Optimize post merger technology integration portfolio
Choose retain, bridge, migrate, integrate or retire for every target capability while pricing delayed synergy, retained standalone value, Beta-binomial failures, unique platform loss, resources, budget and CVaR.
What it's for
Gives acquirers a technology integration frontier: what to retain, bridge, migrate, integrate or retire to preserve standalone value and realize synergy without hiding platform tail risk or scarce capacity.
What you give it
Inputs split into evidence read from your connected systems, calibration your team owns, and numerical controls that affect precision but never the result's meaning.
| Field | Type | Role | Required |
|---|---|---|---|
| beam_width | integer ≥ 1, ≤ 100000 | Numerical control | Optional |
| capabilities | array of objects (10 fields) | Evidence | Yes |
| exact_state_limit | integer ≥ 1, ≤ 10000000 | Your calibration | Optional |
| horizon_months | number > 0 | Your calibration | Optional |
| implementation_budget | number ≥ 0 | Your calibration | Yes |
| integration_options | array of objects (18 fields) | Evidence | Yes |
| max_detail_rows | integer ≥ 1, ≤ 500 | Numerical control | Optional |
| random_seed | integer ≥ 0, ≤ 4294967295 | Your calibration | Optional |
| resource_capacities | array of objects (2 fields) | Evidence | Yes |
| risk_aversion | number ≥ 0 | Your calibration | Optional |
| scenarios | array of objects (6 fields) | Evidence | Yes |
| simulation_count | integer ≥ 1000, ≤ 200000 | Your calibration | Optional |
| tail_probability | number > 0, < 1 | Your calibration | Optional |
| target_platform_groups | array of objects (2 fields) | Evidence | Yes |
Each integration_options
record
| Field | Type | Required |
|---|---|---|
| action_type | one of "retain", "bridge", "migrate", "integrate", "retire" | Yes |
| capability_id | string (non-empty) | Yes |
| common_failure_detection_probability_scenarios | array of number | Yes |
| completion_months_scenarios | array of number | Yes |
| dependency_option_ids | array of string | Yes |
| evidence_verified | boolean | Yes |
| exclusion_option_ids | array of string | Yes |
| failure_detection_probability_scenarios | array of number | Yes |
| id | string (non-empty) | Yes |
| implementation_cost | number (≥ 0) | Yes |
| is_current_state | boolean | Yes |
| operating_cost_scenarios | array of number | Yes |
| remediation_success_probability_scenarios | array of number | Yes |
| residual_failure_probability_scenarios | array of number | Yes |
| resource_demands | object | Yes |
| satisfied_control_ids | array of string | Yes |
| standalone_value_retention_fraction | number (≥ 0, ≤ 1) | Yes |
| synergy_realization_fraction_scenarios | array of number | Yes |
{
"capabilities": [
{
"annual_synergy_value_scenarios": [
200000,
150000
],
"asset_count": 20,
"direct_loss_per_failure_scenarios": [
20000,
60000
],
"id": "billing",
"maximum_residual_failure_probability": 1,
"platform_group_id": "target-core",
"required_control_ids": [],
"residual_risk_prior_alpha": 3,
"residual_risk_prior_beta": 17,
"standalone_value_scenarios": [
300000,
250000
]
},
{
"annual_synergy_value_scenarios": [
200000,
150000
],
"asset_count": 20,
"direct_loss_per_failure_scenarios": [
20000,
60000
],
"id": "identity",
"maximum_residual_failure_probability": 1,
"platform_group_id": "target-core",
"required_control_ids": [],
"residual_risk_prior_alpha": 3,
"residual_risk_prior_beta": 17,
"standalone_value_scenarios": [
300000,
250000
]
} Truncated for display — the full payload is 254 lines.
What you get back
This is the actual output of running the example above — computed by the same function the platform calls, not an illustration.
{
"assumptions": [
"Each target capability has one complete executable retain/bridge/migrate/integrate/retire menu with prospectively validated failure, detection, remediation, duration, value-retention and synergy effects on one horizon and currency basis.",
"Platform-group value is unique and counted once under common failure; direct asset failures, controls, cross-option relations, full costs, budget and scarce resources are complete and decision-relevant."
],
"baseline_current_state": {
"expected_net_value": 123990,
"expected_total_loss": 412070,
"loss_conditional_value_at_risk": 2756400,
"selected_option_ids": [
"billing-retain",
"identity-retain"
]
},
"capability_diagnostics": [
{
"action_type": "integrate",
"capability_id": "billing",
"expected_residual_failures": 0.1325,
"residual_failure_probability_by_scenario": [
0.0743,
0.3083
],
"selected_option_id": "billing-integrate"
},
{
"action_type": "integrate",
"capability_id": "identity",
"expected_residual_failures": 0.1285,
"residual_failure_probability_by_scenario": [
0.0712,
0.2932
],
"selected_option_id": "identity-integrate"
}
],
"decision": "implement_selected_post_merger_technology_integration_portfolio",
"economics": {
"expected_common_platform_loss": 3250,
"expected_direct_failure_loss": 19220,
"expected_net_value": 1248697.75,
"expected_operating_cost": 11995,
"expected_realized_synergy_value": 814713.75,
"expected_retained_standalone_value": 568449, Truncated for display — the full payload is 98 lines.
How it works
Constrained optimization — Pick the best feasible option under real limits — budget, headcount, dependencies, capacity — rather than ranking a list and hoping it fits.
- 1 Simulate capability failures from governed Beta priors and coherent scenarios, then apply each option's prospectively validated failure ceiling, detection, remediation, duration, value retention and synergy realization.
- 2 Count direct residual failures per asset and each target platform's common value once through joint detection survival; enforce controls, option dependencies/exclusions, budget and scarce resources as hard gates.
- 3 Select one retain/bridge/migrate/integrate/retire option per capability by expected net value minus loss CVaR, disclose exact or deterministic-beam certainty and return the nondominated frontier against current state.
Before you trust it
Every tool in the catalog ships with the conditions under which its answer is meaningful — and the conditions under which it should abstain instead of guessing.
Assumptions & guardrails
- Objectives use commensurable locally governed value units, constraints reflect real feasibility, and uncertainty covers plausible adverse inputs.
- The complete executable option menu, local effect evidence, standalone and synergy value, unique platform exposure, direct loss, duration, costs, controls, relations, resources and scenarios share one deal perimeter.
- The recommendation is optimal only for its stated objective, feasible set, evidence, and solver guarantee; it is not a universal management optimum.
- The optimizer ranks a submitted technology planning model; it is not a fairness opinion, deal valuation, legal/tax/accounting advice, transaction authority or judgment about target employees.
Minimum evidence
- capabilities: required and organization-defined
- target_platform_groups: required and organization-defined
- integration_options: required and organization-defined
- scenarios: required and organization-defined
- resource_capacities: required and organization-defined
- implementation_budget: required and organization-defined
How to validate it
Backtest the chosen action against simple feasible baselines on held-out scenarios, sweep costs/constraints/risk tolerance, and require constraint feasibility under adverse inputs.
Calibrating it to your org
Same for everyone
The mathematical kernel, validation rules, method version, and JSON output semantics are organization-independent; no tenant-trained coefficients or company benchmark is embedded in the function.
Specific to you
- versioned capability-option matrix joined to unique target-platform loss groups, one coherent scenario set, independently validated effects, executable relations, current-state baseline and complete shared-resource demand
- capability and platform uniqueness, option comparability, value/synergy and failure-loss perimeter, experimental evidence, required controls, dependency/exclusion graph, common platform loss, remediation/detection semantics, budget, shared capacity, horizon, risk aversion and production authority
Calibration workflow
- 1 Define the management decision, target outcome, aggregate unit, privacy boundary, cadence, and prediction/intervention horizon for this organization.
- 2 Build a tenant-scoped historical cohort using only information available before each prediction or decision; preserve zero periods, censoring, assignment probabilities, and unresolved outcomes when the method requires them.
- 3 Estimate statistical parameters on training history, but obtain costs, utilities, risk tolerance, practical-effect thresholds, capacity, and policy constraints from accountable decision owners.
- 4 Validate on later time windows or held-out aggregate units at the deployment grain, against a simple baseline and the function-specific validation strategy.
- 5 Deploy only if the returned decision clears evidence, overlap, calibration, robustness, and guardrail checks; warning, unsupported, schema-gap, and fallback decisions are abstentions.
- 6 Monitor realized outcomes, data drift, coverage, and decision regret; recalibrate at a governed cadence or after a detected regime/definition change, never merely because a stakeholder dislikes the result.
Call it from your AI
You don't wire up 388 tools in your MCP client. The GitRevio MCP server exposes 18 tools, three of which let an agent search the catalog, read a tool's schema, and run it — so the assistant finds this one on its own.
gitrevio_capabilities_search
{ "q": "choose retain bridge migrate integrate or" }
→ finds "optimize_post_merger_technology_integration_portfolio"
gitrevio_capability_describe
{ "capability_id": "optimize_post_merger_technology_integration_portfolio" }
→ returns the input schema and agent guidance shown on this page
gitrevio_capability_run
{ "capability_id": "optimize_post_merger_technology_integration_portfolio", "arguments": { ... } }
→ returns the result shown above Works in Claude Desktop, Claude Code, Cursor, Cline, Continue.dev, Goose and Aider. See the MCP server.
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