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AI agent for systems analysts

Acquisition Integration Dependency Agent

An integration plan where every dependency has been rehearsed before cutover.

Risk managementExecutives and strategy
See how it worksGet access
Acquisition Integration Dependency Agent: what goes in, what the agent does and what you get

What it does

After an acquisition, integration plans often overlook shared systems such as logins, customer records and billing. Cutover day then fails. This agent traces integration prerequisites across both companies' system inventories. It chooses the next safe rehearsal, a dry run in a sandbox, for the biggest unresolved dependency. It runs the dry-run mapping and checks whether it passed cleanly. A failed mapping blocks all related cutover steps until a repair is drafted and a new rehearsal passes. It updates the integration plan from the dry-run evidence. The integration lead approves the cutover plan. Edge case: production data is never used in a rehearsal without masking.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Integration scope approved 2 USES A TOOL Trace prerequisites across system inventories 3 DOES Choose the next rehearsal for the biggest dependency 4 USES A TOOL Run the dry-run mapping in a sandbox 5 CHECKS THE RESULT Did the mapping pass cleanly? If not: block dependent steps and draft a mappingrepair. Back to step 3. 6 DOES Update the integration preparation plan 7 YOU APPROVE Integration lead approves the cutover plan 8 RESULT Dependency-tested integration plan
Read the steps as a list
  1. Integration scope approved
  2. Trace prerequisites across system inventories
  3. Choose the next rehearsal for the biggest dependency
  4. Run the dry-run mapping in a sandbox
  5. Did the mapping pass cleanly?If not: block dependent steps and draft a mapping repair. Back to step 3.
  6. Update the integration preparation plan
  7. Integration lead approves the cutover planThe agent waits here for your OK.
  8. Dependency-tested integration plan

How it decides

It rehearses the largest unresolved dependency first and blocks dependent steps when a rehearsal fails.

  • Rehearsal order: largest risk or most dependencies first.
  • Block: dependent cutover steps wait for a passing rehearsal.
  • Repair: draft a fix and rerun the dry run, never patch in production.
  • Masking: rehearse only with masked data.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • System inventories in scope (default identity, customer records, billing, ERP)
  • Duplicate or error rate that fails a rehearsal (default above 0.1%)
  • Sandbox environment and data masking rules
  • Rehearsal schedule before cutover (default weekly, then daily in the last 2 weeks)
  • Who approves the cutover plan (default the integration lead)

What keeps you in control

It always asks you first

  • Production cutover
  • Personnel changes
  • Contract changes

Hard limits

  • Sandbox only.

It stops when

  • Done: all dependencies rehearsed.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn October 3 the agent rehearses merging 84,000 customer records. The dry run creates duplicate links for 1,200 customers with two email addresses, so the check fails. Billing cutover is blocked. The agent drafts a matching rule using customer ID first, then email. The second dry run passes with 0 duplicates. Integration lead Femi Adeyemi approves the updated cutover plan.

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