Transaktion · Vakanz & Aufbau

IT due diligence and IT strategy

Group for health, education and inclusion; merger with an equally sized competitor planned

Company
≈ 2,300 employees
Role
Interim CIO and advisor to the board (fractional, 2–2.5 days per week)
Responsibility
approx. 12 employees; decision authority up to EUR 100k; reporting to the executive board
Scope
> 60 sites; 14 individual companies
Period
2025–2026
2026–2029

IT strategy 2026–2029 approved by the management conference (11/2025)

28

28 IT risks for the merger documented

15

AI strategy with 15 projects; 19 fields of action started

Starting point

IT as a cost, risk and disruption factor

No group-wide strategy, no cost transparency; central IT without authority over 14 companies.

Merger risks barely assessed

Existing IT due diligence not robust; cost and transferability of the own IT unknown.

Church data protection law

DSG-EKD restricts cloud use; approx. 12 IT employees for ≈ 2,300 staff.

Objectives

  • Group IT strategy 2026–2029
  • IT due diligence for the planned merger
  • Start of digitalisation across 60 sites and 14 companies

Measures

  • Listen-and-learn tour with IT satisfaction survey and status report to the board
  • IT cost transparency and book consolidation across all group companies
  • IT due diligence: 28 IT risks documented, integration risk assessed
  • Target organisation: IT governance with veto right, ≥ 70% of IT budgets centralised, operating model 2027
  • AI strategy from 47 business processes; Microsoft 365 Copilot (200 licences) rolled out

Decisive turning point: Target organisation with IT governance veto right and ≥ 70% of IT budgets centralised – approved by the management conference.

How I proceed

  1. Day 30Ability to act and decide

    Situation, risks and decision papers are on the table; the first decisions have been taken.

  2. Day 60Stabilisation and alignment

    Operations are stable, governance and reporting are running, the target picture is agreed.

  3. Day 90Ability to transform

    Organisation, plan and budget carry the implementation; it runs in phases with accepted outcomes.

More case studies

Situation

Let’s talk.

The simplest route to a conversation is the best one. A call, an email or a meeting – and in 20 minutes we’ll know whether and how I can help.

Go to the contact page