M&A Process


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Solution Features M&A Process

The M&A Process

The M&A process includes the following steps, all automatically enacted by the ProcessGene BPM software Suite:

M&A process step M&A process activity
Process mapping (both for the enterprise and for the merged/acquired organization)
  1. Define top level organizational functional areas (e.g. HR, Finance, Logistics). Naming conventions differ according to the modeling goal
  2. Determine lower-level, operational process names
  3. Delineate process flowcharts (diagrams)
  4. Define related entities (e.g process owners, roles, departments, IT systems, etc.)
  5. Allocate workgroups
  6. Conclude project scope methodology and timeline
Gap analysis
  1. Compare processes
  2. Identify gaps (automatically!)
Process-based consolidation
  1. Define the M&A guidelines and strategic goals
  2. Select business and functional areas for consolidation
  3. Align business processes to realize the M&A goals
IT change definition (optional)
  1. Relate consolidated processes and activities to relevant IT systems
  2. Define required IT changes and new interfaces
Process consolidation
  1. Define and schedule the process consolidation plan
  2. Monitor execution of the process consolidation plan
  3. Verify fulfillment of the M&A process goals
Consolidation audit
  1. Define and schedule audit plans
  2. Collect, analyze and store audit results
  3. Define, execute and follow-up the remediation plan
Monitor M&A fulfillment
  1. Track M&A status using dedicated dashboards
  2. Alert and communicate with related stakeholders through a dedicated control panel
Consolidation acceptance and closure
  1. Manage consolidation implementation approvals
  2. Generate presentations, training material, and documentation of the newly consolidated processes
  3. Generate M&A dedicated reports to management and stakeholders
M&A management in a Multi-Org environment
  1. Determine a global business process baseline with mandatory components
  2. Establish a workflow for examining local (subsidiary) variants
  3. Merge M&A outcomes with the operation of subsidiaries
  4. Compare and control process models both locally (per subsidiary) and globally from a central HQ cockpit

The ProcessGene Mergers and Acquisitions Software Users

The ProcessGene Mergers and Acquisitions software solution provides value to the following users:
  1. C-level management (CEO, CFO, CIO, CRO, COO)
  2. Board of directors
  3. Business Process analysts
  4. IT analysts and implementers
  5. Compliance officers
  6. M&A managers