M&A Integration IT Checklist

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.

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