M&A IT integration is the work of bringing an acquired company's systems, data and people onto the buyer's technology, or deciding deliberately not to.
Enterprise architects · ERP and CRM consolidation · Architect-led
M&A IT integration from Day 1 to one set of systems.
We plan and run the IT side of an acquisition: due diligence, Day 1 readiness, the 100-day plan, the TSA exit, and the move onto one ledger, one CRM and one identity system.
See the integration plan
- 15+Years of team experience
- 20+Enterprise implementations
- 60 minFree M&A IT integration review, with a written plan
- 5.0/5Client satisfaction (CSAT)
Proven Success With
5.0/5 CSAT
New to M&A IT integration?
What is M&A IT integration?
It starts before close with due diligence, keeps both businesses running on Day 1, and follows a 100-day plan after that.
If the seller keeps providing services for a while under a transition services agreement (TSA), the plan includes exiting it on time.
What we do
What does M&A IT integration include?
The work, grouped by when it happens.
Before close
- IT due diligence and risk register
- Integration cost estimate
- Day 1 requirements
- TSA scope agreed with the seller
Day 1 to Day 100
- Email, identity and payroll working
- Financial reporting to the parent
- Security baseline applied
- 100-day plan with owners
After Day 100
- ERP and ledger consolidation
- CRM and Salesforce org merge
- TSA services taken over
- Duplicate applications retired
Integration approach
How far should you integrate an acquisition?
Four approaches, from leaving the company as it is to absorbing it completely. The deal thesis decides which, and the IT plan follows.
Holding
Run it as it is. Only reporting and controls connect.
Financial investments with no plan to integrate.
Preservation
Protect what makes it work. Shared security and finance only.
When its independence is the value you bought.
Symbiosis
Combine step by step, taking the best of both.
When both sides bring capabilities you want to keep.
Absorption
Move everything onto the buyer's systems.
When cost synergies are the main goal.
Day 1 to Year 1
What has to be true on Day 1, by Day 100 and by Year 1
Day 1 is the legal close. Each horizon has one goal.
- Day 1
Both businesses keep running.
- Email and calendars work
- Staff can sign in
- Payroll runs
- Cash and reporting are visible
- Day 100
One company to customers and staff.
- Single identity directory
- Reporting on the parent ledger
- Shared security tools
- Integration plan approved
- Year 1
One set of systems.
- One ERP and close
- One CRM
- TSA fully exited
- Duplicate tools retired
One platform
Bringing acquired companies onto one platform
Each company moves in its own window, onto shared layers the parent already runs.
- Parent company
- Acquisition one
- Acquisition two
- Acquisition three
Shared platform
- Identity and single sign-on
- ERP and one chart of accounts
- CRM and customer data
- Reporting and analytics
- Security and monitoring
One company at a time
Each move has its own cutover, rollback and support window.
Data first
Customers, suppliers and accounts are matched before systems switch.
Standard setup
The second and third moves reuse the first one's playbook.
Chart of accounts
How do you combine two charts of accounts?
Accounts from the acquired ledger are mapped to the parent chart, so the books consolidate from the first close.
Acquired chart
- 4000 Product sales
- 4010 Service sales
- 5100 Freight in
- 6200 Office rent
- 6210 Utilities
Parent chart
- 40100 Revenue, products
- 40200 Revenue, services
- 50300 Cost of goods sold
- 61000 Occupancy
Map first, convert later
A mapping table gives consolidated reports early. Full conversion can follow with the ERP move.
Agree the calendars
Fiscal periods, currencies and cost centers aligned before the first joint close.
Keep the trail
Every mapping is documented so auditors can follow a balance back to its source.
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your post-merger IT setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Commercial & Business ServicesPhase 2 of an Enterprise Program Across Sales, Service and CPQA multi-cloud Phase 2 of about 960 hours for an enterprise B2B business: Sales Cloud, Service Cloud and Salesforce CPQ joined into one process, from architecture to release and change management.Sales Cloud · Service Cloud · Salesforce CPQ · Salesforce PlatformRead the story 
Defence & AerospaceA Stage-Gated, Auditable Bid Process Designed for a Defence and Space ContractorSolution design for an Australian defence and space contractor: org review, a stage-gated bid framework, risk register and payment milestones, an approval matrix with status write-back, one-click gate packs and division-level access.Sales Cloud · Salesforce Platform · Approvals · Document generationRead the story 
ManufacturingDependable CRM and ERP Operations for an Industrial Equipment ManufacturerSalesforce and Certinia ERP for an industrial equipment manufacturer: multi-month cleanup and troubleshooting, data integrity and ERP fixes, change management and production support.Salesforce Platform · Certinia ERP · Certinia PSA · FlowRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
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Financial ServicesUnited StatesSalesforce Verified
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
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Salesforce ImplementationSalesforce Verified
Frequently asked questions
M&A IT integration, answered.
Straight answers about due diligence, Day 1, TSAs, ledgers and Salesforce org merges.
The work of bringing an acquired company's systems, data and people onto the buyer's technology, from due diligence and Day 1 readiness to one ERP, one CRM and one identity system.
Business continuity: email and sign-in, payroll, cash and financial reporting, security, and communication to staff and customers. Everything else can follow the 100-day plan.
A transition services agreement, under which the seller keeps providing services such as IT or payroll for a set period and fee. The plan to exit it on time starts before close.
Not always. Holding, preservation, symbiosis and absorption suit different deals. The deal thesis decides, and the IT plan follows it.
We map the acquired accounts to the parent chart first, so consolidated reports work from the first close, then convert fully when the ERP moves.
Yes. We compare the orgs, decide whether to merge into one, keep both or build a new org, then migrate data, automation and users with a tested cutover.
Yes, with IT due diligence and Day 1 planning. Before close, we work within your clean-team rules so nothing is coordinated too early.
Salesforce is a trademark of Salesforce, Inc. Other product names are trademarks of their owners. SynconAI is an independent consulting firm. Nothing on this page is legal or financial advice.
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