AI Assessments
The Artificial Intelligence boom is here. But if your business isn’t ready—from your data to your workflows to your people—diving in could create more noise than value.
Clarity before complexity
Our AI Assessments for Salesforce and NetSuite technology ecosystems are designed to cut through the hype and bring clarity, structure, and business relevance to your AI ambitions. Whether you’re under pressure to “do something with AI” or you’re genuinely curious where it fits, we assess your operational readiness and make sure every step toward AI adoption is grounded in real business outcomes.
Trajectory works with leadership, operations, IT, and finance teams to align AI opportunities with what matters: efficiency, insight, scalability, and revenue impact.
No AI for AI’s sake. No vague strategies.
Just actionable insights and a blueprint you can trust.
When You Need It
What You Get
THE AI ASSESSMENT PROCESS
1. Discovery & Alignment
We meet with stakeholders to understand your business goals, operational pain points, and appetite for AI.
2. Data & Infrastructure Review
3. Process & Use Case Mapping
4. Gap & Readiness Analysis
5. Strategic Roadmap Delivery
AI SOLUTIONS FOR
UNIQUE CHALLENGES
PROFESSIONAL SERVICES
Enhance decision-making, automate documentation, and streamline client delivery.
Generate contracts automatically
Extract insights from client documents
Automate document generation based on meeting recordings
Recommend next steps based on project data
FINANCIAL
Increase accuracy, reduce risk, and deliver better forecasting and compliance.
Automate reconciliations and journal entries
Detect anomalies and fraud
Forecast cash flow with dynamic models
Score customer creditworthiness
MANUFACTURING
Boost production efficiency and reduce downtime through AI-driven operations.
Predict equipment maintenance needs
Optimize production schedules
Detect quality issues with computer vision
Analyze supply chain risks
RETAIL & E-COMMERCE
Enhance decision-making, automate documentation, and streamline client delivery.
Recommend products based on behavior
Forecast demand across categories
Automate customer support with chatbots
Prevent stockouts through AI-powered alerts
SALES
Close deals faster and prioritize the right leads.
Predict deal closure likelihood
Generate personalized email follow-ups
Generate quotes using chatbots and orders using OCR
Recommend optimal pricing or discounting
INVENTORY MANAGEMENT
Streamline operations and reduce holding costs.
Forecast inventory needs by region and season
Optimize reorder points based on demand patterns
Import Inventory by taking pictures of the products
Detect anomalies in stock levels
PROCUREMENT
Improve vendor relationships and drive cost savings.
Manage bills using OCR
Predict price fluctuations for key materials
Automate purchase order generation with vendor rates comparison
Predict price fluctuations for key materials
ACCOUNTING
Reduce manual work and increase accuracy across all records.
Automate invoice classification using OCR
Reconcile bank transactions with AI suggestions
Generate reports and insights from raw financial data using chatbots
Flag unusual expenses or outliers
Get Started Today
Talk to Us About an AI ASSESSMENT
Let’s assess what’s possible before you take the leap.
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