Do your due diligence ahead of time
Get a full, detailed picture of each firm’s financial health and accounting processes, discover any projects that may be underwater, and protect your company’s interests.
Have a clear and structured process
Involve key members from both parties where decisions are being made and ensure your data integration operation accounts for all factors and happens without a hitch.
Get everyone working together in harmony
Reduce redundant and conflicting practices and find commonalities, identify key requirements, and streamline things like expenses, management, and revenue recognition.
Clarify employee actions and perceptions
Address company culture and have essential actions fully operational for a seamless transition for everyone with time and payroll, expenses, HR, and reporting ready to roll.
Establish project management training
Develop a clear plan of action with deadlines and dependencies, reconcile data, train supervisors, and assign champions to head the implementation of your system.