[Trevor Szutu]

Any recommendations for integration progress reporting templates?

[Charanjit Sodi]

The best integration progress reporting template that I suggest will be MS Project. It has all tools and format which you can download and share with other from contribution prespective

[Laura Sims]

We are currently working with a MS Dynamics platform for our ELT reporting. Prior to moving to this platform, we used PP slides to report progress and overall health of the project.

[Aly AlFaqi]

I noticed that many are using IBM M&A Accelerator as well as DealRoom.

[Damien]

I would recommend that you give a try to an online solution such as Midaxo

[Skander Ben Jemaa]

I am using Microsoft lists for day 1, 100 readiness, and Excel sheets for graphics.

[Lena Friese]

I am using Asana for the task tracking and PPT for the reporting to the management

[Kristi Huntington]

We’ve adopted smartsheet. All the key cross functional activities are tracked in this tool and the high-level progress across each function is rolled up into a dashboard that shows progress across acquisitions…this is shared with Sr. Leadership on a quarterly basis.

[Astrid]

We have tried different things: using the same tool that was used during the due dilligence (eg Datasite), using SmartSheet, using Teams app or the good old “Excel” file.

[Author]

Posts