Along with the exciting potential, however, comes the need to carefully plan for a seamless integration that will minimize business disruption, address the needs of those who will be impacted, and drive prompt results.
Navigate has developed a versatile merger integration framework that considers every relevant aspect of the combining organizations.
The Client completed the acquisition of three companies as part of its overall growth strategy and required IT integration leadership, coordination and support across the newly added entities. While the IT Team was rarely, if ever engaged to assess the risk or level of effort to consolidate operations as part of pre-transaction due diligence, they were required to on-board and integrate resources (people, process and technology) after the transactions had been finalized.
The Client had been leveraging documentation that provided standards for integration activities but found that the content was distributed across multiple large documents, making it challenging to locate specific information, make recommendations quickly, and mobilize required resources.
Navigate partnered with the CIO to:
Perform a current-state review of the IT organizational infrastructure , governance model, operational responsibilities, enterprise licensing and existing cross-organization relationships; consolidate integration framework and documentation into two foundational workstreams: design and development; design a communications and change strategy for engaging stakeholders and ensuring all organizations are ready and prepared for the integration; develop a compliance monitoring program to identify and manage post-acquisition transaction risks.
Navigate’s post-transaction integration efforts resulted in:
Creation and deployment of a handbook and checklist that provided a roadmap to estimate the level of effort and approach to executing information technology integration; establishing a communications program that informed key stakeholders about critical milestones and mobilized resources critical to achieving milestone outcomes, and; implementing an IT Governance program that provides the CIO with insights to specific technology functions, implementation progress, individual and organizational impacts, and recommended modifications where needed.