Assessment
As a first step, our team goes through the organizational objects involved in the merger, acquisition, or divestment process, such as financial data, customer databases, and operational systems. The scope is detailed through several fit-gap assessments based on the alignment of the desired end-state configuration. Based on the volume of data in scope, our team creates an expected framework for the SAP-centric landscape post-transition. In the event of a merger, we also check for any system and data conflicts, along with plans for data harmonization. Based on all this vital information, we devise a phased transformation strategy to deliver high performance at an optimal cost.
Preparation
At this stage, we set up systems and configurations based on assessing the organizational objects involved in the M&A cycle. With inbuilt project accelerators in the form of ready-made templates, we create a staging environment that identifies and aligns with all the transformation rules. In the event of a merger, we follow the ETL (Extract, Transform, and Load) process, a method of data integration that combines data from different sources into a single, centralized system to gather data from disparate source systems and merge them into a centralized SAP system (or carve out a new system in case of divestment). By creating mock drills and several validation scenarios, we ensure acceptance from all stakeholders.
Transformation
The transformation begins with a cleansing process in which we gather the data and eliminate duplicates from the existing ERP systems. The cleansing process also involves the correction of currency formats before migrating financial data to a centralized system. One of the critical aspects of data migration is maintaining data integrity and streamlining the migration process using project accelerators. This non-disruptive transformation process will help you achieve financial and management insights into the business post the M&A cycle.