The document discusses best practices for mergers and acquisitions (M&A) consolidation, highlighting that technology is the leading sector for such activities but faces a high failure rate. It outlines key strategies, including careful data migration, addressing emotional concerns, and employing suitable project delivery models to enhance success rates. Additionally, lessons learned emphasize collaboration, understanding legacy systems, and adapting processes for optimal integration.

1. Your Trusted Partner For Greater Digital
Customer Experience
Simplifying M&A Consolidation
October 5th at 9:30AM
Cloud Expo: Partner Theater 2
Jai Kumar And Stella Sy

2. Agenda
Significance And Scope Of M&A Consolidation1
Jade Global’s Best Practices For M&A Consolidation4
Lessons Learned6
One Approach Does Not Fit All5
• Data Migration And Integration
• Ensure The Playbook Fits
• Simpler Can Be Better
Common Challenges Organizations Face During M&A Consolidation2
Question For The Audience3

3. Significance And Scope Of M&A Consolidation
4.5 Trillion USD
In Deal Value
Technology Is The Top Industry
For M&A Activity
Long Term M&A Failure Rate
Is 70% - 90%
50% - 60% Of M&A Synergies
Are Strongly Related
To IT Optimization Gains

4. Common Challenges
Aggressive Timelines Emotional And Social
Concerns
Agreeing On A Unified Or
Segmented Business
Process
Migration Of Legacy
Customer And
Transactional Data

5. Question For The Audience
The Answer Is Both...
Raise Your Hand If You Think The Goal Of A M&A
Project Is To Integrate Quickly
Raise Your Hand If You Think The Goal Of A M&A
Project Is To Integrate Perfectly

6. And Here's Why
Organizations Want The System Consolidation Done Quickly.
And
Organizations Want The Data Migration Done Perfectly.

7. Best Practices
Get Down Into The Details When Creating The Roadmap
Be Selective About Business Process Re-Engineering
Emphasize Social And Emotional Concerns In The Change Management Strategy
Create Detailed Process Flows For Core Functions (Lead To Order And Customer Success)
Host Informal Team Events, Early And Often

8. Best Practices
Consider Scrum-Fall As A Project Delivery Model
Establish Appropriate Cutoff Dates For Data Migration (Say, Last 5 Years)
Migrate Incomplete / Fragmented Data Three Times In Sandboxes And One Time Perfectly
In Production
Generously Use Data Quality Dashboards To Perform Sanity Checks

9. One Approach Does Not Fit All
Sales, Service And Communities Consolidation, ERP Integration (Get Data Perfect)
• Don’t Underestimate Legacy Data Migration Extraction And Availability Of Integration Expertise
Roadmap Strategy And Unified Business Processes (Address Social Concerns)
• Ensure The Playbook Fits, Validate Your Playbook With The Industry And Scale Of The
Consolidation
Multiple Service Cloud Consolidation, Eliminating Complexity In MDM And Lower TCO
(Simpler Was Better)
• If A Unified Business Process Is Chosen, Sometimes A Small Technical Team Can Consolidate
Quickly

10. Lessons Learned
Collaborate Early And Often And Don’t Assume It Will Get Better1
Workshops With The Right Stakeholders, At The Right Time, Taking Decisions2
Address Emotional And Social Concerns Of Business And IT Teams Early3
Legacy System Super-Users Can Play An Outsized Role In Assuring The Consolidated
System Captures All Use Cases
4

11. Lessons Learned
A Robust Unified Business Process Lowers TCO And Will Increase Future Velocity5
Leverage Information Flow Through Middleware As The Default Strategy6
Generously Staff High Impact Developers With Data Expertise7
Choose The Right Trade-Offs, Get It Done Vs. Get It Perfect8

12. “Coming together is a beginning; keeping together is progress;
working together is success”.
– Henry Ford

13. Thank You
We Really Appreciate Your Interest In M&A Consolidation Best Practices.
Please Feel Free To Visit Us At Booth #218, To Learn More About Jade Global.

14. Q & A