Goal
When two major independent Pacific Northwest breweries joined forces, Percipio was brought in to manage all operational aspects of the merger and to help define and manage critical organizational transitions within a tight timeframe to coincide with the closing of the transaction.
Challenges
- Critical six-month window for completion
- Competing priorities — defining new operations while managing existing business operations at three brewery locations
- Completely new set of regulatory requirements associated with establishing a new publicly held entity
Expertise + Leadership
Given the complexity of the merger, Percipio was instrumental in highlighting critical risks and priorities and effectively communicating findings to the executive team. We developed and managed an integration plan along with related ERP implementation requirements. The team the drove the design and implementation of new process, financial controls, and organizational changes. We evaluated processes critical to the merger, defined best practices common to both organizations, and identified opportunities for improvement in both business processes and organizational alignment.
Results
For this new publicly traded entity, the Percipio approach helped to manage risk and successfully support critical organization transitions within a tight timeframe. This included transitioning to a common ERP platform and business processes along with establishing post-merger organizational roles and responsibilities. To get everyone in sync, we also communicated process and organizational changes through a series of road shows across sites in advance of the merger.
“The Percipio team played an absolutely critical role in the successful merger of our two companies. The team worked well with our employees, pushed hard to meet deadlines, and held themselves to a high professional standard. I would highly recommend them for program management, IT implementation management, and process redesign work.”
- Chief Financial Officer
