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PICTURE
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GO IN THE RIGHT DIRECTIONDelivery of complete technology ecosystem solutions including ERP, CRM, eCommerce and PSA elements.
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ERP Projects Completed
Certified Consultants
15 Years in Business
325 ERP Projects Completed
40 Certified Consultants
The Journey
“THEY DIDN’T TREAT IT AS A TEMPLATED SOLUTION THAT ‘SOMEHOW’ FITS INTO THE ERP PLATFORM. THEY CAREFULLY REVIEWED OUR SETUP, BUSINESS PROCESSES AND IDENTIFIED REALISTIC SOLUTIONS THAT WERE EXECUTED ON TIME, SCOPE, AND BUDGET.”
Satoru Ogawa
CFO
Resources
PRIVATE EQUITY INSIGHT:
A TECHNOLOGY PARTNER
FOR PE OPERATING TEAMS
This white paper discusses the evolving key role of a technology partner to Private Equity Operating Teams, featuring a case study that demonstrates how Trajectory helped Corsearch Inc., a successful portfolio company, streamline its NetSuite environment throughout its investment lifecycle, in order to optimize its operations.
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YOUR JOURNEY STARTS HERE
Take control of your company’s path to success. Set new goals, keep moving.
Blog
INSIGHTS
Explore the Professional Service Automation Possibilities of OpenAir (PSA)
NetSuite OpenAir is a solution that brings project accounting to your fingertips. Automating Invoicing, Revenue Recognition, and Project profitability, among others.
The Golden State to Lone Star State Corporate Migration – #Texit
Texas is the state that everyone is looking at right now. The tech hub and the Dallas deal-making culture seem to be the staging ground for the next big software uprising.
Shopify Unite 2021: Key Announcements for Developers & Store Owners
Here’s a round-up of the best announcements from last week at the annual partner and developer conference, Shopify Unite 2021.
Private Equity Insight: Optimizing the PE Tech Stack
What exactly is an ERP? How can it be effectively implemented? How can the right PE technology stack build operational value?
Private Equity Insight: A Technology Partner For Operating Teams
With the increased competition in the Private Equity sector, we must adjust to a value-creation mindset.
Operational Improvement: A Private Equity Roadmap to ERP
When creating operational value for a Portco, few technology improvements can be as efficient as an ERP system.
Capitalize on Evolving Consumer Trends with eCommerce
Online purchases have skyrocketed in 2020. Businesses without an online presence during this time are missing out on all the action!
Securing Cash Flow and Simplifying Payment Cycles
Problems caused by the pandemic has taken time away from tackling larger challenges. This problem is compounded by not receiving or making payments on time.
A Trajectory Group product: Master NetSuite like a Pro with Cognita
Cognita is the first learning management platform providing NetSuite courses to improve everyone’s knowledge.
Streamline Go-To Market Strategy by Integrating with External Organizations
Covid-19 has caused many businesses to suffer. Automotive industries are in crisis, but the grocery sector is blossoming.
Multi-Platform Expertise On Demand: Unified support for all your enterprise systems
It’s no secret that the pandemic we’re living in has put a serious dent in most companies’ day to day operations.
Advanced Approvals Bundle: Increase Internal Controls
Controlling expenditure via secure yet transparent approvals processes is a key success factor for facilitating expense savings and management visibility.
NetSuite Fixed Assets Module: What, How & Why
The NS FAM is a SuiteApp that provides automated management of fixed assets acquisition, depreciation, revaluation, and retirement.
Step-by-Step: Diving in to Oracle NetSuite Security Roles
We went step by step on the NetSuite user role creation process to help you understand the considerations and underwork needed for a proper configuration.
Many of us have wondered this. Do I Need NetSuite ERP?
Preferred by customers due to its flexible, friendly and scalable solution, NetSuite cloud ERP centralizes business operations to provide a global management experience.
NetSuite CSV Import – ERP Data Migration Process
Be confident in how to migrate your financial data using CSVs into NetSuite. We cover the best practices along with a quick view of NetSuite’s data model.
Third-Party Apps to Consider: 8 must-have NetSuite Partner apps
Can SuiteApps really make a night & day difference to your ERP system? We think so. Here are our favourite NetSuite partner apps that make life easier.
Quote to Cash: NetSuite Order Management System
Order Management helps keep track of your business’s selling process and impacts practically every supply chain process and operation. With NetSuite, you can build a solid sell process.
NetSuite OneWorld: An Admin Guide
Operating an international business is a substantial challenge. To encourage customer growth, NetSuite introduced OneWorld, an addition to the cloud-based ERP system.
NetSuite Tools – The SuiteCloud Platform
The beauty of NetSuite in particular as an enterprise resource planning system is the number of native tools, the flexibility of coding & integrations available.
NetSuite MultiBook Module: All Data Unified
MultiBook module allows customers to maintain up to 5 separate accounting books within the same NetSuite ERP system.
The Complete NetSuite Implementation Guide
ERP Implementations require an organized project management approach. Learn about project phases, resources, budgeting, timing & modules.
NetSuite Accounting Module – Features Explained
The NetSuite accounting module is the best in the industry with a complete feature set your finance team would love.
NetSuite CRM+ Module: Improve Customer Service
NetSuite CRM software stores all of the customer’s information. It blends features from various modules to ensure a complete view of the client’s interaction with your company.
Ultimate Guide to Oracle NetSuite Modules
Netsuite modules empower your business to streamline operational efficiency, allowing the team to spend time on productive, value-added work.
NetSuite Manufacturing Module
The NetSuite Manufacturing module allows your team to have operations management, inventory control, work orders, and production planning in one easy-to-use system.
NetSuite Project Management Module (PSA)
NetSuite PSA provides users with the ability to manage their teams when resources, tasks, and estimates need to be allocated to the right projects.
NetSuite Certification Guide: Become a Pro
68% of the NetSuite professionals hold a certification. Your chances of being chosen as a candidate decrease to 30% in a recruitment process if you are not certified.
3 Ways to Manage Recurring Billing process in NetSuite
NetSuite facilities Recurring Billing process by allowing users to apply 3 different methods according to the complexity of the operation.
Improve your period close with FloQast
Closing your month in ERP should NOT be a painful process – FloQast makes it easy, a reliable financial close software add on to NetSuite.
Month End Close Process in NetSuite
Is the NetSuite period close checklist enough? Learn the best practices on closing a financial period and more about the FloQast financial close software benefits.
Sage Software vs NetSuite ERP
We review what each business management system does, features and price to make a recommendation as to what business should use which.
Cheat Sheets: Essential Saved Searches for NetSuite Administrator
Remember our conversation about The life after your ERP implementation? Let’s continue on how to rock NetSuite as an Admin.
Cheat Sheets: NetSuite Reports vs Saved Searches
Smart decision making starts with having understandable & meaningful data from your ERP system. NetSuite has two options to review data; Saved Search and Reports.
Microsoft Dynamics vs NetSuite ERP | Which one actually helps you grow?
Selecting an ERP is more than just analyzing features and cost, it requires a major understanding of your business needs.
What is NetSuite & Why Financial Teams Need It
NetSuite typically allows for preferential pricing based on factors such as term/duration of use, additional modules chosen, and amount of user licenses.
NetSuite cost factors: How to save your ERP Money
NetSuite typically allows for preferential pricing based on factors such as term/duration of use, additional modules chosen, and amount of user licenses.
Successful NetSuite Integration Guide
NetSuite ERP is not a magical all-in-one IT replacement solution. Good News: developers at Oracle built flexible code to integrate with your existing business-critical apps to plug-in with ERP.
7 Ways to Find NetSuite Support
Contacting NetSuite Support is one way to resolve problems or get answers to day-to-day questions. However, it’s not the only way to get help when you find yourself stuck.
CIO Review: Interview with Alex Olano from Trajectory Group
Trajectory’s CEO tells us how meticulous cutover implementation is the key. Get to know our team leader and learn from his ERP experiences
ERP Data Migration Best Practices
Data migration can be one of the biggest challenges when it comes to keeping your ERP implementation on time and on budget.
How Does NetSuite accounting software ASC 606 / IFRS 15 impact Customers?
With companies transitioning to NetSuite ASC 606/IFRS 15 accounting software standards, NetSuite will have to accommodate both standards in the system.
The Effects of Netsuite 1099 MISC reporting on your Business
Payments made to non-employees/independent contractors in excess of $600 within a calendar year must be reported to the IRS. This is done by filing a 1099-MISC form.
Is Your Business Prepared for NetSuite ASC 606 / IFRS 15?
Large public companies, most notably Verizon and Workday, have been preparing for one of the most historic accounting changes to hit the market in decades (Forbes), NetSuite ASC 606/IFRS 15.
NetSuite Contract Renewals: It’s Easier Than it Seems
Just as with any other aspect of a business, it is important to have good practices in how you manage renewable contracts. This is the dream but in reality, it can be a total nightmare.
How To Migrate your GL to NetSuite General Ledger
If implementing ERP software is like building a new house, the general ledger is the pillar of your new home. What’s the point of building if it’s not going to stand on a stronger foundation?
NetSuite Time Tracking Made Easy
If time entries are billable to the customers, some organizations choose to have an approval process as an additional step, and as users, we prefer that this system to be as friendly as possible.
NetSuite Business Intelligence: Billing & Revenue
It is very common to invoice on a billing schedule for customers placing large orders, which might result in different amounts being recognized as accounting revenue within a given period.
The life after your NetSuite ERP Implementation
t’s less costly to properly maintain the ERP system that you have than to get to a point where you have to start again. One thing to focus on right after the implementation is user adoption.
Maximizing the Value of NetSuite Implementation
The scope is well defined, the statement of work is signed off, and the teams are all set – congratulations! Your organization is about to embark on an exciting new journey!