PwC Deals OS

Year
2019 -2021
Outcomes
On launch, contributed to 57% increase in Deals Values from 2020
Service
Digital Transformation, Platform Design & Delivery, Design System
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Digitizing the entire global M&A workflow.
↳ Role
Lead a multidisciplinary team in managing the intricacies of Mergers & Acquisitions, implementing a best-in-class digital transformation plan that can be transformed into a tangible product.
↳ Objective
Consolidate and streamline the entire M&A workflow into a single platform to handle PwC’s global M&A operations from start to finish.
↳ Solution
An internal- and external-facing platform that optimizes their M&A service processes, enabling Deals Partners to strengthen client relationships by concentrating on the vital aspects of their M&A ventures.
It all started with a clear vision for shaping the product strategy, analyzing market insights, trends, and strategic goals, leading to the identification of key opportunities, experience principles, and initial product definitions.
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↳ The Dashboard

The Dashboard connects PwC and clients, offering a highly curated resource hub for all accounts and M&A activities -providing essential project info and actionable steps. Deals Partners manage tasks and active requests, while clients access insights, 'Partner Picks,' and progress updates, ensuring transparency and informative feedback.
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↳ Diagnostic and Business Overview

The Diagnostic Questionnaire and subsequent Business Overview feature are instrumental in obtaining an overview of the client's requirements and business health. They shape strategies, scenarios, and valuations, serving as a valuable tool for both client and internal interactions and data exchange.
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↳ Data Visualization and Insights

350 graphs that unveil data, financial scenario modeling and PwC Partners’ contextual insights - insights that are always accessible through the project directory and dashboard.
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↳ Outcomes

On launch, smashing records and contributing to:
Increase in Deals Values (%)
24
Increase in Deals Values from 2020 (%)
57
Total Deals Values ($)
5.1T

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