This PPT slide, part of the 131-slide Post-merger Integration Training PowerPoint presentation, outlines a structured approach to Day One capabilities in a post-merger integration context. It presents a clear framework for various processes that need to be addressed immediately following a merger or acquisition. Each process is categorized with a corresponding Day One plan, a post-Day One plan, and identified issues or dependencies that may arise.

For the General Ledger, the focus is on migrating to a new company general ledger on Day 1, with the first financial close scheduled for both buyer and seller systems. This sets a foundational step for financial integration. Intercompany pricing is highlighted, emphasizing the need to establish a pricing policy within the first 30 days to ensure smooth operations between entities.

The Fixed Assets section indicates the necessity to confirm and validate fixed assets, with a plan to migrate them into one entity within 60 days. This is crucial for maintaining accurate asset records. Billing and invoicing processes are addressed, stressing the importance of issuing consistent invoices for all new transactions post-Day 1.

Accounts Receivable Management and Accounts Payable are also covered, with specific actions like migrating open A/R balances and closing pre-Day 1 payables. The slide identifies key issues and dependencies, such as legal reporting finalization and the need for licenses, which are critical for compliance and operational continuity.

Overall, this slide serves as a strategic template for executives to understand immediate actions required for successful integration, highlighting the importance of planning and addressing potential challenges from the outset.

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