Strategically Configuring your Pipeline Stages

What do you need to do:

• On the surface, configuring Pipeline Stages seems simple, but when organized correctly, operating strategy in Midaxo is much improved
• Assess which teams are involved in which deal stages
• Compare your deal stages against the Midaxo generic stages
• Confirm target origination (advisors, vendors or internally)
• Confirm Diligence and Integration stages
  • Some companies track post-integration in the same process or separately
• Build in Governance
  • What are the steps associated with each stage?
  • What stages could be hidden?
    • i.e. Failed Bids or Closed Projects

What’s the best way to do it:

• Align your entire M&A team to streamline deal flow
• Edit Pipeline Stages
• Build governance into each stage
• Create pertinent, hidden stages for closed projects or projects tracked in separate processes (post-close tracking)

Enter Stage Editor

Edit Stage Names/Governance and Hierarchy (Active or Hidden)

Result

Pipeline View