Approach
IT Strategic Roadmap
M&A transactions require an IT Strategic Roadmap that communicates major technology changes and timelines to the internal business teams that are dependent on IT systems and services. From website re-branding to ERP financial system consolidation, the roadmap is a key summary-level tool that drives coordination of business and IT activities, and provides management with visibility into changes impacting the enterprise.
The IT Cost Model is a key component to successfully managing M&A transactions, providing management with financial visibility and control of the systems, infrastructure, organization and services required to support the company operations. The Cost Model is dual-purposed, detailing the one-time costs to complete the IT integration or carve-out, and the recurring IT operational costs following implementation.
IT Cost Model
Transition Services Agreement
M&A carve-out transactions have additional IT risk and complexity due to the time limitations in the Transition Services Agreement (TSA) for the seller will continue to provide IT systems and services beyond the close date. The IT Strategic Roadmap and 100 Day Plan become increasingly critical to ensure the new company can rapidly migrate to their future systems and avoid any additional costs required to extend the TSA period.
The Day 100 Plan is a key tool for focusing on critical near-term activities that must be completed, and to establish the foundation for the longer-term IT projects that will follow. Consolidating HR and Payroll systems, converting Customer Services email and tele-conferencing, and transitioning IT vendor contacts, service agreements and licenses are often 100 Day projects required for legal or regulatory requirements.
Day 100 Plan
Program Management
M&A transactions often require multiple IT projects that require close coordination to ensure smooth cutovers with zero business disruption. Whether implementing a Customer Relationship Management (CRM) system, standardized email, or consolidating phone systems, data centers or networks, a comprehensive Program Management Office (PMO) provides management with visibility and control over critical timeline and spend across all IT implementation projects.