Optimizing The PE TECH STACK
This whitepaper is a collaboration of Trajectory President Alex Olano, FloQast.com VP of Business Development Marc Craver and Software Operations Executive at ST6 Partners LLC Casey Conner, in which they share their decade-plus of ERP implementation experience to explain what an ERP ecosystem is, how one can be efficiently and effectively implemented, and how the right private equity technology stack can build operational value.
“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.”
To meet high exit value expectations, PE and Venture Capital (VC) firms need new ways to build Portco value. The savviest PE firms now focus on operational improvement initiatives like digital transformation. Their strategies often include implementing ERP technology ecosystems in their Portcos. PE firms that select the right ERP technology and follow a robust implementation process create more potential value.
What exactly is an ERP ecosystem, how can it be implemented efficiently and effectively, how can the right PE technology stack build operational value?
In this whitepaper, Trajectory President Alex Olano, FloQast.com VP of Business Development Marc Craver and Software Operations Executive at ST6 Partners LLC Casey Conner, share their decade-plus of ERP implementation experience to explain.
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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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.
Learn about the related factors of timing, budget, resourcing and scope and about 10 tips for setting realistic expectations.
Let’s explore the 10 barriers to implementation success and how to mitigate them to achieve effective technology transformation.
The importance of fostering an iterative operational improvement mindset and action plan are critical to supporting the on-going optimization of business processes.
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.
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What exactly is an ERP? How can it be effectively implemented? How can the right PE technology stack build operational value?
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