Executive summary

A method for sequencing an acquisition integration and fixing how synergies, retention, and cost will be measured before the first dollar of synergy is claimed.

What is inside

What the roadmap and measurement architecture covers

The asset walks an IMO lead and a measurement lead through phasing the integration, mapping dependencies such as systems team availability, setting milestones and gates on the approved tranches, writing a KPI dictionary with formulas and owners, freezing cost and revenue baselines at close, and setting targets copied from the approved case. It ends with a milestone and gate register, a KPI dictionary entry, and a dependency register.

  • Turning an approved integration approach and operating model into a phased roadmap
  • Sequencing around Day 1, systems availability, and customer calendars
  • Milestones, dependencies, and gates tied to funding tranches
  • A KPI dictionary for synergies, retention, and integration cost
  • Baselines frozen at close so synergies are measured against the right starting point
  • Separating integration attrition from normal churn
  • A baseline-to-target plan the whole integration is measured against