M&A Integration Readiness Pulse Survey

Welcome to the Integration Readiness Survey. We are conducting this short survey to understand how prepared you feel for the upcoming integration and where we can improve. Your responses are confidential and will be reported only in aggregate — no individual answers will be shared with management. There are no right or wrong answers; we want your honest perspective. The survey takes approximately 5–7 minutes to complete. Participation is voluntary, and you may stop at any time. Please click 'Next' to begin.

Which of the following best describes your involvement in the current merger or integration?

• Leading a workstream
• Contributing regularly
• Affected by the change but not directly involved
• Not aware of any integration

How similar do the merging organizations' ways of working feel right now?

Which of the following integration processes are currently documented and accessible to you? (Select all that apply)

• New-hire onboarding and offboarding
• Identity/IT access provisioning
• Procurement and vendor setup
• Customer communication playbooks
• Data migration steps
• Incident/issue management
• Financial closing/controls
• None of the above
• Not sure

Which tools or systems will you rely on most in the next 30 days? (Select all that apply)

• Email/Calendar
• Collaboration (Slack, Teams, etc.)
• HRIS
• Payroll
• CRM
• ERP/Finance
• Data warehouse/BI
• Code repository/CI-CD
• Design/Prototype tools
• Other (please specify)
• None of the above

In the last 14 days, how effective have integration communications been in helping you understand what you need to do?

Overall, how ready do you feel to work effectively on Day 1 post-integration?

Which function best describes your role?

• Engineering/IT
• Product/Design
• Sales
• Marketing
• Customer Success/Support
• Finance
• HR/People
• Operations
• Legal/Compliance
• Other

Thank you for completing this survey. Your responses are confidential and will be used to prioritize integration actions over the coming weeks. If you have urgent concerns that cannot wait, please contact your integration lead directly.

How aligned do the merging organizations feel on decision-making norms and authority?

Do you currently have access to all the tools and systems you need for your work?

• Yes, fully
• Partially
• No
• Not sure
• Not applicable

How confident are you that you will receive the training you need before key go-live dates?

What is one practical action we should take this week to improve integration readiness?

What is your role level?

• Individual contributor
• People manager
• Senior leader
• Executive
• Contractor
• Prefer not to say

How aligned do the merging organizations feel on quality standards and delivery expectations?

Which specific tools or permissions are you missing, and how is this affecting your work?

Rank the following areas by how urgently they need attention in the next 30 days. Place the most urgent at the top.

1. Culture and behavior alignment
2. Process mapping and handoffs
3. Tool access and permissions
4. Data quality and migration
5. Role and decision-right clarity

Based on your responses, is there anything else you'd like to share about the integration — any concerns, suggestions, or context we should know about?

How long have you been with the company?

• Less than 3 months
• 3–12 months
• 1–3 years
• 3–5 years
• More than 5 years
• Prefer not to say

How aligned do the merging organizations feel on communication cadence and transparency?

Where do you primarily work?

• Americas
• EMEA
• APAC
• Remote (multiple regions)
• Prefer not to say

How aligned do the merging organizations feel on customer/stakeholder approach?

What is your employment type?

• Full-time
• Part-time
• Contractor
• Temporary
• Intern
• Prefer not to say