M&A Integration of two leading NA Banks

Case Study

M&A Integration of two leading NA Banks

Technology teams are unaware of merger or acquisition until the deal is announced, therefore technology teams are under pressure to understand business goals and assess the target organization and operating models.

The Problem

Merger & acquisition are challenging, but post-merger integration is most critical.

Technology teams lacks comprehensive due diligence, capacity and skilll set to conduct discovery, which leads to limited visibility into business objectives for the M&A. The challenge was evaluating the situation and designing an overall strategy and roadmap to target state.

OUR 4-STEP APPROACH:

Identify complete data requirements along with source and derived attributes, and business terminology and process details.
Build daily and monthly pipelines to ingest raw data using Bank’s approved framework before integrating to CI/CD data engineering pipelines.
Accelerated the delivery with Banking Labs Data Quality checks in the ingestion framework and notification service for failures.
Automate the process to ensure integration aligned with Service Level Agreements (SLA).

The Approach

Technology

Their focus on tactical quick wins & in-depth analysis for blue print solution was outstanding!

Managing Director
Leading NA Bank

Technologies Used

Oracle PeopleSoft EPM

Netezza

Ab-Initio

Automated the DQ checks reducing 60% of QA cycle time.
Eliminated manual integration in non-prod environment, leading to 40% reduction in non-prod data load process time.
Refactored the design to avoid performance issues impacting Daily process SLA.

M&A Integration of two leading NA Banks

Case Study