simplifying m&a consolidation | salesforce mergers and acquisitions: deamforce 16

Your Trusted Partner For Greater Digital Customer Experience

Simplifying M&A ConsolidationOctober 5th at 9:30AM

Cloud Expo: Partner Theater 2

Jai Kumar And Stella Sy

Agenda

Significance And Scope Of M&A Consolidation 1

Jade Global’s Best Practices For M&A Consolidation4

Lessons Learned 6

One Approach Does Not Fit All 5

• Data Migration And Integration

• Ensure The Playbook Fits

• Simpler Can Be Better

Common Challenges Organizations Face During M&A Consolidation 2

Question For The Audience 3

Significance And Scope Of M&A Consolidation

4.5 Trillion USD In Deal Value

Technology Is The Top IndustryFor M&A Activity

Long Term M&A Failure Rate Is 70% - 90%

50% - 60% Of M&A SynergiesAre Strongly Related

To IT Optimization Gains

Common Challenges

Aggressive Timelines Emotional And Social Concerns

Agreeing On A Unified OrSegmented Business

Process

Migration Of Legacy Customer And

Transactional Data

Question For The Audience

The Answer Is Both...

Raise Your Hand If You Think The Goal Of A M&A Project Is To Integrate Quickly

Raise Your Hand If You Think The Goal Of A M&A Project Is To Integrate Perfectly

And Here's Why

Organizations Want The System Consolidation Done Quickly.

And

Organizations Want The Data Migration Done Perfectly.

Best Practices

Get Down Into The Details When Creating The Roadmap

Be Selective About Business Process Re-Engineering

Emphasize Social And Emotional Concerns In The Change Management Strategy

Create Detailed Process Flows For Core Functions (Lead To Order And Customer Success)

Host Informal Team Events, Early And Often

Best Practices

Consider Scrum-Fall As A Project Delivery Model

Establish Appropriate Cutoff Dates For Data Migration (Say, Last 5 Years)

Migrate Incomplete / Fragmented Data Three Times In Sandboxes And One Time Perfectly In Production

Generously Use Data Quality Dashboards To Perform Sanity Checks

One Approach Does Not Fit All

Sales, Service And Communities Consolidation, ERP Integration (Get Data Perfect)

• Don’t Underestimate Legacy Data Migration Extraction And Availability Of Integration Expertise

Roadmap Strategy And Unified Business Processes (Address Social Concerns)

• Ensure The Playbook Fits, Validate Your Playbook With The Industry And Scale Of The

Consolidation

Multiple Service Cloud Consolidation, Eliminating Complexity In MDM And Lower TCO

(Simpler Was Better)

• If A Unified Business Process Is Chosen, Sometimes A Small Technical Team Can Consolidate

Quickly

Lessons Learned

Collaborate Early And Often And Don’t Assume It Will Get Better1

Workshops With The Right Stakeholders, At The Right Time, Taking Decisions 2

Address Emotional And Social Concerns Of Business And IT Teams Early3

Legacy System Super-Users Can Play An Outsized Role In Assuring The Consolidated System Captures All Use Cases

4

Lessons Learned

A Robust Unified Business Process Lowers TCO And Will Increase Future Velocity5

Leverage Information Flow Through Middleware As The Default Strategy 6

Generously Staff High Impact Developers With Data Expertise 7

Choose The Right Trade-Offs, Get It Done Vs. Get It Perfect 8

“Coming together is a beginning; keeping together is progress;

working together is success”.

– Henry Ford

Thank You

We Really Appreciate Your Interest In M&A Consolidation Best Practices.

Please Feel Free To Visit Us At Booth #218, To Learn More About Jade Global.

Q & A