Streamlining Your Merger and Acquisition Process with Workforce Modeling and Intelligence

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OrgPlus Provides Critical Support at All Stages of Merger and Acquisition

A merger and acquisition (M&A) is an opportunity to create a more competitive, more cost-efficient company with enhanced brand strength that can gain greater market share. Several planning and integration challenges face companies going through M&A—which is why many fail to live up to expectations. Many challenges can be overcome with a unified view of the workforce and the ability to model and communicate the effective resulting organization.

With OrgPlus, management can simultaneously view, model and transform organizational structures within two or more companies, thereby providing support in all stages of M&A including Pre-Deal (Due Diligence), Integration Planning, Integration Communication and Implementation and Post-Merger Workforce Management and Optimization.

Merger and Acquisition Process

Visually Examine and Analyze Organizational Structures and Resources

M&A activity requires an evaluation of existing resources in both companies in order to plan and execute eventual integration. OrgPlus aggregates data from multiple sources including a variety of HRMS systems such as Oracle, PeopleSoft and SAP and centralizes it into a holistic, unified view for analysis. Important HR data such as employee salary and competencies can be included, allowing management to understand the financial and strategic implications of their decisions.

OrgPlus provides support during the Pre-Deal stage:

  • Analyze hierarchies and reporting relationships
  • Audit the workforce for diversity and other characteristics
  • Identify key personnel
  • Generate headcounts by department
  • Roll up total workforce cost
  • Assess government compliance issues

Plan Scenarios with Workforce Modeling to Map the Hierarchy of the Future Organization

Workforce modeling is a crucial integration planning activity that leads to rapid organizational change. The "what if" scenario planning tool within OrgPlus enables stakeholders to easily "drag and drop" to model multiple workforce scenarios and effectively visualize the merger before it happens.

Workforce modeling allows modification of an organizational structure while viewing the underlying changes in metrics and analytics while the modeling is performed.

OrgPlus provides support during the Integration Planning stage:

  • Model the workforce to determine optimal structure
  • Conduct "what if" scenario planning to visualize merger integration
  • Collaborate with department managers to plan resources and structures
  • Identify duplicate roles and plan necessary reductions
  • Plan optimal management and reporting hierarchies
  • Align workforce costs with departmental budgets
  • Manage resources for internal mobility

Communicate Integration Plans for the Allocation and Re-distribution of Resources

Quick and effective communication of a roadmap is critical to M&A integration. Speed is crucial. Using OrgPlus' sophisticated publishing tools, an organization chart can vastly improve the time it takes to respond to the change initiatives and therefore, the ability to complete a merger faster and more efficiently. Additionally, OrgPlus provides peace of mind— management can focus on decision-making with more visibility to security and regulatory compliance issues.

OrgPlus provides support during the Integration Implementation and Communication stage:

  • Consolidate workforce data into a centralized organizational chart
  • Share the integration roadmap with management
  • Provide managers with adjusted Spans of Control and budgets
  • Publish a view of the new organization to all employees
  • Produce documentation of the merger process for auditors
  • Capture a history of organizational changes as planning progresses

Streamline Processes and Assimilate Corporate Cultures to Ensure Optimization

During the critical final stage of M&A, multiple unified views of proposed organizational structures for the combined workforce can help management further refine processes, improve efficiency and reduce overall costs of the new organization. OrgPlus also can help with the assimilation of the surviving culture, as well as establishment or improvement of human resources management processes.

The interface inside OrgPlus Enterprise enables users to easily create and manage multiple workforce 'what if' scenarios.
The interface inside OrgPlus Enterprise enables users to easily create and manage multiple workforce "what if" scenarios.

OrgPlus provides support for the Post-Merger Workforce Management and Optimization stage:

  • Merge workforce data into a single system of record
  • Ensure the successful assimilation of corporate cultures
  • Align resources with corporate initiatives and business goals
  • Refine business processes and workflow to reduce operational expenses
  • Communicate performance management, talent acquisition and succession planning data.
  • Present the unified workforce via a globally accessible, secure, intelligent organizational charting system

Please contact HumanConcepts to discuss your organization's needs in more detail. HumanConcepts recommends OrgPlus Enterprise for companies with more than 1,000 employees.