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

VIP Solutions Case Study

Prepare repeatable processes for tuck-in acquisitions

Acquisition Integration

Project manage integration activities

Transition from EXA Colo to EXA Cloud

SOLUTIONS

IT Roadmap

Prepared acquisition integration playbook, project management tracking, and reporting dashboard

Tracked and reported on contracting plan

Provided user training of new cloud system

Case Study Icon

Tracked and reported on accounting transition plan

Developed and project managed the acquisition plan and IT enhancement activities

STATUS DOCUMENTATION

Acquisition Integration Playbook Document