M&A IT | M&A Infrastructure Integration | M&A IT Integration

M&A Technology Integration

In an M&A IT Integration, the infrastructure and applications of merging organizations are rationalized and consolidated, and technology standards are aligned.

The financial success of a merger or acquisition can heavily depend on the success of the IT Integration. 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 the new combined organization.

IT Playbooks and Plans

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: Day 1 Answers to Frequently Asked Questions

Most IT processes and procedures will remain unchanged on Day 1. Acquired Co. and Acquirer’s IT teams will be working closely together over the next several months to bring our IT systems together in the way that best suits the needs of the business. In the meantime, review the FAQs below to learn more about the IT transition and what it means for you. For even more information, check out the FAQ on Integration Central at http://www.ourcompany.com/integration ...

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 . . .

Information Technology: Charters from 4 M&A Integrations

Charters from 4 different M&A Integrations

IT Presentations

Information Technology Post-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

Areas of Focus

Review for contract synergies
Plan for back-office standardization
Communication
Email connectivity
Network connectivity
Voice mail connectivity
Video conferencing . . .

IT Integration Strategy for Mergers and Acquisitions

Content

IT Strategy for M&A Integration
Summary of Synergies
Key Choices
Key Projects
Key Difficulties and Risk

IT Post Merger Integration Process

Tasks Before Kick-Off Meeting

Identify business project leader, person from the business with extensive knowledge of the current operations who will have significant time (50%) to dedicate to the project
Conduct an initial IT discovery session – including a site tour and general process discussions
Prepare plan / schedule for process walk-through/requirements sessions …

IT Post Merger Integration Overview

M&A Integration Program Design
Defining the big picture
What will we do? Why are we doing it? When are we doing it?
Project Design
Project Charter, Work Breakdown, Work Plan, Resource Plan, Cost
Project Execution …

Information Technology Help Desk: Key M&A Integration Tasks

Day 1

Incoming call & ticket support will stay “as is” on Day 1.
Both Help Desk teams know who to contact if users request access to resources. Acquirer’s
Intranet site will have a “cube” with the Acquired Co. support phone number …

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 . . .

IT Checklists

IT Mergers & Acquisitions Checklist

IT Mergers & Acquisitions Checklist that covers Networks, Applications, IT Operations, IT Policies and Procedures, IT Projects, and Coordination.

IT Post-Merger Integration Checklist - Day 1 Initiatives

IT checklist covers more than 50 tasks and defines which are to be completed by Day 1.

Information Technology M&A Integration Checklist

Checklist of fifty IT M&A integration actions in these categories: Systems, Infrastructure Integration, Network Integration Plan, Business Applications and Security.

The checklist begins with tasks is the Systems category:

Develop AWS Integration Plan (Org Policies, Enterprise Support, Billing, etc.)
Determine data required for reporting; identify migration timeline to D365 support
Clean and map account data for import into Dynamics
Migrate CRM data to D365 and train team.

M&A Integration IT Checklist

M&A Integration IT Checklist in Word that covers Applications, Operations, IT Organization, Security and Access. Network Infrastructure, Enterprise Technology, Finance, and HR.

Applications

Transition SharePoint (web/collaboration) from 3rd party to Acquirer governance
- Transition business control of Target Co.com
- Migrate Target Co. SharePoint instance
Transition Imaging - CIS/Viewpoint (Carla) to Acquirer governance
Transition ERP - eCMS to Acquirer governance
- Audit and review issues
- Transfer to Acquirer support and governance ...

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. . .