Rescuing and Optimizing Bond Brand Loyalty ERP
“Trajectory got us to a point where we had a stable, predictable version of NetSuite that met our specific needs. They provided support, good communication and a good working style.”
EVP Client Delivery Services
Bond Brand Loyalty
At a glance
Bond Brand Loyalty
CRM Marketing & Software
ERP Recovery & Optimization
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.”
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.”
CEO & Managing Partner
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.
CEO & MANAGING PARTNER
Take control of your company’s path to success. Set new goals, keep moving.
INSIGHTS & BLOGS
Implementing Technology Solutions Alone Does Not Equate to Operational Improvement
Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives.
Realistic Expectation Setting | Operational Improvement Series
Learn about the related factors of timing, budget, resourcing and scope and about 10 tips for setting realistic expectations.
10 Barriers to Implementation Success | Operational Improvement Series
Let’s explore the 10 barriers to implementation success and how to mitigate them to achieve effective technology transformation.
More than a One-off Endeavor | Operational Improvement Series
The importance of fostering an iterative operational improvement mindset and action plan are critical to supporting the on-going optimization of business processes.
Robust Technology Infrastructure for the New eCommerce Era
Learn about recent eCommerce trends, characteristics of the emerging eCommerce era and how one Trajectory client, La Bota Roja, quickly implemented a robust eCommerce technology ecosystem to not only keep up, but to set themselves up for future eCommerce success.
Explore the Professional Service Automation Possibilities of OpenAir (PSA)
NetSuite OpenAir is a solution that brings project accounting to your fingertips. Automating Invoicing, Revenue Recognition, and Project profitability, among others.
The Golden State to Lone Star State Corporate Migration – #Texit
Texas is the state that everyone is looking at right now. The tech hub and the Dallas deal-making culture seem to be the staging ground for the next big software uprising.
Shopify Unite 2021: Key Announcements for Developers & Store Owners
Here’s a round-up of the best announcements from last week at the annual partner and developer conference, Shopify Unite 2021.
Private Equity Insight: Optimizing the PE Tech Stack
What exactly is an ERP? How can it be effectively implemented? How can the right PE technology stack build operational value?
Private Equity Insight: A Technology Partner For Operating Teams
With the increased competition in the Private Equity sector, we must adjust to a value-creation mindset.
Operational Improvement: A Private Equity Roadmap to ERP
When creating operational value for a Portco, few technology improvements can be as efficient as an ERP system.
Capitalize on Evolving Consumer Trends with eCommerce
Online purchases have skyrocketed in 2020. Businesses without an online presence during this time are missing out on all the action!
Securing Cash Flow and Simplifying Payment Cycles
Problems caused by the pandemic has taken time away from tackling larger challenges. This problem is compounded by not receiving or making payments on time.
A Trajectory Group product: Master NetSuite like a Pro with Cognita
Cognita is the first learning management platform providing NetSuite courses to improve everyone’s knowledge.
Streamline Go-To Market Strategy by Integrating with External Organizations
Covid-19 has caused many businesses to suffer. Automotive industries are in crisis, but the grocery sector is blossoming.
Multi-Platform Expertise On Demand: Unified support for all your enterprise systems
It’s no secret that the pandemic we’re living in has put a serious dent in most companies’ day to day operations.
Advanced Approvals Bundle: Increase Internal Controls
Controlling expenditure via secure yet transparent approvals processes is a key success factor for facilitating expense savings and management visibility.
NetSuite Fixed Assets Module: What, How & Why
The NS FAM is a SuiteApp that provides automated management of fixed assets acquisition, depreciation, revaluation, and retirement.
Step-by-Step: Diving in to Oracle NetSuite Security Roles
We went step by step on the NetSuite user role creation process to help you understand the considerations and underwork needed for a proper configuration.
Many of us have wondered this. Do I Need NetSuite ERP?
Preferred by customers due to its flexible, friendly and scalable solution, NetSuite cloud ERP centralizes business operations to provide a global management experience.