M&A Tools Overview
Tools & Modules
Modularity = easier to use with greater capability
Tool modules for every facet of M&A
Click to enable essential tools; hide the rest
Perfectly adapt M&A Tools to your business
Consistent, easy to learn UI across all modules
M&A Projects Portfolio
7 sub-modules
For corporate development, or multiple projects. Unlimited deal/project types and templates. User-configurable project stages / milestones. Pipeline analytics by progress, revenue, EBITDA, etc.
Diligence
5 modules + variations
Living, intelligent diligence checklists. Unlimited diligence templates. Labor saving workflow automation. Integrate checklists & DD documents. Automated alerts. Consolidated diligence analysis. Real-time Dashboard views.
Planning
4 + modules
Risks, Issues, Assumptions, and more. Optional separate, dedicated decision log. Disciplined workflow from identification to resolution. Let nothing “slip through the cracks”. Real-time Dashboard views. Automated alerts.
Implementation
13 + modules
Pre-close tools for integration planning. From simple acquisition integration checklists to detailed project management. Manage unlimited PMI work plan templates. Import from project management applications.
Value Capture
Infinite configurations
M&A software tools for capturing value and ensuring performance from each transaction. Detailed value capture plan. Capture synergy plan, actual, budget, forecast, and custom.
Reporting & Productivity
Features
Project status reporting. Real-time dashboard views. Summarize annual, quarterly, monthly performance. Plan development workflow.
Collaboration, Document Mgmt
Features
Pre-close tools for integration planning. From simple acquisition integration checklists to detailed project management. Manage unlimited PMI work plan templates. Import from project management applications.
User & Group Admin
Features
M&A software tools for capturing value and ensuring performance from each transaction. Detailed value capture plan. Capture synergy plan, actual, budget, forecast, and custom.
Approvals & Workflows
Features
Project status reporting. Real-time dashboard views. Summarize annual, quarterly, monthly performance. Plan development workflow.
Configuration / Management
Features
Pre-close tools for integration planning. From simple acquisition integration checklists to detailed project management. Manage unlimited PMI work plan templates. Import from project management applications.
Modules
Custom Modules
Occasionally a large integration, or specialized consulting practice, will need unique functionality that may not already exist in any system.
The problem: With traditional, non-EKNOW architectures, a very high threshold of need must be met before creating custom programmed functionality. This is because of the complexity, cost, delays, and risks associated with custom programming. Typically, custom programming also requires “forking” the software: creating a unique client code version which must be independently maintained indefinitely.
These issues do not exist with the EKNOW ToolBuilder architecture.
That’s why, without writing a single line of code, custom EKNOW M&A Tools modules have been built for use cases as diverse as:
- Special review workflow for 65,000 contracts
- Ongoing sales operations for 1 million+ customer accounts
- Complex employee compliance initiative for nearly 10,000 employees
- Site-based operations tracking across 70 countries
- Legacy IT asset tracking workflow
- Ground-up support delivery system
- Extremely short development time (i.e. usually at no cost)
- Allows completely new data types, work flows, and reporting
- Created natively in EKNOW ToolBuilder and M&A Objects, not code
- Seamlessly integrated in the EKNOW M&A Tools navigation
- Fully inherits all EKNOW UI features
- Fully inherits the EKNOW ACF (Access Control Framework)
- Report, filter, import/export, etc. exactly as in any built-in module
- No coding = low risk, no down-time, no code forking
- Note: Available on Partner and Enterprise platforms only
- Ask for a real-time demonstration of custom module capabilities