Process to Follow
Objective
- 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
Tool We’re Using for Requests
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Using online spreadsheet from Smartsheet
- Available to multiple users at same time. One True Source
- Everyone to get an account to log in
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Very Excel-like
- With added features: adding files, comments, sharing, prompting colleagues for updates to a row of information
- Will be offering training in Smartsheet
- Lots of videos on YouTube to assist
- Help document on our process is being created
- Contact PRITCHETT if you have access issues
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)...