The purpose of this tool is to create a roadmap to support IT throughout the integration process. Use it to track critical elements of the integration project.

This Excel tool contains the following:

  • A Project Data tab to set up the requirements for the Work Schedule tab.
  • A Work Schedule tab to document the typical attributes of your integration project tasks. This tab includes a Gantt chart.
  • An Issue Log tab to keep track of any issues and resolutions.
  • A Progress Report tab to monitor the progress of the integration project.

To use the SharePoint version of this tool, see the M&A Integration Project Management Tool (SharePoint).

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