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7 Crucial Considerations for a Successful Microsoft 365 Merger or Acquisition

Updated: Oct 24, 2023

In today's rapidly evolving business landscape, mergers and acquisitions (M&A) have become common strategies for growth and expansion. When embarking on an M&A, keep these 7 considerations top of mind to optimize your transition, ensure data security, and drive seamless collaboration.






1. Pre-Merger Preparation

Before embarking on an M&A journey, it's crucial to establish a clear roadmap for success. Start by conducting a thorough assessment of both organizations' existing IT infrastructures, Microsoft 365 subscriptions, tech stacks, and usage patterns. Identify potential overlaps, redundancies, and gaps. Collaborate with stakeholders to define a unified vision for the merged environment. Document your findings to set clear objectives, steps, and priorities for the upcoming integration process.


2. Data Migration Strategy

Data migration is the next pivotal step in M&A projects. Develop a comprehensive data migration strategy to ensure the seamless transfer of critical information. Leverage data migration tools such as SharePoint Migration Tool and Azure Data Box for large-scale data transfers or work with a partner who knows how to use the proper migration tools. Prioritize data security by evaluating your ability to implement and maintain a zero-trust framework in both environments. To minimize downtime, consider performing test migrations in a controlled environment and establish rollback plans in case of unforeseen issues.


3. Cultural Alignment for Lasting Adoption

Successful mergers go beyond technical integration; they require cultural alignment to foster collaboration and adoption. Implement an internal communication tool, like Microsoft Teams, to encourage cross-company conversations and build a sense of unity. It’s also a good idea to establish shared document repositories in SharePoint to promote collaboration on joint projects. Conduct workshops and town hall meetings regularly to introduce the new tools and emphasize the goals of the merger. A focused Change Management team can be crucial for this important item, as merging two tenants and teams requires more than just technical expertise.


4. Optimize Security and Compliance

Maintaining security and compliance during M&A projects is also paramount. Utilize Microsoft 365's security features such as Azure Active Directory Conditional Access and Information Protection to enforce access controls based on user context and data classification. Additionally, Implement Data Loss Prevention (DLP) policies to prevent unauthorized data sharing before, during and after the project. Your team can collaborate with legal and compliance teams to ensure that the merged environment meets regulatory industry requirements.




5. Enhance Efficiency with Customized Tools and Workflows

Streamlining tools and workflows across the merged organizations significantly enhances efficiency. Invest time to understand existing third-party applications and integrations which can include Power Platform solutions - and even shadow IT processes - that might break during the merger. Evaluate overlapping tools and determine the best-fit solutions for the merged environment, promoting consistency and reducing redundancy. Power Platform can also be leveraged to create custom applications that address specific business needs.


6. Employee Communication and Training

Empower employees by providing effective communication and training. Develop a comprehensive communication plan that addresses the changes, benefits, and expectations resulting from the merger. Offer training sessions and workshops to guide users through new features and tools. If the onboarding organization is new to Microsoft 365, utilize Microsoft Learning Pathways to create a customized learning portal with tutorials, tips, and best practices.


7. Continued Utilization of Microsoft 365

The M&A process doesn't end with the initial integration; continuous optimization is key. Monitor usage patterns and gather feedback to identify areas for improvement. Regularly review security measures and compliance policies to adapt to evolving threats by implementing Zero Trust across all aspects of your Microsoft 365 environment. Explore new features and updates in Microsoft 365 often to enhance productivity and collaboration.


Ready to Get Started with Your Merger?


Navigating M&A projects for Microsoft 365 success requires a holistic approach that encompasses technical, cultural, and strategic aspects. JourneyTEAM stands as a reliable partner, backed by a wealth of experience in each facet of this transformative process.


For more M&A best pracices, click here.

Contact JourneyTEAM M&A specialists today for help getting started, or to troubleshoot roadblocks.

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