Areas of Focus

Contract Synergies

Review existing contracts to identify opportunities for consolidation and cost savings.

Back-Office Standardization

Establish common platforms and processes across the merged organization.

Connectivity

Ensure seamless integration of email, network, voicemail and video conferencing systems.

Talent Retention

Implement strategies to retain key IT personnel during the transition.

Cross-Team Collaboration

Support action & implementation plans of other transition teams.

Digital Infrastructure Transition

Execute internet/intranet migration plan.

Synergy Review

Objective: Conduct a budget review looking for potential organizational and expenditure reductions. This would include contract review, data center rationalization, etc.

  • Contract Review

    Identify duplicate services and negotiate consolidated agreements.

  • Data Center Rationalization

    Evaluate existing data centers and develop consolidation plan.

  • Budget Analysis

    Identify potential organizational and expenditure reductions.

  • Completion Targets

    Americas: August 15

    EMEA: September 15

Back-Office Standardization

Future Standards: Acquirer and Acquiree have similar homogenous back-office and client tool sets. Plan establishes common operating system, and client and back-office software versions.

Common Operating System

Standardized OS across all systems

Client Tool Sets

Unified software versions for end users

Back-Office Software

Standardized administrative applications

Communication Plan

  • For all major IT projects and/or resource requests we ask that our business partners communicate their projrct requests via Project Initiation/Requirements Document.
  • These IT requests will be prioritized by a team of leaders selected from the transitional team. Prioritization will occur across NewCo and not at the individual business unit.
  • The weekly reports and the scorecard will communicate the IT team's project status.
  • IT employee communication plans will be developed as the transition plan progresses.

Project Initiation Document

Business partners submit IT project requests through standardized documentation.

Leadership Prioritization

Transitional team leaders evaluate and prioritize requests across the entire organization.

Status Reporting

Weekly reports and scorecards communicate project status to stakeholders.

Employee Communication

Detailed communication plans for IT staff developed throughout the transition.

Support Integration Teams

Objective: Support action and implementation plans of other transition teams, including Customer Support, PeopleSoft, payroll, change in accounting calendar.

Assumptions: Migration from core business systems can commence once the planning from the transition phase is completed. There will be no migration from Lotus Notes.

Customer Support

Provide technical infrastructure and system integration for unified customer service platforms.

PeopleSoft

Support HR system consolidation and ensure data integrity during migration.

Payroll

Facilitate integration of payroll systems and processes across merged entities.

Accounting Calendar

Implement technical changes required for accounting period alignment.

Email Connectivity

Objective: Establish an automated mechanism for address book replication/exchange. Phase I - one-time exchange of address books. Phase II - daily replication/synchronization of address books for all business units. Completion - Phase I by August 16 and Phase II by EOM October.

  • Phase I

    One-time exchange of address books. Completion: August 16

  • Phase II

    Daily replication/synchronization for all business units. Completion: End of October

  • Final Implementation

    Fully automated address book system. Seamless email connectivity across organization.

Network Connectivity

Objective 1: Facilitate secure file transfer and email exchange by establishing a short-term solution for WAN network connectivity. Completion - EOM August.
Objective 2: Establish a long-term WAN plan promoting application and data sharing between the various locations allowing IT to meet business requirements. Completion - Phase I initial plan by September 15, Phase II - complete plan EOM October.

  • Short-Term Solution

    Secure file transfer and email exchange. Completion: End of August

  • Phase I Planning

    Initial WAN connectivity plan. Completion: September 15

  • Phase II Planning

    Complete WAN implementation plan. Completion: End of October

  • Full Implementation

    Application and data sharing between locations. Meeting all business requirements.

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