Business case
Integration
Mortgage merger integration in five months
A $1B direct-to-consumer mortgage merger required a connected plan across personnel, commercial workflows, financial operations, applications and data.
Services
Transformation Delivery & Integration
Integrated delivery from mandate to measurable value.
We orchestrate business, technology, and vendor workstreams as one delivery system — from program setup through M&A integration, Day One readiness, and stabilization.
The questions we hear
- How do we run a transformation that spans five vendors without losing control?
- What has to be true on Day One of an acquisition — and who is building it?
- How do we track synergies through to financial results?
The challenges underneath
Fragmented delivery
Business, technology, and vendor teams each optimize their own workstream. Integration points — where programs actually fail — belong to no one.
M&A value leakage
Deals close on a synergy case, then integration drifts. Without pre-deal technology assessment, Day One planning, and disciplined synergy tracking, the value case evaporates.
Capabilities
- Program setup, governance, and integrated planning
- Vendor orchestration and workstream integration
- Pre-deal technology and operating assessment
- Day One and 100-day readiness planning
- Post-merger integration, synergy tracking, and stabilization
Outcomes we work toward
- One integrated plan across business, technology, and vendors
- Day One readiness supported by tested dependencies, clear ownership and contingency plans
- Synergies tracked to realization, with variance explained
Approach & outputs
Step 1
Mobilize
Stand up governance, controls, and the integrated plan. Output: integrated roadmap and workstream ownership matrix.
Step 2
Orchestrate
Run business, technology, and vendor workstreams as one system. Output: dependency register and coordinated delivery reporting.
Step 3
Integrate
Execute Day One, 100-day, and integration milestones. Output: readiness checklist and milestone acceptance evidence.
Step 4
Stabilize
Track synergies, resolve variance, and hand over to the line. Output: synergy tracker and operational handover plan.
Methods and delivery tools
Frameworks and tools supporting operating-model design, governance and integrated delivery.
Program governance toolingIntegration management office frameworks
Applied in our programs
Who we serve
Start your transformation
Choose an assessment, mobilization or scope-led enterprise engagement for your priority.
Selected resources
Thinking and tools for the work ahead
Business case
Change & adoption
Business readiness across a mortgage-platform transition
The cloud LOS transition required coordinated testing, training and organizational change for a user population exceeding 2,200.
White paper
Integration
Hidden Dependencies in Mortgage Data Modernization
Sequence modernization around the business consumers, timing and controls that a system inventory cannot show.
White paper
Integration
Mortgage M&A: Sequencing Systems and Data
Translate the deal thesis into controlled day-one operations, transition decisions and an achievable end state.
Starter kit
Integration
Mortgage M&A: Sequencing Systems and Data
Separate day-one continuity, transition decisions and end-state integration.
Start the conversation