A TRUSTED
PE DUE DILIGENCE PARTNER

We have supported over 90 carve-out and merger transactions by delivering successful cloud-based IT solutions that deliver operational improvement.

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Years in Business

ERP Projects Completed

Certified Consultants

ABOUT US

The Journey

“They didn’t treat it as a templated solution that ‘somehow’ fits into the ERP platform. They carefully reviewed our setup, business processes and identified realistic solutions that were executed on time, scope, and budget.”

Satoru Ogawa
CFO
Corsearch

SEE OUR CASES

Solutions

SIMULTANEOUSLY DEFINED BY POSITION AND MOMENTUM:
THE CORE OF OUR METHODOLOGY

_______

We see your business as the ‘object’ that follows a path as it travels through space to its destiny: success. Go to Solutions.

Stay competitive in your marketplace

TRAJECTORY IMPLEMENTATION SOLUTIONS

Private Equity & Fintech Advisory

Pre and post deal financial and technology due diligence, and M&A business processes integrations. See our PE Solutions.

Implementations

Experience-based ERP implementations tailored to our clients’ unique business requirements. Planning, implementation, data migration, and post-go-live support included. Start your project with us.

Optimizations & Rescues

We can parachute into misaligned ERP implementations and get them back on track quickly; reducing costs, using what is workable, and boosting areas requiring improvement. Need a rescue?

Integrations (iPaaS)

Every company process is unique, which will not always fit into turn-key solutions. Our expertise with integrations will support your operational, reporting, and data alignment goals. See how we can help.

Managed Services (EOD)

Continuous maintenance of an ERP is essential to reaping the benefits from your investment. Our support plans are the most flexible in the industry. Learn more about Managed Services.

Partners of:

YOUR JOURNEY STARTS HERE

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

Blog

INSIGHTS

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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.

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.

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.

Third-Party Apps to Consider: 8 must-have NetSuite Partner apps

Can SuiteApps really make a night & day difference to your ERP system? We think so. Here are our favourite NetSuite partner apps that make life easier.

Quote to Cash: NetSuite Order Management System

Order Management helps keep track of your business’s selling process and impacts practically every supply chain process and operation. With NetSuite, you can build a solid sell process.

NetSuite OneWorld: An Admin Guide

Operating an international business is a substantial challenge. To encourage customer growth, NetSuite introduced OneWorld, an addition to the cloud-based ERP system.

NetSuite Tools – The SuiteCloud Platform

The beauty of NetSuite in particular as an enterprise resource planning system is the number of native tools, the flexibility of coding & integrations available.

NetSuite MultiBook Module: All Data Unified

MultiBook module allows customers to maintain up to 5 separate accounting books within the same NetSuite ERP system.

The Complete NetSuite Implementation Guide

ERP Implementations require an organized project management approach. Learn about project phases, resources, budgeting, timing & modules.

NetSuite Accounting Module – Features Explained

The NetSuite accounting module is the best in the industry with a complete feature set your finance team would love.

NetSuite CRM+ Module: Improve Customer Service

NetSuite CRM software stores all of the customer’s information. It blends features from various modules to ensure a complete view of the client’s interaction with your company.

Ultimate Guide to Oracle NetSuite Modules

Netsuite modules empower your business to streamline operational efficiency, allowing the team to spend time on productive, value-added work.

NetSuite Manufacturing Module

The NetSuite Manufacturing module allows your team to have operations management, inventory control, work orders, and production planning in one easy-to-use system.

NetSuite Project Management Module (PSA)

NetSuite PSA provides users with the ability to manage their teams when resources, tasks, and estimates need to be allocated to the right projects.

NetSuite Certification Guide: Become a Pro

68% of the NetSuite professionals hold a certification. Your chances of being chosen as a candidate decrease to 30% in a recruitment process if you are not certified.

3 Ways to Manage Recurring Billing process in NetSuite

NetSuite facilities Recurring Billing process by allowing users to apply 3 different methods according to the complexity of the operation.

Improve your period close with FloQast

Closing your month in ERP should NOT be a painful process – FloQast makes it easy, a reliable financial close software add on to NetSuite.

Month End Close Process in NetSuite

Is the NetSuite period close checklist enough? Learn the best practices on closing a financial period and more about the FloQast financial close software benefits.

Sage Software vs NetSuite ERP

We review what each business management system does, features and price to make a recommendation as to what business should use which.

Cheat Sheets: Essential Saved Searches for NetSuite Administrator

Remember our conversation about The life after your ERP implementation? Let’s continue on how to rock NetSuite as an Admin.

Cheat Sheets: NetSuite Reports vs Saved Searches

Smart decision making starts with having understandable & meaningful data from your ERP system. NetSuite has two options to review data; Saved Search and Reports.

Microsoft Dynamics vs NetSuite ERP | Which one actually helps you grow?

Selecting an ERP is more than just analyzing features and cost, it requires a major understanding of your business needs.

What is NetSuite & Why Financial Teams Need It

NetSuite typically allows for preferential pricing based on factors such as term/duration of use, additional modules chosen, and amount of user licenses.

NetSuite cost factors: How to save your ERP Money

NetSuite typically allows for preferential pricing based on factors such as term/duration of use, additional modules chosen, and amount of user licenses.

Successful NetSuite Integration Guide

NetSuite ERP is not a magical all-in-one IT replacement solution. Good News: developers at Oracle built flexible code to integrate with your existing business-critical apps to plug-in with ERP.

7 Ways to Find NetSuite Support

Contacting NetSuite Support is one way to resolve problems or get answers to day-to-day questions. However, it’s not the only way to get help when you find yourself stuck.