Corporations are often hampered in responding quickly to customer needs by their legacy systems. Analyzing that complexity and linking it to customer visible change can free them to respond.

1. IT governance and
Post Merger Management
Matt Schofield
matt@schofield.net
21st March 2013

2. IT governance
Strategy goals and objectives of the
business which define IT capabilities Organization Structure, skills, style, roles and
required and the strategic role of IT in the responsibilities that allow IT to
industry effectively deliver technology
and information capabilities
Performance Application/data
management architecture
Business
Processes and context Applications and data that
measurements to support the business’s
drive efficiency, execution of core activities
effectiveness,
quality and
productivity
throughout IT
Governance & Technical
processes infrastructure
Technology infrastructure
that support development
and production
environments for
Key management processes applications
that assure effective delivery
and sustaining a high
performing IT function
Exhibit 1

3. Scaleability EXEMPLO
Batch (offline) Online (users)
Norte
Daily
batch Nordeste
Core
Satélite
banking São Paulo
End of ATM
month
Transactions growing 15%-26% p.a. due to
Records growing 10%-12% p.a. internet channel & MIS, while current accounts
growing just 11,5% p.a.
50,7M
Outros
SAT-
44.000 Serviços
pagtos.
MIS
Poupanç
a
19.000
Online
Carteira
7,9M
Contas Contas
correntes corrente
s
2000 01 02 03 04 2005 2000 01 02 03 04 05 2006
Fonte: Exemplo 2

4. Mapping elements of IT for a merger
Hard to justify strong
Modules with many Modules with few customisation because
records require records can use a low visibility and few
scaleability PC LAN records
Administrative
modules are
Administration invisible to end
users
Produtos
Channel modules
Channels are highly visible to
Easy to justify end users
customisation
because high
volume and visible
to customers 3

5. Quantifying relative importance of different IT elements for a merger
Mapa de sistemas de x EXEMPLO
(número de arquivos 2005, crescimento médio a.a. 2000-2005) COBIS/Sybase/Visual
Basic
Sybase Solaris/Visual
Recursos humanos (?) Basic
Contabilidade (?) Câmara (?) Remessas (?) SQL NT/Visual Basic
Garantias (?) Cobranças (308) 16% Firmas (?) Digitalização (?) Pagamentos (?) Internet
Administração Intranet (?) Administração (?) Cheques (?) Finanware (?) NT/Oracle
MIS (438.891) 14% Armazenamento de dados (?)
Oracle NT/ Delphi
BPM (?)
Contas correntes (32.126) 10%
Contas poupança (102.990) 7%
Comércio exterior (4.886) 18%
Transferência de capitais (?)
Adm. cartões (166.621) 14%
Administradora fundos (?)
Cartão corporativo (?)
Carteira (12.767) 12%
Mesa de dinheiro (?)
Factoring (88) 14%
Seguros (371) 23%
Leasing (701) 18%
Investimentos (?)
Câmbios (?)
Crédito (?)
Produtos
Canais
Escri- 24 24 SAT 24 Caixa
IVR
tórios online Celular faturam. Telefone autom.
Fonte: Entrevistas com desenvolvimento 4