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
What’s Next?
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
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
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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
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Securing Cash Flow and Simplifying Payment Cycles
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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
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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.
NetSuite CSV Import – ERP Data Migration Process
Be confident in how to migrate your financial data using CSVs into NetSuite. We cover the best practices along with a quick view of NetSuite’s data model.