Rescuing and Optimizing Bond Brand Loyalty ERP

A Trusted PE Due Diligence Partner

Recognized by Forrester, Gartner, and Loyalty 360 as a market leader, Bond Brand Loyalty builds measurable, authentic, and long-lasting relationships through tailored core engagement services. Their team of over 400 requires accurate project financial data to track customer success.

Following a management buyout from a holding company, they had to replace their existing ERP system and needed a partner to help customize and maximize the performance.

Looking for a Centralized ERP Solution

Bond Brand Loyalty’s accounting team had a long list of functions they deemed necessary in their initial ERP implementation. But when the time came to launch the system, heavily customized features wiped out many of the standard capabilities. Trajectory needed to simplify the solution, while still providing the opportunity for customization.

“We ensured to keep the current setup running while carefully optimizing for the future state. Once we cutover to new workflows, reports & overall processes, the team had no interruption to their day-to-day work.”

Andrew Andreoli
Managing Partner
Trajectory Group

Project Highlights

We began by creating clear lines of communication and establishing an in-depth understanding of what the client needed. Our extensive knowledge of the platform meant that we could warn the finance team at what points their desired customization might derail an important function.

Both teams prioritized their immediate needs and focused on streamlining the most important capabilities first. In particular, their project-management-based offering necessitated the prioritization of project financials over corporate financials.

“Trajectory’s strategy of focusing on the outcome of the project, rather than the platform itself, ultimately led to a successful, streamlined solution implemented with impressive accuracy.”

Alex Olano
CEO & Managing Partner
Trajectory Group

ERP Lessons Learned

Our expertise at second-wave implementations enabled the Bond Brand Loyalty team to provide in-depth support throughout the process. Following implementation, they were finally able to use all of the tools in their NetSuite ERP arsenal, including both customized features and standard reports.

Alex Olano

CEO & MANAGING PARTNER
TRAJECTORY GROUP