CASE STUDY
Middle-Market HCM SaaS Platform
Leading the integration process of two HCM Software providers, creating a combined entity that resulted in a strategic exit.
Technology
Pre and post due diligence efforts ensured success
Delivering a combined product platform that would contribute to market expansion and innovation potential was critical to synergy realization. We helped the investor find the right partner prior to the due diligence process. Once the acquisition was complete, we phased into the technology integration.
Pre-Due Diligence Technology Assessment
We evaluated several potential acquisition and partnership targets, eventually selecting two candidates for a detailed review, with one moving forward to due diligence.
Key assessment areas included - UI/UX, platform architecture, product functionality fit, and agile development approach.
Post-Due Diligence Technology Integration
Phase 1 (1st 6 months)
-
Single sign-on between both systems
-
Data exchange between the two systems to support basic functions and high-level reporting and dashboards
-
Organizational alignment
-
Cultural alignment
​
Phase 2 (6-12 months)
-
Interoperability between the two systems to support basic functions
-
Definition of Product Management processes
and tools -
Definition of Development processes
​
Phase 3 (12-18 months)
-
Tracking and development of management tools
-
Deployment of newly defined processes
-
Skills audit and learning/development planning
​
​