PMI: Integration Tracking and Controlling
THIS IS THE FREE, REDACTED VERSION OF THE TASKS IN THE M&A REFERENCE MODEL AND IT IS LICENSED UNDER Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International THE FULL SET OF DATA HAS TO BE LICENSED COMMERCIALLY. HERE is a full model example for one task.
The task has the following goal(s):
Integration plan: executed
The task has the following objectives:
Synergy: maximized
Integration success: maximized
Risk: minimized
Short description of task Integration Tracking and Controlling:
During merger integration, tracking and controlling are essential tasks that ensure the process remains aligned with strategic objectives. Integration tracking involves monitoring the progress of various integration activities against predefined milestones and timelines. This requires a robust project management framework that includes regular status updates and performance metrics to identify any deviations from the plan. Controlling, on the other hand, focuses on implementing corrective actions to address any issues that arise during the integration process.
Questions to be used during the execution of the task
The task is executed with the following questions, among others:
What are the key performance indicators (KPIs) for tracking integration success?
How will we measure cultural integration between the merging entities?
What systems are in place to monitor financial performance post-merger?
How will we track the progress of technology integration?
What is the timeline for achieving full operational integration?
How will we ensure alignment of strategic goals between the merged companies?
What are the communication plans to keep stakeholders informed during the integration?
How will we manage and track employee retention and satisfaction?
What processes are in place to identify and mitigate integration risks?
How will we handle discrepancies in business processes between the two companies?
What is the plan for integrating customer service operations?
How will we track the integration of supply chain and logistics?
What are the criteria for evaluating the success of the integration?
How will we ensure compliance with regulatory requirements during the integration?
What tools will be used for project management and tracking integration tasks?
How will we manage and track changes in organizational structure?
What is the approach for integrating brand and marketing strategies?
How will we assess and integrate IT systems and infrastructure?
What is the process for resolving conflicts that arise during integration?
THIS IS THE FREE; REDACTED VERSION OF THE TASK IN THE M&A REFERENCE MODEL: THE FULL SET OF DATA HAS TO BE LICENSED(C) Dr. Karl Michael Popp 2025