M&A account cleanup for acquired customer data
After a merger or acquisition, customer data rarely lines up cleanly. Organize acquired accounts, subsidiaries, ownership, renewals, and reporting into a model people can use.
The integration risk is not just duplicate records
M&A cleanup has to account for how customers are contracted, serviced, renewed, expanded, and reported after the deal closes.
- Acquired customers have different account types, owners, fields, and lifecycle stages
- Subsidiaries and locations are hard to map into the go-forward hierarchy
- Renewal ownership and contract scope are unclear across legacy systems
- Executives need combined reporting before the data model is ready