Transformation and M&A

Know which Day-1 process has no owner

Integration plans live in spreadsheets and steering decks that are stale by the next meeting. Transformation Programs keeps workstreams, milestones and value in one plan, checks it for gaps such as a Day-1 process with no owner, and ranks what needs your decision.

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The loop

The loop on a program

Step 1
Observe
Import the Excel tracker you run today or start from one of six templates. Event logs show how the affected processes run now.
Step 2
Model
Workstreams, initiatives and milestones share one delivery timeline. As-is and to-be process models sit next to the plan.
Step 3
Optimize
Plan Challenge runs 30 checks, from owner coverage and dependency cycles to Day-1 continuity and benefits counted twice.
Step 4
Act
The attention list ranks what needs a decision. Agents propose fixes as one review batch, and the steering brief exports to PowerPoint.

Programme overview

Day 1 to Day 100 on one screen

Halvard Industries integrates Norvik Castings, a fictional acquisition, on the PMI Day 1-100 pack. Plan Challenge finds a payroll process with no owner and a freight saving counted in two workstreams. Wisp proposes the fixes as one review batch.

Findings ranked by the decision they need
Agents propose, the PM keeps or discards

Halvard + Norvik Castings

Transformations · Post-merger integrationPMI Day 1-100Day 12 of 100Demo data

Workstreams

AKFinance and payrollPayroll cutover · Day 30At risk
SBProcurementSupplier contract review · Day 45On track
LMIT and systemsERP access for Norvik · Day 14On track
JNPeople and organizationLeadership announcement · Day 15On track

Needs your decisionPlan Challenge · 30 checks

Day-1 payroll process has no ownerOwner coverage · Finance and payrollOpen
Benefit counted twice: procurement + logisticsDouble-counted benefit · Value modelOpen

WispProposes 3 additionsReview batch

MilestonePayroll process owner named by Day 10
Value hypothesisCount the freight saving once, under logistics
WorkstreamTreasury and bank accounts

DiscardKeep

The integration runs on the PMI Day 1-100 framework pack, with four workstreams on one timeline.Plan Challenge runs 30 checks on the plan: 9 rule-based, 21 reviewed by AI.Owner coverage: the Day-1 payroll process has nobody responsible for it.The value model counts the same freight saving in two workstreams.Wisp proposes fixes as one batch. Nothing enters the plan until the PM keeps it.

As-is and to-be

Check the to-be against what actually runs

Compare the as-is and to-be models, or draft a TO-BE variant with an AI action. After cutover, conformance checking replays the event log against the target model. The demo runs on the seeded lead-to-cash log.

Conformance against the target model
Variants compared, rework marked

Lead-to-Cash

Process graphConformanceVariants

Lead-to-Cash · 126 cases · 909 events

Paths seen in at least 15 cases

Fitness65%82 of 126 cases fit the model44 fit partly

Create Lead
Qualify Lead
Create Proposal
Negotiate Terms
Close Won
Create Sales Order
Ship Goods
Invoice Customer

Variant on the modelEscalation Path8 casesNot in the model: Escalate to Manager, Manager Approval

Create Leadmatched
Qualify Leadmatched
Create Proposalmatched
Negotiate Termsmatched
Escalate to Managernot in model
Manager Approvalnot in model
Close Wonout of order

#1Happy Path45 cases · 35.7%Avg 5.9 days · median 5.5 days

Create Lead
Qualify Lead
Create Proposal
Negotiate Terms
Close Won
Create Sales Order
Ship Goods
Invoice Customer

#3Rework Loop18 cases · 14.3%Avg 12.0 days · median 11.9 daysRework: Create Proposal runs 2 times

Create Lead
Qualify Lead
Create Proposal
Review Proposal
Revise Proposal
Create Proposal
Negotiate Terms
Close Won
Create Sales Order
Ship Goods
Invoice Customer

The event log draws the process as it actually ran.Conformance checks every case against the reference model.Overlay one variant to see where it leaves the model.Compare two variants side by side.Rework loops are marked in the trace, with the time they cost.

Status

Templates, packs and what ships today

Programme templates

Post-merger integration
SAP S/4HANA
IT migration
Operating-model redesign
Carve-out
Regulatory remediation

Framework packs

PMI integration strategy
PMI Day 1-100
SAP Activate
ADKAR
Benefits realization
Regulatory remediation

Transformation ProgramsWorkstreams, initiatives, milestones, a delivery timeline and a steering brief, in Finder > Transformations.Live
Plan Challenge30 checks on the plan: 9 rule-based, 21 reviewed by AI.Live
Value modelA value bridge from benefit, cost, dis-synergy and one-time cost to net value.Live
Agent proposalsFindings, workstreams, initiatives, milestones and value hypotheses arrive as a review batch. Agents never write to the plan directly.Live
Excel and PowerPointImport an existing Excel tracker. Export the steering pack to XLSX and PPTX.Live
As-is and to-beCompare two process models, draft a TO-BE variant and check conformance against the event log.Live
Weekly overdue reports and decision remindersPrivate to each person. Production scheduling is not certified yet.Beta
M&A target researchConfidential, case-scoped screening, comparison, red flags, a decision memo and independent review. Case managers grant access, and an eligible case hands off into a PMI programme.Beta
One TO-BE from several variantsReconciles variants into one reviewed TO-BE draft. In review, not released yet.Preview

No valuation and no synergy estimates: the value model holds the figures your team enters. People outside an M&A case do not see its targets.

Capabilities on this page

Bring the tracker you run today

Send us the Excel tracker of a live program. We import it, run Plan Challenge on it with you and go through the findings.