Content

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

Overview

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

Step I: Assess

Understand both companies approaches and processes

Step II: Develop Plan

Develop recommended approach

Benefits of Structured Approach

  • Sense of structure and a common language help the two companies work together 
  • Ensures no major issues are missed
  • Discipline to maintain intensity despite day-to-day issues 
  • Speeds decision-making by creating a direct route to the top
  • Helps capture learnings from each deal to refine the process
     

Step I: Assess Current Situation

Planning and design work begins with joint discovery and fact finding as part of developing the high-level plan and recommendations.

Key Activities

  • Collect (or acquire from Due Diligence team) current information for both organizations including technology:
    • Objectives
    • Organizational charts and staffing levels
    • Systems and operating models
  • Conduct work-mapping of current technology capabilities/processes. Develop:
    • Understanding of high-level operations, processes, and technology
    • High-level “need-state” operations, processes, and technology models and identify gaps
       

Step II: Develop Plan

This step involves developing the technology integration high-level plans for the work stream and determining the implications on resource requirements, employee training, and communications to stakeholders.

Key Activities

  • Prioritize and determine which gaps should be addressed
  • Determine additional functionality Acquirer’s systems will need
  • Identify potential issues/risks/interdependencies
  • Develop plans with timing, milestones, and costs to migrate Acquired Co over to Acquirer’s systems
  • Determine post-integration organizational structure
    • Impact on staffing (projected cost and savings)
  • Identify key open issues, cut-across issues, risks, “quick hit” opportunities
     

Target IT Design Template

 

Function

Pre-Merger Operating Model

Post-Merger Target Operating Model

Portfolio Management

    
  • Trading & Execution
    
  • Credit Research
    
  • Allocation
    
  • Cash Management
    
  • Performance & Risk Reporting
    

Client Management

    
  • Client Reporting
    
  • Marketing
    
  • Web / Digital
    
  • CRM
    

Business Management

    
  • Compliance
    
  • Finance
    
  • SEI / Segmentation
    
  • Email & File Migration
    
  • Infrastructure
    

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