Turn a merger value thesis into a balanced integration scorecard with owners and leading indicators.
A merger dashboard has 74 milestones but does not show whether the acquisition thesis is becoming true. Balanced scorecard: financial, customer or stakeholder, internal process, and learning or capability measures connected to strategy. The common trap is using milestone completion as a proxy for value. Milestones show activity; they do not prove the deal is working. Write the thesis Thesis: expand enterprise analytics, retain regulated-industry customers, and reduce duplicate platform cost. The thesis is the scorecard's anchor. Without it, measures become a status grab bag. Pick financial measures Track expansion ARR from acquired analytics and platform savings captured against plan.…
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