Prepared by Steering Committee and IMO
Topics
Integration Team Structure
Team Targets
The Challenge
Integration Team Mission
Improving Financial Performance
Growing the Business
Non-Negotiables
Merger Milestones
The Integration Process
Manufacturing/Operations
Purchasing
Engineering
Sales and Marketing
Customer Support
Platform
Administration
Information Technology
HR/Communications
Implementation Challenges
Implementation Opportunities
Non-Negotiables
- Business Planning Matrix – use Acquirer’s Business Planning Matrix
- Corporate Identity – maintain three brands under a single corporate identity
- Acquirer brand – use as brand for all product support
- Product Advertising – centralized
- Treasury – centralized
- Risk Management – Property, Casualty, Workers’ Comp, Product Liability – centralized
- Fiscal Year – same for both companies
- Peoplesoft (HRIS) – implemented within 3-12 months
- Benefits, Compensation, Administration, Severance, Incentives based on short-term EVA – centralized by January
- Performance Management, Succession Planning – centralized ...
Slide titles:
![M&A Integration Strategy: Presentation to Board of Directors](/sites/default/files/styles/ppt_slide_thumbnails/public/M%26A-Integration-Strategy-Presentation-to-Board-of-Directors-1.png?itok=7q9GinV7)
M&A Integration Strategy Presentation to Board of Directors
![M&A Integration Strategy: Topics](/sites/default/files/styles/ppt_slide_thumbnails/public/M%26A-Integration-Strategy-Topics.png?itok=YNVpZVoc)
Topics
![Integration Team Structure](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Team-Structure.png?itok=Z56_KXMg)
Integration Team Structure
![Team Targets](/sites/default/files/styles/ppt_slide_thumbnails/public/Team-Targets-1.png?itok=Vg8dY2cO)
Team Targets
![The Challenge](/sites/default/files/styles/ppt_slide_thumbnails/public/The-Challenge-1.png?itok=R8Q6VWRO)
The Challenge
![Integration Team Mission](/sites/default/files/styles/ppt_slide_thumbnails/public/Integration-Team-Mission-1.png?itok=pIjvy9y_)
Integration Team Mission
![Improving Financial Performance](/sites/default/files/styles/ppt_slide_thumbnails/public/Improving-Financial-Performance-1.png?itok=UAL1xFIk)
Improving Financial Performance
![Growing the Business](/sites/default/files/styles/ppt_slide_thumbnails/public/Growing-the-Business-1.png?itok=13GT6EMT)
Growing the Business
![Non-Negotiables](/sites/default/files/styles/ppt_slide_thumbnails/public/Non-Negotiables.png?itok=QsEXMU-4)
Non-Negotiables
![Merger Milestones](/sites/default/files/styles/ppt_slide_thumbnails/public/Merger-Milestones-1.png?itok=N1vqn60G)
Merger Milestones
![The Integration Process](/sites/default/files/styles/ppt_slide_thumbnails/public/The-Integration-Process-1.png?itok=zaYamwrv)
The Integration Process
![The Integration Process. (cont.)](/sites/default/files/styles/ppt_slide_thumbnails/public/The-Integration-Process.-%28cont.%29-1.png?itok=sliiLEtk)
The Integration Process (cont.)
![Manufacturing/Operations Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/Manufacturing-Operations-Highlights-1.png?itok=KRvTCiPf)
Manufacturing/Operations Highlights
![Purchasing Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/Purchasing-Highlights-1.png?itok=To7cMfeZ)
Purchasing Highlights
![Engineering Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/Engineering-Highlights-1.png?itok=8lYmyJft)
Engineering Highlights
![Sales & Marketing Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/Sales-%26-Marketing-Highlights-1.png?itok=vtfaIy9g)
Sales & Marketing Highlights
![Customer Support Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/Customer-Support-Highlights-1.png?itok=r5JyKGAn)
Customer Support Highlights
![Platform Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/Platform-Highlights-1.png?itok=Xlc1vUg7)
Platform Highlights
![Administration Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/Administration-Highlights-1.png?itok=fnFcg98C)
Administration Highlights
![Information Technology Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/Information-Technology-Highlights-1.png?itok=z6gfuijx)
Information Technology Highlights
![HR/Communications Highlights](/sites/default/files/styles/ppt_slide_thumbnails/public/HR-Communications-Highlights-1.png?itok=1rkBReUX)
HR/Communications Highlights
![Implementation Challenges](/sites/default/files/styles/ppt_slide_thumbnails/public/Implementation-Challenges-1.png?itok=gQ98gBhG)
Implementation Challenges
![Implementation Opportunities](/sites/default/files/styles/ppt_slide_thumbnails/public/Implementation-Opportunities-1.png?itok=RaCAaFDr)
Implementation Opportunities