Challenge
A private equity-owned dental roll-up business had grown rapidly through acquisition, putting pressure on platform integration and operations.
The company sought help developing an integration playbook to support continued M&A growth, improve time to EBITDA capture, and identify opportunities to strengthen the platform.
Approach
- Interviewed key company personnel and multiple doctors and office managers
- Developed end-to-end platform integration process map and quantified time to complete key tasks, variation points, and critical path
- Generated a model to estimate capacity and integration staffing requirements by functional area and developed IMO structure to support platform integration
- Assessed platform value proposition gaps, user expectations, and approach to define and communicate shared service model
Results
Identified changes to integration to improve customer experience and increase integration time / speed to EBITDA by 25%
Developed structure for Integration Management Office (“IMO”) to support acquisition speed, but flex to functional area support during integration troughs
Identified key points of variation, which result in linear cost growth to support acquisitions limiting the efficacy platform, and identified detailed opportunities to resolve