SequelOrthoOrtho M&A Playbook
Reviewer guide ↓
Multi-clinic orthopedic M&A

Generate an integration playbook for every acquisition.

Timeline and detail scale with the complexity of the acquisition. Pick a phase to capture Work-Item-level detail, or jump to the Program tile for plan, KPIs, dashboards, risks, and the steering deck.

Phase 1

Discovery & Stabilization

  • Technology inventory, contract review, workflow mapping per site
  • Interim connectivity + centralized helpdesk
  • Security posture assessment + physician champions named Day 1
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Phase 2

Platform Standardization

  • Target EMR/PM decision with scoring matrix
  • Data migration planning, unified identity, security baseline
  • RCM standardization + pilot-site cutover
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Phase 3

Optimization & Scale

  • EMR rollout to remaining sites, champion-validated
  • Unified analytics, Power-BI-ready KPI set
  • Repeatable playbook + AI/automation backlog
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Program

Integration Program Artifacts

  • Project plan (detail grows with phase progress)
  • KPIs + dashboard, risk register
  • Steering Committee Deck with RYG status
  • Governance charter + executive readout
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