Benefits

• Reduced management effort
• Faster integration results
• Greater synergy value captured
• Real-time view of activity and results
• Higher-quality planning based on better data
  

Dashboard

Real-time information at your fingertips

The INTEGRATOR dashboard is a secure web interface for managing every dimension of M&A integration, programs and projects, and data calls. Though your initiatives are complex, the INTEGRATOR dashboard was designed for unprecedented ease of use. Executives can begin using the INTEGRATOR dashboard within minutes. Even program office power users can fully master the dashboard in a few short hours.

What will you do in your INTEGRATOR dashboard? Click the links below for details.

• Define and enforce strategic objectives
• Define teams
• Define integration plans
• Update and track integration activity — continuously
• Manage visibility and rights — automatically
• Delegate projects and tasks
• Track financial impact — automatically
• Turbo-charge data calls
• Manage working documents
• Control access and privileges
• Administer dashboard data
• Provide resources for the integration team

 

Define and enforce your strategic objectives

• Effectively publish the last word on deal and integration objectives
• Ensure all team leads are on the same page
• Ensure projects, synergy targets all align with objectives

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Define teams

• Identify team lead or leads from each organization
• Manage individual team memberships
• Manage visibility of activities by team membership
• Program office can create hierarchy of teams
• Program office can assign team leads and members
• Team leads can add new team members

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Define integration plans

• Import initial projects, tasks directly from Microsoft Excel® files
• Create new projects from within the dashboard
• Multiple teams can create and add project plans in parallel
• Program office can review and modify as desired
• Create a library of common projects for re-use
• Define and assign financial targets by project and team

 

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Continuously update and track integration activity

• Track projects, tasks, issues, and synergies
• Handy expandable outline of projects
• View by team, department, status, merger phase, urgency, etc.
• Open any project for task lists, issue tracking, synergy values, etc.
• Update status, add status comments, attach documents
• Any update is instantly visible everywhere (with proper access)

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Automatically manage visibility and edit rights

• Total “downstream-only” visibility and edit rights
• Executive team, program office can view all items
• Program office can edit all items
• Team leads can view, edit all items within their teams
• Individual contributors can view their own items
• User, time, & date stamp history of all edits (status, comments, attachments etc.)

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Delegate projects and tasks

• Assign and reassign items to team members
• Assigned items appear in “My Tasks” pages
• Automatically notify affected task owner (optional)

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Track financial impact automatically

• Assign financial targets for projects or synergies
• Track target values versus actual values
• Model one-time or recurring values, by month, quarter or year
• Assign departmental, accounting, or synergy type categories
• Built-in graphs of impact by quarter, department, team, category, etc.
• Program office may review / validate entries by teams

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Turbo-charge data calls

• Full dashboard visibility of all data calls
• Request, collect, aggregate, and analyze automatically
• Track progress, results, compliance automatically
• Thousands of applications
• See Data Calls page for details

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Manage working documents (program office, team leads)

• Project documents: attach working documents to projects, tasks, issues
• Transaction archive: deal-related documents
• Due diligence documents: Secure in INTEGRATOR, or use e.g., Merrill DataSite
• Maintain a library of tools and templates
• Control access by sensitivity, role, team, need-to-know
• Per user: Invisible, List Only, View Only, Modify-and-Update
• Maintains all previous versions

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Control access and privileges (program office)

• User must accept info security policy for broader access
• Dashboard options determined by user’s role, teams, profile
• Program manager can update user’s role, team, profile
• Program manager or team lead can instantly revoke access

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Administer dashboard data (program office)

• All capabilities accessible by non-technical users
• Import users, teams, projects and more
• Import MS Excel spreadsheets directly
• Define organizations, teams, etc.
• Load or remove documents
• Add, remove, update users
• Update or correct user profile data

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Provide resources for the integration team

• Post news, merger FAQs, objectives, and more
• Searchable team and team member rosters
• Automated org chart view of either/both organizations
• Post executable security policy for all INTEGRATOR users
• Maintained by non-technical administrator

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