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Companies merge for multitude of intrinsic and extrinsic reasons, but the motivation for mergers can be generally categorized into operating and financial synergy. Mergers are taken on to grow companies, their consumer base, cash flows, and investment opportunities. While mergers can add tremendous opportunity, successful integration of the two companies is necessary to realize that opportunity.

Successful integration depends on a variety of factors. First, companies must determine which areas should be integrated. The decision of which areas should be integrated should be specific to what is trying to be achieved through the merger. For instance, if a raw material producer merges with a manufacturing plant, the strategy may be for the actual production at the two companies stand alone with their processes, yet more broad areas such as HR, management, and innovation should be integrated to leverage the input/output ratio.

Once determination has been made as to what areas will be integrated, creating processes for the newly integrated departments is an integral part of a successful merger. Best practices include making quick decisions, involving stakeholders in the decision process, and learning from both companies best practices. (Galpin, 2014).

References

Galpin, Timothy J.. The Complete Guide to Mergers and Acquisitions : Process Tools to Support M&a Integration at Every Level, John Wiley & Sons, Incorporated, 2014. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/trident/detail.action?docID=1727719.

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Case Study Protocol

1. What three key ideas were most significant from the readings;

First, Flyvbjerg (2006) provides a provoking incite that an “advantage of the case study is that it can “close in” on real-life situations and test views directly in relation to phenomena as they unfold in practice.” (p. 235)

Secondly, Baxter & Jack (2008) discussed narrowing down the case study scope or question to be answered. Defining the research boundaries can be challenging; however, this can be overcome by establishing inclusion and exclusion criteria.

The third key idea of significance is the foundation as in anything, Gagnon (2010) identifies "Step 1.1 is defining your approach," which will take into consideration the last two points.

1. Two ideas/topics from the readings that you would like to explore or discuss further; and

First, Yin (2017) defines a case study as a research method and types of case studies such as explanatory, descriptive, and expository.

Secondly, Yin (2017) also discusses defining a case study question and the need to answer who, what, where, how, or why.

1. One element/issue/concept that you found difficult in your understanding or application of case study research methods.

Designing a case study and avoiding pitfalls of allowing the case to creep in scope once defined. While on the other hand, being too narrow or broad, where I miss the targeted audience or just bored the audience with the has been discussed in prior cases.

Such as leadership versus just influencing in a new normal that has yet to be defined. Some might say leadership from a distance, e-leadership, or leading without relationship. Leadership has been studied since time began. I have led into combat for times that I ever wanted to in my life, and although not everyone came back the same, we knew that was the price asked of us all. Today, I must influence men and women to do everyday activities in the face of an unseen enemy, COVID-19. Is that leadership?

References

Baxter, P. & Jack, S. (2008). Qualitative case study methodology: Study design and implementation for novice researchers. The Qualitative Report, 13 (4), 544-559. Retrieved from  http://nsuworks.nova.edu/cgi/viewcontent.cgi?artic...

Flyvbjerg, B. (2006). Five misunderstandings about case-study research. Qualitative Inquiry, 12(2), 219-245.

Gagnon, Y. (2010). Stage 1: Assessing appropriateness and usefulness. In The Case Study As Research Method : A Practical Handbook (pp. 11-18). Québec [Que.]: Les Presses de l'Université du Québec (EBSCO ebook Collection)

Yin, R.K. (2017). Introduction. In Case study research and applications: Design and methods (6th ed.). Thousand Oaks, CA: Sage Publications.