The First 100 Days, With Less Guesswork
AI post-merger integration for the first 100 days after an acquisition: a living integration playbook, data and system mapping, tracking against the value targets in the deal model, and one consolidated set of reports. This is an example of custom work, not a product you switch on. Scoped per firm.
AI post-merger integration does not replace the integration lead. It gives them a system that remembers everything, so they stop running the deal from memory and a spreadsheet.
The plan is rarely the problem. Almost every deal has a clean 100-day plan on day one. By week three it is stale, the tracker is out of date, and the cost and revenue targets the deal was underwritten on are drifting with nobody watching. The value in a deal model is a promise about execution. This is the system that keeps the promise visible.
It is built on your stack: Microsoft 365 Copilot, ChatGPT Enterprise, Claude, or Gemini. We work on your stack. See the rest of the Build gallery for what else gets made.
By Dr. Leigh Coney, Founder of WorkWise Solutions
A System for the First 100 Days
Not a consulting deck. A working system the integration team uses every day, built around the plan you already have.
A Living Integration Playbook
The 100-day plan as a tracked system, not a static document: tasks, owners, due dates, and dependencies that stay current because updating them is part of the workflow, not extra work.
Data & System Mapping
What lives where, what is duplicated, and what has to merge. The accounting systems, the CRMs, the customer records, and the order in which they can safely come together.
Value-Target Tracking
The cost and revenue targets the deal was underwritten on, tracked against what is actually landing, week by week. The first sign a target is slipping arrives while there is still time to act.
Reporting Consolidation
Two companies reporting as one. Combined numbers in a single format from the first month, so the sponsor sees the merged business, not two half-pictures stapled together.
Inherited Contracts, Read
You inherit the target's customer, vendor, and lease agreements, including change-of-control clauses. Paired with contract intelligence, the system surfaces what you now owe and what is now owed to you.
A Weekly Status That Writes Itself
The Monday update, drafted from the live plan and the numbers, not rebuilt by hand. The integration lead edits and sends instead of assembling from scratch.
Four Moves, Starting Day One
Baseline
Load the deal model and the 100-day plan. Map both companies' systems, data, and contracts so day one starts from facts.
Plan
Turn the plan into a live playbook with owners and dependencies, and tie each workstream to the target it protects.
Track
Progress and value targets update against actuals. The system flags what is slipping early, while it is still cheap to fix.
Report
Combined numbers and a weekly status, drafted automatically. The team reviews and sends instead of rebuilding.
Harvard Business Review has put the share of acquisitions that fall short of their goals at 70 to 90 percent, and the common cause is integration, not the thesis. The deal model assumes value that only appears if the first 100 days are executed. A plan nobody tracks is how that value goes missing. This keeps it visible while there is still time to act.
Source: Christensen et al., Harvard Business Review, 2011
Build This If...
You just closed, and the 100-day clock is already running.
The integration plan lives in a spreadsheet nobody has updated since week two.
Two finance teams, two systems, and a sponsor who expects one set of numbers.
The deal model promised cost and revenue targets, and someone has to prove they landed.
This is the first of several add-ons, and you want a playbook you can run again.
The integration lead is doing the work of three people, and most of it is clerical.
Integration FAQ
Where do integrations usually slip?
Not in the strategy. In the unglamorous parts: reconciling two charts of accounts, merging customer data, deciding whose system wins. The plan almost always exists on day one. What slips is keeping it alive once everyone goes back to their day jobs. Momentum dies in week three, and the value in the deal model quietly walks out with it.
What does AI track in the first 100 days?
Four things: the playbook itself with tasks, owners, due dates, and dependencies; the cost and revenue targets from the deal model against what is actually landing; the status of data and system migration; and a weekly status that writes itself. It does not make the calls. It remembers everything and flags what is slipping before it becomes a surprise.
Does it replace the integration team?
No. It removes the clerical load: chasing updates, rebuilding the tracker every Monday, reconciling two sets of reports by hand. That gives the integration lead their time back for the decisions and the people, which is the part that actually determines whether the deal works. The judgment stays human.
How does it connect to roll-up standardization?
A roll-up is this, repeated. The first integration produces the playbook. Roll-up standardization turns that playbook into the template every future add-on runs through, on one chart of accounts and one reporting format, so the second deal is faster than the first and the tenth is routine.
Scoped Per Firm, Built On Your Stack
This is an example of custom work, not an off-the-shelf product. The right place to start is the integration in front of you and the targets the deal was underwritten on.
A Portfolio Value-Creation Diagnostic maps the highest-value builds for a company before anyone writes code. See the full Build gallery for more examples.
Related Builds
Roll-Up Standardization
The integration playbook turned into a template every future add-on runs through. One chart of accounts, one format.
Contract Intelligence
Read the contracts you just inherited: obligations, renewals, and change-of-control clauses, surfaced fast.
Portfolio Value-Creation Diagnostic
The readiness sprint applied to one portfolio company: what to build first, and in what order.