| | Objectives - Expected benefits to clients | What we do - Key deliverables | Our value-add |
ISMS1 Integration Strategy and Blueprint | Ensure deal strategic goals are translated into actual workplans
Define the key deliverables, risks and solutions to be implemented
Share integration priorities and path.
Enable aligned communication to the different layers of the organisation.
Diminish risks of mis-communication.
| Review of strategic analysis.
Subject-matter interviews on risks and issues.
Value mapping.
Blueprint drafting.
Integration strategy design workshop.
| Check list of potential risks and issues for accelerated review.
Hands-on expertise on each critical subject. |
ISMS2 Day One Planning and follow-up | Secure control from day 1.
Ensure no major disruption in the day-to-day job. | Joint meetings on key functional or operational aspects.
Design of shared workplans and resource allocation for each function. | Implementation of win-win approaches - positive mindset.
Templates and subject-matter expertise upon request.
Ability to propose external resources to support implementation.
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ISMS3 Integration programme Office (IpO)Design | Design the Integration Office before Integration Project launch.
Customise the templates and procedures required for the project management. | Propose project architecture to tackle risks and issues and integration objectives.
Propose templates and procedures to project manager and executive team.
Customize IT workflow platform if selected.
Prepare Integration Project Roll-out at task-force level.
| Office design quality review process.
Working experience of alternative templates and procedures.
Experience in large-scale projects and related mobilisation and cascading plans. |
ISMS4 Integration Task Forces' Activation and Optimisation | Ensure early definition of task forces adressing integration objectives and risks.
Secure resource identification and availability according to task forces' needs.
On-board and train the task forces' managers and members according to project management requirements.
Secure value-add and timely reports from the task forces.
| Propose list of adequate task forces and distribution.
List all necessary resouces and secure availability.
Design and implement on-boarding process.
Facilitate taks forces meetings when required.
Organise report backs and issue resolution with IPO. | Ability to identify and on-board any required form of specialisation and expertise.
Experience in roll-out procedures across business units and geographies.
Cooperative mindset and attention to win-win approaches. |
ISMS5 Transition Planning and Tactical Optimisation | Consolidate functional and operational workplans in a Master Integration Plan.
Ensure compliance of workplans with key milestones and external constraints.
Align resource allocation with plans and constraints.
| Joint preparation of workplans per functional or operational domain
Consolidation of a Milestone Plan.
Identification of key interdependencies and resource issues. | Experience in complex and pluri-disciplinary project management.
Experience of merger- webs or comparable IT tools.
Cooperative mindset and attention to win-win approaches.
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ISMS6 Integration Risk and Compliance Management | Factor into the integration plan the different outputs of the due diligences.
Secure early identification and resolution of major risks and compliance issues.
Secure the link between the IpO and the Audit and Risk Management Departements and Committees.
| Preparation of joint Due Dilligence workshops.
On-boarding of the Risk Management people into the IpO (Integration Programme Office).
Design and Implementation of the Compliance Review process. | Potential leverage of Sox experts, internal audit advisors, risk managers or lawyers.
Experience in complex project management and potential issues.
Pro-active and cooperative risk management with functional and operational experts.
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ISMS7 Synergy Identification and Tracking | Secure the link with the preliminary strategic analysis.
Secure the contribution of the Financial and Operational Control.
Design and implement the iterative synergy workplan and templates and procedures.
Secure timely and reliable reports from the task forces and relevant consolidation of information. | Propose a workplan and an organisation to deliver.
Customise templates and consolidation processes.
Design top-down goal-setting and implement it.
Organise roll-out and supporting workshops and information-sharing.
Organise reporting process and support data management.
| Successful experience of synergy-based complex integration plans.
Potential leverage of subject-matter experts to second finance organisation. |