West Monroe Partners

Operational improvement via ERP
Industry

Private Equity & Technology Consulting

Service

NetSuite private equity team projects

Timeframe

Ongoing

The Solution Partners

Trajectory

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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
About the Client

Since 2002, consulting firm West Monroe Partners has been assisting clients in generating revenue, reducing costs, and achieving operational business targets. Having built a reputation for their ability to create solutions that address even the most difficult companies and technological challenges, the company has grown to a team of 950 professionals spanning 10 offices. They support clients across the M&A transaction lifecycle from strategy, analysis, and planning through integration and optimization. One key area for integrating or separating these businesses is establishing accounting and financial structure, related business processes, and data migration. Seeking to offer a greater breadth of expertise within this domain, we have partnered on numerous projects, in both advisory and execution roles.

A Need for a NetSuite Solution Provider

West Monroe and Trajectory ERP Diligence Partners have partnered on over 35 pre-diligence engagements, as well as over 10 enterprise resource planning migration/implementation projects. Backed by 15 years of experience designing and delivering enterprise resource planning solutions on the platform, we partner on a flexible approach to meet various client needs.

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We’ve helped Weste Monroe Partners scale its NetSuite implementation practice with the support of Trajectory’s ERP system subject matter experts.

Alex Olano, President | Trajectory Inc
Project Highlights

• Fit Analysis / Fit-Gap: Our consultants determine key company’s requirements and priorities to decide how a particular enterprise resource planning solution would carry the client.

• Demonstrations and Selection: We presented the offering to the clients, delivering bespoke demonstrations aligned with the client’s requirements and priorities. We also lead and assisted in designing scoring and rating logic for structure selections.

• Project Scoping and Pricing: We provide detailed project budgeting and timelines in support of cost modeling and business case development.

• Requirements Gathering:  Whether as part of structure selection or as part of the design phase, we carry them in eliciting key company’s requirements, challenging and vetting these with customers, and designing specific solutions to carry each business need.

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We find that by providing hands-on support for PE operating teams results in portfolio companies experiencing in-depth knowledge & support from a multifaceted team.

Andrew Andreoli, VP Consulting Services | Trajectory Inc
ERP Lessons Learned

As a result of this partnership, the West Monroe has extended its depth of resources around enterprise resource planning system advisory and delivery, offering a more comprehensive technology delivery cycle. Also, it has increased the number of related engagements that they are able to execute while expanding their overall service offering.

What’s Next?

Trajectory ERP consultants & West Monroe Partners continue working together on NetSuite projects, from pre-diligence through to implementation and support projects for portfolio companies.

Want to know more? Give us a shout!