1

Integration Process Implementation & Timeline

By Functional Area

2

Overall Integration Process Product Integration

• Determine overlapping products

• Determine high potential products

• Determine low potential products

• Review the similarities and differences of the new product intro process

• Determine product sourcing and alliance arrangements

– royalties– contract programming

• Determine which products to

– keep– kill

• Determine the completeness of the product lines and gaps to be filled

• Determine the optimal unified new product introduction process

– methods & timeline– staffing– in-house vs. contract

• Develop unified organization structure

• Identify skill gaps to be filled

• Develop customer care plans for those clients impacted by the product decisions

• Communicate planned actions on

– products– staffing– organization

structure– new product intro

process

• Rework as required based on input

• Initiate and execute plans to close skill gaps

June July August

1. Open Due Diligence Items

Completed

1 40 1 31 1 31

2. Product Integration

September

1

Merged Merged EntityEntity

inin

ExecutiExecutionon

ModeMode

3

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ADDITIONAL TEMPLATE PREVIEWS

Guides PMI Planning Guidelines Types of Merger Integration Approaches (Hostile vs. Friendly) How To Integrate Acquisitions Well Ways to Integrate - Ver2 7 Deadly Sins The First 100 Days CFO's Role in PMI Merger Communications Plan - Ver1 Merger Communications Plan - Ver2 (No Preview) Managing Receivables Blues Motivating the Teams Managing the Process

Integration Tools and Templates

Merger Integration Best Practices

Integration Initiatives By Functional Area

Integration Timeline By Functional Area

Integration Approach Kick-Off Presentation

PMI Planning & Execution Model

Integration Plan Example 1

Integration Plan Example 2

HR Integration Plan Example

PLUS HELP, COACHING, AND OTHER TOOLS TO GUARANTEE YOUR SUCCESS.

Overall Merger Integration Plan

Sales Force Merger Integration

Treasury Department Merger Integration

Presentation and Report Charts and Graphics - Big Time Saver!

Biotech Merger Integration Plan

Telecom Merger Integration Plan

New Business, Product, and Startup Ideas

MARKET, INDUSTRY, AND COMPANY, RESEARCH