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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.)
- Create accounts for Acquiree
- Determine data required for reporting; identify migration timeline to D365 support
- Clean and map account data for import into Dynamics
- Determine dynamics sales reporting requirements
- Migrate CRM data to D365 and train team. Extract all historical data and store in repository
- Review contracts to determine when renewal is up and confirm all data is extracted before canceling
- Train on Dynamics
- Archive data
- Integrate billing system
- Learn how customers are licensed
- Execute email and calendar integration plan
- Identify Acquiree's facilities, equipment, and software
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