IT represents 20% of the benefits of M&A. Adopting a structured approach helps avoid common mistake of using services hosted by the acquiring organization. Goals of the Fintech team before integration are; to be able to provide single version of truth post M&A; make available consistent and Reliable information to enable better decision making; reduce TCO across Financial Systems Platform and avoid any disruption

This paper presents a Framework/ Methodology for integrating Financial Systems during M&A. It makes use of the ITIL framework to provide guidance on Best Practices

  • Define strategy to deliver M&A transformation, maintain it and monitor the implementation
  • A Service Centric Approach to provide transparency for Financial systems integration during M&A
  • Use ITIL service management best practices for Service integration during M&A
  • A set of checks & balances that can be used as the M&A transformation progresses to ensure that services are adapting and responding effectively
  • Evaluating the cost effectiveness of each service
  • Analyzing the services against desired business outcomes to ensure their continued relevance post M&A