Articles on: Best Practices

Leveraging DealRoom for Integration

Mastering M&A Integration: A Practical Guide with DealRoom

Mergers and Acquisitions (M&A) integration is a complex process that demands meticulous planning and execution. DealRoom empowers your integration team to kickstart the process early and provides a suite of tools to expedite deal integration. Here are some tips on how to efficiently leverage DealRoom for integration.

1. Understanding Pipeline Access vs. Room Access

Pipeline Access: Grant specific controls, allowing visibility into selected rooms, creation of rooms, or addition of members.
Room Access: Separate controls exist for room access, such as the ability to see certain worklists, documents, folders, or other groups.
In DealRoom, there are robust controls for keeping sensitive information safe, ensuring a higher level of security and privacy in managing your integration processes.

2. Importing Your Integration Worklist (First 100 Days)

Whether starting from scratch or importing existing data, DealRoom offers flexibility:
Easily import your integration worklist, especially focusing on the critical "First 100 Days" tasks.
Explore pre-designed templates in our M&A library, tailored for seamless integration processes.

3. Setting Up Custom Statuses

Align request statuses with your integration workflow by customizing them to your team's needs. Beyond standard statuses like Open, In Progress, Resolved, and Reopened, include custom statuses such as:
Not Started
At Risk

4. Dynamic Start and Due Dates

Dynamic start and due dates are a powerful feature for integration teams to set and adjust dates automatically. By choosing significant events or deal milestones like LOI Submission or Signing/Closing dates, the system will make automatic adjustments in response to shifting timelines. Bid farewell to manual date adjustments with our intuitive feature.

Tip: If you'd like to learn more about using dynamic start and due dates, please reference this article: How do I use dynamic start and due dates?

5. Separate Worklists for Closing, Initial Onboarding, & Post-Close Activities

Enhance organization by having distinct worklists for different phases of integration (i.e. Closing, Post-Close, etc.)
Create subworklists or labels for 30, 60, and 90-day tasks for a more granular approach

6. Department or Functional Area Labels

Use our Labels feature to label tasks according to:
Specific departments or functional areas (e.g., Quality/Metrology, Automation, Compliance, Facilities)
Key Milestones

Note: You can filter labels, allowing you to quickly organize and see requests with a specific label.

7. Dependencies

Utilize the dependencies feature to establish task relationships. Notifications will keep users informed about impending deadlines.

Tip: Use the Timeline feature for visualizing dependencies and easily adjusting task dates. For more information on this, please see this article: How do I use the Timeline?

8. Creating Corresponding Folder Structure in the Data Room

Mirror your closing/post-close worklists with a corresponding folder structure, ensuring that documents automatically get uploaded into the correct place in the data room.

Note: If dealing with sensitive material, apply appropriate permissions in the Permissions section.

Mastering M&A integration requires a robust platform. Leverage the outlined strategies to streamline your integration process and ensure a successful merger or acquisition.

For any further assistance or clarification, reach out to our dedicated support team.

Relevant Articles:

How do I use dependencies? Are there notifications when a dependent task is complete?
How do I use the Timeline?
How do I set pipeline permissions?
How do I set permissions?

Updated on: 04/03/2024

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