This was presented on October 24, 2018 at the ASUG EIM Conference. One of the many challenges presented by an acquisition and divestiture event is unifying disparate data and integrating systems together. If you are leading an integration, you may have more questions than answers on how to approach this event. Learn how to best leverage the momentum and budgets that accompany these activities to jump start good governance practices up front, as well as how to measure the return on investment, ensuring data and EIM professionals' ongoing success.

1. This Merger is Happening, Now What Do We Do?
JD Donnelly
DATUM
SESSION ID: EIM34

3. What we will cover today
• Uncovering the Myth: Expectations vs. Reality when dealing with
Acquisitions & Divestitures
• Ways to maximize activities during the Planning / Discovery & Project
Execution Phases
• How to promote positive long lasting data management behaviors
• How to avoid bad data management and its side effects
• Discussion around a recent Customer Success ROI

4. Quick Poll:
How many have previously been a part of an
Acquisition or Divesture?
Did your Expectations match up to the
projects Reality?

5. Companies are choosing large scale A&D in order
to remain competitive
“The higher the readiness of existing IT platforms and
governance mechanisms and the stronger the
capabilities of the IT organization to support large-scale
business transformations, the better the chances for a
successful deal completion.” - Gartner Research
Unfortunately the data integration process is too often an after-thought

6. Our “Expectation” of How an Acquisition/Divesture Occurs

7. The Reality of How an Acquisition/Divesture Occurs
Lets focus on how we have seen companies achieve more with
less by maximizing their discovery & planning activities

8. Time to Maximize (1 of 3)
1. Have a Complete Enterprise
Data Dictionary
• i.e. Business Description and
System / Table-Field information
• Use labels to mark key fields such
as “requires masking”
2. Understanding the Critical
Data Necessary for Operations
• i.e. Setting up a New Product,
Customer, Vendor, Support month
end processing and / or reporting,
etc.
Template / Systematize the Commonly Occurring Actions / Artifacts

9. Time to Maximize (2 of 3)
3. Know what Resources have
access & knowledge to what
systems
• Who has access to extract and
or validate data?
Template / Systematize the Commonly Occurring Actions / Artifacts

10. Time to Maximize (3 of 3)
4. Business / Data Quality Rules
– per an Acquisition
• Valuable in determining the level
of effort necessary for the
acquired companies data to
adhere to your rules / standards
Template / Systematize the Commonly Occurring Actions / Artifacts

11. Promoting Positive Long Lasting Governance
1. Data Management Maturity
Comparison Snap Shot – per an
Acquisition
• Evaluate the completeness of their
metadata, rules & standards
• This avoids ingesting both dirty & sub-
standard data into your environment
2. Publish Existing Rules &
Communicate to the Teams –
Make it Self Service
• Make the various workstreams / teams
aware of your established rules &
standards
• Direct them to consult the knowledge
base FIRST before they send that
company wide email asking for help
Without impacting project performance

12. Key Data Management Pre-Storm Preparations
• Understand your business processes
• Who provides What data to Whom, and When, How is it loaded and Where
does it Go?
• Establish an Escalation Path for Data Issues and / or Questions
• Do people have a formalized way to raise data issues or find seek an answer to
a question? (Sending a mass email can be a formalized way but not recommended)
• Have a Data Quality Baseline Score (start small)
• This enables you to measure performance and establishes a line in the sand for
future data integrations
• Work with the Business to Connect data to your Corporate Goals &
Objectives
These Assist in Maintaining a Long Lasting Governance Program

13. A ROI Case Study in the Value of Data Management
How one company was $46,000 more efficient when using Information Value
Management®

14. Main takeaways
How to Make A&D’s Less Chaotic
1. Maximize the time you are given during
the Discovery & Planning Phase by
developing reusable Templates and
Systematize Commonly Occurring
Actions
2. Identify those Required Data Fields for
NPI / Customer / Vendor Creation, What
Data Requires Masking (PII, HIPPA,
GDPR), or SOX Compliance
3. Publish, Communicate & Promote the
usage of your Established Data
Dictionaries, Rules, and Standards
Pre-Storm Governance Preparations
A. Understand the flow and lifecycle of
your data for those key /
foundational processes
B. Empower your resources with a
defined escalation path for data
related issues and a formalized
mechanism for resolving questions
C. Map Business Goals & Objectives to
data elements, illuminating the
value of data quality and unifying
the value of Governance

15. Lastly, You are Not Alone….

17. Thank you for attending my session!
For questions, contact me at:
jd.donnelly@datumstrategy.com
Stop by table #9 in the exhibit hall!
Don’t forget to fill out the session evaluation on the Mobile App!
This Merger is Happening, Now What Do We Do?
Session ID# EIM34
JD Donnelly
DATUM

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