Make IT a Successful Partner in M&A Integration – Phases 1-4

Organizations continue to underestimate the role of IT during M&A integration. Use the steps in this blueprint to kick-start your IT integration effort.

Make IT a Successful Partner in M&A Integration – Phase 1: Launch the Project

Get off to a head start by identifying M&A business objectives and designing the IT end-state vision accordingly.

IT Integration Charter

Use the IT Integration Charter to document organizational objectives for the merger or acquisition and prepare your team to successfully launch the integration effort.

Make IT a Successful Partner in M&A Integration – Phase 2: Conduct Discovery and Design the Technology End-State

Kick-start the discovery of each IT domain in both organizations and design the resultant state.

IT Integration Roadmap Tool

Use the IT Integration Roadmap Tool to track key elements during the M&A discovery, integration planning, and execution phases.

Make IT a Successful Partner in M&A Integration – Phase 3: Initiate Operational Imperatives and Quick-Wins

During discovery, identify operational imperatives and quick-wins to maintain business function while capturing synergies.

Make IT a Successful Partner in M&A Integration – Phase 4: Develop an Integration Roadmap

Following discovery, build an integration roadmap to achieve the technology end-state.

Storyboard: Take Control of Compliance Improvement to Conquer Every Audit

This blueprint walks a CIO through the compliance cycle in an effort to improve compliance, reduce compliance costs, and bring value to the business through targeted...

Compliance Plan Template

This template is used to consolidate the compliance management initiative for the purpose of tracking and monitoring progress and ensuring accountability.

Compliance Communication Plan Template

This template is used to structure communication related to compliance changes such as new policies, changes to operating procedures, and remedial measures due to...
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