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Integration and the day after

Systems integrator

also called: IT integration, ERP consultant, data migration specialist

Merges two companies’ software and data, which is slower, more expensive and more disruptive than anyone forecasts.

What this seat actually does

Systems integrators do the technical work of making two businesses run as one: which system survives, how data migrates, what breaks during the transition, and how order taking, invoicing and payroll keep working while it happens. The finance close is usually the first hard deadline and the first place a bad plan shows.

The decision that matters most is not technical. Migrating the acquired company onto your platform is cheaper and faster and often destroys something specific that made it good. Running both for a period costs more and buys time to find out which of its quirks were actually the business.

When you need one

Scoped during diligence and engaged before closing. Technology diligence should have told you what this will cost, and if it did not, that was the wrong diligence scope.

How they charge

Fixed fee per defined phase, or day rate for open-ended work. Prefer phases with defined outcomes, because open-ended integration work has no natural end.

What to ask before you hire

  • What breaks on day one, and what is the plan when it does?
  • How do we keep invoicing and payroll running through the migration?
  • What is the argument for keeping their system rather than moving them onto ours?
  • When will the first combined month end actually close?

How to compare candidates

  • Ask for a reference from an integration that ran over, and what caused it.
  • Prefer people who ask about your business processes before your software.

The mistake owners make

Migrating everything onto the acquirer’s systems immediately because it is tidier, and discovering that the acquired company’s odd process was the reason its customers stayed.

What this is not

Not the integration lead, who owns the whole plan. This is one workstream inside it, usually the most expensive.

The Institute accepts no payment from any advisor, takes no fee tied to any transaction, and does not place or refer professionals for compensation. This entry describes a role, not a recommendation of any firm.

Acquisition Conciergeorientation · not legal, tax or valuation advice
Happy to. Tell me roughly where you are, exploring, in a live deal, or preparing to sell, and roughly what size company you run, and I will tell you which seats matter now, which can wait, and which you probably do not need at all. I will not recommend a particular firm, because the Institute takes no money from advisors and has no basis for naming one.