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
  • Transition ERP - eCMS to Acquirer governance
    • Audit and review issues
    • Transfer to Acquirer support & governance
  • Transfer Bid/Estimating to Acquirer governance
    • Audit and review issues
    • Transfer to Acquirer support & governance
  • Complete governance review of Project Controls (No standard)
    • 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 & governance
  • Complete governance review of Reporting/Business Objects (Carla) to Acquirer governance
    • Audit and review issues
    • Transfer to Acquirer support & 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 complete 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.