Global Post-Acquisition System Consolidation for a Leading Business Services Provider
A global provider of business administration and compliance solutions had recently acquired a multinational firm with independently implemented entity management systems across its global offices. This post-merger scenario introduced considerable complexity: Each international site operated its own version of the software, shaped by local regulations and regional data governance practices, particularly across EMEA (Europe, the Middle East and Africa), APAC (Asia-Pacific) and the US.
Without alignment, the systems posed risks to data consistency, compliance and operational visibility. The client needed a unified platform that could accommodate a diverse set of requirements while enabling global scale and collaboration.
We were engaged to lead the end-to-end consolidation of the acquired firm’s entity management systems into a single global instance of Salesforce. Our team designed and executed a comprehensive transition strategy that included detailed regulatory mapping by region, full data lifecycle management and system architecture alignment. We provided program management oversight across all phases—from process alignment and data conversion to system security and integration.
The project required not only technical implementation but a deep understanding of international compliance standards, which shaped both our approach to data governance and our configuration of the final solution. Key to success was our emphasis on harmonized workflows, controlled access management and a structured governance model. We implemented rigorous data validation and transfer protocols, ensured cross-functional stakeholder involvement, and aligned future-state processes to support global scalability.
The engagement resulted in the successful migration and unification of disparate systems into a single, secure Salesforce instance. Regional differences were addressed without compromising global consistency, enabling streamlined operations, reduced system overhead and improved compliance oversight.
By building a scalable, integrated platform, the client is now better positioned to manage future growth and acquisitions, while benefiting from a simplified tech landscape and a centralized source of truth for entity management. The work continues with additional regional rollouts and optimization phases, underpinned by the robust governance model established during the initial transition.