SHARE THIS PAGE
Register 2 months in advance and save $500.
Information technology integration checklist of over 200 items that covers discovery and analysis of infrastructure and applications, infrastructure and applications plans, and harmonization of systems.
| Complete pre-close assessment of systems | |
| Discovery - Infrastructure in these Areas | |
| Infrastructure - Alpha | |
| Desktop (e.g. Laptops, physical devices) | |
| Collaboration (e.g. Email, MS Teams) | |
| Digital Workplace (e.g. Citrix) | |
| Unified Communications (e.g. Telephony) | |
| Infrastructure Security | |
| Threat & Vulnerability | |
| Network | |
| Infrastructure - Bravo | |
| Access Management | |
| Data & Application Security | |
| Compute | |
| Storage | |
| Web/Middleware | |
| Database | |
| Service Desk | |
| Infrastructure - Charlie | |
| Risk & Compliance | |
| Asset Management | |
| Data Center Management | |
| CICD Pipeline | |
| DR/BCP | |
| ITOM (e.g. Monitoring, CMDB) | |
| ITSM (e.g. Incident, Problem, Change) | |
| Service Management Platforms (e.g. ServiceNow) | |
| Architecture and Engineering | |
| Portfolio/Project Management | |
| Finance (e.g. cost of Technology) | |
| Discovery - Applications | |
| Entity Management | |
| KYC | |
| Order Fulfillment/Order Entry | |
| Client Portal | |
| CRM | |
| Onboarding | |
| Applications - Bravo | |
| Identity and Access Management | |
| Order Fulfillment/Order Entry | |
| Risk Assessment/Screening | |
| Loan Administration | |
| Document Management | |
| Analysis - Infrastructure | |
| Desktop (e.g. Laptops, physical devices) | |
| Collaboration (e.g. Email, MS Teams) | |
| Digital Workplace | |
| Unified Communications (e.g. Telephony) | |
| Infrastructure Security | |
| Threat & Vulnerability | |
| Network | |
| Access Management | |
| Data & Application Security | |
| Compute | |
| Storage | |
| Web/Middleware | |
| Database | |
| Service Desk | |
| Risk & Compliance | |
| Asset Management | |
| Data Center Management | |
| CICD Pipeline | |
| DR/BCP | |
| ITOM (e.g. Monitoring, CMDB) | |
| ITSM (e.g. Incident, Problem, Change) | |
| Service Management Platforms (e.g. ServiceNow) | |
| Architecture and Engineering | |
| Portfolio/Project Management | |
| Finance (e.g. cost of Technology) | |
The above is a sample. The rest of the file in Excel can be downloaded by Merger Integration Certification Workshop attendees and MergerIntegration site subscribers.
Related Content
