Abstract
Getting started on the right track to technology integration means creating a dedicated strategy and roadmap—one with key milestones and benchmarks—that sets expectations and outlines roles and responsibilities. If you didn’t emphasize technology integration before you closed the deal, the strategy stage is a great place to start to address expectations. In this chapter, Greg shares his approach to communication and discusses cultural considerations before handing the reins to Shaun to cover his operational approach to developing a technology strategy.
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Friedman, G., Kapusinski, S. (2018). Aligning Your Technology Strategy. In: The Financial Advisor M&A Guidebook . Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-030-00003-5_2
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DOI: https://doi.org/10.1007/978-3-030-00003-5_2
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Publisher Name: Palgrave Macmillan, Cham
Print ISBN: 978-3-030-00002-8
Online ISBN: 978-3-030-00003-5
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