2024
Cognitive
Structuring
This tool facilitates planning merger and acquisition (M&A) processes and enables comparison of different merger scenarios. It is part of the client’s global M&A platform and emphasizes taxonomy integration. The service automatically generates reports used to create client proposals and develop departmental integration strategies.
Challenge
The client’s merger and acquisition planning tools were outdated, significantly lowering employee productivity. The main challenge was to create a new product that streamlined workflows while preserving key functions of the existing product. It also needed to integrate with the client’s platform, making it essential to maintain a familiar user experience.
1.
Boost user effectiveness with an intuitive, scalable tool.
2.
Ensure integration compatibility with the company’s other M&A products.
3.
Develop customizable summary reports with filtering and export functionality.
Solution
After discussions with stakeholders and users, we streamlined the homepage to focus on core tasks—creating and managing company structures and generating reports. To meet users’ need to view all taxonomies at once, we combined them into a single, customizable, and filterable view. For statistics, three concepts were developed, with one approved after testing.
/ Builder Features
Data can be presented in three formats, enabling filtering, visualization, and evaluation of potential mergers or department maturity levels within companies.
/ Feature 1
Metadata
Each taxonomy element includes relevant data based on its level, such as process objectives, number of involved employees, technologies, leadership, and other key information.
/ Feature 2
Taxonomy Creation
The product enables creating company structures in four ways: from scratch, using existing companies, following industry standards, or leveraging AI based on key required characteristics.
/ Feature 3
Reports
Visualizes key performance indicators and relationships between departments. Data can be displayed for both the current state and projected future state after changes are made. The product automatically generates a detailed PDF presentation that consultants use as pitch materials for their clients.
Results
The product received positive user feedback and has become the standard tool for consultants working on M&A projects. After several releases, users praised the convenience of the new tool and the streamlined workflow enabled by the library of pre-built taxonomies and AI-generated metadata.
1.
Proposal preparation process has accelerated by 34%
The tool significantly boosted consultant productivity, reducing the time from project start to delivering the final client deck by an average of 34% compared to the previous product.
2.
Increased client conversion rate by ~6%
The percentage of successful client deals increased by 6%, with users highlighting the automatic generation of ready-to-use client presentation decks as the key contributing feature.
3.
Successfully integrated artificial intelligence
Statistics show that the auto-fill and auto-generation of taxonomies features have become constant assistants for users, significantly speeding up their workflow.