Work with over 4,000 employees located in 88 offices scattered all over the globe.
Supervise an oversight team and 50 integration teams in seven project management offices.
Work with hostile, uncooperative Travelers employees for the six months it took to get regulatory approval and close the deal. The systems had to be integrated three months after the deal closed.
Identify integration deliverables (144 in total) and manage the process to deliver them.
Negotiate with Citicorp for hundreds of transition services that would not be immediately converted to MetLife’s systems.
a. What tasks do you think MetLife would have to perform to successfully integrate the Traveler systems into MetLife’s?
Separate Travelers’ IS operations and assets from Citicorp’s so MetLife could begin the systems integration process.
Determine what systems had to be integrated before the deadline and which could be outsourced to Citicorp until they could be integrated into MetLife’s system.
Develop a critical path for the integration process so delays in critical path activities did not delay the whole process.
Train large numbers of employees in project planning activities and tools.
Identify and freeze systems requirements as soon as possible. The project management team should establish early deadlines for systems requirements and hold users to them.
Increase system capacity to handle all of the new data from the Travelers’ systems.
Develop/modify transaction-processing systems to handle all of Travelers’ transaction data.
Perform a security and privacy analysis of all of Travelers’ systems and determine needed upgrades to comply with MetLife’s security policies.
Change Travelers’ laptop and desktop infrastructure so that it matched that of MetLife.
Enlarge MetLife’s distribution system by integrating over 150 annuity and life insurance wholesalers and giving them appropriate access to MetLife’s systems.
Add all 4000 plus Travelers’ employees to MetLife’s Human Resources and Payroll systems and to their email system.
Move Travelers’ 6 life insurance and 2 annuity product lines to MetLife’s systems. Travelers’ investment portfolio had to be made accessible to MetLife managers before the deal closed. Both projects required MetLife and Travelers employees to analyze the differences between the ways data were stored in the two companies. They then had to map all data elements in each system so they could convert Travelers data to the MetLife data storage format. This was one of the most difficult acquisition tasks.
Integrate the two company’s data centers. This required some data centers to be combined and others to be expanded.
Determine system test capacities, build test environments, and lock down testing procedures and capabilities. Stress and user acceptance testing had to be performed at least 3 months prior to the integration date.
Travel to every country and every major Travelers office to train former Travelers employees on the MetLife systems.
b. Search the Internet for articles that describe the integration process. Write a two-page summary of the problems and successes that MetLife experienced while integrating the two systems
.
A number of articles describe MetLife’s experience. A particularly good article is “Nine Months to Merge” found in the February 20, 2006 issue of Information Week.
