Embrace a structured cloud-migration strategy. This idea of ripping and replacing all technology during an M&A is based on an older model, when technology was more sedentary and storage was primarily on-premises, not in the cloud. A rip and replace approach involves updating all technology at the same time, disrupting business processes and significantly increasing the risk of failure. What’s more, this approach often comes with a high, front-loaded price-tag. By going with a more structured cloud-based migration, companies give themselves more time to transition or update technology in waves instead of all at once, reducing inherent risks.

Set project timelines. Depending on the needs of the client, it may be best to migrate tools to the cloud in stages or one office location at a time. This prevents business disruption and provides more time to teach employees how to use new tools. Channel providers must also work with the client to figure out which tools need to be prioritized for updates and which existing tools or infrastructure can be leveraged for a while longer. For example, one of the companies might have had new PBXs in place prior to the merger. In this case, it may make sense to squeeze as much value out of those investments as possible and to adopt a hybrid-cloud approach when updating the technology stack.

Serve as the client’s translator. Most channel partners have a deep knowledge of the client’s past, present and future technology needs. Therefore, partners should serve as the translator between the client and the vendor, communicating the company’s needs, priorities and parameters for new technology throughout the entire process. Channel partners should also participate fully in new technology training to help ensure the end result is a success.