Workflow Process Assessment for M&A

Stop living in the 18th century when it comes to M&A. This assessment will prove not only you but the rest of the industry is ripe for modern workflow and project management to close deals fast. Take the assessment here and give us a call

How Healthy is your M&A Process?

Disconnected process is the biggest value-killer in M&A deals. So how does your team’s strategy measure up? Take this simple assessment to find out.

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1/6

Which of these statements best describes the operational conditions at your company?

Our documents are stored on and offline, and information is mostly organized in Excel spreadsheets

Team members have a good understanding of their roles and tasks, and our collaboration is better than at most companies

Our team has a tight handle on governance and relationships, clear information synchronicity, and collaborates freely

2/6

Which of these statements best describes the operational conditions at your company?

Some parties lack information, which has slowed us down in the past

Our notes and documents are somewhat limited, but clear enough to make things work for us

All of our information is centralized and accessible to the appropriate parties

3/6

Which of these statements best describes the operational conditions at your company?

We are still working on alignment. We are often waiting on other teams for approvals and information can can feel fragmented.

A few leaders are aligned, and we send out updates weekly.

All leaders are in lockstep, and we send information to all parties on a daily basis.

4/6

Which of these statements best describes the operational conditions at your company?

We’ve had difficulty with transactions because of poor data sharing and disconnected workflows

We follow itemized lists, but timelines aren't clear about the amount of time it takes to complete a task

We use a project management tool that ties process together at every stage

5/6

Which of these statements best describes the operational conditions at your company?

Different parties use different trackers and there is often overlap, leading to duplicate work

We use SmartSheets to track our information with multiple parties

We consistently assign a single Project Leader / Manager to coordinate activities and communication

6/6

Which of these statements best describes the operational conditions at your company?

Data-sharing between our corp dev / diligence team and employees working integration is minimal to non-existent

Team members working the front end of a deal try to warn integration about potential challenges, but there is no formal information handoff

Each functional groups does their own independent review and assessment of what the integration will require and what the cost will be