M&A Runbook for Infrastructure and Operations
Partner with the business to deliver value.
- I&O is often the last to be informed of an impending M&A deal.
- The business doesn鈥檛 understand the necessary requirements or timeline for integration.
- It鈥檚 hard to prioritize when you鈥檙e buried under a mountain of work.
- Documentation may be lacking or nonexistent, and members of the target organization may be uncooperative.
Our Advice
Critical Insight
- Manage expectations. The business often expects integration in days or weeks, not months or years. You need to set them straight.
- Open your checkbook and prepare to hire. Integration will require a temporary increase in resources.
- Tackle organizational and cultural change. People are harder to integrate than technology. Culture change is the hardest part, and the integration plan should address it.
Impact and Result
- Tailor your approach based on the business objectives of the merger or acquisition.
- Separate the must-haves from the nice-to-haves.
- Ensure adequate personnel and budget.
- Plan for the integration into normal operations.
About Info-Tech
91制片厂 is the world鈥檚 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.
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Get the help you need in this 4-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.
Guided Implementation 1: Establish goals
- Call 1: Plan stakeholder communication and establish M&A goals.
- Call 2: Review Project Napkin.
Guided Implementation 2: Conduct discovery
- Call 1: 91制片厂 discovery plan.
- Call 2: Conduct risk and value assessment.
Guided Implementation 3: Plan short-term integration
- Call 1: Establish partnership and staff retention strategy.
- Call 2: 91制片厂 day 1 minimum viable operating model and project plan.
Guided Implementation 4: Map long-term integration
- Call 1: Determine long-term future state.
- Call 2: 91制片厂 long-term integration project plan.
- Call 3: Conduct project and process post-mortem.
Contributors
- Arnie Williamson, IT Executive
- Elton Tucker, IT Architect and Strategist
- John Ferrara, Senior Director, Windows Hosting Services
- Justin Stratton, Senior IT Operations Manager
- George Tunnicliffe, Head of IT Operations
- Elton Tucker, IT Architect and Strategist
- Nabeel Yousif, Executive Consultant
- Sergio Zanardo, President, SZ Conseil Inc
- 3 anonymous contributors
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