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.”
Director, Mergers & Acquisitions
West Monroe Partners
At a glance
West Monroe Partners
Private Equity & Technology Consulting
Support for Private Equity Team
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.”
CEO & Managing Partner
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.”
ERP Lessons Learned
CEO & MANAGING PARTNER
Take control of your company’s path to success. Set new goals, keep moving.
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.
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.
Learn how you can use Artificial Intelligence & Machine Learning to meet evolving customer needs and accelerate digital transformation.
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.
Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives.
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The importance of fostering an iterative operational improvement mindset and action plan are critical to supporting the on-going optimization of business processes.
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