M&A IT Integration Toolkit

I built a reusable toolkit and operating playbook for Microsoft 365 cross-tenant M&A integrations, used in production across five completed acquisitions. It turns a recurring migration effort into a structured process with reusable discovery, migration, coexistence, cutover, and documentation patterns.

Reusable PowerShell migration scripts

Scripts at the Acquisitions repo root that every new integration spins up against:

• Source-tenant discovery and baseline capture.
• User migration manifest generation.
• Cross-tenant migration runners for mailbox, OneDrive, and SharePoint (Movebot for mailbox and OneDrive).
• Tenant-to-tenant coexistence configuration.
• Device-profile export for cutover.
• Content-copy patterns for mailbox, OneDrive, and SharePoint.
• Temporary mailbox-access grants for cutover windows.

Nine-domain repository template

Every new acquisition gets a folder spun up from a nine-domain _Template: Discovery, User Accounts, Email, SharePoint/OneDrive, Phones, Devices, Miscellaneous, Domain/Website, Network Infrastructure. Plus checklists, config, comms, logs, lessons-learned, migration-scope, and progress tracking.

Cross-tenant coexistence patterns

Designed for the gap window between deal close and full cutover: mail flow connectors, shared address space, free/busy and calendar sharing, and unified GAL where required.

M&A Integration Guide v2.0

An operating playbook with three audience tracks (Leadership, Seller, Technical IT), phased timelines on a T-minus / T-plus framework, acquisition sizing guidance by employee count, a decision matrix for integration approach, an IT due-diligence checklist, and appendices covering communication templates, file organization standards, deferred-work tracking, and post-integration review.

The guide is generated by a Node.js + docx document builder I wrote, so it's a maintainable codebase rather than a hand-edited Word document. Backed by a full task-level work inventory spanning Discovery through Domain/Website cutover.

Acquired-company marketing sites

Acquired-company marketing sites shipped on Astro + Tailwind + Cloudflare Pages with R2 image hosting and Formspree integrations. Consolidates acquired sites onto a single managed platform with predictable cost and unified DNS administration.

Telephony cutover

Phone number porting (2 to 3 week lead time per acquisition, planned into the T-minus timeline) onto Teams Phone via BCMOne.

Vendor cancellation policy

Establish fresh contracts under the acquiring entity rather than assigning the existing ones, so each vendor relationship starts from a known, documented state.