M&A Lessons Learned

This topic contains 4 replies, has 5 voices, and was last updated by  Matthew Au 2 months, 2 weeks ago.

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  • #105025

    Kara
    Participant

    When conducting Lessons Learned for M&A, how does your organization traditionally do it? We broke our M&A into different segments (workforce transition, standardization on our HCM system – headquarters, standardization on our HCM system – field, etc.) and are doing a separate M&A for each. We send out a survey on the topic and ask for general themes on what went well and what could be approved, put it into a presentation, and conduct a face-to-face session. How does this compare to what your organization does? Recommendations for improvements?

    #105050

    Thant Coleman
    Participant

    Kara

    I typically log lessons learned in two ways … I take the traditional project management approach and have the Integration Teams solicit lessons learned from the workstream/project members. I also solicit lessons learned from the key functional area managers as their opinions tend to consider factors that could or did negatively impact the benefits/synergies and the IMO/PMO resources typically wont. I wish this wasn’t the case, but it is an unfortunate reality.
    If you’d like to discuss further, please feel free to reach out.

    #106576

    Agreed with Thant. Aslo I have learnt that the communication between teams is a key to the success of the M&A.

    #107539

    Nick Picone
    Participant

    Our process is a little less formal. I solicit the Integration team for Lessons learned after the Integration is complete and log them into a SharePoint list to keep a running history in the hopes of not making the same mistakes twice.

    #108679

    Matthew Au
    Participant

    We typically update our best practices PPT and Excel sheet. To ensure further lessons learned and process improvement, I meet with each Functional Leader and ask them for feedback (what worked well, what could be improve, what is one thing we can work on together?

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