Merging Accounts Lessons Learned

We are in the process of merging two accounts into one. For the community members that have been through this experience - what are some things you wish you knew before the merge happened? Did it go as smoothly as you expected it to go? How did you prep your own space/account before the merge?

Honey Al Sayed - I saw your post from last year. Can you provide any feedback on your experience?

 

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Spot On Innovative Approach Stellar Advice

Hi there - yes we did this several years ago.  Here are some tips that I hope you find helpful

  1. Make sure that admins from both (all) accounts are involved in pre-merge discussions
    1. Assess your Spaces in each account and configurations (snapshot any special sharing etc – so that you can reference and adjust after merging if needed)
    2. Global Defaults – determine which account can be considered the “default” and look into the impact (if any) for switching the non-default accounts into the new combined default states:

Work Schedules
Workflows
Admins & Space Setting

  1. Access Roles and sharing – Plan how the post-merge spaces will function – I believe these will come in with everyone having the same access as before – but you may have custom sharing / access roles that might impact the users post-merge
  2. Security and settings – may also be impacted if you are using SSO, so involve your IT team to support during this pre-merge planning phase
  3. Don’t merge during normal business hours.  Plan communications for pre-merge/during merge (usres might need to access the read-only version of the Wrike accounts) and post-merge (delete old bookmarks, new log in needs, etc)

 

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Spot On Innovative Approach Stellar Advice

Following to learn more as we are expanding the Wrike platform and this topic might come up in the near future.

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Spot On Innovative Approach Stellar Advice

We haven't had to do this yet and I say yet as we could in the future as we partner with other companies / investors. I would love to hear your experience after you do the merge as well. Good luck!

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Spot On Innovative Approach Stellar Advice

Think what you realy want to merge and what stays separate. We have even in one company for each location a separate space with separate workflows and completly other work structure. So do not try to merge everything.

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