M&A Runbook for Infrastructure and Operations

Infrastructure and Operations is crucial to the success of any IT integration for a significant merger or acquisition, yet it is often left to a last-minute scramble....
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M&A Runbook for Infrastructure and Operations – Phase 2: Conduct Discovery

This phase of the blueprint M&A Runbook for Infrastructure and Operations will help you conduct discovery.

I&O M&A Discovery Letter Template

Use this template to request discovery information from the target organization.

I&O M&A Discovery Template

Complete this template to document the current state of the target organization's I&O.

I&O M&A Workbook

Use this template as a working repository of key information and progress throughout your merger or acquisition project.

I&O M&A Risk Assessment Tool

During a merger or acquisition, use this tool to assess potential risks of the target organization's I&O.

M&A Runbook for Infrastructure and Operations – Phase 3: Plan Short-Term Integration

This phase of the blueprint M&A Runbook for Infrastructure and Operations will help you build a day 1 integration plan for I&O.

I&O M&A Short-Term Integration Capacity Assessment Tool

Use this tool to estimate and plan for resourcing for mission-critical day 1 integration projects.

M&A Runbook for Infrastructure and Operations – Phase 4: Map Long-Term Integration

This phase of the blueprint M&A Runbook for Infrastructure and Operations will help you build a long-term integration plan to help realize the M&A's value.

I&O M&A Long-Term Integration Portfolio Planning Tool

Use this tool during a merger or acquisition to prioritize and resource long-term integration projects to best realize the deal's value.
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