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​​The Hidden Costs of Staying on QuickBooks Too Long: Is Your “Comfort Zone” Costing You Growth?

​​The Hidden Costs of Staying on QuickBooks Too Long: Is Your “Comfort Zone” Costing You Growth?

by Juan Pablo Vasquez | Jul 23, 2025 | NetSuite

You’ve built your business from the ground up, and for a long time, QuickBooks has likely been a faithful companion on that journey. It’s familiar, relatively easy to use for basic accounting, and perhaps it feels like the “safe” option. But...
Key Success Factors for Creating Scalable Technology Ecosystems for PE PortCos

Key Success Factors for Creating Scalable Technology Ecosystems for PE PortCos

by Juan Pablo Vasquez | Jul 14, 2025 | Insights, Private Equity

Private equity (PE) firms seeking to drive growth and operational efficiency across their portfolio companies must focus on creating scalable technology ecosystems. Success hinges on several critical factors: streamlining quote-to-revenue processes to eliminate...
Contextualizing and Harnessing Institutional Knowledge with AI to Optimize Operations

Contextualizing and Harnessing Institutional Knowledge with AI to Optimize Operations

by Juan Pablo Vasquez | Nov 14, 2023 | Artificial Intelligence, Operational Improvement

Inefficient practices can lead to substantial financial losses. Recent data suggests that inefficiencies can cost companies up to $1.3 million annually. One way to improve efficiency is to tap into your organization’s institutional or corporate knowledge....
Capitalize on Evolving Consumer Trends with eCommerce

Capitalize on Evolving Consumer Trends with eCommerce

by Juan Pablo Vasquez | May 22, 2020 | Implementations, Shopify

“e-Commerce empowers you to manage multi-channel orders, eliminate product shortages and shipping delays, via online data and secure payment processes.” Andrew AndreoliVP of SalesTrajectory Group Time to read: 8 mins You are: CTO, COO Drink Pairing: A glass of rosé 🍷...
A Trajectory Product: Master NetSuite like a Pro with Cognita

A Trajectory Product: Master NetSuite like a Pro with Cognita

by Juan Pablo Vasquez | May 19, 2020 | Managed Services, NetSuite

“More than ever, companies are looking for expert personnel or to train their employees to be able to run their systems more efficiently across the organization. Training helps staff better serve customers and increase profit margins.” Vlad OlanoVP of...
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