Integrating Financial Processes Post-Merger: A Case Study PPT

This PPT slide, part of the 38-slide Post-merger Integration (PMI): Target Operating Model (TOM) PowerPoint presentation, presents a comparative analysis of core processes within 2 companies, referred to as Company A and Company B, alongside a proposed integrated operating model for a combined entity (Company A+B). The focus is on the financial controlling function, detailing how current processes will evolve post-merger.

The left section outlines the existing processes for both companies. Company A's approach is product-oriented, emphasizing annual planning and sales focus, while Company B's model is region-oriented, with a similar annual planning structure, but a distinct focus on customer-level steering. Notably, both companies utilize project review mechanisms,, but Company A has a more defined guideline for project evaluation.

The middle section describes the interim operating model, which aims to bridge the gap between the current states and the target model. Key actions include enabling Company B to steer based on customer levels and maintaining the existing annual planning structure. The emphasis remains on project oversight for larger initiatives, reflecting a commitment to continuity during the transition.

The right section outlines the target operating model for Company A+B. This model integrates the strengths of both companies, steering efforts toward products, customers, and regions. It proposes a 12-month outlook process and emphasizes alignment in focus areas, ensuring that planning data and incentives are consistent across the new organization. The target model also stresses compliance with existing management concepts from Company A and independent product sales from various locations.

This slide effectively communicates the strategic direction for merging operations, highlighting the importance of aligning processes to achieve operational efficiency and coherence in the newly formed entity.

This slide is part of the Post-merger Integration (PMI): Target Operating Model (TOM) PowerPoint presentation.

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