M&A IT Integration

Free M&A IT Integration Playbooks, Plans, Charters, and Checklists


The M&A IT Integration Team is a group of IT professionals tasked with aligning technology standards and consolidating the infrastructure and applications of two merging companies.

The financial success of a merger can heavily depend on the performance of the IT Integration Team. Acquirers often expect synergies from cross-selling, shared services consolidation, integration of sales forces, process improvements, and/or legacy system retirements. All of these synergies have one thing in common. They all require major IT changes.

This section of the site can help M&A integration information technology teams develop a go-forward strategy to meet the synergy targets and support the requirements of merging organizations.

IT Playbooks and Plans

IT Presentations

IT Checklists

IT Playbooks and Plans

IT playbook
Information Technology Post-Merger Integration Playbook

Information Technology High-Level Plan (Section 1)

Executive Summary
Approach
Current State
Proposed State
Gap Analysis
To-Be State
Implementation Plan
Implementation Schedule
Implementation Budget

Information Technology Detailed Plan (Section 2)

Introduction
Integration Task Summary
IT Integration Workstream
Transition Carry-Over
NEWCO - I.T. Org & Dept Transition
Security & Access
Network Infrastructure
Enterprise Technology
Applications
Finance Enablement
Operations Enablement
HR Enablement
APPENDIX
IT Cover
Information Technology M&A Integration Plan

Content

Key Objectives of The Workstream
Workstream Organization and Scope
System End State After Integration
Planning Goals Key Facts
IT Integration Migration Strategy for Local Acquired Co Applications
Local Acquired Co Applications in Scope for Migration
High Level Schedule
SAP Rollout - Various Options for Consideration
Scenarios for SAP Rollout at Acquirer
Cost and Risk
Information Technology: Charters from 4 M&A Integrations
Information Technology: Charters from 4 M&A Integrations

Charters from 4 different M&A Integrations

IT Presentations

Information Technology Merger Integration Progress
Information Technology Merger Integration Progress

Content

IT Integration Standardization Phase IT phases, 
IT Integration Process Enablement Phase
Progress - Task Group
IT Integration Phases
IT Integration Punch List
Overall Progress
Information Technology Acquisition Integration Objectives
Information Technology Acquisition Integration Objectives

Areas of Focus

  • Review for contract synergies
  • Plan for back-office standardization
  • Communication
  • Email connectivity
  • Network connectivity
  • Voice mail connectivity
  • Video conferencing
  • Support action & implementation plans of other transition teams
  • Internet/Intranet migration plan
  • Retention of talent 
IT Integration Strategy for Mergers and Acquisitions
IT Integration Strategy for Mergers and Acquisitions

Content

  • Mission
  • Summary of Synergies
  • Key Choices
  • Key Projects
  • Key Difficulties and Risk

 
Operations and Technology M&A Integration Work Streams
Operations and Technology M&A Integration Work Streams

Content

Step I: Assess Current Situation
Step II: Develop Plan
Step III: Target IT Design Outline

Overview

The operations and technology integration work streams will be responsible for analyzing the current situation and determining what is needed successfully to migrate Acquired Company over to Acquirer’s systems.

IT Checklists

M&A Integration IT Checklist
M&A Integration IT Checklist

M&A Integration IT Checklist covers these areas: Applications, Operations, I.T. Organizational Design & Transition, Security & Access. Network Infrastructure, Enterprise Technology,  Finance, and HR. 

Applications

  • Transition SharePoint(web/collaboration) from 3rd party to Acquirer governance
    • Shadow/train (web, Procurement?)
    • Transition business control of Target Co.*.com
    • Migrate Target Co. SharePoint instance
  • Transfer knowledge on email Journaling (MX) service and requirements
  • Transition Imaging - CIS/Viewpoint (Carla) to Acquirer governance

 
M&A IT Due Diligence Checklist
M&A IT Due Diligence Checklist

Excerpt from IT Checklist

  • Systems for which management is dissatisfied. Corrective measures taken or planned
  • Employees with exceptional skills in writing software, developing systems, or troubleshooting problems
  • Systems manual maintained, up to date, and followed
  • List of all information systems utilizing computers and their function in the business. Type of machines, software, their age, number, and location of units
  • Backup and disaster recovery procedures and programs
  • Level of difficulty anticipated to integrate the company’s databases into the buyer’s systems
  • Policy on the issuance of mobile IT equipment to employees. List of all mobile equipment and to whom it is issued
  • New information systems scheduled to be added or to replace existing systems
  • Systems that use third-party software and custom-built solutions. Third-party systems under maintenance contracts
  • IT employees responsible for system support and security. Security systems and practices are in place to protect the systems ...