1 min lesson
The M&a integration playbook
Explain the order in "The M&a integration playbook", then say how you would verify the result.
Step 1 of 2
The M&A integration playbookmerge identity, devices and SaaS
- 1Inventory the acquired stack. Catalog their IdP, domains, SaaS apps, devices and admins. You can't migrate or de-dupe what you haven't enumerated.
- 2Consolidate identity and domains. Decide the target IdP and email domain, then plan the identity migration. Usually you fold their users into your Okta or Workspace as the source of truth.
- 3Migrate identities and access. Provision accounts in the target, map groups to your RBACRole-Based Access Control. Granting permissions by role rather than configuring each person individually. Press Enter for the full definition. model and grant least privilege rather than copying their access wholesale, which is likely looser than yours.
- 4Re-enroll devices. Bring their fleet under your MDM, zero-touch through ABM or Autopilot where the hardware supports it, and stage it so people aren't all locked out at once.
- 5De-dupe SaaS and cut over. Find overlapping tools, consolidate licenses, migrate data and decommission the redundant tenants. Keep a rollback plan and sequence the cutover in waves.