The challenge
A $1B direct-to-consumer mortgage merger required a connected plan across personnel, commercial workflows, financial operations, applications and data.
The approach
Integration scope
Connected personnel integration with CRM, quoting and the wider systems agenda, covering the personnel, applications and business processes within the integration perimeter.
Commercial workflows
Coordinated CRM and quoting work with the applications and data dependencies behind commercial activity.
Financial operations
Brought billing and revenue recognition into the integration scope and connected them to the commercial systems.
Combined operations
Coordinated personnel, applications, data and the defined workstreams across the five-month integration.
Delivered outcome
Completed the defined merger-integration scope in five months.
Business value
Integrated personnel and the CRM, quoting, billing, revenue-recognition, application and data scope, connecting the merged organization's commercial and financial operating foundations.
Delivery scope
Five-month integration timetable.