Preface
Acknowledgments
Part I: Introduction
Chapter 1 Introduction to the IT Aspects of Mergers, Acquisitions, and Divestitures (Varun Joshi and Saurav Sharma)
Role of IT in M&A
Due Diligence
Integration/Separation Planning
Integration/Separation Execution
Wrapping It Up
Chapter 2 The Role of IT in Mergers and Acquisitions (Peter Blatman and Eugene Lukac)
Quest to Capture Synergies
Capturing the Benefits
Wrapping it up
Chapter 3 Aligning Business and IT Strategy during Mergers, Acquisitions and Divestitures (Jason Asper and Wes Protsman)
The Business-aligned Integration Model
Enterprise Blueprint & IT Alignment
IT’s Role in Functional Blueprinting
Decision-making and Business Alignment
Business Alignment in Due Diligence
Wrapping It Up
Chapter 4 Merger & Acquisition IT Strategy, Approach, and Governance IT and its Customers (Chris DeBeer and Michael H. Moore)
Strategy
Approach
Governance
Finance
Operations
Human Resources
Information Technology
Wrapping It Up
Part II: Information Technology’s Role in Mergers, Acquisitions, and Divestitures
Chapter 5 IT Due Diligence Leading Practices (Mark Andrews and David Sternberg)
Objectives and Complexities of IT Due Diligence
Areas of Investigation
Proprietary or Product Technology Driven Due Diligence
Impact of Transaction Type on the Due Diligence Investigation
Investigation for Strategic Buyers versus Financial Buyers
Considerations of Planning IT Due Diligence
Considerations of Conducting IT Due Diligence
Considerations of Finalizing IT Due Diligence
Tying Due Diligence to the Next Steps in the Post-Merger Process
Wrapping It Up
References
Chapter 6 IT Infrastructure Aspects of Mergers, Acquisitions and Divestitures (Rick Kupcunas, Mike Trisko, Jeffry Sprengel and Mushtaque Heera)
IT Infrastructure Blueprinting
IT Infrastructure Planning
IT Infrastructure Dependencies
Wrapping It Up
Chapter 7 M&A IT and Synergies (Jim Boland, Ronald Goldberg, Colin Hartnett, Sunil Rai and Stephen Ronan)
IT’s Role and Contribution to Synergy Capture
Synergy Capture and Benefits Tracking During the Merger, Acquisition & Divestiture Lifecycle
Wrapping It Up
Chapter 8 Supporting Business Objectives with “M&A Aware” Enterprise Architecture (Pavel Krumkachev, Shalva Nolen, Nitin Prabhakar and Rajat Sharma)
Sources of IT-Related Synergies during M&A
Post-merger IT Integration Planning: The Model Makes the Difference
M&A-Aware Enterprise Architecture Models
Divestitures and the Enterprise Architecture Frameworks
Wrapping It Up
Chapter 9 The Importance of a Tested IT Strategy and Approach for Mergers, Acquisitions, and Divestitures (Pavel Krumkachev, Shalva Nolen, Nitin Prabhakar and Rajat Sharma)
M&A IT Organization and Strategy
A Tested and Repeatable Approach for IT Integrations
A Tested and Repeatable Approach for IT Divestitures
Wrapping It Up
Chapter 10 Cloud Considerations for M&A IT Architecture (Mike Brown)
Understanding Cloud Solutions
Types of Cloud Solutions
Cloud Solution: Potential Benefits
Opportunity during Post-M&A Integration
Cloud Solutions for Post-M&A Plug-and-Play IT Frameworks
Determining Suitability for Cloud Solutions
Assessing Cloud Migration Timing
Establishing a Cloud Strategy
Evaluating Cloud Providers
Cloud Solution Success Factors
Wrapping It Up
Chapter 11 Data Implication of Mergers & Acquisitions (Sascha Elsing)
Criticality of Data Management in M&A Transactions
Data Governance and Organizational Considerations
Data Confidentiality, Privacy, Security, and Risk Management
Data Archiving Requirements
Data Management Roadmap
Customer Data Considerations
Wrapping it up
Chapter 12 Using M&A to Streamline Applications Portfolio (Colin Whiteneck, Joydeep Mukherjee, Ted Veterano and Venky Iyer)
Overview of an Applications Rationalization Program
Achieving Cost Synergies through Applications Rationalization
Achieving Operational Synergies through Applications Rationalization
Technology and Cost Impact in a Divestiture Event
Emerging Trends
Best Practices for Applications Rationalization in an M&A Scenario
Wrapping It Up
Chapter 13 Third-Party Contracts in M&A
Identifying and Managing Common Implications (Christine McKay, Joseph Joy, Ramkumar Jayaraman and Ninad Deshmukh)
Challenges Inherent in Different Types of M&A Transactions
Typical Realities
Primary Challenges
Tackling Challenges
Program Management
Wrapping it up
Case Studies
Lessons Learned
Chapter 14 M&A IT Architecture and Infrastructure
Developing and Delivering Transition Services Agreements (Olivier May and Kevin Charles)
Plan Early and Resource Appropriately
Foster Deal Team and Business Collaboration to Document Appropriately
Price Services Conservatively
Establish a Practical Governance Approach
Plan Exits and Remove Stranded Costs
Wrapping It Up
Chapter 15 Day 1 Implications on IT Functions (Sejal Gala and Sandeep Dasharath)
Top Day 1 Priorities for IT
Wrapping It Up
Chapter 16 Transition Services Agreement (TSA) – Untangling the Web (Simon Singh, Nikhil Uppal and Jennie Miller)
Key Considerations for Drafting an Effective TSA
Structuring the TSA
Managing TSAs
Governance of TSA Services through a Parallel Structure
Rationale for Accelerated Exit of a TSA
Key Considerations for TSA Exit
Wrapping It Up
Chapter 17 IT Risk, Security and Controls in M&A
Identifying and Managing Common Considerations (David Caruso, Kelly Moynihan, John Clark, Jamie Fox, Joseph Joy and Scott Kaufman)
Understanding the IT Risk, Security & Controls Current State
Practices for Managing IT Risk, Security & Control Considerations
Wrapping It Up
Part III: The People Aspects of Mergers, Acquisitions, and Divestitures
Chapter 18 The Role of the CIO in Mergers, Acquisitions, and Divestitures (Irwin Goverman)
The Double-Duty Role
The Internal Role
The External Role
Some Lessons Learned
Wrapping It Up
Chapter 19 The Role of CFO (Rich Rorem, Principal, Trevear Thomas, Principal, Nnamdi Lowrie, Principal, Heith Rothman, Senior Manager, Venkat Swaminathan, Senior Manager, Chelsea Gorr, Manager, Jenny Xu, Senior Consultant and Mia Velasquez, Business Analyst)
Strategist Face
Catalyst Face
Operator Face
Steward Face
Wrapping It Up
Chapter 20 Managing the People Side of IT M&A (Tammie Potvin, Don Miller, Suseela Kadiyala, Michael Proppe, Sarah Hindley and Laurel Vickers)
Key Priority: Communicating for Impact
Merger Stages
Effective M&A Communication
Key Priority: Defining the Future State IT Organization
Steps in M&A Organization Design
Key Priority: Assessing and Selecting IT Talent
Key Priority: Managing Change
Start with Your Leadership Team
Transition Employees
Consider Cultural Implications
Assess Integration Progress
Wrapping It Up
Chapter 21 Planning for Business Process Changes Impacting Information Technology (Blair Kin)
Pre-Day 1 Planning
Day 1 Integration Imperatives
Long-Term Integration Requirements
Wrapping It Up
Part IV: M&A IT Project Governance, Testing, and Business Intelligence
Chapter 22 Integration Management Office Best Practices (David Lake and Mauro Schiavon)
Roles and Responsibilities
Key Activities
Sample IMO Templates and Deliverables
Managing the Deal
Wrapping It Up
Chapter 23 IT Program Governance during the Deal (John Uccello)
Establish Governance Model
Establish the Program Management Office (PMO)
Execute the Plan
Wrapping It Up
Chapter 24 Important Role of Data in an M&A (Lynda Gibson, Anil Tondavadi and Chris Vu)
Current Challenges and Lost Opportunities
Top 10 Ways to Use Information Management to Improve M&A
Wrapping It Up
Chapter 25 Overview of Testing (Angela Mattix, CPA, PMP)
Types of Testing
Testing Functions
Test Preparation Activities
Timing of Testing
Wrapping It Up
Part V: Conclusion
Chapter 26 Why Mergers, Acquisitions, and Divestitures Fail and Considerations to Help Avoid a Similar Fate (Matthew A. Jones and Nikhil Menon)
M&A Risks
Common Pitfalls
Critical Success Factors
Wrapping It Up
Chapter 27 M&A IT Key Success Factors (Nadia Orawski and Luke Bates)
Key Success Factors
Wrapping It Up
Chapter 28 M&A IT, Summing It All Up (Habeeb Dihu, Nadia Orawski, Justin Calvin, Luke Bates, Bryce Metro and Eric Niederhelman)
Best Practices
Best Practices to be Considered Prior to the Deal
M&A IT Strategy, Approach, and Governance Best Practices
M&A IT and Synergies Best Practices
M&A IT Contracts Best Practices
M&A IT Organizational Implications Best Practices
Best Practices to Consider in Order to Execute the Deal
Wrapping It Up
Appendix A M&A IT Playbook Overview (Joseph Joy, Shalva Nolen, Simon Singh and Nikhil Uppal)
Scope of the Playbook
M&A Playbooks Should Be Alive
Variation in M&A IT Playbook Considerations Due to Differences in Types of M&A Deals
Deal Type - IT Divestures
Tools and Templates
Wrapping It Up
Appendix B Sample M&A IT Checklists (Shalva Nolen, Sreekanth Gopinathan and Devi Aradada)
IT Due Diligence
IT Integration Readiness
IT Divestiture Readiness
IT Transition Services Agreements (TSA)
Data Requirements
Wrapping It Up
Appendix C M&A IT Sample Case Studies (Manish Laad, Abhishek Mathur and Prasanna Rajanna)
Introduction
Case Studies
Wrapping It Up
About the Editor
About the Companion Website
Index
