Make IT a Successful Partner in M&A Integration

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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.

Make IT a Successful Partner in M&A Integration Research & Tools

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.

Make IT a Successful Partner in M&A Integration – Executive Brief

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.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

Client

Experience

Impact

$ Saved

Days Saved

Testimonial

Englobe

Guided Implementation

7/10

$1,000

Best parts: being able to confirm that we were on the right track on certain things and get some practical information from someone who has done th... Read More

MUFG Investor Services

Guided Implementation

9/10

N/A

Bernie's experience No worst - it was a great session

ECMI GP INC

Guided Implementation

10/10

$50,000

Workshop: Make IT a Successful Partner in M&A Integration

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 delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

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

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Table of Contents

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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