Steps

  1. Confirm planning boundaries and permitted pre-close information sharing with deal counsel.

  2. Complete the Sequence sheet by business capability. Give interim states an owner and exit condition.

  3. Map systems, identifiers, reporting and vendor dependencies. Retain risk and decision authority in Dependencies.

  4. Complete cutover evidence for business journeys, data, access, vendors, recovery and adoption. Obtain client acceptance before release.

Synthetic example

A cloud LOS is the selected end state, while a CRM bridge remains necessary for quoting. The bridge receives a cost, owner, monitoring and exit gate. The benefit plan retains its cost until the dependent process moves.

Scope

This guide does not authorize pre-close operational integration, provide legal diligence or execute a migration. Timeline and milestones must reflect the transaction.