M&A Integration — Merging Systems & Data
Full-day (6h): Mergers & Acquisitions — integrating systems, data, and processes.
Who This Is For
You’re in a merger or acquisition – and two established system landscapes need to come together without disrupting ongoing operations. This workshop draws on real M&A experience and shows where the typical pitfalls are – and how to avoid them.
Agenda
Understanding the System Landscape (60 Min) – Inventory: Keep, Replace, Migrate. Dependencies, interfaces, licensing implications.
Data Harmonization (75 Min) – Merging customer data, harmonizing charts of accounts, detecting duplicates. Case study: corporate merge.
Process Alignment (60 Min) – Integrating Finance, HR, Procurement, Sales. Change management: bring teams along, don’t overwhelm them.
Timeline & Roadmap (45 Min) – Integration phases, critical paths, realistic planning instead of wishful thinking.
Emergency & Risk (45 Min) – What goes wrong, early detection, escalation, rollback scenarios.
Your Situation (30 Min) – Your merger, your risks, next steps.
Results & Materials
- Clear integration strategy – you know how to proceed
- System landscape understood – no surprises during integration
- Realistic planning – timeline, resources, risks honestly assessed
- Integration checklist (phase by phase)
- Data harmonization template
- Risk register template
- Timeline template with buffers
Example from Practice
International Corporation Acquires Consulting Firm (2018–2025)
Two internationally active consulting companies merge – different IT landscapes, processes, and cultures. 10,000 customers in System A, 8,000 in System B, 30% overlap. We inventoried the system landscape, made Keep-Replace-Migrate decisions, deduplicated customer data, harmonized charts of accounts, and integrated HR. Result after an 18-month phased approach: clean integration, operations running, teams on board.