Key Success Factors for Creating a Scalable Technology Ecosystem for PE PortCos
The Next Frontier in Business Transformation: AI-Driven Operational Improvement for Mature Technology Ecosystems
“Trajectory worked closely with our Salesforce implementation partner and the Sovos business teams to design and build a streamlined Salesforce to NetSuite architecture that has redefined operations at Sovos. Our project goal was to make “Billing a Non-Event” and this solution has helped us achieve this aggressive goal. Sovos’ quote-to-revenue process is now operating more smoothly and the company is poised to onboard new acquisitions to the unified business processes more efficiently going forward. Trajectory’s integrated consulting and development teams were a value-add, ensuring fluid and efficient implementation of the solution.”
Venu Martha | VP of Business Applications | Sovos Compliance LLC
“Trajectory worked closely with our Salesforce implementation partner and the Sovos business teams to design and build a streamlined Salesforce to NetSuite architecture that has redefined operations at Sovos. Our project goal was to make “Billing a Non-Event” and this solution has helped us achieve this aggressive goal. Sovos’ quote-to-revenue process is now operating more smoothly and the company is poised to onboard new acquisitions to the unified business processes more efficiently going forward. Trajectory’s integrated consulting and development teams were a value-add, ensuring fluid and efficient implementation of the solution.”
Venu Martha | VP of Business Applications | Sovos Compliance LLC
About This Insight
This Insight outlines key success factors for building scalable technology ecosystems for Private Equity-backed portfolio companies. Using Sovos Compliance LLC’s technology transformation as a case study, it emphasizes the importance of holistic business process redesign, rigorous project blueprinting, and high-integrity data migration. The document highlights how Trajectory was part of the implementation team that helped Sovos to streamline its quote-to-revenue process using Salesforce, NetSuite, and Boomi. PE firms are encouraged to adopt structured, scalable approaches that support rapid growth, acquisition integration, and long-term value creation, linking operational efficiency directly to EBITDA improvement and investment success.
About Trajectory
By partnering with Initus Technologies, our sister company focused on Artificial Intelligence (Machine Learning, GenAI & AI Agents), we simplify the heavy lifting of implementations, including project execution, code generation/documentation, data migration and training.
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About This Insight
About Trajectory
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Trajectory Group
CEO & Managing Partner
Throughout his 18-year career at Trajectory, Alex’s role has ranged from managing teams and projects to running the professional services organization, and mentoring Trajectory’s growing number of Consultants. Currently, he leads the Trajectory Team and invests his time ensuring Private Equity avoids key technology risks during their transactions. Alex understands technology is simply the means for achieving business goals. He has guided Trajectory’s organization to form its own version of Operational Improvement, which combines industry and business acumen with highly effective technology implementation capabilities. Prior to joining Trajectory Group, Alex spent 10 years in business consulting, systems advisory, and SAP implementations with IBM Global Services and Accenture.