Case studies
Driving post-acquisition integration and efficiency with PSA
The Challenge
Following a strategic acquisition, a UK-based pension administration provider needed to integrate the acquired actuarial consulting firm into its operations. The client aimed to migrate the new business onto its Kantata professional services automation (PSA) platform within just two months to drive greater efficiency and uniformity. Successfully executing this transition required expert support to navigate the technical and operational complexities, mitigate risks and develop a structured onboarding plan.
The Solution
Garwood leveraged its deep expertise in PSA implementations to design and execute a structured integration plan. We began with an operational readiness review to assess the existing PSA setup and identify areas requiring refinement. Working closely with the client’s business, finance and technical teams, we ensured the Kantata platform was configured to meet the specific needs of the acquired firm.
Our approach included thorough system testing to validate functionality, a structured data migration from legacy systems and hands-on support to facilitate adoption of new processes. Acting as a bridge between the client and Kantata subject matter experts, we provided practical insights and problem-solving support to keep the project on track.
The Result
With Garwood’s strategic guidance and hands-on support, the client successfully transitioned the acquired business onto the Kantata PSA platform within the planned timeframe and budget. The integration delivered immediate improvements in operational consistency, positioning the organisation for more efficient and enhanced service delivery to clients.
