Make IT a Successful Partner in M&A Integration – Phases 1-4

Organizations continue to underestimate the role of IT during M&A integration. Use the steps in this blueprint to kick-start your IT integration effort.

Make IT a Successful Partner in M&A Integration – Phase 1: Launch the Project

Get off to a head start by identifying M&A business objectives and designing the IT end-state vision accordingly.

IT Integration Charter

Use the IT Integration Charter to document organizational objectives for the merger or acquisition and prepare your team to successfully launch the integration effort.

Make IT a Successful Partner in M&A Integration – Phase 2: Conduct Discovery and Design the Technology End-State

Kick-start the discovery of each IT domain in both organizations and design the resultant state.

IT Integration Roadmap Tool

Use the IT Integration Roadmap Tool to track key elements during the M&A discovery, integration planning, and execution phases.

Make IT a Successful Partner in M&A Integration – Phase 3: Initiate Operational Imperatives and Quick-Wins

During discovery, identify operational imperatives and quick-wins to maintain business function while capturing synergies.

Make IT a Successful Partner in M&A Integration – Phase 4: Develop an Integration Roadmap

Following discovery, build an integration roadmap to achieve the technology end-state.

Build a Strategic Workforce Plan – Phase 2: Analyze Workforce Needs

Your workforce is more than the jobs you have. For a holistic picture, you need to consider your organization’s culture, competencies, and potential.

Workforce Planning Workbook

Use this tool to document talent needs and availability, the impact of internal and external trends, workforce estimates, and initiatives to close workforce gaps.

Effectively Acquire Infrastructure Services – Phase 1: Develop the Procurement Strategy and Process

This phase of the blueprint, Effectively Acquire Infrastructure Services, will help you develop an acquisition approach, strategy, and timeline.
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