May 13 2008   4:06PM GMT

To be done: an acquisition/merger checklist

Posted by: Troy Tate
howto, CIO, DataCenter, DataManagement, email, Microsoft Windows, Networking, LAN, WAN, Security, antivirus, malware, Monitoring, anti-virus, Metrics, reporting, research, tools

An acquisition or merger is not a frequent event for my organization. However, it seems like in the past year or so we have worked on a number of these activities. So, it seems like it may be time to create a formalized checklist for the IT department items that need to be addressed during an acquisition.

To get the ball rolling, I am listing some items that I consider to be important to the infrastructure/security folks like me. I know this list is not exhaustive or complete. It is a work in progress and will need to be refined for each event since they are all different. Some of these may be done in the due-diligence but the rubber hits the road during the implementation.

So, without further ado:
Absorbing a new acquisition - to do list (general & incomplete)

• Private WAN connectivity - 30-90 days or more lead time depending on location
• flexible IP addressing scheme to absorb devices on new network(s)
• Internet firewall changes - ports, source addresses, NAT, etc.
• DNS ownership and management
  • changing registrars
  • changing DNS nameservers - use a dig tool to get information concerning current configuration - MenAndMice
• Network hygiene - how clean are the devices and what personnel habits need to be changed?
• Device inventory - what effort will it take to do this?
• Software licensing inventory
• What about handling loss of staff & knowledge?
  • Documentation of processes, procedures, configurations?
• Phone list sharing
• E-mail addressbook sharing
• E-mail system integration
  • anti-spam/anti-virus
  • calendar sharing
• ERP process integration
• Resource access permissions
• Financial reporting integration - accounts payable, receivable, tax, etc.
• Staff reporting structure
• Other HR activities - benefits, payroll, etc.

I welcome your insight and experience on the many other activities you feel is important to address during a merger/acquisition.

Thanks for your time. Let’s be good network citizens together & practice safe networking!