Make IT a Successful Partner in M&A Integration

Anticipate pressure – simultaneously conduct discovery and deliver quick-wins!

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Your Challenge

  • Many organizations forget the essential role IT plays during M&A integration. IT is often unaware of a merger or acquisition until the deal is announced, making it very difficult to adequately interpret business goals and appropriately assess the target organization.
  • IT-related integration activities are amongst the largest cost items in an M&A, yet these costs are often overlooked or underestimated during due diligence.
  • IT is expected to use the M&A team’s IT due diligence report and estimated IT integration budget, which may not have been generated appropriately.
  • IT involvement in integration is critical to providing a better view of risks, improving the ease of integration, and optimizing synergies.

Our Advice

Critical Insight

  • Anticipate that you are going to be under pressure. Fulfill short-term, tactical operational imperatives while simultaneously conducting discovery and designing the technology end-state.
  • To migrate risks and guide discovery, select a high-level IT integration posture that aligns with business objectives.  

Impact and Result

  • Once a deal has been announced, use this blueprint to set out immediately to understand business M&A goals and expected synergies.
  • Assemble an IT Integration Program to conduct discovery and begin designing the technology end-state, while simultaneously identifying and delivering operational imperatives and quick-wins as soon as possible.
  • Following discovery, use this blueprint to build initiatives and put together an IT integration budget. The IT Integration Program has an obligation to explain the IT cost implications of the M&A to the business.
  • Once you have a clear understanding of the cost of your IT integration, use this blueprint to build a long-term action plan to achieve the planned technology end-state that best supports the business capabilities of the organization. 

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Get to Action

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should follow Info-Tech’s M&A IT integration methodology and understand the four ways we can support you in completing this project.

  1. Launch the project

    Define the business’s M&A goals, assemble an IT Integration Program, and select an IT integration posture that aligns with business M&A strategy.

  2. Conduct discovery and design the technology end-state

    Refine the current state of each IT domain in both organizations, and then design the end-state of each domain.

  3. Initiate operational imperatives and quick-wins

    Generate tactical operational imperatives and quick-wins, and then develop an interim action plan to maintain business function and capture synergies.

  4. Develop an integration roadmap

    Generate initiatives and put together a long-term action plan to achieve the planned technology end-state.

Guided Implementation icon Guided Implementation

This guided implementation is a ten call advisory process.

    Guided Implementation #1 - Launch the project

  • Call #1: Introduce project steps and assess member fit

  • Call #2: Interpret business M&A objectives

  • Call #3: Select an aligned integration posture to guide the IT integration

  • Guided Implementation #2 - Conduct discovery and design the technology end-state

  • Call #1: Determine the current state of each IT domain in the target organization

  • Call #2: Determine current state of each IT domain in your own organization

  • Call #3: Design the technology end-state of each IT domain

  • Guided Implementation #3 - Initiate operational imperatives and quick-wins

  • Call #1: Highlight tactical focus areas to consider during discovery

  • Call #2: Build an action plan to deliver operational imperatives and quick-wins

  • Guided Implementation #4 - Develop an integration roadmap

  • Call #1: Build initiatives to close gaps and redundancies between the end-state and current state

  • Call #2: Execute on roadmap

Onsite Workshop

Module 1: Launch the Project

The Purpose

  • Identification of staffing and skill set needed to manage the IT integration.
  • Generation of an integration communication plan to highlight communication schedule during major integration events.
  • Identification of business goals and objectives to select an IT Integration Posture that aligns with business strategy.

Key Benefits Achieved

  • Defined IT integration roles & responsibilities.
  • Structured communication plan for key IT integration milestones.
  • Creation of the IT Integration Program.
  • Generation of an IT Integration Posture.

Activities: Outputs:
1.1 Define IT Integration Program responsibilities.
  • Define IT Integration Program responsibilities and goals
1.2 Build an integration communication plan.
  • Structured communication plan
1.3 Host interviews with senior management.
  • Customized interview guide for each major stakeholder
1.4 Select a technology end-state and IT integration posture.
  • Selected technology end-state and IT integration posture

Module 2: Conduct Discovery and Design the Technology End-State

The Purpose

  • Identification of information sources to begin conducting discovery.
  • Definition of scope of information that must be collected about target organization.
  • Definition of scope of information that must be collected about your own organization.
  • Refinement of the technology end-state for each IT domain of the new entity. 

Key Benefits Achieved

  • A collection of necessary information to design the technology end-state of each IT domain.
  • Adequate information to make accurate cost estimates.
  • A designed end-state for each IT domain.
  • A collection of necessary, available information to make accurate cost estimates. 

Activities: Outputs:
2.1 Define discovery scope.
  • Tone set for discovery
2.2 Review the data room and conduct onsite discovery.
  • Key information collected for each IT domain
2.3 Design the technology end-state for each IT domain.
  • Refined end-state for each IT domain
2.4 Select the integration strategy for each IT domain.
  • Refined integration strategy for each IT domain

Module 3: Initiate Tactical Initiatives and Develop an Integration Roadmap

The Purpose

  • Generation of tactical initiatives that are operationally imperative and will help build business credibility.
  • Prioritization and execution of tactical initiatives.
  • Confirmation of integration strategy for each IT domain and generation of initiatives to achieve technology end-states.
  • Prioritization and execution of integration roadmap.

Key Benefits Achieved

  • Tactical initiatives generated and executed.
  • Confirmed integration posture for each IT domain.
  • Initiatives generated and executed upon to achieve the technology end-state of each IT domain. 

Activities: Outputs:
3.1 Build quick-win and operational imperatives.
  • Tactical roadmap to fulfill short-term M&A objectives and synergies
3.2 Build a tactical action plan and execute.
  • Confirmed IT integration strategies
3.3 Build initiatives to close gaps and redundancies.
3.4 Finalize your roadmap and kick-start integration.
  • Finalized integration roadmap

Workshop Icon Book Your Workshop

Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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