If an organization lacks a proper reporting processes for M&A it risks encountering problems such as (i) information bottlenecks (ii) siloed information (iii) slow decision making (iv) key decision makers not being informed of progress. The Analogue approach to reporting on the progress/status of a deal is characterized by a number of disparate tools being pieced together – information may be stored across hard drives, Excel files, emails and on phone note scribbles. One popular approach to M&A reporting that may sound familiar is copy and pasting email excerpts and Excel charts, tables and task tracker summaries into a PowerPoint, which inevitably will become out of date within minutes. Any organization reporting on deals in this way does so at their peril.
The reporting requirement across an organization differ depending on the audience in question – for instance, while the Steering/Deal Committee will typically be interested in high-level progress/status updates, business unit leads will require visibility of specific business/region KPIs, while those working on everyday deal management will have very detailed reporting requirements going down to the specific task level. On this point, a benefit of a Smart M&A Platform is that the Platform aggregates status/progress information from subprojects to stream level and from streams to IMO – meaning that all individuals involved in a deal can view exactly what is relevant to them.
Typical reporting levels and requirements across an organization may be as follows:
Reporting through a Smart M&A platform enables an audience to easily:
Example deal reporting metrics and KPIs that can be captured by a Smart M&A Platform include: