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Seamless Systems Implementation, Integration & Data Migration In-House: Trajectory Group Enhances Its Own Operations via Technology Transformation

This case study highlights how Trajectory Group transformed its own operations by implementing Salesforce CRM and NetSuite ERP, seamlessly integrated with InitusIO, and migrated data using their proprietary MigrateEase tool. This strategic internal project showcases Trajectory’s expertise in creating a unified operational technology ecosystem, significantly boosting efficiency and validating their proven methodologies for client success.

At a Glance

Client
Trajectory Group

Industry
Professional Services

Services
Integrated Salesforce and NetSuite Blueprint & Implementation

Timeline
6 months

Solution Partners
Trajectory, Salesforce, NetSuite, InitusIO, MigrateEase for Data Migration

The Challenge: Trajectory Elevates Operations Through Strategic Technology Ecosystem Modernization

Trajectory, a leader in technology implementation, recently undertook a significant internal initiative; a comprehensive modernization of their own core business systems. Driven by growth and the need to enhance their operations, this ambitious project involved deploying new integrated Salesforce CRM and NetSuite ERP instances.

The endeavour was anchored in two fundamental principles: holistic project blueprinting and a comprehensive data migration strategy, efficiently executed with Trajectory’s proprietary MigrateEase tool. Another key to success was the robust integration between these platforms, powered by InitusIO. Additionally, Intelligent Automation (IA) was seamlessly embedded throughout the entire project, ensuring optimized workflows and enhanced efficiency.

The Objectives: Streamlining for Success – Overcoming Disconnected Systems and Growing Pains

Like many thriving companies, Trajectory navigated common growing pains. They grappled with manual workflows, critical information scattered across disconnected data silos, and a noticeable lack of real-time insight into sales and finance operations. To support their growth and reach peak operational excellence, their existing NetSuite and HubSpot CRM systems needed a strategic refresh. They handled the in-house implementation and integration of the systems. A major goal for this new NetSuite deployment was to access powerful features such as multicurrency management and multi-subsidiary capabilities, essential for global expansion.

Project Highlights: The Trajectory Solution – A Unified Operational Technology Ecosystem

Trajectory deployed a multi-faceted solution, serving as a direct testament to their deep expertise in engineering highly efficient operational ecosystems:

• Salesforce Sales Operations: Salesforce was strategically implemented to centralize sales activity and improve visibility across the funnel. CPQ was deployed to streamline quoting and accelerate deal velocity, enabling accurate forecasting from lead to close.

• NetSuite ERP Implementation: A brand-new NetSuite instance was established, laying a robust foundation for enhanced financial management, precise project accounting, and comprehensive operational control. This upgrade specifically enabled advanced multicurrency and multi-subsidiary management, aligning seamlessly with the functionality they needed.

• Seamless System Integration: A critical component of the project’s success was the establishment of seamless integration between Salesforce and NetSuite, powered by InitusIO, an intelligent, cloud-based middleware that unified the enterprise technology ecosystems, ensuring continuous, uninterrupted data flows.

• Strategic Data Migration: Leveraging Trajectory’s advanced proprietary tool, MigrateEase, meticulous data migration was executed. Data from HubSpot was seamlessly transferred to Salesforce, and legacy NetSuite data was accurately migrated to the new instance. MigrateEase provided a guided migration process and guaranteed data integrity through the generation of detailed verification reports, ensuring precision and reliability.

“MigrateEase significantly streamlined our data migration process, allowing us to accurately transfer information from HubSpot and NetSuite to the new systems. It was a huge relief for us, reducing migration time by 38%!”

Vlad Olano
Trajectory Implementation Project Sponsor
VP of Operations, Trajectory Group

Solution Benefits: Key Results & Impact – Measurable Improvements

The internal project yielded significant and quantifiable improvements across various operational areas:

✔ 38% Reduction in Migration Time: The strategic application of MigrateEase dramatically accelerated the data migration process, minimizing operational disruption and ensuring a swift transition.

✔ 42% Monthly Decrease in Data Entry Errors: The implementation of automated data flows and the inherent integrity assured by MigrateEase has led to a marked improvement in data quality and a substantial reduction in rework.

✔ 27% Reduction in Invoicing Process Time: Streamlined workflows, the use of automated charge-based billing largely driven by time entries, and enhanced communication channels between sales and finance functions have significantly improved cash flow velocity and overall operational efficiency.

✔ 25% Enhanced Operational Efficiency & Data Accuracy: The newly integrated systems provide real-time, highly accurate insights into both sales performance and financial health, empowering more informed decision-making.

✔ Reinforced Expertise: This internal implementation served as a powerful validation, further strengthening Trajectory’s core methodologies and refining its proprietary tools, which will directly benefit future client engagements.

“This project was a true testament to our holistic approach. The seamless integration of Salesforce and NetSuite, coupled with the efficiency of MigrateEase, transformed our internal operations and also provided invaluable insights that we now apply to every client engagement.”

Alex Olano
Trajectory Implementation Project Sponsor
CEO & Managing Partner, Trajectory Group

Lessons Learned – Refining Our Approach

Despite achieving significant technical successes, internal hierarchies occasionally presented challenges to seamless coordination, particularly regarding the navigation of hierarchical communication within a large organization. This experience underscored the critical importance of proactive, robust communication strategies and fostering cross-functional collaboration. Furthermore, the project reinforced the importance of comprehensive business process documentation, rigorous end-to-end system testing, and deeply engaged internal leadership to ensure project success and seamless adoption. These lessons are now even more deeply embedded in our engagement delivery methodology.

A Blueprint for Transformative Growth

Trajectory’s successful internal implementation of Salesforce and NetSuite, powerfully supported by efficient data migration with MigrateEase, demonstrates the profound impact of meticulously executed technology transformations. The foundational success of this project stemmed directly from Trajectory’s unwavering commitment to holistic blueprinting, ensuring that all implementations and integrations were meticulously planned and executed as a cohesive, unified ecosystem.

“By leveraging our expertise, knowledge, integrated solutions, and proprietary tools, Trajectory optimized our own operations and also reinforced our commitment to delivering exceptional value and measurable results for our clients.”

Abhishek Tiwary
Trajectory Implementation Project Manager
Principal Project Manager, Trajectory Group

At Trajectory, our mission extends far beyond software implementation. We offer a strategic, business-first partnership approach that comprehensively considers your entire technology ecosystem. Our methodology incorporates meticulous planning for integration and data migration, coupled with an unyielding commitment to ongoing optimization. This success story stands as a clear demonstration of how we consistently deliver scalable systems, foster smarter operations, and drive long-term, sustainable growth for our valued clients.

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