ID Number: G00201530



Mergers and Acquisitions: Integration Without Tears
1 June 2010
 
Dave Aron   Mary Mesaglio   Gabriela Albornoz-Allsop  

Mergers and acquisitions (M&As) are a major challenge for CIOs and IT, where conventional leadership and management techniques can often fall short. With M&As on the rise, and IT's integration role more critical than ever, it pays for CIOs to build their M&A integration capabilities using proven techniques.





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Table of Contents

Contents
  • Foreword
  • Executive summary
    • Successful integration relies on strong governance and metrics
  • Merger and acquisition (M&A) integration is a critical capability for CIOs
    • M&A integration is not business as usual
    • Strategic M&A activity is expected to increase in 2010-2011
    • All mergers are not equal
    • Public sector M&As can be more challenging
    • CASE STUDY: Department of Education, Employment and Workplace Relations—Overcoming obstacles to a public sector merger
  • M&A integration is best done across workstreams and in five phases
    • Plan an integration consisting of five phases
    • Estimate time and effort
    • Identify workstreams
    • CASE STUDY: Procter & Gamble—Merging two large international companies
    • Identify IT and non-IT workstreams
    • Sidestep common M&A “gotchas”
    • CASE STUDY: Suncor Energy—Dealing with M&A surprises
  • Successful M&A integration relies on having the capabilities in place to maintain control
    • Define integration principles
    • CASE STUDY: Microsoft—Evolving an M&A integration program: Keys to success
    • Define integration principles (continued)
    • Use measurements to retain focus
    • Establish an integration program office
    • CASE STUDY: Smiths News—M&A integration without disrupting customer service
    • Get everyone to work together
    • CASE STUDY: Stantec—Succeeding as a serial acquirer
    • Continually improve IT M&A integration capabilities, and apply the lessons elsewhere
    • Conclusion
  • Further Reading
    • Related content
    • Gartner Executive Programs reports
    • Core research
    • Books
Tables
Table 1.
A note on scope and terminology
Figures
Figure 1.
Clarify goals and approach
Figure 2.
Plan an integration consisting of five phases
Figure 3.
Is global M&A activity poised to accelerate?
Figure 4.
Clarify goals and approach
Figure 5.
Tool: IT M&A elevator pitch
Figure 6.
Plan for five integration phases
Figure 7.
Plan an integration consisting of five phases
Figure 8.
Tool: Phase time and effort map
Figure 9.
Tool: Workstream table
Figure 10.
Tool: Identify your gotchas, and plan mitigation
Figure 11.
Example: Microsoft guiding principles for integration
Figure 12.
Tool: Formulate your (IT) M&A integration principles
Figure 13.
Tool: Example of an IT integration scorecard
Figure 14.
Case: Microsoft improving integrations over time
Figure 15.
Tool: Rate your IT M&A readiness


Browse Topics:
 
Integrating Mergers and Acquisitions
CIO and IT Leadership
Project Management
PMO




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