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The Integration Playbook

February 13, 2025

How to de-risk the integration process and fully execute workstreams with on-demand talent

Drive efficiency and streamline your post-merger integration.

Integration is key to strategic enterprise growth. Successfully merging systems, processes, and cultures into a cohesive force can drive a company to new heights. But a seamless integration requires marrying ongoing business demands with the complex architecture of solutions.

Whether fully owning the integration internally or engaging an external consulting firm for reinforcement, integration leaders will inevitably face challenges—from potential internal resource strain and burnout to dependency on consulting services that may not fully prepare internal teams to take over new processes and workstreams when the firm’s support concludes. Thankfully business leaders have a new integration solution to complement either path. On-demand talent can be layered on top of or adjacent to any integration framework, allowing companies to further de-risk integrations and fully execute workstreams to achieve the desired results. With this dynamic approach, organizations can quickly address leadership gaps, access deep domain expertise, and increase agility across the integration.

In this playbook, we’ll break down the integration process into three phases and explore ways to harness the flexibility and efficiency of layered resourcing throughout. Utilize our diagrams, client stories, and project checklists to inform workstreams, inspire new resourcing ideas, and increase your odds of success.

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