Preparing a Global Logistics Provider for Acquisition With Clear, Trusted Policy Documentation

One policy. One process. Acquisition-ready.

“We needed absolute confidence in our workers’ compensation process before the acquisition. This work gave us a single, accurate policy we could stand behind.” 

Company Facts

• Industry: Transportation and Logistics
• Organization Type: Global supply chain provider
• Geographic Scope: North America operations with global oversight
• Functions Supported: Finance, HR, Legal, Operations
• Environment: Highly regulated, acquisition-driven 

The Challenge

A global transportation and logistics provider was preparing for an upcoming acquisition and identified serious gaps in its workers’ compensation documentation.

Critical process knowledge lived largely in people’s heads. Multiple versions of the policy existed across the business, many incomplete, inconsistent, or incorrect. This created confusion for employees, managers, and HR teams and posed significant risk ahead of executive review and legal due diligence.

Leadership required a single, accurate, and defensible workers’ compensation policy that reflected how the process actually worked across the organization. The work had to be completed quickly and involve senior stakeholders across finance, HR, legal, and operations.

The Solution

The organization engaged Information Mapping to consolidate, validate, and restructure its workers’ compensation documentation.

Consultants worked directly with subject matter experts across functions to extract undocumented process knowledge and reconcile conflicting versions of existing policies. Content was analyzed, clarified, and rebuilt into a single, structured policy with clear roles, steps, and decision points.

The new documentation reflected real operational practice while meeting legal and compliance expectations, creating a reliable foundation ahead of the acquisition. 

The Results

1. A single, authoritative policy 

Multiple conflicting documents were replaced with one clear and accurate workers’ compensation policy.

2. Reduced acquisition risk 

Leadership gained confidence that a critical compliance process was documented and defensible.

3. Clear guidance for frontline users 

Employees, managers, and HR teams now have consistent instructions they can follow when handling claims. 

During mergers and acquisitions, unclear documentation creates unnecessary risk. See how Information Mapping helps organizations capture critical process knowledge and create policies that stand up to scrutiny.