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EA Strategy in case of Merger

  • Writer: Anand Nerurkar
    Anand Nerurkar
  • Dec 6
  • 2 min read

EA Strategy in Case of a Merger (M&A)

My EA strategy for a merger focuses on four pillars: discover, decide, integrate, and optimize.The goal is business continuity + synergy + tech consolidation.

1. Rapid Discovery & Baseline Assessment (Day 0–30)

The first step is visibility.

a. Current Enterprise Landscape Assessment

  • Application inventory

  • Integration landscape

  • Data flows and critical master data

  • Tech stack, infra, cloud usage

  • Security posture, controls, and vulnerabilities

  • Licensing, contracts, vendor dependencies

b. Business Capability Mapping

  • Map capabilities of both organizations

  • Identify overlaps, gaps, duplications, and unique strengths

  • Identify critical business processes that must not fail (payments, finance, HR, order mgmt.)

c. Risk & Compliance Assessment

  • Regulatory differences

  • Security, privacy, PI/PII rules

  • Audit and SOX controls

  • Data residency constraints

Outcome: A clear “As-Is EA Baseline” of both organizations.

2. Strategic Decision Framework (Synergy Model) (Day 30–60)

Once we know the landscape, EA drives strategic choices.

a. Define Integration Strategy (Choose One)

  • Absorption Model → One company’s architecture becomes the primary

  • Best-of-Breed Consolidation → Keep best systems from each

  • Greenfield / New Target Platform → Build a unified new architecture

  • Hybrid Integration Path → Integrate in phases, sunset gradually

b. Build vs Buy vs Keep vs Sunset Decisions

Based on:

  • Business criticality

  • Cost & TCO

  • Compliance impact

  • Scalability & tech debt

  • Vendor lock-in

  • Integration complexity

c. Decide Target Architecture Principles

  • Cloud-first / multi-cloud / hybrid

  • API-first, event-driven

  • Zero trust security

  • Unified IAM and data architecture

  • Standardization of tools & platforms

Outcome: A “To-Be Target Architecture Blueprint” for the merged entity.

3. Integration Architecture (Day 60–120)

Once decisions are made, focus on how to combine the two ecosystems.

a. MDM & Data Strategy

  • Unified customer identity

  • Unified product catalog

  • Golden source strategy

  • Data migration plan

  • Data quality, cleansing, deduplication

b. Integration Approach

  • API gateway consolidation

  • Kafka/event streaming harmonization

  • IAM consolidation (Azure AD, Okta, or AD domain consolidation)

  • Messaging standards (ISO 20022, REST, event-based)

c. Application Rationalization

  • Duplicate CRMs → choose 1

  • Duplicate ERPs → choose 1 OR phased replacement

  • Legacy systems → modernization or retirement

  • Tactical “bridges” to ensure short-term continuity

Outcome: A "Unified Integration Architecture & Migration Plan".

4. Operational & Governance Framework (First 6 Months)

a. Unified Governance

  • Architecture Review Board (ARB)

  • EA standards & patterns

  • DevOps pipelines standardization

  • Cloud governance, tagging, FinOps

  • Security policies, zero trust, DLP

b. Organizational Alignment

  • Merge architecture teams

  • Redefine RACI

  • Align product owners, business architects, data stewards

  • Define operating model (CoE, federated, hybrid)

c. Change Management

  • Stakeholder communication

  • Training & onboarding to new systems

  • Migration waves & adoption strategy

Outcome: A stable merged environment with controlled operations.

⭐Summary

**“In a merger, my EA strategy is built on four pillars:

  1. Rapid discovery, 2) Strategic decisions, 3) Integration architecture, and 4) Governance.I start by assessing both organizations’ landscapes — applications, integrations, data, infra, security, and capabilities. Next, I define the Target Architecture using a structured decision framework: absorption, best-of-breed, greenfield, or hybrid. Then I drive consolidation of MDM, IAM, APIs, event platforms, and critical business systems. Finally, I unify governance, standards, DevOps pipelines, cloud policies, and security models.The objective is business continuity first, then synergy realization, cost optimization, and a scalable unified architecture.”**

 
 
 

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