PMI Playbook
🛡️ Public data only — no PHI permitted on this instance.
Post-Merger Integration Playbook
Workstream tracking · synergy capture · Day 1/100/365 milestones · integration risk register · TMS cost savings — 1,705 corpus deals
Target
Project Beacon (
Close Date
2025-06-30
Days Since Close
275
Overall Progress
71.2%
Synergy Run-Rate
$21.7M
Synergy Target
$38.0M
Synergy %
57.1%
Budget Util
72.6%
Corpus Deals
1,705
Integration Status — Project Beacon (Q2 2025 close)
Day 275 · 71.2% complete · $21.7M run-rate synergies (57% of target)
Integration spend $19.5M / $26.9M budget (73% util)
Workstream Progress & Budget
| Workstream | Owner | Total | Completed | On Track | Status | Budget ($M) | Spent ($M) | Next Milestone | Due |
|---|---|---|---|---|---|---|---|---|---|
| Financial Reporting / Close | CFO Team | 28 | 22 | 79% | on track | $1.85 | $1.42 | Month-12 consolidated close process | 2026-06-15 |
| IT / EHR Unification | CIO Team | 62 | 28 | 45% | at risk | $8.50 | $5.85 | Epic instance single-tenant migration | 2026-08-30 |
| RCM / Billing Consolidation | SVP Revenue Cycle | 42 | 34 | 81% | on track | $3.20 | $2.45 | Single-tenant Waystar cutover | 2026-05-20 |
| Payer Contract Renegotiation | VP Managed Care | 18 | 8 | 44% | lagging | $0.85 | $0.42 | BCBS consolidated contract LOI | 2026-07-15 |
| Compliance Program Harmonization | Chief Compliance Officer | 35 | 32 | 91% | on track | $1.20 | $1.05 | HIPAA risk assessment completion | 2026-05-01 |
| Clinical Ops Standardization | CMO | 55 | 42 | 76% | on track | $2.80 | $2.15 | Standard order set rollout | 2026-06-30 |
| HR / Benefits Integration | CHRO | 32 | 28 | 88% | on track | $1.40 | $1.18 | Unified benefits plan active | 2026-04-30 |
| Real Estate / Facilities | VP Real Estate | 22 | 18 | 82% | on track | $0.75 | $0.58 | Lease consolidation (3 markets) | 2026-07-01 |
| Procurement / Supply Chain | VP Supply Chain | 28 | 22 | 79% | on track | $1.10 | $0.85 | GPO contract unification | 2026-05-15 |
| Marketing / Brand | CMO (Mkt) | 18 | 12 | 67% | on track | $0.95 | $0.62 | Unified brand launch | 2026-06-01 |
| Data & Analytics | Chief Data Officer | 38 | 18 | 47% | at risk | $2.40 | $1.28 | Single data warehouse launch | 2026-09-30 |
| Legal / Regulatory | General Counsel | 25 | 23 | 92% | on track | $1.85 | $1.65 | CMS notification of ownership change | 2026-04-20 |
Synergy Capture vs Plan
| Synergy Category | Target ($M) | Run-Rate ($M) | % of Target | Timing | Risk |
|---|---|---|---|---|---|
| Back Office Consolidation (HR/Finance) | $4.20 | $3.18 | 76% | ahead | low |
| RCM / Billing Efficiency | $6.50 | $4.55 | 70% | on track | low |
| Payer Rate Improvement | $8.80 | $2.45 | 28% | behind | high |
| Supply Chain / GPO Savings | $3.50 | $2.85 | 81% | on track | low |
| Malpractice Insurance Pooling | $1.80 | $1.62 | 90% | ahead | low |
| IT System Unification | $2.50 | $0.85 | 34% | behind | medium |
| Clinical Ops Standardization | $4.80 | $2.95 | 61% | on track | medium |
| Cross-Sell Revenue Synergy | $3.20 | $0.95 | 30% | behind | high |
| Facilities / Lease Consolidation | $1.50 | $1.32 | 88% | ahead | low |
| Compliance / Legal Efficiency | $1.20 | $0.98 | 82% | on track | low |
Day 1 / Day 100 / Year-End Milestone Tracking
| Horizon | Target | Completed | In Progress | Slipped | Completion % |
|---|---|---|---|---|---|
| Day 1 (Close) | 38 | 38 | 0 | 0 | 100.0% |
| Day 30 | 45 | 44 | 1 | 0 | 98.0% |
| Day 60 | 58 | 55 | 2 | 1 | 95.0% |
| Day 100 | 72 | 65 | 5 | 2 | 90.0% |
| Day 180 | 118 | 98 | 15 | 5 | 83.0% |
| Day 270 | 185 | 148 | 28 | 9 | 80.0% |
| Day 365 (Year 1) | 258 | 205 | 42 | 11 | 79.0% |
| Day 540 (18-mo Plan) | 325 | 215 | 85 | 25 | 66.0% |
Integration Risk Register
| Risk Area | Description | Probability | Impact ($M) | Mitigation | Owner |
|---|---|---|---|---|---|
| Clinician Retention Post-Close | MD attrition running 14% vs 9% baseline | medium | $3.80 | in progress | CMO |
| EHR Migration Delay | Epic single-tenant migration 3 months behind | high | $5.20 | escalated | CIO |
| Payer Contract Transition | BCBS has not ratified consolidated contract | high | $8.50 | active negotiation | VP Managed Care |
| Cross-Sell Synergy Miss | Cross-sell running 30% of target | high | $2.20 | remediation plan | CRO |
| Compliance Program Gaps | Legacy acquired site missed 2 DEA recerts | medium | $1.50 | closed | CCO |
| Data Integration Complexity | 2 legacy data warehouses not yet merged | medium | $1.80 | in progress | CDO |
| Cultural Integration | Employee NPS down 12pp at acquired co | medium | $0.00 | active | CHRO |
| Vendor Contract Cleanup | 18 duplicative SaaS subscriptions not yet cut | low | $0.85 | in progress | Procurement |
TMS — Cost Savings by Function
| Function | Pre-Integration ($M) | Post-Integration ($M) | Actual Savings ($M) | Target Savings ($M) | Variance % |
|---|---|---|---|---|---|
| Finance & Accounting | $8.50 | $5.80 | $2.70 | $3.10 | -12.9% |
| Human Resources | $4.20 | $3.10 | $1.10 | $1.20 | -8.3% |
| IT / Tech Ops | $12.50 | $10.80 | $1.70 | $2.50 | -32.0% |
| Legal / Compliance | $3.20 | $2.50 | $0.70 | $0.80 | -12.5% |
| Revenue Cycle | $15.80 | $10.20 | $5.60 | $6.50 | -13.8% |
| Marketing | $2.80 | $1.90 | $0.90 | $1.00 | -10.0% |
| Procurement | $3.50 | $2.10 | $1.40 | $1.50 | -6.7% |
| Facilities | $2.20 | $1.50 | $0.70 | $0.80 | -12.5% |
PMI Thesis: Integration 71% complete at day 275.
Synergy run-rate $21.7M vs $38.0M target (57%). Back-office consolidation and supply-chain synergies ahead of plan;
payer rate improvement and cross-sell revenue synergies behind — high-risk items requiring escalation.
IT/EHR unification and data-warehouse consolidation are the critical-path blockers for Year-1 milestones.
Integration spend tracking at 73% of budget — on target.
Historical PE-healthcare integrations capture 65-75% of targeted synergies by month 12; we're tracking toward top of range ex-payer-rate items.