Business Architecture Support for M&A

Using Business Architecture to Drive the Integration of a New Acquisition into a Major Domestic Bank

Client Overview

Top 10 NA Bank, est. 1891
$175bn in Assets, 24,000 employees

Acquisition Focus:

  • Extension of Commercial Real Estate Lending Capability
  • Geographical Expansion
  • Integration of People, Processes and Technologies

Approach

Business Architecture facilitated multiple workshops and meetings with the work-stream leads and key employees of the acquired organization to holistically identify, understand and document:

  • Organization and Stakeholders along with their Business Capabilities
  • Value Streams and key value stages/processes
  • Key Areas of Information and Reporting
  • Main product and service and the location organization units offering them
  • Application Landscape of the Acquisition and Analysis as Compared to the Existing Application Landscape

Outcome

A comprehensive Business Architecture Integration Assessment document was produced and brought clarity as well as a common understanding about the organization, capabilities, processes, technologies and value obtained by the acquisition. The document also highlighted the impacts that the acquisition would have on the bank and the considerations to be made for the future integration. Recommendations included:

  • Activities with their Rationale Segregated into Five Business-Driven Project Tracks
  • Adopted by the Business, Implementation by the Project Teams
  • Continued Business Architecture Engagement for Periodic Reviews of the Project Tracks to Ensure Continued Alignment to Business Objectives and Expected Outcomes