Mergers & Acquisition
VisPlan for M&A Integration
VisPlan engages everyone involved in the integration by onboarding them to a common visual platform without the need to learn new project tools and/or task managers.
Reduce M&A Integration Lead time
01
Shared understanding
VisPlan ensures that all parties have a clear and common understanding of the integration’s End State and Purpose.
02
Parallel execution
Visual swim lanes, or Lines of Operation, allow teams to run multiple activities in parallel while monitoring dependencies and process stages.
03
Rapid alignment
Changes in reporting lines and responsibilities can be quickly understood. VisPlan connects with data sources distributed over multiple underlying systems and locations into one easy to find access data point for status update.
04
Reusable templates
The VisPlan M&A template enables efficient reuse and continuous improvement for future integrations.
05
One visual standard
A single high-level visual plan that covers all stages of the M&A integration process.
M&A Template Handbook
VisPlan provides a reusable M&A integration template where lessons from previous transactions are continuously captured and refined.
The visual plan becomes a living corporate M&A handbook that reflects how your organization executes integrations.
Best practices and experience are easily incorporated into the VisPlan template, enabling faster, more consistent execution in future mergers and acquisitions.
The illustration to the right highlights key VisPlan capabilities, including integration with underlying systems such as Excel, Planner, Project, Jira, and more. VisPlan connects to and consolidates data from commonly used tools across the Microsoft 365 platform.
A common challenge in mergers is the different ways organizations use and manage their IT systems. VisPlan provides a shared platform that brings all participants including leadership onto the same page.
Visual Plans for Better Outcomes