Consulting Service description & delivery summary: Merger Integration of assets

Page Title

Engagement Description

Manage and lead the integration of Information Technology (IT) or Software Product Development
organization assets and capabilities required to merge organizations as a result of a corporate
merger. Design the organization and assess capabilities to meet the requirements of the newly
merged Corporation and put together remedies to meet those expanded requirements. Duties
may involve:

Define the service delivery requirements of the newly formed Corporate entity.

		Take inventory of assets, staff and staff capabilities, organizations and vendors
		performing these functions for each entity before the merger.

		Create a "future state" definition including a portfolio of hardware and software
		technology architectures that will perform service delivery, a service delivery plan including required service levels, disaster recovery requirements, data center locations, etc, and finally an organization for the newly formed entity including selection of whose staff, capability, and asset(s) will be used to deliver the "future state".

		Review of key projects in process and planned to ascertain which may be continued,
		modified, or stopped.

		Ascertain if current staffs and capabilities will meet the requirements of the new
		Corporate entity and if not make recommendations of what is required to "build it" vs. out- tasking it.

Develop a prioritized/phased transition plan and asset decommissioning plan.

Deliver a "future state" budget and phased investment profile.

		Deliver organization charts, redefined job descriptions and newly defined jobs (if any),
		as well as hiring and layoff plans of redundant staff.

		Investigate existing contracts of both companies to see which must be renegotiated or
		re-competitively bid to accommodate the new requirements of the merged company. Take particular note of termination penalties as applicable. Create a project plan and prioritize initiatives, and execute.

Representative Delivery Summaries with Benefits Achieved

$1.6B Electronic Design Automation firm: Applications assessment and rationalization --
needed as a result of several corporate mergers.

Led the team that assessed over 100 IT applications.

Recommended a new enterprise architecture leveraging the existing enterprise suite.

		The application assessment found over two-thirds of the applications assessed could be
		consolidated onto existing applications, restructured, or replaced. This migration of applications to a common set of existing platforms, typically results in a 10% to 15% savings in applications and infrastructure budgets which in this case was approximately $500K.

		Delivered a combined road map of improvements to accomplish the new "desired state".
		Also made improvement recommendations in IT Governance, IT staffing and organization, IT strategy, and other areas of IT where observed.

$1B Business Intelligence Software Firm -- Brought in by the CIO -- tasked to complete highly
important projects required to conclude the merger of several IT organizations (i.e. from prior
corporate mergers). Programs managed were on the personnel reviews of the CFO & CIO.

Successfully lead the following initiatives resulting in the on time, on budget delivery of each, and
culminating in 55% budget savings of minimally $12.5MM. Also, through re-architecture,
virtualization, and global Data Center Consolidations (from 9 to 2), avoided the need to acquire
over 7200 square feet of new data center space (incremental savings).

		Led the competitive bidding of all voice/data/cellular & WAN services to meet the
		expanded requirements of the newly merged company.

		Rebid existing contracts on US and Canadian voice (60%+ savings) and US and
		Canada cellular (30% savings).

		After re-architecting, ascertained that the proper skill sets and infrastructure was
		not in place to design, build, and run the needed Wide Area Networking (WAN) for the combined companies in the timeframes required. With the full support of the staff, outsourced the WAN for 55% budget savings, while dramatically improving service. Also avoided $3.2 MM in termination fees

		Assessed the capabilities of the IT Operations organization, delivered a gap analysis,
		as well as a phased capability improvement organization chart, adding key skills and entire departments, over the next 3 years, and as the organization matured.

		Application software rationalization & selection of core strategic applications suite and
		elimination of duplicate applications. Eliminated 100 applications. Key risk mitigation advisor to CIO on critical Peoplesoft upgrade of financial systems.

ENGAGEMENT DESCRIPTION

Engagement Description & Delivery Summary
MERGER INTEGRATION

Improving IT & Product Delivery Success