Digital Due Diligence & Systems Integration Roadmapping
Building the Foundation for High Impact
M&A Execution
Trajectory helps private equity firms evaluate targets and plan post-close systems with confidence. We de-risk deals and design scalable tech strategies that align with value creation goals from day one.
Growth Enablement & Ongoing Operational Improvement
Enhancing Portfolio Performance at Scale
Trajectory helps private equity firms evaluate targets and plan post-close systems with confidence. We de-risk deals and design scalable tech strategies that align with value creation goals from day one.
Our Approach to Digital Due Diligence
Smarter Deals through Digital Insight
Private equity execution relies on speed, precision, and visibility. We assess digital maturity early, identify risks, and define post-close strategies that accelerate value creation. From acquisition to exit, we align CRM, ERP, and integration plans with your investment thesis and performance goals.
Future-State Systems Blueprinting
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Design scalable roadmaps across NetSuite, Salesforce, and other key systems
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Architect tech stacks using Boomi, MuleSoft, and InitusIO
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Enable data unification and analytics readiness from day one
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Support onboarding with a tech ecosystem built for growth
Exit-Aligned Technology Enablement
- Enhance KPI visibility to streamline diligence and reporting
- Align system improvements with value drivers and exit strategy
Execution Planning & Risk Mitigation
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Identify integration complexity early and reduce post-close delays
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Deliver platform and process recommendations that support operational lift
Our Approach to Digital Due Diligence
Smarter Deals through Digital Insight
Future-State Systems Blueprinting
- Design scalable roadmaps across NetSuite, Salesforce, and other key systems
- Architect tech stacks using Boomi, MuleSoft, and InitusIO
- Enable data unification and analytics readiness from day one
- Support onboarding with a tech ecosystem built for growth
Exit-Aligned Technology Enablement
- Enhance KPI visibility to streamline diligence and reporting
- Align system improvements with value drivers and exit strategy
Execution Planning & Risk Mitigation
- Identify integration complexity early and reduce post-close delays
- Deliver platform and process recommendations that support operational lift
AI-Powered, Future-Ready
AI-Accelerated Precision for Due Diligence & Integration Planning
AI is reshaping how diligence is done. At Trajectory, we embed intelligent tools into every step, from evaluating code to designing systems and resolving stakeholder questions. The result: faster analysis, smarter roadmaps, and sharper execution for confident investment decisions.
AI-Enabled Custom Code Assessments
Instantly review and visualize NetSuite code to assess effort, complexity, and readiness for future changes.
AI-Powered Blueprinting
Map business processes and system dependencies faster to generate accurate, scalable blueprints from day one.
Conversational Intelligence for Issue Resolution
Use generative AI to answer questions, analyze docs, and clarify inputs in real time, reducing delays and improving clarity.
AI-Enabled Custom Code Assessments
Instantly review and visualize NetSuite code to assess effort, complexity, and readiness for future changes.
AI-Powered Blueprinting
Map business processes and system dependencies faster to generate accurate, scalable blueprints from day one.
Conversational Intelligence for Issue Resolution
Use generative AI to answer questions, analyze docs, and clarify inputs in real time, reducing delays and improving clarity.
Why Trajectory
WE DRIVE BUSINESS-FIRST DIGITAL TRANSFORMATION
Trajectory is the strategic partner PE firms trust to bridge digital insight with investment execution. With a proven track record across Salesforce CRM, NetSuite ERP, and advanced integration platforms, we design scalable systems that power EBITDA improvement and long-term value creation.
✓ De-risk your investment with expert-led technology assessments and integration planning.
✓ Align operational strategy with scalable infrastructure and automation.
✓ Accelerate deal-to-value timelines with precision-built digital roadmaps.
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.