Ensuring M&A Value Capture Through Timely Financial Integration

Overview

A major automotive enterprise expanded rapidly through acquisitions, bringing new opportunities in financing, customer self-service, dealer marketing, and back-office systems. To fully realize these benefits, they needed to consolidate financial systems, unify charts of accounts, and align processes with corporate standards.

Problem

• Integration of multiple acquired companies into the parent company’s financial structure

• Need to enhance offerings in financing, customer self-service, marketing, and back-office systems

• Requirement to map disparate financial systems and charts of accounts to align with corporate processes

Solution

ImagineX provided program management across several financial system workstreams. We led the migration of charts of accounts from four acquisitions, documented and mapped financial processes to parent company standards, and coordinated enterprise-wide chart of accounts consolidation. By applying Kanban methodologies to what had been a waterfall-driven initiative, ImagineX empowered cross-functional teams to collaborate effectively across geographies and maintain ownership of deliverables.

Outcome

• Delivered seamless financial systems integration across four acquired companies

• Applied Kanban to improve communication, accountability, and project execution across geographies

• Managed workstreams to on-time completion, ensuring successful UATs during consecutive month-end close cycles

• Ensured consolidated financials tied accurately to corporate reporting standards

Tools & Technology

• Oracle Financials • Hyperion • Trello • ServiceNow