Configuration
Tooling Blueprint
Move from Excel chaos to executive-ready readiness reporting.
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Program Board
Cross-workstream view of milestones, dependencies, and owners.
Workstream Kanban Boards
12 pre-built boards, one per workstream, with shared fields.
RAID Log
Risks, Assumptions, Issues, Dependencies — tracked and reportable.
Decision Log
Time-stamped, owner-attributed governance decisions.
Dependency Board
Visualize cross-workstream and external partner dependencies.
Day 1 Checklist
Operational readiness checklist with go/no-go gates.
Executive Status Dashboard
Roll-up readiness, risks, and milestones for the steering committee.
Capacity Planning View
Team load vs. demand across the program.
External Partner Access Controls
Permissioned workspaces for legal, vendors, and merger partners.
Most M&A efforts are run through Excel, Smartsheet, and a maze of disconnected meetings. By Day 1, leadership has no single source of truth — and the cost of that opacity shows up as missed regulatory steps, member impact, and execution slippage.
This blueprint creates transparency, reduces meeting chaos, supports secure collaboration with merger partners, and gives executives real-time readiness visibility — built on the tooling your teams already work in.