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.
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
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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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