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Searching for keys to successful post-merger integration : a longitudinal case-study following a public sector merger

机译:寻找成功的合并后整合的关键:公共部门合并后的纵向案例研究

摘要

Unsuccessful mergers are unfortunately the rule rather than the exception. Therefore it is necessary to gain an enhanced understanding of mergers and post-merger integrations (PMI) as well as learning more about how mergers and PMIs of information systems (IS) and people can be facilitated. Studies on PMI of IS are scarce and public sector mergers are even less studied. There is nothing however to indicate that public sector mergers are any more successful than those in the private sector.This thesis covers five studies carried out between 2008 and 2011 in two organizations in higher education that merged in January 2010. The most recent study was carried out two years after the new university was established. The longitudinal case-study focused on the administrators and their opinions of the IS, the work situation and the merger in general. These issues were investigated before, during and after the merger. Both surveys and interviews were used to collect data, to which were added documents that both describe and guide the merger process; in this way we aimed at a triangulation of findings.Administrators were chosen as the focus of the study since public organizations are highly dependent on this staff category, forming the backbone of the organization and whose performance is a key success factor for the organization. Reliable and effective IS are also critical for maintaining a functional and effective organization, and this makes administrators highly dependent on their organizations’ IS for the ability to carry out their duties as intended. The case-study has confirmed the administrators’ dependency on IS that work well. A merger is likely to lead to changes in the IS and the routines associated with the administrators’ work. Hence it was especially interesting to study how the administrators viewed the merger and its consequences for IS and the work situation. The overall research objective is to find key issues for successful mergers and PMIs.The first explorative study in 2008 showed that the administrators were confident of their skills and knowledge of IS and had no fear of having to learn new IS due to the merger. Most administrators had an academic background and were not anxious about whether IS training would be given or not. Before the merger the administrators were positive and enthusiastic towards the merger and also to the changes that they expected. The studies carried out before the merger showed that these administrators were very satisfied with the information provided about the merger. This information was disseminated through various channels and even negative information and postponed decisions were quickly distributed. The study conflicts with the theories that have found that resistance to change is inevitable in a merger.Shortly after the merger the (third) study showed disappointment with the fact that fewer changes than expected had been implemented even if the changes that actually were carried out sometimes led to a more problematic work situation. This was seen to be more prominent for routine changes than IS changes. Still the administrators showed a clear willingness to change and to share their knowledge with new colleagues. This knowledge sharing (also tacit) worked well in the merger and the PMI. The majority reported that the most common way to learn to use new ISs and to apply new routines was by asking help from colleagues. They also needed to take responsibility for their own training and development.Five months after the merger (the fourth study) the administrators had become worried about the changes in communication strategy that had been implemented in the new university. This was perceived as being more anonymous. Furthermore, it was harder to get to know what was happening and to contact the new decision makers. The administrators found that decisions, and the authority to make decisions, had been moved to a higher administrative level than they were accustomed to. A directive management style is recommended in mergers in order to achieve a quick transition without distracting from the core business. A merger process may be tiresome and require considerable effort from the participants. In addition, not everyone can make their voice heard during a merger and consensus is not possible in every question. It is important to find out what is best for the new organization instead of simply claiming that the tried and tested methods of doing things should be implemented.A major problem turned out to be the lack of management continuity during the merger process. Especially problematic was the situation in the IS-department with many substitute managers during the whole merger process (even after the merger was carried out). This meant that no one was in charge of IS-issues and the PMI of IS. Moreover, the top managers were appointed very late in the process; in some cases after the merger was carried out. This led to missed opportunities for building trust and management credibility was heavily affected. The administrators felt neglected and that their competences and knowledge no longer counted. This, together with a reduced and altered information flow, led to rumours and distrust. Before the merger the administrators were convinced that their achievements contributed value to their organizations and that they worked effectively. After the merger they were less sure of their value contribution and effectiveness even if these factors were not totally discounted. The fifth study in November 2011 found that the administrators were still satisfied with their IS as they had been throughout the whole study. Furthermore, they believed that the IS department had done a good job despite challenging circumstances. Both the former organizations lacked IS strategies, which badly affected the IS strategizing during the merger and the PMI. IS strategies deal with issues like system ownership; namely who should pay and who is responsible for maintenance and system development, for organizing system training for new IS, and for effectively run IS even during changing circumstances (e.g. more users). A proactive approach is recommended for IS strategizing to work. This is particularly true during a merger and PMI for handling issues about what ISs should be adopted and implemented in the new organization, issues of integration and reengineering of IS-related processes. In the new university an ITstrategy had still not been decided 26 months after the new university was established.The study shows the importance of the decisive management of IS in a merger requiring that IS issues are addressed in the merger process and that IS decisions are made early. Moreover, the new management needs to be appointed early in order to work actively with the IS-strategizing. It is also necessary to build trust and to plan and make decisions about integration of IS and people.
机译:不幸的是,合并失败是规则,而不是例外。因此,有必要加深对合并和合并后整合(PMI)的了解,并更多地了解如何促进信息系统(IS)和人员的合并和PMI。对IS的PMI的研究很少,对公共部门合并的研究也更少。但是,没有任何迹象表明公共部门的合并比私营部门的合并更成功。本论文涵盖了2008年至2011年之间在两个高等教育机构中进行的五项研究,该研究于2010年1月进行了合并。新大学成立两年后。纵向案例研究的重点是管理者及其对信息系统,工作情况和合并的总体看法。在合并之前,之中和之后,对这些问题进行了调查。调查和访谈均用于收集数据,并在其中添加了描述和指导合并过程的文档;由于公共组织高度依赖于此类人员,因此构成了组织的骨干,其绩效是组织成功的关键因素,因此选择了管理员作为研究重点。可靠且有效的信息系统对于维持功能有效的组织也至关重要,这使管理员高度依赖其组织的信息系统来履行其预期职责的能力。案例研究已证实管理员对IS的依赖很好。合并可能会导致IS和与管理员工作相关的例程发生变化。因此,研究管理员如何看待合并及其对IS和工作情况的影响尤其有趣。总体研究目标是找到成功合并和PMI的关键问题。2008年的首次探索性研究表明,管理人员对其IS的技能和知识充满信心,并且不担心由于合并而必须学习新的IS。大多数管理人员具有学术背景,并不担心是否会进行信息系统培训。合并之前,管理员对合并以及他们期望的更改都充满热情。合并之前进行的研究表明,这些管理员对所提供的有关合并的信息非常满意。这些信息通过各种渠道进行传播,甚至负面信息和推迟的决定也得以迅速分发。这项研究与那些发现并购中不可避免地存在抵制变革的理论相抵触。(三)合并后不久,即使实际执行的变更少于预期的变更也令人失望有时会导致更麻烦的工作情况。对于常规更改,这比对IS更改更为突出。管理员仍然明确表示愿意更改并与新同事共享他们的知识。这种知识共享(也是默认的)在合并和PMI中运作良好。大多数人报告说,学习使用新IS和应用新例程的最常见方法是寻求同事的帮助。他们还需要对自己的培训和发展负责。合并后的五个月(第四项研究),管理者开始担心新大学实施的沟通策略的变化。人们认为这更加匿名。此外,更难了解正在发生的事情并联系新的决策者。管理员发现决策和决策的权限已移交给了比他们习惯的更高的管理级别。建议在合并中采用指令管理风格,以便在不分散核心业务的情况下实现快速过渡。合并过程可能很麻烦,并且需要参与者付出巨大的努力。此外,并不是每个人都能在合并过程中表达自己的声音,而且在每个问题中都不可能达成共识。重要的是找出对新组织最有利的方法,而不是简单地声称应该采用经过实践检验的做事方法。一个主要问题是合并过程中缺乏管理连续性。尤其成问题的是,在整个合并过程中(甚至在合并之后),IS部门中有许多替代经理的情况。这意味着没有人负责IS发行和IS的PMI。此外,高层管理人员的任命过程很晚。在某些情况下,合并完成后。这导致失去建立信任的机会,并且管理信誉受到严重影响。管理人员感到被忽视了,他们的能力和知识不再重要。这与减少和改变的信息流一起导致谣言和不信任。合并之前,管理员确信他们的成就为他们的组织贡献了价值,并且他们有效地工作了。合并后,即使这些因素并未完全折中,他们也无法确定其价值贡献和有效性。 2011年11月进行的第五项研究发现,与整个研究过程一样,管理员仍然对其IS感到满意。此外,他们认为,尽管面临挑战,IS部门还是做得很好。前两个组织都缺乏信息系统战略,这严重影响了合并和PMI中的信息系统战略。 IS策略处理诸如系统所有权之类的问题;即谁应该付费,谁负责维护和系统开发,组织新IS的系统培训以及即使在变化的情况下(例如,更多的用户)也要有效地运行IS。建议采用积极的方法来进行IS战略制定工作。在合并和PMI期间尤其如此,因为它处理有关在新组织中应采用和实施哪些IS的问题,与IS相关的流程的集成和重新设计的问题。在新大学成立后的26个月,仍未决定IT战略。研究表明,在合并中果断管理IS的重要性要求在合并过程中解决IS问题并做出IS决策早。而且,需要尽早任命新的管理人员,以便与信息系统战略制定部门积极合作。也有必要建立信任,并规划和制定有关IS和人员整合的决策。

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    Lundqvist Siw;

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