To ensure Day 1 alignment and retain key talent, treat integration planning as a collaborative process. Share the developing integration plan with the target's leadership during due diligence. This allows them to validate assumptions, provide critical feedback, and feel like partners in building the future company, rather than having a plan imposed on them.

Brands meticulously map the customer journey but often ignore the employee experience. To build a strong culture, apply the same brand principles to every employee touchpoint—from the job offer to their first day—to ensure everyone is aligned and delivering on the brand's promise.

The biggest risk after closing a deal is losing momentum. To ensure success, Snowflake assigns a 'Directly Responsible Individual' (DRI) for integration. This person leads reviews at 30, 60, 90, and 180 days post-close to hold everyone accountable to the integration plan and original thesis.

To ensure a smooth cultural and operational merger, PNC sends experienced branch managers from across the country to sit with employees of an acquired bank for weeks. This hands-on "branch buddy" approach helps transfer tacit knowledge, train on new systems, and build essential relationships.

A new hire's first project was planning a major event happening in three months. This trial-by-fire approach is an effective onboarding method, forcing rapid learning of company systems, team dynamics, and external vendor management, which quickly and effectively integrates the new person into the team.

During a merger, prioritize people over process. Technical integration is secondary to building trust between teams. Use simple, cultural activities like joint happy hours and "show-and-tells" about the tech stack to humanize the engineering effort and foster empathetic collaboration early on.

To build deep customer empathy, embed every new employee—regardless of role or seniority—with a real customer for several days. Their sole task is to solve one real problem, creating an immediate, visceral connection to the company's purpose.

To prevent knowledge gaps between deal execution and integration, IFS makes the same internal expert responsible for a specific workstream (e.g., product, GTM) during commercial diligence and the subsequent integration phase, creating end-to-end accountability.

Atlassian's AI onboarding agent, Nora, answers new hires' logistical questions, reducing their reluctance to bother managers. More strategically, this initial, low-stakes interaction serves as an effective on-ramp, conditioning employees from day one to view AI as a standard collaborative tool for their core work.