Make IT a Successful Partner in M&A Integration
Anticipate pressure – simultaneously conduct discovery and deliver quick-wins!
Onsite Workshop
Without a structured approach to IT integration:
- IT will be unaware of expected goals and vision for the integration.
- IT may not be aware of expected business synergies and so may not capture them.
- IT will be unaware of the data, applications, infrastructure, IT processes, and IT people being acquired and so may be unsure how to maximize their value.
- IT will be forced to stick to the IT integration budget mandated by the M&A team during due diligence.
- There will be lack of communication both internally and across organizations during discovery.
- Unexpected risks could derail progress during the integration.
- The integration roadmap may not be resourced, prioritized, or executed effectively.
A structured IT approach to IT integration ensures:
- Clear understanding of the business goals, objectives, and expected synergies for the merger or acquisition.
- An IT integration posture that aligns with business strategy for the M&A and enables the IT integration.
- Risks will be documented and accounted for through assumptions in cost estimates.
- IT generates a plan to communicate with appropriate stakeholders at critical integration milestones.
- IT generates a structured integration roadmap that mitigates risks, builds credibility, and demonstrates IT competency.
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. |
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| 1.2 | Build an integration communication plan. |
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| 1.3 | Host interviews with senior management. |
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| 1.4 | Select a technology end-state and IT integration posture. |
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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. |
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| 2.2 | Review the data room and conduct onsite discovery. |
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| 2.3 | Design the technology end-state for each IT domain. |
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| 2.4 | Select the integration strategy for each IT domain. |
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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. |
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| 3.2 | Build a tactical action plan and execute. |
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| 3.3 | Build initiatives to close gaps and redundancies. |
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| 3.4 | Finalize your roadmap and kick-start integration. |
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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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