CapabilitiesIntegration Management

Keep every workstream moving together.

Run finance, legal, HR, IT, tax, operations, commercial and ten more workstreams from one place. See what's on track, what's at risk and what's waiting on whom, without chasing anyone for a status update.

Sixteen active integration workstreams with status and progress

Integration Management

What's included.

Seventeen workstreams

Finance, legal, HR, IT, commercial, culture, R&W, operations, procurement, real estate, tax, treasury, brand, customer experience, regulatory, supply chain and communications.

Clear owners

Every workstream has a lead, and every lead sees what needs them.

Status you can trust

Progress and blockers update as work moves, not at the Friday call.

Stage gates

Pre-sign, pre-close, Day 1, Day 100 and Year 1+, each with criteria to advance.

Culture and retention

Headcount and attrition from the HR system, next to the retention plan.

A command center

The whole integration on one screen, with the problems first.

Approvals

Changes to the plan come to you as proposals. You approve or decline.

Better every deal

Each integration improves the templates the next one starts from.

You make the calls.

Routine updates happen on their own. Anything that changes the plan (adding, removing or reassigning work) comes to a person to approve.

Every change shows who made it, so you always know why the plan looks the way it does.

  • Proposals, not surprises
  • Approval rights set by your firm
  • Every change attributed
Portfolio overview of active integrations with status by deal

Working alongside you

Each workstream lead works with an agent who knows the function: Warren on finance, Clarence on legal, Emma on people, Oz on IT. Scout runs the bench the way a good integration office lead would.

Meet the Sherpa agents

Part of the whole deal

Nothing starts from scratch. Nothing gets left behind.

Before

The plan built from diligence and the Day 1 sequence.

After

Initiatives move into value creation, measured against ERP actuals, and reported in board packs.

See it run on a live deal.

Give us fifteen minutes and we'll walk you through Sherpa on a real deal, from the first thesis to the board pack.