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Governance layer (14 docs): - MASTER_OPERATING_PROMPT.md — operating constitution (five planes, six tracks, policy classes) - docs/ai-operating-model.md — five-plane architecture (Decision/Execution/Trust/Data/Operating) - docs/dealix-six-tracks.md — six strategic tracks (Revenue/Intelligence/Compliance/Expansion/Operations/Trust) - docs/governance/execution-fabric.md — OpenClaw execution plane deep dive - docs/governance/trust-fabric.md — trust plane with contradiction engine + evidence packs - docs/governance/saudi-compliance-and-ai-governance.md — PDPL/ZATCA/SDAIA/NCA live controls - docs/governance/technology-radar-tier1.md — Core/Strong/Pilot/Watch/Hold classification - docs/governance/partnership-os.md — alliance lifecycle management - docs/governance/ma-os.md — M&A corporate development lifecycle - docs/governance/expansion-os.md — geographic and vertical growth - docs/governance/pmi-os.md — post-merger integration framework - docs/governance/executive-board-os.md — executive decision surfaces - docs/execution-matrix-90d-tier1.md — 90-day sprint execution plan - docs/adr/0001-tier1-execution-policy-spikes.md — 8 architectural decisions Backend (3 models, 6 services, 8 API routes): - Contradiction Engine — detect/track system conflicts - Evidence Pack System — tamper-evident audit proof with SHA256 - Saudi Compliance Matrix — live PDPL/ZATCA/SDAIA/NCA controls - Executive Room — unified executive decision surface - Connector Governance — integration health monitoring - Model Routing Dashboard — LLM provider metrics - Forecast Control Center — actual vs forecast across tracks - Approval Center — enhanced approval queue with SLA Frontend (9 components): - Executive Room, Evidence Pack Viewer, Approval Center - Connector Governance Board, Saudi Compliance Dashboard - Actual vs Forecast Dashboard, Risk Heatmap - Policy Violations Board, Partner Pipeline Board Tooling: - scripts/architecture_brief.py — preflight validation (40/40 checks pass) - Updated CLAUDE.md and AGENTS.md with governance references https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
133 lines
4.5 KiB
Markdown
133 lines
4.5 KiB
Markdown
# PMI OS — Post-Merger Integration & Strategic PMO
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> **Parent**: [`MASTER_OPERATING_PROMPT.md`](../../MASTER_OPERATING_PROMPT.md)
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> **Plane**: Execution | **Tracks**: Expansion, Operations
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> **Version**: 1.0 | **Status**: Canonical
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---
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## Overview
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The PMI OS provides the framework for integrating acquired companies and managing strategic programs. It ensures Day-1 readiness, tracks synergy realization, and produces executive weekly packs.
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---
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## PMI Lifecycle
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```
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DAY-1 READINESS → 30/60/90 PLANS → EXECUTION → SYNERGY TRACKING → CLOSE-OUT
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```
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### Day-1 Readiness
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- [ ] Legal entity structure finalized
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- [ ] Communication plan executed (employees, customers, partners)
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- [ ] IT systems access provisioned
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- [ ] Financial reporting consolidated
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- [ ] Key personnel retention agreements signed
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- [ ] Saudization compliance plan for combined entity
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- [ ] PDPL data inventory of acquired entity
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- [ ] CR (Commercial Registration) transfer initiated
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### 30-Day Plan
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- [ ] Organization structure announced
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- [ ] Customer communication completed
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- [ ] System integration assessment completed
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- [ ] Quick wins identified and initiated
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- [ ] Cultural integration program started
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- [ ] Saudization gap analysis completed
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### 60-Day Plan
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- [ ] Data migration plan finalized
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- [ ] Tenant merge/split strategy decided
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- [ ] API consolidation roadmap agreed
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- [ ] Revenue synergy pilot initiated
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- [ ] Cost synergy tracking started
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- [ ] Compliance audit of acquired entity completed
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### 90-Day Plan
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- [ ] Core system integration complete
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- [ ] Unified reporting live
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- [ ] Synergy run-rate validated
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- [ ] Customer retention confirmed (target: >95%)
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- [ ] Combined team operating as one unit
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- [ ] Integration retrospective completed
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---
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## Dependency Tracking
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### Critical Path Items
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| Item | Owner | Dependency | Risk Level |
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|------|-------|-----------|-----------|
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| Data migration | Engineering | Schema compatibility assessment | High |
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| Tenant merge | Platform | Data migration complete | High |
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| API consolidation | Engineering | Tenant merge complete | Medium |
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| Financial consolidation | Finance | Legal entity setup | Medium |
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| Customer migration | Customer Success | Communication plan | High |
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### Risk Register
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| Risk | Probability | Impact | Mitigation |
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|------|------------|--------|-----------|
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| Key person departure | Medium | High | Retention bonuses, cultural integration |
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| Data loss during migration | Low | Critical | Backup, staged migration, rollback plan |
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| Customer churn post-merger | Medium | High | Proactive communication, service continuity |
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| Regulatory non-compliance | Low | Critical | Pre-close compliance audit |
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| Integration timeline overrun | High | Medium | Buffer in plan, weekly tracking |
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---
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## Escalation Engine
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| Level | Trigger | Action |
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|-------|---------|--------|
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| L1 | Task >3 days overdue | Notify workstream lead |
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| L2 | Milestone >1 week overdue | Escalate to PMI director |
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| L3 | Critical path blocked | Escalate to CEO |
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| L4 | Synergy at risk | Board notification |
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---
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## Executive Weekly Pack
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Produced every Friday, contains:
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1. **Integration Status** — overall RAG (Red/Amber/Green) status
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2. **This Week** — completed milestones
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3. **Next Week** — planned milestones
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4. **Blockers** — active issues requiring escalation
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5. **Synergy Tracker** — actual vs planned synergies (revenue + cost)
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6. **People** — retention, Saudization, cultural integration
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7. **Risk Summary** — top 5 risks with mitigation status
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---
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## Technical Integration Patterns
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### Tenant Strategy
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| Scenario | Approach |
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|----------|---------|
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| Acquiree has no SaaS | Create new tenant in Dealix |
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| Acquiree has compatible SaaS | Data migration into Dealix tenant |
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| Acquiree has incompatible SaaS | Parallel operation → gradual migration |
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| Acquiree is Dealix customer | Tenant already exists, upgrade plan |
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### Data Migration
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1. Schema mapping (source → Dealix models)
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2. Data quality assessment
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3. Staging migration (non-production)
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4. Validation suite (row counts, referential integrity, PII check)
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5. Production migration (maintenance window)
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6. Post-migration validation
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7. Rollback ready for 72 hours
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---
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## Structured Outputs
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- `Day1ReadinessChecklist` — all items with status
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- `IntegrationPlan` — phases, milestones, dependencies, owners
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- `SynergyTracker` — revenue synergies, cost synergies, run-rate, actual
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- `WeeklyPack` — executive summary for board
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- `IssueRegister` — active issues, owners, resolution timeline
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- `IntegrationCloseout` — final report, lessons learned, metrics
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