DEMO TEST PAGE
Learn about how successful operational improvement is a combination of art and science, that blends solid executional methodology, technology infrastructure and business strategy with more fluid human capabilities, attitudes and skill sets. Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives. Most importantly, learn about the 10 keys to operational improvement success and how Trajectory client, Insurance Supermarket Inc., successfully achieved operational improvement by effectively leveraging these key elements.
“DEMO TEST PAGE QUOTE PLACEHOLDER”
CEO
ISI Insurance Supermarket Inc.
About the Insight:
ERP implementation ALONE does not equate to operational improvement. Operational improvement is far more nuanced and involves the effective balancing of technology, management and human capital elements. Achieving true operational improvement requires the implementation of a robust ERP ecosystem that serves as a technology backbone to support optimized business processes, and that is supported by an effective change management strategy, an accountable management team and capable and well trained users. Read on to learn how Trajectory customer, Insurance Supermarket Inc., successfully leveraged this formula to achieve operational improvement success.
Topics you will learn about in this Insight include:
- The “what” and “how” of business and technology transformations
- 10 Keys to Operational Improvement success
- 8 Key reasons for ERP and Operational Improvement failure
- A detailed case study of how Insurance Supermarket Inc. achieved operational improvement success
About Trajectory
Trajectory is a digital transformation consulting group, dedicated to assisting Private Equity operating teams, Office of the CFO advisory groups, and portfolio companies’ executives in achieving operational excellence. Following a business-first solution agnostic approach, we assist with: Pre-Acquisition Due Diligence, Blueprinting, and Implementation of entire technology ecosystems including Salesforce, NetSuite, OpenAir, Shopify, Boomi, and GenAI.
1. General Contact Form
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
2. The Complete NetSuite Implementation Checklist
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
3. The Complete NetSuite Implementation Guide
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
4. Operational Improvement A PE Roadmap to ERP
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
5. The Model of a Successful ERP Data Migration
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
6. Optimizing the PE Tech Stack
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
7. A Technology Partner for PE Operating Teams
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
8. Robust Technology Infrastructure for the New eCommerce Era
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
9. Implementing Technology Solutions Alone Does Not Equate to Operational Improvement
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
10. Leveraging Elite Business Understanding and Technical Capabilities to Unlock Operational Improvement
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
11. The Next Frontier in Business Transformation: AI-Driven Operational Improvement for Mature Technology Ecosystems
By submitting this form, you agree to receive periodic email communication from Trajectory. You may unsubscribe at any time.
ALEX OLANO
Trajectory Group
CEO & Managing Partner
Throughout his 15-year career at Trajectory, Alex’s role has ranged from managing teams and projects to running the professional services organization, and mentoring Trajectory’s growing number of Consultants. Currently, he leads the Trajectory Team and invests his time ensuring Private Equity avoids key technology risks during their transactions. Alex understands technology is simply the means for achieving business goals. He has guided Trajectory’s organization to form its own version of Operational Improvement, which combines industry and business acumen with highly effective technology implementation capabilities. Prior to joining Trajectory Group, Alex spent 10 years in business consulting, systems advisory, and SAP implementations with IBM Global Services and Accenture.
YOUR JOURNEY STARTS HERE
Take control of your company’s path to success.
Set new goals, keep moving.
The Data Migration Manifesto: How InitusMigrate is Cutting Data Migration Timelines by 40%+
Data migration is the hidden iceberg of ERP implementation. Discover how InitusMigrate uses semantic AI to cut project timelines by 40%+ and eliminate the “garbage in, garbage out” cycle.
The End of “Human Middleware”: A Guide to Intelligent Document Processing with InitusIDP
Manual data entry is the hidden tax on your growth. Discover how InitusIDP uses adaptive AI to replace “human middleware” and build a self-driving back office.
The Forensic Audit: Untangling Legacy Code with InitusDecoder
Using InitusDecoder to conduct a “forensic audit”, the solution deciphers, documents, and untangles complex, outdated code to accelerate systems updates.
The Human-Centric Blueprint: Why Technology Transformation Fails Without a People-First Operating Model
Digital transformation fails when treated as a software install. Discover why a human-centric blueprint is vital to reduce friction and build trust.
Change Readiness Checklist
Evaluate your digital transformation with this 4-phase checklist focusing on empathy, workflow friction, data trust, and change momentum.
Cognitive Load Reduction (Ending the Swivel-Chair Tax)
Discover how eliminating the “swivel-chair tax” through system integration cuts cognitive load, reduces employee burnout, and boosts ROI.
The EQ of ERP: Why Human-Centricity is the Secret Code to Transformation
ERP success is about emotional intelligence, not just software. Shift from clinical tech to user empathy to reduce friction and drive ROI.
Data Trust as a Culture: Destroying the Shadow Spreadsheet
Shadow spreadsheets are a red flag of low data trust. Discover how to build a culture of transparency, accountability, and truth to scale.
The Strategic Blueprint for Enterprise Data Migration: Beyond ETL
Move beyond manual ETL. Trajectory’s data migration methodology uses AI-powered automation and strategic governance to turn data liabilities into strategic assets.
Scaling Through Acquisition: Building a Reusable Digital Ingestion Engine for Bolt-On Growth
Transform your Buy-and-Build strategy. Shift from bespoke integrations to a repeatable Digital Ingestion Engine that onboards bolt-on acquisitions in 90 days.
Consolidated Visibility: Creating a Single Source of Truth for Multi-Entity Portfolio Management
Move beyond fragmented data. Learn how to create a Single Source of Truth (SSOT) for multi-entity portfolio management to achieve real-time unified visibility.
The Platform Play: How to Migrate Add-On Data into NetSuite Without Disrupting Operations
Learn how to migrate add-on data into NetSuite without disrupting operations. Use AI-driven validation to unify M&A acquisitions and eliminate data silos fast.
Why Good Enough Tech is the Enemy of a Successful Roll-Up Strategy
Stop paying the legacy tax. Discover how disparate tech stacks erode margins in PE roll-ups and why a unified ERP is a non-negotiable value creation lever.
The Implementation Nexus: Why Top PE & Family Office Vendors Rely on Trajectory for Accelerated Value Creation
Close the “Implementation Gap”. Trajectory is the high-velocity execution engine that top PE advisors trust to turn strategic blueprints into scalable technology ecosystems.
Beyond the License: Why Top Platforms like Salesforce, NetSuite and Avalara Rely on Trajectory Group to Turn Strategy into Scalable Technology Ecosystem Reality
Trajectory Group acts as the technical execution engine for top software partners (Salesforce, NetSuite, Avalara), bridging the Implementation Gap with a combination of precise solution implementation and AI-accelerated integration.
The Unified Backbone: Mastering Integrated Salesforce & NetSuite Implementations for SMB to Enterprise Organization Growth
Master Salesforce and NetSuite integration using the Unified Backbone Blueprint. Automate Quote-to-Cash (QTC), eliminate data silos, and drive growth for SMBs to Enterprises.
The Value Multiplier: Integrated Salesforce & NetSuite Technology Ecosystems for Private Equity Portfolio Companies
An integrated Salesforce & NetSuite technology ecosystem is a value multiplier for PE PortCos. Learn how a holistic blueprint can improve EBITDA, ensure M&A readiness, and de-risk the exit process.
The Generational Asset: Building Reliable Technology Ecosystems for Family Office Portfolio Companies
Family Offices use integrated Salesforce & NetSuite technology ecosystems to build “Generational Backbones”, professionalize operations and secure long-term value through efficiency.
Mastering Salesforce Flow for Ultimate Automation
Master Salesforce Flow for ultimate automation. Learn about the top 5 strategies to ensure your automations are efficient, scalable, and easy to maintain.
The Salesforce Optimization Playbook: From Pain Points to Performance
Is your Salesforce instance a roadblock? Learn the strategic approach to optimization that combines configuration updates, AI-powered assessments, and specialized accelerator tools to quickly deliver significant results.








