Integration Objectives

Creating the integration initiatives for the journey ahead

This course is part of the Certified Acquisition Integration Manager program 

This course covers the core of the SSIM™, the Small business Simple Integration Method, a simplified approach to planning and delivering the integration of an acquired small or mid-size business. Integration Objectives are the initiatives that define the emphasis, or focus areas, for the journey ahead. This course describes how to identify those objectives, based upon the reason that a business is acquired, and how these fit into the SSIM™ as a whole.

Objectives are the "rally cry" and direction of an integration that is about to begin.
This course teaches you how to create objectives that align with the reasons for acquiring and give focus for the integration journey.

Integration Objectives covers the following topics

  • How do you start an integration?
  • Identifying the strategic reasons for acquiring
  • The SSIM™, the Small business Simple Integration Method
  • The importance of the mission statement
  • How are integration objectives different to the reasons for acquiring a business?
  • What are the differences between company-wide and workstream objectives?
  • How do you derive the integration objectives from the reasons for acquiring?

This course contains two examples of fictional acquisition integrations to demonstrate how the company-wide and workstream objectives are created.

Check out the contents of this course!

Integration Objectives

Upon successfully passing the course assessment, you will be awarded a Learning Achievement for completion. It contributes towards the Certified Acquisition Integration Manager (CAIM) qualification. To review your Learning Achievements go to Online, My Learning Profile

To review your Learning Achievements go to Online, My Learning Profile

Contact us to get a credit!

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12 Months' Access

Take this course to learn how to create the intiatives for an integration

Register now to access the course Integration Objectives 

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Our Complete Range of Courses

Training and certification for set up and management of an integration of an acquired business

Training, certification and mentoring for you to deliver the value of your M&A through successful integration

Acquisition integration basics course

Addresses questions that acquired employees have, including "What is an acquisition integration?", "How are the integration teams and decision makers organized?" and "How long can an integration take"

Considerations that leadership should have before acquiring,  discuss 6 myths about integrations, and differentiate between the priorities of the acquisition team and the integration team

Four broad-category approaches to integrating an acquired small or mid-size business, along with the “Keep Separate” strategy

The Integration Organization

The teams that oversee, manage and deliver an acquisition integration; the members of these teams, their roles, qualifications and ideal qualities

Integration Objectives

Initiatives that define the focus areas, for the journey ahead: how to identify the objectives, and how these fit into the SSIM™ as a whole

  Learn how to estimate and budget the finances of an acquisition integration: three types of cost estimation, budget submission, and three types of synergy

Staff Retention after an Acquisition

 Staff retention should be a priority of smaller integrations. We discuss  non-financial and financial incentives and introduce The Staff Retention Toolbox

Onboarding an entire acquired business is complex, emotional, and critical to the success of integrating acquired smaller businesses

Preparing for Day 1

The way that you announce and welcome new employees can be the difference between integration success and failure. Here we teach how to prepare and deliver the Day 1 announcement

Communication during Integrations

Learn how to communicate to the different audiences for an integration, applying seven communication objectives

Creating Acquisition Integration Projects

Walk through the process of turning integration objectives into workstream charters, and deriving the high level and details tasks.


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Monica Berrios HR Director
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Linda Peduto Facilities Manager
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Patrick Xiao Head of IT Department
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Samuel Bronstein CEO
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Lauren Mink Purchasing and Facilities Management
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Wyatt Campbell COO

The Results are There

Intista were really helpful in strategic planning and finding solutions. We had positive results that helped the company and employees move forward. They were definitely worth the time. The results are there, and motivation is part of the process.

A Huge Positive Difference

Extremely organized, detail-oriented, thorough, timely, and importantly... made a huge positive difference on many occasions, helping to gain loyalty, bridge differences, and get newly acquired companies up and running

Strongly Recommended

We [were] dealing with a big integration project between a China and a Europe based company.

A great experience... [the] contribution to our email migration project is highly appreciated, excellent communication and coordination skills are highly praised.

Definitely Steve and his company will be strongly recommended to our partners. I would say that if we have any chance doing the project based in USA and Europe, they will be on the preferred vendor list for sure.

Value Beyond the Scope

They were very responsive to my needs and gave added value beyond the scope I requested, finding gaps that we didn't realize were there. The attitude, support and professionalism were outstanding. We would have no hesitation in asking them back for future projects.

Made for a Better Culture

Able to assume solutions many times before problems occur and can remain collected. …also quickly made personal relationships with members of both companies and helped to integrate them by learning process and introducing counterparts. It not only made for a better culture, but a smoother run in streamlining both lines of business.

Holistic Thinking

Really appreciate your dedication, professionalism, hard work and holistic thinking.


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