4 Ways an IT Partner Can Speed Your M&A

 How IT Partners Can Speed You MnA | Binary Tree

More than 50% of organizations choose to get outside IT help with their M&A (Gartner 2016). In an earlier post, we shared 6 reasons why that is. Now, we talk about four key areas in which a partner can be invaluable.


Poor planning is the number one reason why migrations go off the rails. We often find that the planning process with our clients takes longer than the migration itself. So the earlier you get an experienced partner involved, the better. They can help you:

  • Move through a proven, predictable process
  • Estimate realistic timelines and cost based on past real-world experience
  • Document requirements and create a playbook
  • Do a deep dive on your systems to smooth snags that might slow migration
  • Find ways around common pitfalls
  • Keep your data secure as you migrate

For more, see our 6 tips to plan your digital transformation.

Day 1 Readiness

The events of Day 1 of a merger can cast a long shadow. So from an IT perspective, you need everything to go as smoothly as possible. That means helping the merging organizations easily communicate and collaborate effectively. An IT partner can help:

  • Make sure you can send and receive email between organizations
  • Synchronize directories so everyone can look up their new colleagues
  • Show free/busy information so people can easily schedule meetings
  • Unify your brand by moving everyone to a shared email address

For more, see 4 messaging must-haves for day 1.

Ongoing Integration

After Day 1 is in the books, you can turn to the longer process of getting everyone on the same platform. Depending on the complexities of your IT system, this can take months. Here, a partner can:

  • Train your IT team on the process
  • Keep everything on schedule and on budget
  • Automate as much of the migration as possible
  • Pinpoint issues before they slow or stop the migration
  • Do periodic checks to keep long-term integration going strong

Managing the User Experience

There are several aspects to this. First, you should communicate with your users early and often about what’s coming. So there’s a communication piece. Then after you get everyone on the same tool, you’ll likely need to train your end users to use it. And you might even need to train your IT team on how to maintain it.

A partner can take care of this training and onboarding for you. They can:

  • Communicate with users about what’s coming and how they can get ready
  • Train users on the new tools (whether in-person or online)
  • Provide a library of self-help resources, like how-to’s and videos
  • Drive and measure adoption
  • Share best practices with your IT team

Ready to Get Started?

We at Binary Tree can help you with all of the above—and more. Our experts have planning down to a science. And our software and services are flexible enough to handle even the most complex enterprise migration. Contact us to get started.