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Key Considerations in M&A for Streamlining Operations and Data in 2025 for Early Success

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Summary of the article: M&A success in 2025 requires strategic foresight, robust planning, and seamless integration of operations and data. Companies must address economic challenges, prioritize early integration planning, and invest in scalable, adaptable tools like Certinia. Effective communication and cultural alignment are critical for fostering employee buy-in. Partnering with experts like VFP Consulting ensures operational efficiency and maximized synergy post-merger.

In the fast-paced and unpredictable economy of 2025, mergers and acquisitions (M&A) remain a vital strategy for driving growth and maintaining competitive advantage. However, M&A success depends on more than just closing deals—it requires efficiently streamlining operations and integrating data. To unlock the full potential of their mergers, companies must focus on addressing several key considerations.

Economic Dynamics and Regulatory Challenges

The economic landscape of 2025 brings both opportunities and obstacles. Inflationary pressures, global supply chain disruptions, and evolving regulatory requirements demand that companies prioritize efficiency and compliance throughout their M&A operations. Ignoring these dynamics risks creating operational inefficiencies and falling into compliance traps that can derail success.

Data Integration and Visibility

One of the most common post-M&A challenges is the persistence of data silos. To make informed decisions, companies must centralize, cleanse, and integrate data. Real-time visibility and analytics are essential for ensuring seamless collaboration and accurate reporting. Investing in systems that deliver these capabilities is critical.

Modernizing Operations with the Right Tools

Legacy systems often hinder the operational alignment required for a successful merger. Progressive companies are turning to scalable solutions like Certinia to manage essential functions, including professional services automation (PSA), financial operations, and resource planning. These unified platforms not only accelerate integration but also maintain data integrity, ensuring smoother transitions.

Leveraging Expert Consulting Partners

M&A involves much more than operational execution—it’s also about achieving strategic alignment. Partnering with experts like VFP Consulting can significantly enhance outcomes. With deep expertise in digital transformation, VFP Consulting helps organizations implement tailored software solutions and refine processes, maximizing synergy across merged entities.

Fostering Organizational Alignment


While technology and processes are critical, cultural integration and employee buy-in are equally important. Companies must develop robust change management strategies that align teams, foster collaboration, and create a shared vision for success.

Insights from Industry Experts

Glen Greer and Emre Yenier, Principal Consultants at VFP, emphasize the importance of preparation and partnership in achieving M&A success.

“Companies often lack in-house expertise in M&A, integration, or change management. Having specialized partners is essential,” they advise. “A good partner brings not just technical know-how but also helps navigate cultural, operational, and strategic challenges.”

Their key advice? Plan early and thoroughly. “M&A integration isn’t something to tackle after the deal closes. The most successful companies plan for integration during the negotiation stage. Assess system compatibility, define success metrics, and build a roadmap that balances speed with precision,” they recommend.

They also highlight the critical role of communication. “Clear, consistent communication is often underestimated during a merger. Employees need to understand what’s happening, why, and how it affects them. Without this, even the best technical solutions can fail due to lack of alignment or morale,” they caution.

The Role of Technology in M&A

Greer and Yenier stress the importance of using adaptable, scalable technology to support integration. “Tools like Certinia or platforms built on Salesforce enable real-time collaboration and data integration, preventing many delays and misunderstandings. And remember: simplification is key—excessive complexity in workflows or systems post-M&A is a recipe for failure.”

Moving Forward

In 2025, successful M&A hinges on a combination of strategic foresight, innovative technology, and expert guidance. By addressing economic realities, prioritizing data and operational integration, and partnering with the right tools and specialists, companies can turn mergers into powerful engines for growth and innovation.

Ready to transform your operations post-M&A?

Learn how VFP Consulting can help you streamline your processes and accelerate success.


We are registered Salesforce® & Certinia partners
and honored to be 2X Partner of the Year for Certinia and 3X Inc.5000 winner

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Raul Acosta

Sales Director

As an agile, focused and collaborative team player Raul strives to consistently take a holistic approach and make an impact with each networking experience and partnership forged.

 

With 15+ years of experience in sales strategy, application sales, and relationship management, he excels at solving complex business challenges through data-driven insights, superior customer service, and relevant Salesforce expertise.

 

As a former trusted advisor at Certinia and Salesforce, Raul has successfully implemented strategies that drive revenue, align business units, engage target audiences, strengthen brand image, maximize productivity, develop people, transform processes, and improve overall customer experience, showcasing his commitment to clients, partners, and colleagues.

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Michael Kelly

Engagement Director & Head of Project Management

Michael, with a background in project financial management and analysis, has spent over a decade in various project management roles. Leading clients, project teams, and fellow project managers, he ensures successful project deliveries and implementations. Michael’s PMP Certification enables him to stay current with the latest industry standards and project management practices.

 

Passionate about his field and role, Michael finds fulfillment in successful projects, tangible results, and meeting client needs.

 

Throughout his experience in engagement management Michael has successfully led over 25 clients, projects, and go-lives. He has overseen a project budget portfolio of $25 million per year, managing 21 separate project engagement efforts concurrently for his client base. In his career, Michael has hired, trained, and personally managed a team of over 50 project managers.

 

He has also contributed to the development and training of new agile project methodologies in multiple companies.

 

Currently, at VFP, Michael has played a crucial role in implementing the new agile methodology across all active projects for their client base in 2023.

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Greg Plaisance

Managing Consultant

Throughout his career at VFP, Greg has progressed from the role of Consultant to Senior Consultant and currently serves as a Managing Consultant.

 

With 15 years of experience in the financial services industry, Greg possesses a diverse skill set that spans Retail Banking, Post Audit, and Consulting. He holds 3 Salesforce certifications and 2 Certinia certifications, showcasing his expertise in areas such as Accounting, Revenue Recognition, Billing, and leadership strategy. Greg’s extensive background equips him with a deep understanding of financial processes, enabling him to offer valuable insights and guidance to clients within the industry.

 

Passionate about process improvement, efficiency, and leadership he helps companies by managing the systems that support their core objectives, allowing them to focus on their key goals.

 

Greg aims to build VFP into a premier consulting firm that is highly sought-after by both clients and professionals as a desirable place to work.

Kristin Hubbard
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Kristin Hubbard

Managing Consultant

Kristin, a seasoned Salesforce and Certinia professional since 2011 specializes in Financial Management, specifically focusing on areas such as Billing, Revenue, and Accounting.

 

With a degree in Accounting, Kristin began her career as a Billing Specialist, where she actively contributed to the implementation of Salesforce and Certinia, showcasing her problem-solving skills and passion for process improvement.

 

Recognizing her abilities, she transitioned to the role of Certinia Administrator, playing a crucial role in the system’s global rollout. Later, as a Business Systems Manager, she assumed responsibility for the entire Salesforce platform. Motivated by her love for the job and a desire to help multiple organizations, Kristin pursued consulting, specializing in Certinia ERP and leading consultant teams for approximately eight years.

 

Since 2018, she has played a vital role in planning and executing the Florida Dreamin event. Recognized as a Salesforce MVP in 2023, she holds 7 Salesforce and 1 Certinia certification, demonstrating her expertise and dedication to growth.

 

Kristin understands the value of embracing technology and streamlining processes to reduce costs and enhance profitability. With expertise in Salesforce and Certinia, she guides organizations to implement efficient systems, optimize operations, and achieve financial success.

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Ty alibhai

Managing Consultant

Ty is a seasoned consulting leader who has focused his experience over the last 15 years on the Salesforce platform and solutions in its ecosystem. He brings 20+ years of business knowledge, consulting experience, and a knack for successful Salesforce and Certinia implementations in the quote-to-cash space. Ty has successfully implemented technology solutions such as Salesforce and Certinia to over 100+ customers over his career and has led/managed consultant teams of 5-10 people.

 

Graduating from UC Berkeley’s Haas Business School and with a strong background in Computer Science, he launched his career in technology consulting. He focused his career on the Salesforce platform after experiencing success at Salesforce in the early 2000s and growing that knowledge with consulting partners the latter half of his career. His knowledge spans multiple industries, solutions, and market segments from SMB to Enterprise level experience.

 

As part of his role at VFP, he effectively manages a team of consultants, empowering them to achieve their career objectives. He also leads project teams and ensures the seamless adoption of technology, thereby driving client success at VFP.

 

Driven by a strong desire to make a positive impact on customers’ lives by simplifying their experience with new systems he excels as a leader, mentoring consultants and guiding project teams to successful outcomes.

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Nick Anderson

Managing Consultant

A global Salesforce and Certinia consulting and implementation leader, Nick is an expert in his field with more than 8 years of experience on the platform, specializing in Quote to Cash and Professional Services Automation best practices.

 

With a focus on mid-market and enterprise accounts, Nick brings a deep knowledge of best practices to all aspects of client projects including change management, business process documentation & improvement, system configuration, revenue recognition and managed services.

 

With an extensive background in International Business and PSA solutions, Nick is the driving force behind the VFP consultants, helping the team tap into their full potential in order to deliver excellent results.

 

Never one to back down from a challenge, Nick embraces his ever-changing environment and encourages customers to do the same as a way to drive further success down the road. He stresses the importance of clear communication and building strong working relationships in order to effectively articulate a vision for the future of a business.

 

Using his own years of consulting experience as a touchstone, Nick’s focus is on developing talent and ushering in customer success for the VFP team across the board.

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Doug Johnston

Chief Operating Officer

Building scalable large-capacity services teams in enterprise environments for more than 25 years, Doug is focused on operational excellence and builds high-quality and high-growth companies and teams.  


As COO, Doug’s responsibilities encompass overseeing all facets of customer services including a Project Management team, internal operations, and a team of expert consultants. His primary focus lies in fostering a high-performing team and culture, guiding its development, providing support, and offering coaching to optimize efficiency.

Doug’s diverse experiences in industries including software services, government, private sector, medical, and beyond have led to the development of a global team, overseeing projects ranging from small initiatives to multi-million dollar implementations and long-term relationships with clients.


With unwavering determination, Doug strives to establish a top-tier consulting firm in collaboration with VFP’s CEO, Stephanie Taylor. Together they shared a vision that transcends software implementation, aiming to provide value, challenge conventions, and leverage expertise for optimal outcomes. Though strategies shift with growth, the core objective of building an exceptional company remains a constant in Doug’s journey. 


Doug joined VFP in its infancy, with a goal to grow the team and scale the operation – which is now doubling year over year, based on a passion for people matched with a deep sense of purpose. With 2x INC5000 placements under 1000, team growth of more than 10,000%, high customer success ratings and stability within the team, his leadership has proved vital to positive growth and long term stability for VFP. 

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Stephanie Taylor

Chief Executive Officer

A sought-after leader with a 20+ year history working with global Fortune 500 companies, Stephanie is a business process expert with a deep and well-recognized expertise in the Salesforce and Certinia ecosystems, with a focus on Quote-to-Cash, ERP, CRM, and Financial Management.

 

Stephanie founded VFP Consulting to offer companies with access to a 360 approach to not just implementing but managing their technology investments over time, from aligning people, process and product needs to long term management that maximizes the investment and fuels growth and business needs over time. 

 

Front-line experience overseeing 100+ projects and relationships with diverse clients, from mid-market enterprises to billion-dollar enterprises, Stephanie’s expertise spans high-growth businesses, private equity, mergers and acquisitions across various industries. Her leadership at VFP places a premium on the core values behind the name – Vision, Focus, and Passion.

  • Industry:
    Call Center Technology
  • Company Size:
    • 2,000+ employees around the world
    • 2,500+ enterprise, mid-market, and SMB customers in 104 countries
  • Solutions:
    Certinia Professional Services Cloud