Charting Bold New Paths in
Digital Transformation
We deliver transformation through a blend of strategic advisory and cutting-edge implementations, tailored to elevate your operational performance.
Digital Due Diligence & Systems Integration Roadmapping
Business Process Transformation & Systems Implementation
Systems Integration
Continuous Optimization & Managed Services
Insights
Strategies
That Inspire
We believe technology is not just a tool but a catalyst for progress. Our vision is built on the conviction that every business can achieve operational excellence when the right strategy meets unrivaled execution.
At Trajectory, we’re not satisfied with simply keeping pace; we lead, innovate, and redefine industry standards.
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Our Services
Tailored Services
for Visionary Leaders
Our services are crafted to address the most pressing challenges whether you’re a private equity firm seeking to unlock portfolio value or a company eager to reengineer its processes for lasting impact. With unwavering attention to detail and a passion for innovation, we empower you to excel in a rapidly evolving digital landscape.
Services for
AI
Enablement
Services for
Private
Equity Firms
Services for
Companies
AI Assessment & Execution
Our AI Assessment identifies automation opportunities, then we design tailored solutions to enhance efficiency, innovation, and accelerate AI adoption aligned with your business goals.
Digital Due Diligence & Systems Integration Roadmapping
We help PE firms assess acquisition targets, identify IT risks, and create tailored roadmaps for Salesforce, NetSuite, and integration, aligning with value creation and post-close execution.
Digital Transformation Value Creation
Trajectory drives value through strategic automation, process optimization, and scalable tech stacks like Salesforce and NetSuite.
Growth Enablement & Ongoing Operational Improvement
As PortCos grow, we scale systems with managed services, supporting integrations, reducing tech burdens, and enabling continuous improvements with fractional resources.
Business Process Transformation & Systems Implementation
Using Salesforce, NetSuite, and Shopify, our experts craft tailored solutions that optimize your processes to work as efficiently as you do.
Systems Integration
Unify your systems and leverage data for strategic decisions. With Boomi, MuleSoft, and InitusIO, we ensure seamless operations without silos or manual workflows.
Continuous Optimization & Managed Services
Transformation is a journey. Our proactive support and continuous optimization keep your systems agile, efficient, and ready for the future.
Our Clients
WE TAKE PRIDE
IN YOUR SUCCESS
Our success is measured by the growth of our clients. We build lasting relationships rooted in trust, transparency, and a shared passion for excellence. From nimble startups to global enterprises, our clients rely on us for transformative solutions that yield lasting results.
Client-Centric Approach
We collaborate closely with each client, ensuring that every solution is as unique as the challenges it addresses.
Proven Track Record
With two decades of experience, hundreds of successful projects, and a team of certified experts, our legacy is defined by long-term partnerships and transformative success stories.
Our Products
Transformation
IS ONLY POSSIBLE
WITH THE BEST TOOLS
Our robust ecosystem is built on industry-leading products. Every product is a building block in a larger strategy to make your operations more agile, efficient, and ready for tomorrow’s challenges.
Enterprise Solutions
Integration Platforms
Our Products
Transformation
IS ONLY POSSIBLE
WITH THE BEST TOOLS
Our robust ecosystem is built on industry-leading products. Every product is a building block in a larger strategy to make your operations more agile, efficient, and ready for tomorrow’s challenges.
Enterprise Solutions
Integration Platforms
Trajectory worked with Sovos’ Salesforce implementation partner and internal teams to develop a streamlined Salesforce to NetSuite architecture, achieving the goal of making “Billing a Non-Event.” This transformation improved the quote-to-revenue process and positioned Sovos to efficiently integrate new acquisitions. Trajectory’s combined consulting and development efforts added significant value, ensuring a smooth implementation.
Venu Martha
VP Business Applications
Sovos Compliance, LLC
The Challenge
Sovos encountered challenges due to the previous independent implementations of Salesforce and NetSuite, which simplified integration and overlooked unique business processes. This led to operational issues, manual workarounds, and data inconsistencies. Updating the systems to accommodate new processes was crucial while minimizing disruption to operations.
The Approach
Integrating multiple entities into a unified Salesforce and NetSuite ecosystem involved redefining processes and extensive data transformation. Achievements included process synchronization, accurate data migration, and resolving revenue recognition issues, facilitating consistent financial reporting and scalability under a central project manager overseeing over a hundred stakeholders.
The Results
The successful implementation of the solution allowed the Sales, Sales Operations, Customer Success, and Finance teams to optimize quote-to-revenue reporting processes. Key benefits included streamlined integration between Salesforce and NetSuite, aligned and cleansed data, consolidated reporting compliant with international revenue recognition standards, and the capacity to onboard a new acquisition within eight months.
Over TWO DECADES turning complex challenges into seamless solutions
We have mastered the art of business transformation. Our world-class team of certified consultants brings a unique blend of industry expertise, technical know-how, and innovative thinking.
We are the strategic partner that makes your vision a reality on time, on scope, and on budget.