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
  • Transfer bid/estimating to Acquirer governance
    • Audit and review issues
    • Transfer to Acquirer support and governance
    • Complete governance review of project controls
      • Review approaches and define near term gaps
      • Identify bridging requirements
      • Develop migration plan
  • Transfer project scheduling - Primavera to Acquirer governance
    • Audit and review issues
    • Transfer to Acquirer support and governance
  • Complete governance review of reporting/business objects (Carla) to Acquirer governance
    • Audit and review issues
    • Transfer to Acquirer support and governance

Operations

  • Perform any Target Co.-specific configuration or build activities, and develop comprehensive test plan
  • Support migration of all Target Co. history, templates, takeoff data, etc.
  • Execute test plan including integration, end-to-end, and user acceptance tests
  • Move approved configuration, assets and data to production, validate and cutover
  • Develop and perform any user training

Finance

  • Complete Financial system integration SOX compliance planning and implementation
    • Analytics Design
    • Quarterly Reviews
    • Conversion Test Development
    • Conversion Test
    • Audit - Validate differences
  • Design and implement ERP integration on E1 platform
  • Analyze and design future integrated platform on E1
  • Develop and perform any user training
  • Perform any Build activities & develop comprehensive Test Plan; include master data load
  • Develop and deliver comprehensive new user training
  • Execute complete Test plan, including integration, end-to-end and user acceptance tests
  • Move approved configuration, assets and data to Production, validate and cutover...


Download the file to see the complete checklist.