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Supply Chain Sourcing M-A Integration Checklist

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					 Supply Chain & Sourcing M&A Integration Checklist

         (First 30 Days Post-Internal Announcement)




• Confidential for Planning Purposes – Please
  Limit Distribution
                    First 30 Days* Master Plan – Procurement Integration and
                                          Value Capture            Clean team
        Timeline
                                                                                                                                  Integration team
                                                                                                                                          Close
                                                                           Pre-     Announce-    30 Days post                              Day
                                                                       announcement   ment      announcement                              One
    Activity
1   Planning & Design team
    ▪    Structure and staff teams
                                                                                                      Planning
    ▪    Scope and design procurement integration
                                                                                                      & Design
         – Develop high level synergy target and overall workplan
         – Catalyze transformational initiatives where appropriate
    ▪    Ensure Day One success
2   Repricing
    ▪    Collect data and design detailed rapid repricing workplan
    ▪    Identify high priority suppliers and prepare for supplier meetings                                  Repricing
                                                                                                                    ‘
    ▪    Hold supplier negotiation
    ▪    Finalize contracts and deliver synergies

3   Strategic sourcing
    ▪    Develop fact base                                                                           Strategic sourcing wave 1
    ▪    Design sourcing strategies and tactics                                                      (e.g.: 2-3 categories, Raw
    ▪    Create supplier portfolio; negotiate with suppliers and implement                           materials, MRO, fleet)
    ▪    Capture savings

4   Organization transformation
    ▪    Design and implement new organization structure
    ▪    Upgrade procurement capability                                                                                     Organization
         – Assess need and identify gaps in procurement capability                                                         transformation
         – Form center of excellence and build category management
         – Stream transaction support
    ▪    Improve mindsets and behaviors


    *First 30 Days Post-Internal Announcement
    Grey line items = after first 30 days
                                                                              2
                                                                                                                  NOT EXHAUSTIVE
1
 Planning and Design – Workplan
                                                                                                                      Close
                                                               Pre-               Announce-        30 Days post        Day
                                                           announcement             ment          announcement        One
Activity
Establish teams
▪ Establish joint teams and governanc