Information Technology M&A Integration Checklist

As IT systems become ever more complex, integrating a target’s data and systems into your own becomes increasingly daunting. With our M&A integration template, you can itemize tasks and take this process one step at a time! Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• System integration made simple
  Track every IT workstream—from infrastructure and data migration to software licensing and user access—in one organized workspace.
• Secure data transfer
  Centralize key documents, control permissions, and maintain visibility over sensitive migrations to reduce downtime and risk.
• Cross-team collaboration
  Connect IT, security, and business-unit leads directly on each task to resolve blockers fast and maintain real-time alignment.
• Post-close continuity
  Ensure all systems, tools, and networks are fully operational on Day 1 with built-in reporting and progress tracking.

Coordinate broader go-live planning with the Integration Day 1 Readiness Checklist, or review sector-specific systems and compliance needs with the Biotechnology Due Diligence Checklist.