Process
- Integration leads require additional data to create integration plans
- Work streams request data to be “harvested”
- Acquirer and Acquired Co. legal teams determine if the data requested is Non-Sensitive: OK for integration team to review or Sensitive: giving a business a competitive advantage or influence
- All requests are considered and data is retrieved, if possible
- Data is placed into a Virtual Data Room (VDR) Integration Team folder, for Non-Sensitive data and Clean Team folder and Legal Only folder for Sensitive data
- As we get near to closing the deal, data will get declassified
How to Submit Data Request
Changes to fields are made by:
- Requester (when entering a request, adding files)
- Team members (when making comments)
- Legal teams (after assessing a request)
- Acquired Co. staff (after a file is uploaded)...
Slide titles:
Objective
Process Flow
Tool We're Using for Requests
How to Submit Data Requests
Virtual Data Room
Weekly Data Harvesting Meeting
Escalation Scenarios
Escalation 1: Ask Specific Questions
Escalation 2: Meeting Request
General FAQs
Acquired Co. - Specific FAQs
Currently Working With Legal