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Implementing Technology Solutions Alone Does Not Equate to Operational Improvement

Learn about how successful operational improvement is a combination of art and science, that blends solid executional methodology, technology infrastructure and business strategy with more fluid human capabilities, attitudes and skill sets. Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives. Most importantly, learn about the 10 keys to operational improvement success and how Trajectory client, Insurance Supermarket Inc., successfully achieved operational improvement by effectively leveraging these key elements.
Download This Insight

Implementing Technology Solutions Alone Does Not Equate to Operational Improvement

Learn about how successful operational improvement is a combination of art and science, that blends solid executional methodology, technology infrastructure and business strategy with more fluid human capabilities, attitudes and skill sets. Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives. Most importantly, learn about the 10 keys to operational improvement success and how Trajectory client, Insurance Supermarket Inc., successfully achieved operational improvement by effectively leveraging these key elements.

“ISI continues to lead the industry in innovative technology and processes that work effectively with partners to serve consumers in the next generation of insurance distribution. We know our process works because it more effectively reflects and serves the needs of consumers when they research, select and purchase life insurance today.”

Alex Dudarev | CEO | ISI Insurance Supermarket Inc.

Today’s Private Equity (PE) market is highly competitive; with more firms with more cash chasing fewer targets, purchase prices are going up while expectations for exit values remain high. At the same time, PE firms need to compete for uniqueness in a crowded market.

About This Insight

ERP implementation ALONE does not equate to operational improvement. Operational improvement is far more nuanced and involves the effective balancing of technology, management and human capital elements. Achieving true operational improvement requires the implementation of a robust ERP ecosystem that serves as a technology backbone to support optimized business processes, and that is supported by an effective change management strategy, an accountable management team and capable and well trained users. Read on to learn how Trajectory customer, Insurance Supermarket Inc., successfully leveraged this formula to achieve operational improvement success.

Topics you will learn about in this Insight include:

  • The “what” and “how” of business and technology transformations
  • 10 Keys to Operational Improvement success
  • 8 Key reasons for ERP and Operational Improvement failure
  • A detailed case study of how Insurance Supermarket Inc. achieved operational improvement success

About Trajectory

Trajectory Group is a digital transformation consulting group that helps drive operational improvement. We assist with everything from pre-acquisition technology due diligence to the implementation, optimization, and managed services of enterprise business management solutions, including CRM, ERP, eCommerce, systems integration, and a broad range of AI accelerators. We have offices in the U.S., Canada, Colombia, Chile, Dubai, and India. With 18 years of experience, we’ve completed over 450 Salesforce and NetSuite projects.

By partnering with Initus Technologies, our sister company focused on Artificial Intelligence (Machine Learning, GenAI & AI Agents), we simplify the heavy lifting of implementations, including project execution, code generation/documentation, data migration and training.

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About This Insight

ERP implementation ALONE does not equate to operational improvement. Operational improvement is far more nuanced and involves the effective balancing of technology, management and human capital elements. Achieving true operational improvement requires the implementation of a robust ERP ecosystem that serves as a technology backbone to support optimized business processes, and that is supported by an effective change management strategy, an accountable management team and capable and well trained users. Read on to learn how Trajectory customer, Insurance Supermarket Inc., successfully leveraged this formula to achieve operational improvement success.

Topics you will learn about in this Insight include:
  • The “what” and “how” of business and technology transformations
  • 10 Keys to Operational Improvement success
  • 8 Key reasons for ERP and Operational Improvement failure
  • A detailed case study of how Insurance Supermarket Inc. achieved operational improvement success

About Trajectory

Trajectory is a digital transformation consulting group, dedicated to assisting Private Equity operating teams, Office of the CFO advisory groups, and portfolio companies’ executives in achieving operational excellence. Following a business-first solution agnostic approach, we assist with: Pre-Acquisition Due Diligence, Blueprinting, and Implementation of entire technology ecosystems including Salesforce, NetSuite, OpenAir, Shopify, Boomi, and GenAI.

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About The Author
Alex Olano
Trajectory Group
CEO & Managing Partner

Throughout his 18-year career at Trajectory, Alex’s role has ranged from managing teams and projects to running the professional services organization, and mentoring Trajectory’s growing number of Consultants. Currently, he leads the Trajectory Team and invests his time ensuring Private Equity avoids key technology risks during their transactions. Alex understands technology is simply the means for achieving business goals. He has guided Trajectory’s organization to form its own version of Operational Improvement, which combines industry and business acumen with highly effective technology implementation capabilities. Prior to joining Trajectory Group, Alex spent 10 years in business consulting, systems advisory, and SAP implementations with IBM Global Services and Accenture.