AI Toolkit

• Introduction
• AI Phases
• License our AI Toolkit

Introduction

Schaffer Consulting's AI Toolkit provides a comprehensive online guide to successfully navigating the acquisition integration landscape. Companies with growth strategies based on frequent acquisitions use this set of tools to develop a customized integration process for pre- and post-deal action. Around the world, Schaffer Consulting's clients in financial services, manufacturing, and pharmaceuticals use our licensed materials to integrate their acquisitions more quickly and more successfully.

The Toolkit contains practical materials and advice for those who are serious about realizing a payoff from their M&A efforts. Organized around three key acquisition integration phases (Pre-Acquisition, Ramp-Up and Rapid-Execution), it is especially useful for companies that anticipate making multiple deals and want to make acquisition integration a core competence. The Toolkit includes process flows, best practice checklists, critical integration work session agendas, diagnostic instruments and easy to use templates.

AI Phases

Phase 1: Pre-Acquisition

Acquirers begin thinking about integration, ensuring that the right information is collected during due diligence, and that it is systematically communicated to the Integration Manager and other key members of the integration leadership and team.

Phase 2: Ramp-Up

Steering Committee sets the vision and stretch goals for the integration, and mobilizes integration resources. The Integration Manager and Team begin the planning work, laying the foundation for rapid execution. Communication and workforce are first addressed.

Phase 3: Rapid-Execution

Day 1 and ongoing integration plans are implemented. Key challenge is to ensure that the work is being accomplished on time and on plan, through sharp accountability, strong project management, and timely decision-making support from the Steering Committee.

License our AI Toolkit

Access to the AI Toolkit is limited to client organizations that have an intellectual property licensing agreement with us. Please call us at +1-203-322-1604 if you would like to explore this further, or request more information using the form below: