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Professional services firms navigating mergers, acquisitions, divestitures, or significant organizational change — particularly those consolidating onto or between Deltek platforms.
Engagement-based, scoped to transaction timeline and complexity. Typically begins during due diligence or immediately post-close, with ongoing support through integration completion.
Deltek Vantagepoint · Deltek Vision · Microsoft Dynamics
Pre-close technology assessment of the acquisition target — platform inventory, configuration review, data quality evaluation, integration complexity scoring, and risk identification.
Immediate post-close support to maintain operational continuity — interim reporting, parallel system management, and bridge solutions while the long-term integration plan is developed.
Full technology integration — system selection, data migration, configuration consolidation, process harmonization, and deployment of the unified platform environment.
Retained engagement for post-integration optimization, additional entity integrations, reporting refinement, and change management support as the combined organization matures.
Mergers and acquisitions create a technology problem that most firms underestimate. The acquired firm runs a different ERP, or a different version of the same one. Chart of accounts structures don't align. Project numbering schemes conflict. Employee records exist in separate systems with different labor categories and cost rate structures.
Leadership needs consolidated reporting immediately, but the systems weren't designed to provide it. The finance team is asked to produce combined numbers manually — a process that introduces errors, consumes weeks, and produces reports that nobody fully trusts.
Meanwhile, the operational teams are trying to deliver client work while navigating unfamiliar systems, changed approval hierarchies, and shifting organizational structures. The technology that "worked fine" before the transaction becomes a liability during it.
This isn't a technology problem that resolves on its own. Without a structured plan, the integration stretches from months into years, draining resources and eroding the operational gains the acquisition was supposed to deliver.
Our M&A technology engagements are designed to stabilize operations first and optimize deliberately second. We work at the speed the transaction requires.
Due Diligence Technology Assessment — Before close, we assess the acquired firm's technology environment: platforms, configurations, data quality, integration architecture, and operational dependencies. This informs both the transaction and the integration plan.
Interim Operations Support — Immediately post-close, we ensure financial reporting, project accounting, and operational systems continue functioning. This may involve parallel system operation, interim reporting bridges, or temporary integration solutions.
System Consolidation Planning — We develop the long-term plan for technology integration: which systems stay, which migrate, what the target architecture looks like, and in what sequence the consolidation occurs.
Data Migration & Validation — Historical data from the acquired entity is migrated with rigorous validation protocols — chart of accounts mapping, project data conversion, employee record consolidation, and financial history preservation.
Process Harmonization — Workflows, approval hierarchies, billing procedures, and reporting structures are harmonized across the combined entity. This is operational design work, not just system configuration.
Training & Change Management — Teams from both organizations are trained on the consolidated environment. Change management addresses not just "how to use the system" but "why the process changed."
Assess — We conduct a comprehensive technology assessment of both organizations — current state, integration complexity, risk areas, and dependencies. This produces the integration blueprint.
Stabilize — Immediate post-close priority is operational continuity. We ensure reporting, billing, payroll, and project management continue without disruption while the integration plan is finalized.
Integrate — System consolidation proceeds according to the plan — phased, tested, and validated at each stage. We manage the sequencing to minimize operational disruption.
Optimize — Once consolidated, the combined environment is optimized for the new organization's structure, scale, and strategic direction.
