Post-Acquisition Service Delivery Integration for SaaS Learning Company
Overview:
• Project Type: Post-Merger Integration
• Industry Type: Technology
• Business Unit: Operations
Problem:
Following an acquisition, a SaaS-based learning organization needed to integrate onboarding, enablement & service delivery across newly combined teams & systems. Processes were fragmented, handoffs were undefined & there was no unified operating model to support the combined customer base.
Action:
Served as Operations SME for a simultaneous CRM & CPQ integration spanning multiple teams & cross-functional stakeholders. Consolidated commission structures across Sales, standardized handoffs & operating rhythms, redesigned the partner experience, partnered with Marketing on a self-service purchasing infrastructure & designed a leadership enablement program supporting manager readiness through organizational change.
Result:
Delivered unified customer data infrastructure, scalable service models, an improved partner experience, a consolidated operating model & a leadership bench equipped to sustain the organization post-acquisition.