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AI Assessments

Get Strategic. Get AI-Ready.

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.

BOOK YOUR AI ASSESSMENT TODAY

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

You’re under pressure to innovate, but unsure where AI truly fits.

Leadership wants clarity before investing in AI initiatives.

You suspect opportunities in automation, forecasting, or productivity—but lack the roadmap.

You’ve already tried AI pilots with underwhelming results.

Your data, workflows, or integrations need work before AI can deliver value.

What You Get

A clear AI readiness scorecard.

Real use case opportunities tailored to your business model.

Analysis of data structure, quality, and integration capabilities.

A step-by-step, ROI-backed AI roadmap—scalable, grounded, and execution-ready.

THE AI ASSESSMENT PROCESS



1. Discovery & Alignment

We meet with stakeholders to understand your business goals, operational pain points, and appetite for AI.

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2. Data & Infrastructure Review

We evaluate your current systems, data quality, and integration capabilities to identify what’s usable and what’s missing.

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3. Process & Use Case Mapping

Through workshops and interviews, we surface automation opportunities and AI-enabled insights that align with your business model.

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4. Gap & Readiness Analysis

We assess gaps across tech, process, and people—and score your readiness to adopt AI effectively.

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5. Strategic Roadmap Delivery

You receive a tailored, realistic AI roadmap with prioritized initiatives, timeline, ownership, and ROI expectations.

AI SOLUTIONS FOR
UNIQUE CHALLENGES

Industries

Teams



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

Ready to stop theorizing and start mapping the path forward?
Let’s assess what’s possible before you take the leap.

Resources

INSIGHTS & BLOGS

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The Humbling Lessons from Executing Our Own Salesforce-NetSuite Implementation

Discover the key lessons learned from executing our own Salesforce-NetSuite implementation. Insights on stakeholder engagement, process documentation, testing, and AI-driven optimizations for a smoother digital transformation.

Digital Transformation for Large Organizations Demystified

Successfully implementing digital transformation, especially for large organizations, requires a strategic approach. The path to realizing value creation includes the balancing of technology, methodology, and pedagogy elements. Successfully implementing the four tactical pillars of digital transformation success: a business-first mindset, strategic project phasing, collaborative implementation teams, and consistent onboarding and support paves the way towards value creation.

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

Read on to learn about how to unlock operational improvement via optimal customization along with the essential concepts that you need to understand to pave the way for technology-driven operational improvement success.

Contextualizing and Harnessing Institutional Knowledge with AI to Optimize Operations

Explorе the pivotal role of institutional knowledge in optimizing opеrations and the possibilities offered by advanced tеchnologiеs like AI. We’ll also spotlight Trajеctory’s groundbrеaking InitusGPT for AI-powered knowledge management.

Harnessing the Artificial Intelligence Revolution for Operational Excellence

Learn how you can use Artificial Intelligence & Machine Learning to meet evolving customer needs and accelerate digital transformation.

Strategic Misalignment Between Private Equity Operating & Portfolio Company Management Teams

Read on to learn more about the common areas of misalignment and how to mitigate them by aligning on the strategic plan, fostering and executing clear communication, and building trust.

Implementing Technology Solutions Alone Does Not Equate to Operational Improvement

Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives.

Realistic Expectation Setting | Operational Improvement Series

Learn about the related factors of timing, budget, resourcing and scope and about 10 tips for setting realistic expectations.

10 Barriers to Implementation Success | Operational Improvement Series

Let’s explore the 10 barriers to implementation success and how to mitigate them to achieve effective technology transformation.

More than a One-off Endeavor | Operational Improvement Series

The importance of fostering an iterative operational improvement mindset and action plan are critical to supporting the on-going optimization of business processes.

Robust Technology Infrastructure for the New eCommerce Era

Learn about recent eCommerce trends, characteristics of the emerging eCommerce era and how one Trajectory client, La Bota Roja, quickly implemented a robust eCommerce technology ecosystem to not only keep up, but to set themselves up for future eCommerce success.

AI Assessments