Maven - A Tool for Mergers and Acquisitions
pateikė Accelera Business Solutions Ltd
Plans, Tools and Templates to assist with 'DIY' Mergers for the Credit Unions and Cooperatives.
We've created a product for you to use that provides a series of checklists, templates, and tools to help you move through the tasks to increase the chances of success for your merger. We support our Merger-in-a-box with an upfront strategy and training followed by a subscription to the product and services. It is an affordable alternative when you want to take a consultancy's strategy and execute it on your own, or just manage costs through internal management combined with your favorite consultancy firm.
What does this do for you? Merger-in-a-box provides a roadmap you can control without the need to hire resources that drive up your costs, it creates collaboration across different departments, and is a blueprint to enable accountability. What it doesn't do - yet - is auto-build your merger scripts because, let's face it, every system is customized to some degree.
It cannot be overlooked that mergers and asset transfers are about both the people and the technology. We come prepared to plan your amalgamation of processes and information, product strategy, system consolidation, member communications, employees, and strategies to transition to your end state. If you need a helping hand, with some expertise to get you started or even just check in occasionally, we can assist as part of your subscription tailored to you.
- Microsoft Project and Planner, SharePoint and Teams
- Azure cloud and database services (an extension to track members, consolidate data, and spin up conversion environments)
- Power BI embedded (recommended to have access to data across organizations longer term)