use case

use case — document chaos post-M&A.

The day the deal closes, the CIO inherits 2 document estates: acquirer + target. Different ECMs, different file shares, different SharePoint instances, different naming conventions, different retention rules. The integration plan asks for harmonisation by year-end. Without a federation strategy, harmonisation becomes a five-year project. Federation-first eliminates the deadline pressure.

Talk to a solutions engineer · Read the post-M&A CIO page

team profile.

Dimension	Profile
Trigger	M&A close + integration plan with year-1 commitments to the board
Buying centre	CIO + integration PMO + CISO + GC
Vertical	Any; FSI + HLS + Manufacturing show up most
Decision timeline	60-180 days post-close
Procurement	Per-cluster commit; phased expansion

TeamSync's answer.

Phase 1 — federation in week one.

Intelligent Repository federates content across acquirer + target estates with permissions, metadata, and audit preserved. Search + AI + audit work across both estates immediately.

Phase 2 — auto-classification + dedup over months 1-6.

Auto-classification, Metadata Extraction, OCR & ICR, and dedup run continuously. The harmonised view emerges before migration begins.

Phase 3 — phased migration over months 6-18.

Migration prioritised by value (active matters, regulator-attention content) and retention urgency. Legacy decommission on a multi-year schedule.

Phase 4 — decommission legacy by month 24.

Audit-trail continuity preserved across the migration boundary; legacy systems retired on the schedule the integration plan committed to the board.

Coexistence narrative.

For acquirers with deep parent investment in M365 / OpenText / Documentum / Hyland, TeamSync coexists.---

CTAs.

Role	Action
Post-M&A CIO	Talk to a solutions engineer
Integration PMO	Read the post-M&A CIO page
CISO	Read the CISO page

Intelligent Repository, Metadata Extraction, OCR & ICR, Semantic Search, Tamper-evident audit ledger

SOC 2, ISO 27001, GDPR Art. 17