Process Integration Checklist

This checklist can be used to facilitate the division of a merging company’s subsidiaries and to evaluate the divisions’ duplicate processes.

Sample checklist items include: develop a complete list of Sarbanes-Oxley (SOX) relevant processes to consolidate; identify critical processes that need to be documented and operating effectively prior to the overall go-live date; identify any additional processes that may affect the successful integration of SOX relevant processes; create a project timeline to establish critical deadlines and to monitor progress; and establish control effective dates at the cycle level.