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
Information Technology High-Level Plan (Section 1)
Information Technology Detailed Plan (Section 2)
Integration Task Summary
IT Integration Workstream
NEWCO - I.T. Org & Dept Transition
Security & Access
Information technology integration plans from 4 playbooks on acquisitions ranging in size from $90 million to $25 billion.
The full Excel version is available to MergerIntegration.com subscribers and Merger Integration Certification Workshop attendees.
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
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 ...
IT Integration Standardization Phase IT phases,
IT Integration Process Enablement Phase
Progress - Task Group
IT Integration Phases
IT Integration Punch List
Areas of Focus
- Review for contract synergies
- Plan for back-office standardization
- Email connectivity
- Network connectivity
- Voice mail connectivity
- Video conferencing
- Support action & implementation plans of other transition teams
- Internet/Intranet migration plan
- Retention of talent
- Summary of Synergies
- Key Choices
- Key Projects
- Key Difficulties and Risk
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
- Develop initial objectives, scope in/out, issues, risks …
M&A Integration Program Design
Defining the big picture
What will we do? Why are we doing it? When are we doing it?
Project Charter, Work Breakdown, Work Plan, Resource Plan, Cost
Project Execution …
- 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 and when clicked, will email the Acquired Co. Help Desk …
Step I: Assess Current Situation
Step II: Develop Plan
Step III: Target IT Design Outline
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.
M&A Integration IT Checklist covers these areas: Applications, Operations, I.T. Organizational Design & Transition, Security & Access. Network Infrastructure, Enterprise Technology, Finance, and HR.
- 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
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 ...