IGX Solutions Insights
M&A and integration · Post-merger integration

For the post-merger integration lead

Week two after close, and two teams run procurement two ways, each certain theirs is the standard.

You have a target operating model to land, a Day One list that keeps growing, and a synergy case that assumes the process changes underneath it are straightforward.

  • Compare the two operating models and decide what the combined business keeps, adopts, combines or retires.
  • See what each change touches, two steps out, before you sequence it.
  • Track whether the process estate is actually becoming one, not just whether the plan says so.

What the two models are here

The acquirer's operating model and the target's, converging on the combined organisation. IGX360 Insights holds both in one structure and shows where they overlap, where they conflict, and where a capability exists on only one side.

Each retain, adopt, combine or retire decision is recorded against the evidence it was made on: what was reviewed, what the dependencies were, who owned the call.

Why integration is different

Integration decisions are expensive to reverse, and they get challenged months later when a synergy target slips or a control gap surfaces. The evidence behind each decision has to survive that challenge. A spreadsheet of retain and retire calls with no provenance does not.

Acquirer operating model Target operating model
Compare and match Retain, merge, redesign or retire Target operating model Coverage and assurance
How an adviser uses IGX360 Insights to reconcile two operating models. Compare and match is adviser-driven, with the product surfacing candidates.
What IGX360 Insights does here

It analyses the operating model you can evidence. It does not invent the rest.

IGX360 Insights works from the structured process content both organisations already hold. It reads that content, connects it, and shows you what it can and cannot support. Everything below stays inside one boundary: it analyses the operating model as the repository represents it, not transactional execution and not financial value.

Ships today

Read the operating model both sides hold

  • Repository health and maturity: what is documented, owned, approved and connected.
  • Risk and control gaps: critical processes with no adequate risk, control or owner.
  • Modelling-standard adherence, across different conventions on each side.
  • Dependency analysis, and what a change touches two steps out.
  • Governance and ownership visibility across the connected model.
  • Plain-language questions answered through Iggy, with the source attached.
  • Reporting and structured export for the deal or integration team.

Configured per engagement

Run the harmonisation method on top

  • Synergy substantiation: repository-evidenced overlaps, flagged for validation.
  • Carve-out and separation assessment: entanglement across the perimeter.
  • Day One readiness: the critical processes, owners and dependencies that must hold.
  • Process harmonisation: evidence for each retain, adopt, combine or retire call.
  • Target operating model assurance: does the future state have complete ownership, controls and governance.

These are delivered as a configured method with an adviser, not as buttons in the product.

IGX360 Insights does not match acquirer and target automatically, ingest arbitrary spreadsheets, reconcile across vendor repositories in production, discover transaction-level process execution, calculate financial synergies, or run the integration workflow. It identifies candidates, flags them for validation, and keeps the evidence traceable.

Questions

Post-merger integration: frequently asked questions

Is this an integration-management or IMO tool?

No. IGX360 Insights does not run the integration programme, track tasks or manage the IMO. It produces the operational evidence the IMO works from: how the two operating models compare, what each proposed change affects, and whether the combined estate is converging as intended.

Can it prove our synergies are real?

No. It supports synergy substantiation: it identifies repository-evidenced overlaps in processes, roles, systems and controls, and flags the dependencies that affect feasibility and timing. Whether the financial benefit is real still needs the financial, transactional and interview evidence alongside it.

We use one repository and the target uses another. Does that matter?

No. IGX360 Insights is repository-neutral. It works from the process content each side already holds, in whatever tool or format, and gives you one structure to compare them in.

What about the processes nobody ever documented?

It surfaces where the operating model has gaps: critical services with no documented process, roles with no mapped responsibilities, processes with no owner. That tells you where to direct capture effort before those gaps become Day One incidents.

Before the decisions are locked

A slice of one function, run through IGX360 Insights.

We build the connected model over a representative slice, and show you what it can evidence and where the gaps are, on your material, in days.

Direct to Gareth. Usually a reply within the working day.