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MERGERS-ACQUISITIONS-BASICS4 MIN READ

Sort integration roles with RACI

Assign RACI roles for an M&A integration deliverable.

For a Day 30 customer migration plan, place each role in the right RACI bucket. Responsible Accountable Consulted Informed Customer Success team drafts and runs the migration playbook COO signs off on final scope, timing, and customer risk trade-offs Legal reviews consent language before customer outreach Product advises on feature gaps that affect migration timing Regional sales leaders receive the final outreach calendar Finance receives weekly status because billing timing may shift

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