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Operational Improvement:
A PE Roadmap to ERP

Critical insights for Operations Groups to understand such as when during the deal cycle NetSuite should be considered to maximize operational improvement for Portcos. Based on 16+ PE-backed Enterprise Resource Planning Diligence projects completed during 2018.

corsearch team case study

“In the deal flow,
when should you focus on ERP?”

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The Private Equity industry is crowded, with most PE groups focusing on operational improvement using tailored tools and strategies for differentiation. But, what’s the one tool that’s sure to boost operational improvement for both the PE firm and their Portcos, while offering ample flexibility for differentiation in your value proposition?

We’ve gathered our insights from our 2018 Private Equity backed projects involving Enterprise Resource Planning software, to provide Operations Groups the absolute essential points on effectively leveraging an ERP system for operational improvement.

What the operations group needs to know:

When the PE team should really focus on ERP
The list of PE operational improvement areas assisted by NetSuite features
Common problems for PE to avoid when implementing ERP
The checklist of when to identify ERP opportunity
How to engage with a technology partner/integrator

A tad about Trajectory Group

Trajectory is a boutique technology implementation consultancy focused on helping clients achieve operational improvement via technology transformation. Following a business-first, solution agnostic approach, Trajectory team members, consisting of experienced business consultants, professional project managers, and software developers, support clients and PE firms with everything from technology ecosystem design/solution selection (including OpenAir, Oracle NetSuite, Boomi, Salesforce, Shopify, etc.), technology ecosystem due diligence, blueprinting, implementation to on-going optimization support.

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