POST-MERGER INTEGRATION SYSTEMS

• US 20090313598A1
• Filed: 06/15/2009
• Published: 12/17/2009
• Est. Priority Date: 06/13/2008
• Status: Active Grant

• Current Assignee: Robert Donaldson
• Original Assignee: Robert Donaldson
• Inventors: Donaldson, Robert
• Granted Patent: US 8,448,128 B2
• Time in Patent Office: Days
• US Class Current: 717/101
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A stand-alone, menu-driven integration system software package is disclosed. The integration system can include a task library, a planning system, a projection system, a comparator system, and a reporting system. The task library can maintain a list of integration tasks for execution after closing of a merger between two or more organizations. Before closing, the planning system receives estimated date related to each task. After closing of the merger, execution of the integration tasks begins. The projection system can receive an action plan for each integration task. The action plans can be updated regularly, such that the projection system can maintain an accurate, current projection of results of the integrations tasks. The comparator system can monitor progression of the integration by comparing planned and desired data, receiving in the planning system, to projected data, received in the projection system. The reporting system can provide reports to monitor the integration.

Claims

1. A computer-implemented integration system comprising:

a task library comprising tasks for completion during an integration of a first organization and a second organization;

a planning system configured to receive estimated data related to the tasks during a first phase of the integration;

a projection system configured to receive updates on progression of the tasks during a second phase of the integration, and to project results of each of the tasks given the received updates; and

a comparator system for comparing the estimated data and the projected results.

2. The system of claim 1, further comprising a customization module configured to modify the task library.

3. The system of claim 1, wherein each task in the task library is assigned to a functional team.

4. The system of claim 1, the planning system further configured to receive data to leverage an expected synergy between the first organization and the second organization with respect to a selected task in the task library.

5. The system of claim 1, the planning system further configured to receive a desired result of integrating the first organization with the second organization with respect to a selected task in the task library.

6. The system of claim 1, the planning system further configured to receive an estimated financial impact of integrating the first organization with the second organization with respect to a selected task in the task library.

7. The system of claim 1, the projection system further configured to receive a completion status for a selected task in the task library.

8. The system of claim 1, the projection system further configured to receive an action plan related to a selected task in the task library.

9. The system of claim 8, the projection system further configured to receive a projected financial impact of the action plan.

10. The system of claim 1, the comparator system further configured to calculate a difference between an estimated financial impact and a projected financial impact for a selected task in the task library.

11. The system of claim 1, the comparator system further configured to present a consolidated display including the estimated data, the projected results, and a comparison between the estimated data and the projected results for one or more of the tasks in the task library.

12. A computer program product embodied in a computer-readable medium, the computer program product comprising an algorithm adapted to effectuate a method for tracking integration of a first organization and a second organization, the method comprising:

providing a task library comprising one or more tasks relating to integration of a first organization and a second organization;

receiving desired result data related to a first task in the task library before execution of the first task begins;

receiving projected result data related to ongoing execution of the first task; and

identifying discrepancies between the desired result data and the projected result data;

13. The computer program product of claim 12, the method further comprising comparing the desired result data to the projected result data.

14. The computer program product of claim 12, the method further comprising displaying on a display screen a consolidated view of the received data, the consolidated view comprising the desired result data, the execution data, and the comparison data.

15. The computer program product of claim 12, the method further comprising displaying a color-coded completion status for a task in the task library.

16. The computer program product of claim 12, the method further comprising producing a profit and loss comparator report.

17. The computer program product of claim 12, the method further comprising producing a key performance indicators report.

18. An integration system comprising:

a task library for managing integration tasks;

a planning system for receiving estimated financial impacts of the integration tasks before execution of the integration tasks begins;

a projection system for receiving projected financial impacts of the integration tasks after execution of the integration tasks has begun; and

a comparator system for highlighting inconsistencies between the projected financial impacts and the planned financial impacts of the integration tasks.

19. The integration system of claim 18, the comparator system further configured to display the difference between the estimated financial impact and the projected financial impact for a selected task, wherein the displayed difference is automatically color-coded based on whether the projected financial impact is an improvement over the estimated financial impact.

20. The integration system of claim 18, the planning system providing a separate worksheet for submission of the projected financial impacts associated with each individual task.