Create a case study document detailing how a management-consulting boutique transformed tacit partner expertise on post-merger cultural integration into a modular playbook that reduced onboarding time for new senior hires by 35%

Generate create a case study document detailing how a management-consulting boutique transformed tacit partner expertise on post-merger cultural integration into a modular playbook that reduced onboarding time for new senior hires by 35% for Management, Scientific, and Technical Consulting Services industry

Management, Scientific, and Technical Consulting Services

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Allowed: PDF, PPTX, DOCX, MP4, M4A, XLSX

Max size: 100MB

Upload existing partner presentations, workshop recordings, white papers, or internal training decks that capture current tacit knowledge on post-merger cultural integration (include any process flows, checklists, or annotated frameworks)
Select the consulting engagement model driving this knowledge codification (affects playbook granularity, format, and toolkits needed)
Specify client industry and ownership structure to align playbook with sector-specific cultural risk factors, union considerations, and regulatory nuances
Select the 3-5 core pillars around which the playbook must be modularized (these become independent module tracks new hires can pick up)
Identify which new-hire personas will consume this playbook (determines depth, terminology level, assumed prior M&A experience)
Set the level of step-by-step scripting vs. guiding principles (balances speed vs. customization)
Define quantitative and qualitative metrics tied to the 35% onboarding-time reduction goal, plus any PD/HR or client KPIs that must be folded into the playbook
Select applicable confidentiality tiers and compliance standards shaping how content can be modularized and shared
Provide any special situational contexts (cross-border, hostile take-over, carve-outs, regulatory approval conditions) that should trigger playbook customizations or flag out-of-scope sections for new hires
List the firm's existing digital/microsoft tool ecosystem that the playbook must plug into (sharepoint, Viva Engage, Teams apps, Airtable, Miro templates, Tableau dashboards) to minimize incremental platform lift