Post-close integration
Who owns the work on Day One?
Bring one workflow from a recent acquisition. We’ll help the people doing it describe the steps, confirm who makes each decision, and review the handoff.
Request a walkthrough- Input
- A customer asks to move up an order.
- Decision
- The local lead checks available stock.
- Handoff
- Dispatch confirms the new ship date.
Start with the next deadline
Choose the workflow
Pick the next payroll run, order cycle, or customer handoff. Bring its deadline and the people involved.
Ask both sides
Walk through the normal path and one exception with the local team and the incoming operator.
Review the map
Use a reviewed Task Card and workflow map to confirm who acts, who decides, and what goes to the next person.