Acquisitions/Mergers

The Support Team will work with your Point-of Contact  and team during the transition process following a merger or acquisition. We will set up a timeline with stages that align with your company’s goals for fully bringing the acquired subscriber base into Vision. Every company’s transition timeline is tailored to best meet their needs. However, there are some key steps and goals outlined below. The stages are meant to serve as a guideline and reference. Please reach out to the Support Team with any questions.

Before the transition is complete, the Support Team will want you to meet the following goals. We will ensure that acquired service packages are set up correctly and that reporting and billing for the expanded customer base are functioning properly. Service areas must be clearly defined with the correct service offers tied to them so staff can easily see what services are available in each location. The public shopping cart should be updated to reflect the merged service areas and actively promoted on the company website and social media accounts. Circuits and customer equipment from the acquired provider should be integrated into Vision, and workflows should be applied to support your company’s operational processes. All of these items will be supported with planning, implementation, and guidance from our team.

Things to keep in mind:

Billing:

  • Invoice Date
  • Recurring Payment Dates
  • AutoPay (Ex: 3rd of month)
  • Net Term (Ex: 10 days)
  • Payment Integrations

Network Considerations:

  • Network Import (Greenfield / Existing)
  • Hardware Integrations
  • Fiber Design (Ex: 3-GIS, training with FS Engineering)
  • Monitoring
  • Provisioning (Ex: Preseem; Calix AXOS)
  • IP Assignments / Authentication (Ex: Mikrotik)

Timeline:

  • Based on the pace of the transition and integration
  • Current number of acquired customers
  • Target turn-up date

Learn More About:

Stage 1 

Setting dates for when items will be completed is a first major step. Due dates will vary from client to client, and we will work to set up what is best for your company. Our support team and your team or point-of-contact will lay out a clear set plan with start and end dates to keep tasks on schedule and moving forward. If there are changes or delays, that can and will affect that timeline. The Point-of-Contact will give a list of employees and their roles to the Support Team. This way we will know who needs to be involved in certain onboarding training. The Point-of-Contact will help with the transition by attending all training sessions with their users and the Support Team.

  • Client to provide access to data sources.
  • Build Service items/ packages / offers / service areas – Vision Assist
  • Import lead data if available, demographic CSV – Vision & Client
  • Import address data, if available – Vision & Client

 

Stage 2

  • Build out system inventory warehouses (Towers, COs, storage facilities, tech vehicles)
  • Model hardware – Vision
  • Build out batch notification email templates if applicable– Vision & Client
  • ​​​​Check for billing changes
  • Begin Subscriber import via CSV - Client
  • Begin Subscriber package backfill via CSV - Client
  • Begin importing existing hardware into inventory
  • Begin Subscriber network backfill via CSV - Client

 

Stage 3

  • Continue Subscriber Import - Client
  • Continue Subscriber network backfill 
  • Begin testing integration workflow functions
  • Verify network proof of concept with test equipment
  • Verify network proof of concept with new install
  • Verify tax set up and sample invoice

 

Stage 4 

  • Add new subscribers to network event to group/monitor together
  • Workflows (if new technologies)
    • Package install workflow
    • Upgrade/downgrade workflows
    • cancellation workflows
    • suspension workflow
    • dispatch workflow
  • Send batch billing cycle out of Vision
  • Post Transition: 30-90 Days
  • Basic Dashboard Reports