Design & Implement Operating Model to Achieve Optimal Merger Integration
The Client needed a partner to design and implement an operating model for its merger integration program management office to ensure appropriate governance of all merger related activities. In addition to developing an internal management model and communication structure, Reference Point drove strategic planning, execution, and day-to-day activities of the central program office as well as provided continuous program management services for select integration workstreams.
Sample Case Studies
Consolidate Investments onto Single Platform for Operational Efficiencies
Design & Implement Strategic Program for App Retirement & Consolidation
Ensure Tight Access Controls During Interim Integration Progression
Identify & Manage Critical Initiatives for Legal Entity Consolidation
Identify & Prioritize Critical Path for Technology Integration
End-to-End Services, Working Together.
Strategy. Risk. Data. Technology. Reference Point evaluates critical elements all together to build cohesive, lasting value for financial services clients.