WE ARE
TRAJECTORY
Trajectory is a digital transformation consulting group, dedicated to assisting Private Equity operating teams, Office of the CFO groups, and portfolio companies’ executives in achieving operational excellence. Following a business-first solution agnostic approach, we assist with everything from Pre-Acquisition Due Diligence, Blueprinting, and Implementation of entire technology ecosystems including Salesforce, NetSuite, OpenAir, Shopify, Boomi, and GenAI.

OUR TIMELINE
Our cutting-edge expertise
pushes the boundaries
of what’s possible
We provide global coverage and local expertise
Accelerating businesses with NetSuite ERP since 2005
Operations in the US, Canada and LatAm
40 business & technical consultants comprised of MBAs, CPAs, Business Analysts, Software Developers & Professional Project Managers
Private Equity and FinTech advisory dedicated team that specializes in M&A due diligence and carve-out projects
Delivery of complete technology ecosystem solutions including ERP, CRM, eCommerce and PSA elements
More than 50% of our customers are
active referrals,
over 78% work
with us post Go-Live 🚀


MEET THE LEADERSHIP TEAM
ALEX OLANO
CEO & Managing Partner
🇺🇸
Andrew Andreoli
Managing Partner
🇨🇦
Andrew’s 20 years of experience architecting ERP solutions, his dedication to understanding clients’ business requirements, and his depth of knowledge of cloud solutions are invaluable to leading our sales team in delivering robust and value-driven solutions.
Vlad OLANO
VP of Operations
🇨🇦
Hector parada
Integration Services Manager
🇨🇱
Hector has over 15 years of experience in building custom development and integration solutions. Hector’s extensive technical knowledge makes him a valuable Integration Team lead.

Johanne Prince
Consulting Services Manager
🇨🇦
Johanne is passionate about client service, optimizing NetSuite and exceeding client expectations. Over his 14 year career, he has completed system implementations in the retail, manufacturing, professional services and health and beauty industries.
Abhishek Tiwary
PMO Manager
🇨🇦
Abhishek’s over 10 years of experience overseeing the implementation of Tier II ERP solutions for company’s in various industries including Retail, Tire Retreading, FMCG, Media, Data Security, IT Services and Contact Centres, makes him an ideal PMO team lead. In addition to leading the PMO Team, he manages multiple projects.
OUR VALUES
YOUR JOURNEY
STARTS HERE
Take control of your company’s path to success. Set new goals, keep moving.
Resources

The Humbling Lessons from Executing Our Own Salesforce-NetSuite Implementation
Reflecting on their own Salesforce-NetSuite implementation, Trajectory shares key lessons on stakeholder engagement, process documentation, and testing.

Digital Transformation for Large Organizations Demystified
Large organizations can demystify digital transformation by focusing on four pillars: business-first mindset, strategic phasing, collaboration, and continuous support.

The Next Frontier in Business Transformation: AI-Driven Operational Improvement for Mature Technology Ecosystems
Learn about how AI/Machine Learning is driving technology transformation innovation for mature technology ecosystems.

Optimal Customization: Leveraging Elite Business Understanding and Technical Capabilities to Unlock Operational Improvement
Tailored tech solutions empower niche businesses to boost efficiency, scale seamlessly, and stay agile in a dynamic market landscape.

Contextualizing and Harnessing Institutional Knowledge with AI to Optimize Operations
Unlock operational efficiency by transforming institutional knowledge into actionable insights with AI-powered tools like InitusGPT.

Harnessing the Artificial Intelligence Revolution for Operational Excellence
Harnessing AI and ML transforms operations, enhancing efficiency, automating complex tasks, and unlocking data-driven insights for sustained growth.

Strategic Misalignment Between Private Equity Operating & Portfolio Company Management Teams
Misalignment between Private Equity and portfolio company teams can hinder value creation. Aligning on strategy, fostering clear communication, and building trust are key to bridging gaps.

Implementing Technology Solutions Alone Does Not Equate to Operational Improvement
Technology alone won’t improve operations. True impact comes from aligning tools with strategy, leadership, and effective user adoption.

Realistic Expectation Setting | Operational Improvement Series
Realistic expectations align stakeholders, define success, and drive operational improvement through clarity and shared understanding.

10 Barriers to Implementation Success | Operational Improvement Series
Overcome the ten common barriers to successful tech implementations by aligning strategy, managing change, and ensuring effective leadership.

More than a One-off Endeavor | Operational Improvement Series
Operational improvement is an ongoing journey, not a one-time project. Embrace continuous cycles of design, implementation, and refinement to drive lasting success.

Robust Technology Infrastructure for the New eCommerce Era
Build a resilient tech foundation to scale, adapt, and thrive in today’s fast-paced eCommerce landscape. Discover key strategies for success.

Explore the Professional Service Automation Possibilities of OpenAir (PSA)
Discover how NetSuite OpenAir enhances project visibility, streamlines invoicing, and boosts profitability for professional services firms.

The Golden State to Lone Star State Corporate Migration – #Texit
California tech firms are relocating to Texas, drawn by lower taxes, business-friendly policies, and a thriving innovation ecosystem.

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.