Acquisition Integration Playbook Development
VIP SOLUTIONS CASE STUDY
Private Equity
INDUSTRY
150
EMPLOYEES
$50M
ANNUAL REVENUE
BACKGROUND
Our Private Equity client needed to enhance the integration process of their platform for upcoming tuck-ins. This project required the implementation of project management processes and development of “playbooks” that could be used for repeated use on future acquisitions.
OBJECTIVES
Prepare repeatable processes for tuck-in acquisitions
Project manage integration activities
Transition from EXA Colo to EXA Cloud
SOLUTIONS
Prepared acquisition integration playbook, project management tracking, and reporting dashboard
Tracked and reported on contracting plan
Provided user training of new cloud system
Tracked and reported on accounting transition plan
Developed and project managed the acquisition plan and IT enhancement activities
STATUS DOCUMENTATION
