Case Study
CLIENT SUCCESS STORY
M&A Technology Documentation and Integration
A Well-Known National Mortgage Quality Assurance and Audit Services Company.
X% increased Y
X% increased Y
Recent Acquisition of Another Company
Acquired another company with legacy technology infrastructure and platform as well as a set of legacy applications. The client would like to leverage a mixture of legacy applications from both companies to continue support and expand the newly combined customer base.
Acquired Company’s Technical Infrastructure is Vastly Different from Current Client’s Technical Infrastructure
Both companies are operating in a hybrid environment of cloud computing and locally-hosted environments. System architectures and processes are not well documented with heavy reliance on tribal and third-party vendor knowledge and support.
Successful Business Process Integration and Customer Experience Must Rely on Seamless Technology Integration and Consolidation
The client has several key objectives:
Onboarding the acquired company’s resources, customer base, and technology to help with the company growth.
Lower operating cost with smart consolidation and reduce redundancies.
Use technology as a baseline to improve customer experience, gain market share, and become the market leader with a leading edge suite of products.
Investigated, Identified, and Documented the Acquired Company’s Technology Infrastructure and Suite of Applications
Worked closely with the client and acquired company’s technical resources to identify and document everything. Looked for all systems and applications, visible or hidden, to ensure the entire technical ecosystem is documented.
Created a Consolidation Plan for System Integration
Presented the findings to the client’s leadership team. Collaborated to create an integration plan. Helped identify redundancies and process improvements.
Worked as a Technology Partner on Projects to Assist the Client to Achieve its Goals and Objectives
Collaborated and supported the client with project planning and execution to achieve the stated goals and objectives.
The disparaged technical infrastructure between the companies were identified and a consolidation plan was created for execution.
Successful system migration and consolidation.
Clear and achievable technical roadmap helping the Client achieving its stated goals and objectives.
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