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 fold their users into your Okta/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 (likely looser) access wholesale.
- 4Re-enroll devices. Bring their fleet under your MDM - zero-touch where the hardware supports it (ABM/Autopilot), staged 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 - with a rollback plan and a sequenced, not big-bang, cutover.