Home $ Cases $ West Monroe Case Study

Case Study

Operational Improvement for West Monroe Partners

Providing hands-on support for Private Equity operating teams, results in portfolio companies experiencing in-depth knowledge and support from a multifaceted team.

“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

At a glance

CLIENT
West Monroe Partners

INDUSTRY
Private Equity & Technology Consulting

SERVICE
Support for Private Equity Team

TIMEFRAME
Ongoing

SOLUTION PARTNER
Trajectory

About the Client: West Monroe Partners

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 its 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 to 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.

Looking for a Centralized ERP Solution

West Monroe and Trajectory Group 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.

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

Alex Olano
CEO & Managing Partner
Trajectory Group

Project Highlights

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

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

Project Scoping and Pricing: We provide detailed project budgeting and timelines to support cost modelling and business case development.

Requirements Gathering: Whether as part of solution selection or the design phase, we support West Monroe in eliciting a company’s key requirements, challenging and vetting these with clients, and designing specific solutions to address each business need.

“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
Managing Partner
Trajectory Group

ERP Lessons Learned

As a result of this partnership, 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 Group consultants & West Monroe Partners continue working together on NetSuite projects, from pre-diligence through to implementation and support projects for portfolio companies.

Alex Olano

CEO & MANAGING PARTNER
TRAJECTORY GROUP

YOUR JOURNEY
STARTS HERE

Take control of your company’s path to success. Set new goals, keep moving.

Resources

INSIGHTS & BLOGS

Older

Digital Transformation for Large Organizations Demystified

Successfully implementing digital transformation, especially for large organizations, requires a strategic approach. The path to realizing value creation includes the balancing of technology, methodology, and pedagogy elements. Successfully implementing the four tactical pillars of digital transformation success: a business-first mindset, strategic project phasing, collaborative implementation teams, and consistent onboarding and support paves the way towards value creation.

The Next Frontier in Business Transformation: AI-Driven Operational Improvement for Mature Technology Ecosystems

Learn about how AI/Machine Learning is driving technology transformation innovation for mature technology ecosystems.

Optimal Customization: Leveraging Elite Business Understanding and Technical Capabilities to Unlock Operational Improvement

Read on to learn about how to unlock operational improvement via optimal customization along with the essential concepts that you need to understand to pave the way for technology-driven operational improvement success.

Contextualizing and Harnessing Institutional Knowledge with AI to Optimize Operations

Explorе the pivotal role of institutional knowledge in optimizing opеrations and the possibilities offered by advanced tеchnologiеs like AI. We’ll also spotlight Trajеctory’s groundbrеaking InitusGPT for AI-powered knowledge management.

Harnessing the Artificial Intelligence Revolution for Operational Excellence

Learn how you can use Artificial Intelligence & Machine Learning to meet evolving customer needs and accelerate digital transformation.

Strategic Misalignment Between Private Equity Operating & Portfolio Company Management Teams

Read on to learn more about the common areas of misalignment and how to mitigate them by aligning on the strategic plan, fostering and executing clear communication, and building trust.

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.