M&A Integration IT Checklist
Transition Carry-Over
o Remove access for any RIF'd employees
o Target Co.com Web transition to Corp Communications
o TBM assessment including system connectivity & s/w maintenance
o HR analysis & interface development for Target Co. ERP in Acquirer process
NEWCO - I.T. Org. & Dept. Transition
o Define, assign and communicate employee classification & organization
o Mentor & rollout Help Desk/support process
o Mentor & rollout basic IT policies & procedures (CARF, governance etc)
o Complete & store Target Co. architecture & topology documentation
o Integrate Asset ID, control & on-boarding processes
o Update IT budget and procurement plan
In-flight projects & investment pipeline
Equipment requirements (refresh, retire)
Validate Budget Changes
Provide Vendor/commitment review to Procurement
Migrate Procurement authority to Acquirer standard
o Finalize & execute facilities/field office coverage strategy
o Initiate and mentor IT compliance requirements
o Create new member training plan (Change mgmt, etc)
Security & Access
o Define and execute access/password management control (AD)
o Complete required Network security coverage
VPN/Services 2 control in each location
Firewall (HQ & Field) established in each location
Monitoring activated (SolarWinds)
o Establish required Enterprise Tech security access and control
Email access & control
o Assign control of core assets (Data center, servers, etc)
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o Clean up & control Building/physical Access
o Migrate/create all new AD accounts & (system) user profile data
o Migrate and integrate email accounts and data
o Define desktop imaging and management strategy
Network Infrastructure
o Complete Target Co. Site connectivity - all locations, bi-directional Services 2
o Install Voip Telephone System in Target Co. facilities
o Establish control & consolidate DNS, DHCP, Domain/ISP etc.
o Upgrade Target Co. Sites with Acquirer standard network equipment
Enterprise Technology
o Complete enterprise-wide user authentication (AD) analysis and integration
o Install Acquirer standard clusters and migrate all failing Target Co. servers
o Design and implement server virtualization strategy
o Control and consolidate mobility strategy
Applications
o Transition SharePoint(web/collaboration) from 3rd party to Acquirer governance
Shadow/train (web, Procurement?)
Transition business control of Target Co.*.com
Migrate Target Co. SharePoint instance
o Transfer knowledge on email Journaling (MX) service and requirements
o Transition Imaging - CIS/Viewpoint (Carla) to Acquirer governance
o Transition ERP - eCMS to Acquirer governance
Audit and review issues
Transfer to Acquirer support & governance
o Transfer Bid/Estimating to Acquirer governance
Audit and review issues
Transfer to Acquirer support & governance
o Complete governance review of Project Controls (No standard)
Review approaches and define near term gaps
Identify bridging requirements
Develop migration plan
o Transfer Project Scheduling - Primavera to Acquirer governance
Audit and review issues
Transfer to Acquirer support & governance
o Complete governance review of Reporting/Business Objects (Carla) to Acquirer governance
Audit and review issues
Transfer to Acquirer support & governance
Finance Enablement
o Complete Financial system integration SOX compliance planning and implementation
Analytics Design
Quarterly Reviews
Conversion Test Development
Conversion Test
Audit - Validate differences
o Design and implement ERP integration on E1 platform
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Analyze and design future integrated platform on E1
Develop and perform any user training
Perform any Build activities & develop comprehensive Test Plan; include master data
load
Develop and deliver comprehensive new user training
Execute complete Test plan, including integration, end-to-end and user acceptance tests
Move approved configuration, assets and data to Production, validate and cutover
Operations Enablement
o Perform any Target Co.-specific configuration or build activities & develop comprehensive Test
Plan
Support migration of all Target Co. history, templates, takeoff data etc.
Execute complete Test plan, including integration, end-to-end and user acceptance tests
Move approved configuration, assets and data to Production, validate and cutover
o Migrate Target Co. users to Acquirer Job Controls
Analyze and design migration from various job controls tools/templates to Acquirer
version of Heavy Job
Develop and perform any user training
Perform any Target Co.-specific configuration or build activities & develop comprehensive
Test Plan
Support migration of all Target Co. history, templates, takeoff data etc.
Execute complete Test plan, including integration, end-to-end and user acceptance tests
Move approved configuration, assets and data to Production, validate and cutover
o Migrate Target Co. users to Acquirer Scheduling – Primavera
Analyze and design migration from Target Co. versions of P6 and other scheduling tools
(XLS, MS Project, etc.)
Develop and perform any user training
Procure and install all new instances as needed (likely with Heavy Job)
Perform any Target Co.-specific configuration or build activities & develop comprehensive
Test Plan
Support migration of all Target Co. history, templates, takeoff data etc.
Execute complete Test plan, including integration, end-to-end and user acceptance tests
Move approved configuration, assets and data to Production, validate and cutover
HR Enablement
o Design, implement and support migration of data and interfaces from eCMS to E1 and Acquirer
HR assets
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