4 Page IT Mergers & Acquisitions Checklist pdf that covers:

  • IT Coordination
  • Networks
  • Applications
  • IT Operations
  • IT Policies and Procedures
  • IT Projects

IT Coordination

❏. Establish IT workstream leader

❏. Select IT workstream participants

     ❒  Recruit core team

❏  Establish IT workstream meeting schedules

     ❒ Cadence and frequency

❏. Develop IT workstream detailed plan

❏. Establish IT workstream reporting (task / milestone status)

    ❒  Updates to IT workstream plans / dashboard

Network / Technology

❏. Obtain copy of network infrastructure diagram

❏. Develop and initiate plans for any network / equipment requirements identified

    ❒  Obtain inventory list of existing equipment (include network equipment, desktop / laptop counts, printers, etc.)

    ❒  Review network diagram and equipment inventory list for issues or opportunities during integration

❏. Identify network security / disaster recovery processes in-place

    ❒  Security information and event management tool(s)

    ❒  Firewalls

    ❒  Network monitoring

    ❒  Network security

    ❒  Email security

    ❒  System access / Password management

❏  Update vendor contracts / licenses for equipment

    ❒  Develop list of any vendor equipment contracts / licenses (terms, items included, costs, etc.)

    ❒  Review contract list for consolidation opportunities

❏  Obtain information on current telephony system(s)

   ❒  Review information for any requirements / opportunities to align / update ...

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