Growth Enablement & Ongoing Operational Improvement
Enhancing Portfolio Performance at Scale
Trajectory partners with private equity firms and portfolio companies to ensure systems grow with the business. We support ongoing optimization, seamless add-on integrations, and scalable digital operations, offering long-term support without adding internal overhead.
Growth Enablement & Ongoing Operational Improvement
Enhancing Portfolio Performance at Scale
Trajectory partners with private equity firms and portfolio companies to ensure systems grow with the business. We support ongoing optimization, seamless add-on integrations, and scalable digital operations, offering long-term support without adding internal overhead.
Our Approach to Scalable Growth Enablement
Growth Without the Growing Pains
As your portfolio scales, your tech stack and processes must keep up. We ensure continuous platform optimization, expert-managed services, and process improvements that support growth, simplify operations, and drive measurable value.
Continuous Evolution of the Tech Stack
- Ensure CRM and ERP platforms are continually optimized for long-term scalability and add-on acquisition readiness.
- Evolve systems and processes in parallel with the portfolio company’s growth strategy. Whether organic or through M&A.
Dedicated Managed Services Model
- Provide access to a high-performing support and optimization team that operates as a seamless extension of the PortCo.
- Eliminate the need for costly internal technical hires by offloading day-to-day platform management to seasoned experts so that the PortCo teams can focus on growth not technology maintenance.
Process Improvement as a Service
- Enable continuous optimization of sales, finance, and operational processes across the enterprise.
- Align ongoing improvements with investment KPIs and operational benchmarks to support measurable value creation.
Our Approach to Scalable Growth Enablement
Growth Without the Growing Pains
Continuous Evolution of the Tech Stack
- Ensure CRM and ERP platforms are continually optimized for long-term scalability and add-on acquisition readiness.
- Evolve systems and processes in parallel with the portfolio company’s growth strategy. Whether organic or through M&A.
Dedicated Managed Services Model
- Provide access to a high-performing support and optimization team that operates as a seamless extension of the PortCo.
- Eliminate the need for costly internal technical hires by offloading day-to-day platform management to seasoned experts so that the PortCo teams can focus on growth not technology maintenance.
Process Improvement as a Service
- Enable continuous optimization of sales, finance, and operational processes across the enterprise.
- Align ongoing improvements with investment KPIs and operational benchmarks to support measurable value creation.
AI-Powered, Future-Ready
AI-Driven Precision for CRM & ERP Success
We don’t just deliver CRM and ERP solutions, we enhance them with intelligent automation. Trajectory uses AI tools to accelerate and optimize every stage of implementation: from blueprinting and configuration to testing, integration, and post-launch tuning. By embedding machine learning and decision intelligence into our delivery model, we reduce time-to-value, increase accuracy, and drive long-term scalability.
Embedding Intelligence Into Integrations
Our AI-enhanced integration approach allows for automatic summarization and translation of data between platforms.
Generative AI for Real-Time Support
Equip users with embedded AI copilots that provide real-time access to CRM and ERP information via chat interface i.e. top customers, most promising leads etc.
Automated Document Capture & Record Creation
Streamline workflows with intelligent OCR solutions that convert PDFs (e.g., purchase orders, invoices, contracts) into structured CRM and ERP records, eliminating data entry and increasing accuracy.
Embedding Intelligence Into Integrations
Our AI-enhanced integration approach allows for automatic summarization and translation of data between platforms.
Generative AI for Real-Time Support
Equip users with embedded AI copilots that provide real-time access to CRM and ERP information via chat interface i.e. top customers, most promising leads etc.
Automated Document Capture & Record Creation
Streamline workflows with intelligent OCR solutions that convert PDFs (e.g., purchase orders, invoices, contracts) into structured CRM and ERP records, eliminating data entry and increasing accuracy.
Why Trajectory
WE DRIVE BUSINESS-FIRST DIGITAL TRANSFORMATION
Our continuous optimization model is purpose-built for PE-backed businesses navigating growth, complexity, and change. We enable performance at scale by keeping digital platforms aligned with business needs and providing a dedicated team of experts to manage day-to-day operations.
✓ Maximize scalability with PE-focused system design and managed services.
✓ Reduce total cost of ownership through outsourced support and ongoing optimization.
✓ Empower portfolio teams to focus on growth, instead of systems.
✓ Accelerate time-to-synergy for add-on acquisitions and platform expansion.
✓ Sustain long-term value creation with proactive support and performance governance.
As the leader of our divestiture practice, detangling data and establishing a standalone technology platform with ERP system at its foundation is paramount. Partnering with Trajectory as one of our Carve-out Readiness & Execution partners has helped us execute against condensed timeframes and exit costly transition services agreements quickly and seamlessly.
Keith Campbell
Director, Mergers & Acquisitions
West Monroe Partners
The Challenge
West Monroe Partners, a consulting firm specializing in M&A transactions, needed to efficiently integrate or separate businesses by establishing robust accounting and financial structures, related business processes, and data migration strategies. To enhance their capabilities in this domain, they sought a partner to provide expertise in enterprise resource planning (ERP) solutions, particularly for supporting private equity teams during pre-diligence and implementation phases.
The Approach
Trajectory has collaborated with West Monroe on over 35 pre-diligence engagements and more than 10 ERP migration and implementation projects. West Monroe’s approach includes conducting fit-gap analyses to determine key requirements, delivering tailored demonstrations aligned with client priorities, and assisting in designing scoring and rating logic for solution selection. They also provide detailed project scoping and pricing to support cost modelling and business case development. Throughout the process, Trajectory collaborates with West Monroe by providing clear communication and a flexible approach to meet various client needs.
The Results
The partnership enabled West Monroe to expand its ERP advisory and delivery capabilities, offering a more comprehensive technology delivery cycle. This collaboration increased the number of related engagements they could execute and broadened their overall service offerings. By providing hands-on support for private equity operating teams, portfolio companies benefited from in-depth knowledge and support from a multifaceted team. The ongoing relationship between Trajectory and West Monroe continues to drive successful outcomes for clients across the M&A transaction lifecycle.
Contact Us
Let’s Connect & Transform Together
Whether you’re driving portfolio success or reimagining your operational core, our experts are ready to start the conversation. Your journey to innovation begins with a single step, reach out, and let’s build the future together.