This checklist summarizes the core steps IT leaders should follow to ensure a smooth M&A integration. It emphasizes getting involved early by understanding the deal thesis, performing due diligence, and assessing system dependencies. It then highlights long-term planning through roadmaps, prioritization, budgeting, and risk management. Synergy comes from license audits, system consolidation, partner engagement, and strong security and compliance. Cultural alignment, communication, and empowered team leaders support adoption. Finally, it advises documenting lessons learned to strengthen future integrations.

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