[Yvonne]

What PMI software or templates are most useful for managing integration assignments>?

[Martin Tse]

Hi Yvonne, We do not use any software suite per se’, we use Smartsheet’s to help with Post close Integration. Each area is defined with tasks/milestones and they would differ based on a ‘fold-in’ versus a ‘standalone’. Not every acquisition is the same so each tasks may or may not be relevant depending what is discovered during the due diligence.

[Brad Albert]

I’ve found what’s more important than having templates is first to build a set of functional playbooks for what successful integration looks like across the company. This generally includes a series key milestones, supporting activities, cross-functional dependencies, and defined roles/responsibilities of all key personnel.

[Yvonne]

Thanks for the input. Very useful!

[Author]

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