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Septeo Hospitality Spain & Portugal · 2024–2025Guruti Selected Transformation
M&A Integration · Enterprise Transformation · Hospitality SaaS

Seven Companies. One Operating Reality.

Turning acquisition complexity into a scalable corporate operating model across systems, data, processes, people, culture, service delivery and local requirements.

Integration & Transformation ManagerM&A IntegrationERP & Master DataHuman Readiness & Adoption
Operational integration waves7 legal entities
Target StateOne Operating
Reality
Shared data · systems · processes
01Tesipro
02Unicamp /
MasterCamping
Parallel business lineWeb AgencyDigital Services BU
03AciGroup
04HotelsDot
05Revenue
Control Data
06Witbooking
07Nivimu
Progressive integrationshared Business Unit model
7Legal entities integrated and transitioned into Business Units
~200Employees across the integrated organization
2Countries: Spain and Portugal
3Office locations
~4,000Customers across the combined portfolio
1Integrated transformation program
M&A Integration Case Study

This M&A integration case study shows how seven legal entities and a parallel digital-services business line were progressively aligned around a shared operating model across data, enterprise systems, service delivery, governance and human adoption in Spain and Portugal.

Transformation Thesis

Acquisitions create scale. Integration creates one company.

Each acquired business arrived with years of its own operating history: data structures, customer relationships, accounting practices, contracts, product definitions, tools, habits, workarounds and organizational identity.

You do not integrate a company by migrating its software. You integrate its operating reality.

The program had to connect strategy, data, systems, processes and people while preserving business continuity across a complex hospitality technology portfolio.

01Different data

Duplicate, incomplete and historically inconsistent records.

02Different processes

Distinct commercial, contractual, billing and support workflows.

03Different systems

Legacy ERP, CRM, spreadsheets, ticketing and local tooling.

04Different habits

Local workarounds and operating mindsets shaped by each company.

05Shared customers

The same chains, groups, clients and suppliers could exist across multiple entities.

Integration Complexity Lens
01M&A Structure

Seven legal entities converging into one corporate operating model.

02Operating Model

SME-like local structures adapting to matrix governance and shared corporate processes.

03Data

Identity, hierarchy, contracts, products and financial relationships required reconstruction.

04Systems

Multiple ERP, CRM, service, collaboration and role-specific tools had to be deployed and aligned.

05Fiscal & Legal

Corporate models had to operate within Spanish and Portuguese tax, invoicing and legal requirements.

06Culture & Language

French-led corporate communication met Iberian teams, local habits and different working cultures.

07Human Adoption

Employees were onboarding into a new company, office, toolset and operating model at the same time.

From Local Autonomy to Corporate Matrix

The corporate model had to meet local reality.

Integration meant translating entrepreneurial, often highly pragmatic SME-like ways of working into a larger matrix organization with common governance, approvals, ownership and systems—without losing operational responsiveness.

Inherited operating reality

Local decision-making and informal approvals
Company-specific processes and templates
Pragmatic workarounds and local tools
Different fiscal, contractual and invoicing practices

Integration layer

Map
Challenge
Harmonize
Configure
Train
Adopt

Corporate operating reality

Shared governance and matrix responsibilities
Common workflows, validations and ownership
Standard systems and shared information
Localized compliance inside a common model
Localization principle

Corporate standardization had to survive local reality. Localization was not a final configuration task; it was part of the integration model.

Signature Challenge · Master Data

Seven histories had to become one trusted commercial reality.

Customer identity, organizational hierarchy, contracts, recurring billing logic, accounting relationships and product definitions had to be reconstructed before they could be standardized.

Legacy reality

Each business carried its own interpretation of customers, contracts and commercial structure.

Duplicate and incomplete customer records
Multiple contacts for the same real organization
Inconsistent names, VAT IDs and contact details
Different accounting relationships
Excel and manual historical records

Resolution layer

Match & identify
Validate & deduplicate
Reconcile parent / child relationships
Normalize structures
Map to corporate rules
Approve & migrate
A major complication was organizational hierarchy: individual properties, parent companies, chains and group entities had been treated differently by each acquired business.

Corporate reality

The objective was not a bigger database. It was a more trustworthy operating foundation.

Shared customer identity
Consistent organizational hierarchy
Structured contracts and recurring logic
Common product architecture
Reliable commercial and billing context
The migration was not a database exercise. It was an identity-resolution, hierarchy, product-architecture and commercial-integrity exercise at multi-company scale.
ERP Backbone · MySepteo

Standardizing the business required rebuilding what the business meant.

MySepteo became the common operational backbone, connected to the corporate finance environment. Before recurring contracts or billing logic could be migrated, legacy product structures, contract models, clauses, terms and classifications had to be cleaned, reconstructed and normalized.

01CleanRemove duplicates, obsolete records and unusable historical structure.
02ReconstructRebuild product, service and contractual logic where architecture was weak or absent.
03ClassifyCreate consistent categories, references, recurring logic and corporate rules.
04DeployMigrate progressively into shared operational and finance-connected processes.
01Marketing / Lead GenCommercial entry point
02Sales / CRMCustomers, opportunities and offers
03ADV / ContractsValidation and contractual setup
04PlanningOperational coordination
05ProcurementPurchasing requirements
06SubscriptionsRecurring contracts
07BillingOperational invoicing
08FinanceCorporate accounting context
09Support / QualityService and improvement
Enterprise Convergence

One transformation. Multiple operating layers.

The ERP rollout was one layer of a broader transformation architecture spanning commercial operations, finance, service management, client experience, collaboration and employee enablement.

Corporate ERP

MySepteo as shared operational backbone for customer, commercial, contract, planning, purchasing, invoicing, support and quality processes.

Finance Layer

Operational invoicing connected into the broader corporate accounting and supplier-management environment, including NetSuite and Yooz.

Commercial Systems

Corporate CRM and commercial tooling aligned around shared customer and opportunity processes.

Enterprise Service Management

Matrix42 introduced a common service-management and asset-management discipline.

Client Experience

A shared client portal model was deployed across seven Business Units to improve visibility, interaction and self-service capability.

Digital Workplace

A SharePoint Communication Site connected onboarding, learning, tools, support, communications and common ways of working.

Support & Delivery Transformation

Standardizing support meant redesigning how multiple teams worked together.

Each acquired business arrived with its own ticketing, work-management, escalation logic and team organization. The challenge was not only migrating service data—it was creating a coherent support and delivery model across multiple digital products and specialist teams.

Legacy fragmentation

Different teams were using local platforms such as Zendesk, Freshdesk, Timeneye and other company-specific tools, with different priorities, queues, ownership models and escalation habits.

Different support levels and terminology
Different ticket structures and histories
Different handoffs to development teams
Different escalation and prioritization logic
Service integration required process design—not just tool migration.

Support levels, escalation paths, ownership, development handoffs and service-management logic had to be harmonized so different product teams could operate within a common model.

01InventoryUnderstand teams, tools, queues and service models
02CleanReview and structure legacy service data
03DesignDefine common support levels and responsibilities
04EscalateStandardize routing to specialist and development teams
05DeployMove toward common enterprise service management
06AdoptTrain teams on shared ways of working
Commercial & Development Ways of Working

The transformation also changed how teams sold, collaborated and delivered.

COMMERCIALHubSpot → Salesforce

The commercial operating model evolved alongside MySepteo, requiring process redesign, customer-data alignment and user onboarding as corporate CRM capabilities matured.

DEVELOPMENTAgile / Scrum / Jira

Some development teams were introduced to Agile ways of working, Scrum concepts and Jira, requiring dedicated onboarding and learning content—not just account provisioning.

SECURITY · ACCESS · ENDPOINTSKeeper, RG System & role tools

Employees also had to adopt password management, RG System remote monitoring and management (RMM) and remote support, VPN enablement, SSO access, Microsoft Intune Company Portal device enrollment and role-specific corporate tools as part of the new digital workplace.

WORKPLACEMicrosoft 365 + new-office onboarding

Tool deployment was intertwined with organizational and workplace change, increasing the volume of simultaneous change experienced by end users.

DIGITAL SERVICES BUSINESS LINEWeb Agency → Business Unit

Integrated in parallel with the camping workstream, the Web Agency business line became part of the shared Septeo Hospitality operating model and now operates as a Business Unit supporting campings and hotels.

Digital adoption architectureOne connected entry point
TRANSFORMATION HUBOne Entry PointCommunication · learning · tools · support
MySepteoLearning
New Office + HROnboarding
Matrix42Support
Microsoft 365Workplace
Tutorials / FAQsKnowledge
Security / AccessEndpoints
ACCESS+KNOWLEDGE+SUPPORTADOPTION
Human Readiness · Cross-Border Adoption

Language became an integration layer.

French was the primary corporate communication language for many technical meetings and much of the software documentation. Spanish teams still had to understand, adopt and operate the new systems at speed.

Translate more than words.

Technical concepts, workflows and corporate standards had to be interpreted into practical local operating guidance.

Create missing knowledge.

Some solutions had limited online documentation, sometimes French-only, making local learning content essential.

Bridge teams and languages.

French, Spanish and English communication supported coordination, training and issue resolution.

Design adoption into deployment.

SharePoint-based communication, onboarding content, training assets and support pathways helped make the future state usable.

Cross-border transformation

Understanding, documentation, learning design, local context and shared vocabulary all influenced adoption—not just software configuration.

Independent Evidence

The transformation was experienced by the people inside it.

Public professional recommendations independently reinforce strategic translation, cross-team integration, adaptability, training and support through change.

Roxanne ChevalierOperations & Customer Management
Strategic vision, proactive support and the ability to translate operational needs into effective digital solutions helped optimize processes and facilitate adoption.
Public LinkedIn recommendation
Cindy WeislingerCSM · MySepteo
Bridged French and Spanish teams, adapted to the corporate tool and helped integrate and train teams in Spain.
Public LinkedIn recommendation
Nicolas ElieClient Project Manager · Septeo
Adapted rapidly in a complex harmonization environment and helped structure the organization across technical, operational and multilingual dimensions.
Public LinkedIn recommendation
Fanny DumoulinSenior PMI Manager
Contributed to the transformation of tools and processes while supporting teams through change with adaptability, responsiveness and a strong solution-oriented mindset.
Public LinkedIn recommendation
Business Impact

From a portfolio of acquired companies to a more scalable shared operating model.

The value was the progressive reduction of fragmentation across data, systems, processes, service management and employee experience.

01Shared corporate backbone

Common operational processes increasingly replaced fragmented local practices.

02More trustworthy data

Customer, contract, hierarchy and product information became more consistent and usable.

03Scalable service model

ITSM, client portal and support structures moved toward common enterprise disciplines.

04Stronger adoption architecture

Communication, training and onboarding were connected directly to systems transformation.

Executive Lessons

What post-acquisition integration really demands.

Lesson 01You cannot integrate companies without integrating their data definitions.

Customer identity, contracts, hierarchies and products become enterprise-design questions.

Lesson 02A corporate ERP exposes differences acquisitions can temporarily hide.

Common technology forces clarity about processes, ownership, standards and operating rules.

Lesson 03Standardization without adoption creates compliance, not transformation.

People need language, knowledge, context, training and practical support to operate the future state.

Lesson 04The goal is not seven companies using the same tools.

The goal is one organization operating coherently while preserving valuable acquired capabilities.

Executive FAQ · Post-Acquisition Integration

Questions leaders ask when acquisitions have to become one operating reality.

The recurring challenge is not whether acquired businesses can share a platform. It is whether data, governance, processes, systems, service models and people can operate coherently around the same corporate reality.

01What makes post-acquisition integration different from a software migration?

A software migration changes systems. Post-acquisition integration changes the operating reality around them: data definitions, decision rights, processes, ownership, service models, local requirements and the way people work. Technology can enable integration, but it cannot substitute for operating-model design and adoption.

02Why is master data so critical in M&A integration?

Acquired companies often define customers, hierarchies, products, contracts and billing relationships differently. Until those definitions are reconciled, a shared ERP or CRM can reproduce fragmentation rather than remove it. Master-data work therefore becomes an enterprise-design and commercial-integrity issue, not only a technical migration task.

03How do you balance corporate standardization with local operating requirements?

The shared model should establish common governance, processes, systems and information while identifying where fiscal, legal, contractual or operational localization is genuinely required. Localization should be designed into the integration model rather than treated as a final configuration exception.

04What role does human readiness play in post-merger integration?

People may be adapting simultaneously to a new organization, systems, processes, responsibilities, workplace and language context. Training alone is not enough. Communication, local guidance, knowledge, support pathways and practical adoption must be designed into deployment.

05How can multiple acquired support teams be integrated?

Start with the service model rather than the ticketing platform. Inventory support levels, terminology, queues, ownership, escalation paths and development handoffs; harmonize the process; then deploy shared service-management tools and train teams on the new ways of working.

06What does a successful M&A integration outcome look like?

The goal is not simply for acquired businesses to use the same tools. It is for the organization to operate coherently around trusted data, common operating rules, scalable service models and shared corporate capabilities while preserving valuable acquired expertise.

Transformation from acquisition to operating reality

Integration succeeds when data, systems, processes and people converge around one operating model.

Guruti helps organizations connect transformation strategy with execution across M&A integration, enterprise systems, PMO, data, operating models and human readiness.