Synergy tracking tool
First Claim
Patent Images
1. A non-transitory computer-readable medium containing instructions that, when placed in operable relation to a computing device, cause the computing device to:
- display a hierarchical grouping of activities in a merger;
receive user inputs to select one of the displayed activities;
display synergy data corresponding to the selected activity, wherein the synergy data comprises target, forecast, and actual synergy data over a period of time and the synergy data further comprises a component of a cost-to-achieve the merger and a component of a synergy created by the merger for each of the target, forecast, and actual synergy;
overlay milestone data corresponding to a plan to implement the merger with the synergy data; and
selectively display the synergy data as one of a summary, detail, chart, or report organization,wherein the summary organization comprises the synergy data with a component of a net synergy calculated by subtracting the cost-to-achieve from the synergy created for each of the target, forecast, and actual synergy, wherein the summary organization selectively describes each of the component of a cost-to-achieve and the component of a synergy created as one of a total, categorical, or operational expense/capital expense view, and the summary organization further selectively describes each item in the selected view as a portion of one-time and a portion of recurring costs-to-achieve or synergy created.
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Abstract
Disclosed herein is a synergy tracking tool and method for tracking target, forecast, and actual synergies created by a merger or other activity. The tool provides a disciplined method for synergy tracking relative to an implementation plan for executing the merger or other activity. This tool provides a formal way for reporting savings and lining up the savings with an implementation plan to explain why the savings are occurring.
15 Citations
20 Claims
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1. A non-transitory computer-readable medium containing instructions that, when placed in operable relation to a computing device, cause the computing device to:
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display a hierarchical grouping of activities in a merger; receive user inputs to select one of the displayed activities; display synergy data corresponding to the selected activity, wherein the synergy data comprises target, forecast, and actual synergy data over a period of time and the synergy data further comprises a component of a cost-to-achieve the merger and a component of a synergy created by the merger for each of the target, forecast, and actual synergy; overlay milestone data corresponding to a plan to implement the merger with the synergy data; and selectively display the synergy data as one of a summary, detail, chart, or report organization, wherein the summary organization comprises the synergy data with a component of a net synergy calculated by subtracting the cost-to-achieve from the synergy created for each of the target, forecast, and actual synergy, wherein the summary organization selectively describes each of the component of a cost-to-achieve and the component of a synergy created as one of a total, categorical, or operational expense/capital expense view, and the summary organization further selectively describes each item in the selected view as a portion of one-time and a portion of recurring costs-to-achieve or synergy created. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system for tracking synergy, comprising:
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memory that stores synergy tracking software; and a processor coupled to the memory to execute the synergy tracking software, wherein the synergy tracking software configures the processor to; display a hierarchical grouping of activities in a merger; receive user inputs to select one of the displayed activities; display synergy data corresponding to the selected activity, wherein the synergy data comprises target, forecast, and actual synergy data over a period of time and the synergy data further comprises a component of a cost-to-achieve the merger and a component of a synergy created by the merger for each of the target, forecast, and actual synergy; overlay milestone data of a plan to implement the merger with the synergy data; and selectively display the synergy data as one of a summary, detail, chart, or report organization, wherein the summary organization comprises the synergy data with a component of a net synergy calculated by subtracting the cost-to-achieve from the synergy created for each of the target, forecast, and actual synergy, wherein the summary organization selectively describes each of the component of a cost-to-achieve and the component of a synergy created as one of a total, categorical, or operational expense/capital expense view, and the summary organization further selectively describes each item in the selected view as a portion of one-time and a portion of recurring costs-to-achieve or synergy created. - View Dependent Claims (12, 13, 14, 15, 16, 17, 18, 19, 20)
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Specification