic and operati<strong>on</strong>al decisi<strong>on</strong>s.<br />
Exhibit 13. Elements of <strong>the</strong> e-<str<strong>on</strong>g>Merger</str<strong>on</strong>g> Tool<br />
Baseline Synergy Tracking Overall PMI Management<br />
Operati<strong>on</strong>al Baseline<br />
Financial<br />
Baseline<br />
Headcount<br />
Synergy Tracking<br />
Program Management<br />
Industrial<br />
Logistics<br />
Product Planning /<br />
Product Development<br />
Purchasing<br />
IS / IT<br />
Sales / Finance<br />
HR<br />
Commercial<br />
P&L by Brand<br />
Cash Flow<br />
by Brand<br />
Balance Sheet<br />
by Brand<br />
By Functi<strong>on</strong>…<br />
Actuals<br />
• By Functi<strong>on</strong><br />
• By Level<br />
Headcount<br />
Tracking<br />
Financials<br />
(Targets and Actuals)<br />
• P&L<br />
• Cash Flows<br />
• Balance sheet<br />
– By Brand<br />
Synergy Target by<br />
Functi<strong>on</strong> and Project<br />
Synergy Tracking by<br />
Functi<strong>on</strong> and Project<br />
Synergy Tracking by<br />
Team and Project<br />
Master Meeting Schedule<br />
Team C<strong>on</strong>tacts<br />
Master Repository<br />
• By Functi<strong>on</strong><br />
• By Topic<br />
• By Any Criteria<br />
• Organizati<strong>on</strong>al Structure<br />
• All Documents<br />
Master Data List<br />
Team Update<br />
More…<br />
Source: <strong>Booz</strong> • <strong>Allen</strong> & Hamilt<strong>on</strong><br />
We judge <strong>the</strong> quality of our<br />
work just as our clients do — by<br />
<strong>the</strong> results. Their c<strong>on</strong>fidence in<br />
our abilities is reflected in <strong>the</strong><br />
fact that more than 85 percent of<br />
<strong>the</strong> work we do is for clients we<br />
have served before. Since our<br />
founding in 1914, we have<br />
always c<strong>on</strong>sidered client satisfacti<strong>on</strong><br />
our most important measure<br />
of success.<br />
C<strong>on</strong>sistent with our<br />
positi<strong>on</strong> as a business thought<br />
leader, <strong>Booz</strong> •<strong>Allen</strong> sp<strong>on</strong>sors<br />
strategy+business, a quarterly<br />
magazine c<strong>on</strong>taining <strong>the</strong> best<br />
ideas in business. Visit <strong>the</strong><br />
<strong>Booz</strong> •<strong>Allen</strong> Web site at<br />
www.boozallen.com or <strong>the</strong><br />
strategy+business Web site at<br />
www.strategy-business.com.<br />
For more informati<strong>on</strong> about<br />
achieving excellence in merger<br />
integrati<strong>on</strong>, please c<strong>on</strong>tact any<br />
member of <strong>the</strong> <strong>Booz</strong>·<strong>Allen</strong> team:<br />
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