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Virtual Summit Recap: How Atlassian Makes Integration a Smooth Process

Kison Patel

Kison Patel is the Founder and CEO of DealRoom, a Chicago-based diligence management software that uses Agile principles to innovate and modernize the finance industry. As a former M&A advisor with over a decade of experience, Kison developed DealRoom after seeing first hand a number of deep-seated, industry-wide structural issues and inefficiencies.

CEO and Founder of DealRoom
“Agile is perfect for integration, because integration never goes exactly the way you think.”

This M&A Science episode is a recap from our virtual summit in June. In this particular session, guest panelist Christina Amiry, Head of M&A Strategic Operations, Integration at Atlassian, and Steve Elliott, Head of Jira Align at Atlassian talks about how to make integration successful from both sides of the deal. Get an inside look at the integration experience at Atlassian, how their team makes the process as smooth as possible, and how they create an environment that fosters success for both sides.

Christina and Steve also share tips on how to drive a collaborative environment, getting alignment between both parties, and how their team utilizes plans and plays to drive success. Together they tell listeners which tools they can implement in order to improve communication and what kind of culture changes to expect during integration. Hear hard lessons learned during their time at Atlassian from the unique perspective of both sides of the deal and why Agile was the perfect technique to execute a successful transaction.

Show notes:

00.00 - Intro

1.33.80 - Background

2.45.01 - Integration experience at Atlassian

9.48.04 - How does Atlassian make integration process smooth

11.50.98 - Creating an environment that fosters success for both sides

19.37.86 - How to drive a collaborative environment

22.44.60 - Getting alignment between both parties

23.55.74 - Using plans and plays in the game plan

26.18.05 - Improving communications using tools 

28.32.45 - Culture change during an integration

29.54.86 - Agile is perfect for integration

33.06.59 - Using plans and plays in the game plan

34.47.05 - Leadership kickoff

37.42.44 - Hard lessons learned in integration

40.33.75 - How to transform traditional ways to Agile

44.52.96 - Craziest thing in M&A

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