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Deloitte DataMAAP Streamlines M&A Data Transfers

Leverage AI for a successful M&A transaction

In any M&A transaction, efficient data transfer between buyer and seller is part of a successful transaction. Leveraging advanced technologies and our demonstrated methodology, Deloitte’s DataMAAP assists organisations by using AI during M&A to facilitate and streamline the data transfer process.

The success of an M&A transaction depends on many things. The data transfer between buyer and seller is one of them. Data ownership is often scattered across multiple functions, locations, and platforms and this creates disputes, delays, and disconnects as stakeholders struggle with competing versions of the truth. With the growing volumes of corporate data there are real difficulties in understanding and tracking decisions about content. When this data contains sensitive materials, the transfer approvals and separation workflows take on even more significance.

Assisting stewards and custodians across the data transfer cycle

DataMAAP allows you to get ahead of these challenges. An intelligent platform designed to assist you as you scope, plan, manage risk, execute, and track organisational asset transfers during a transaction. DataMAAP empowers organisations to easily manage and report on transaction asset/data transfers and to create and manage workflows to segregate commingled data stores. It applies machine learning, AI, and a codified methodology to accelerate business data scoping, segregation, transfer, and integration, including a transition service agreement (TSA) self-service function to help reduce stranded costs and risk.

With DataMAAP, you can manage a master list of the data eligible for transfer and establish parameters, data management guidelines, and track dispositions across the data transfer lifecycle.

Separation/integration management office: Determine compliance with guiding principles of data separation or integration while gaining a single view of the data transfer process across all data types. Maintain TSA exit agreements.

Information technology/services: Automatically populate inventories, separate comingled data assets and transfer data via built-in application programming interface (API) integrations. Use DataMAAP’s built in ticketing or connect to third-party ticketing systems to automate data transfer processes post business approvals.

Legal and compliance: Undertake due diligence, follow data retention requirements in accordance with legal and regulatory requirements, and filter intellectual property or commercially sensitive information prior to transfer. Redaction workflows are designed to integrate with Relativity for automated and/or data human redactions. Maintain lists and versions of separation keywords for identification and segmentation of content.

Records management: Track the movement of physical and electronic data assets in line with recordkeeping requirements. Identify and remove Redundant, Obsolete and Trivial data (ROT) post transfer. Manage obligations to any data that was not transferred in accordance with the requirements of the deal.

Unstructured data - Manage unstructured data

Market-leading technologies facilitate the segregation of unstructured data such as email, collaboration sites, work files, and paper documents.

Sensitive information - Safeguard sensitive information

AI and machine learning capabilities identify specific confidential terms and clauses and help reduce the likelihood of inadvertent transferal of proprietary data.

Case management - features & custom workflows

Create custom workflows for data transfer approvals and actions. Route approved data transfers in DataMAAP to ticketing systems via API integrators.

User activities - coordination

Custom workflow management tools make it easier to assign ownership, create review protocols, and facilitate review processes leading up to data transfer.

Data transfer - Govern data transfer disputes

A detailed audit trail displays all updates, acknowledgements, and signoffs related to data transfers through DataMAAP.

Reporting and alerts - flag areas of risk

Dashboards and reports show the status of data transfers while DataMAAP generates alerts based on rules and search terms.