This Insight outlines key success factors for building scalable technology ecosystems for Private Equity-backed portfolio companies. Using Sovos Compliance LLC’s technology transformation as a case study, it emphasizes the importance of holistic business process redesign, rigorous project blueprinting, and high-integrity data migration. The document highlights how Trajectory was part of the implementation team that helped Sovos streamline its quote-to-revenue process using Salesforce, NetSuite, and Boomi. PE firms are encouraged to adopt structured, scalable approaches that support rapid growth, acquisition integration, and long-term value creation, linking operational efficiency directly to EBITDA improvement and investment success.

For growth-focused teams and Private Equity sponsors, Trajectory delivers client-centric enterprise application solutions across Salesforce, NetSuite, Integrations, and AI, bridging pre-acquisition due diligence with scalable post-acquisition execution. We blend strategic clarity with hands-on delivery, ensuring operational value from day one. With a global presence, we bring years of experience and have completed over 450 successful implementations.

This Insight outlines key success factors for building scalable technology ecosystems for Private Equity-backed portfolio companies. Using Sovos Compliance LLC’s technology transformation as a case study, it emphasizes the importance of holistic business process redesign, rigorous project blueprinting, and high-integrity data migration. The document highlights how Trajectory was part of the implementation team that helped Sovos streamline its quote-to-revenue process using Salesforce, NetSuite, and Boomi. PE firms are encouraged to adopt structured, scalable approaches that support rapid growth, acquisition integration, and long-term value creation, linking operational efficiency directly to EBITDA improvement and investment success.

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.