a Technology Partner for PE Operating Teams
This white paper discusses the evolving key role of a technology partner to PE Operating Teams, featuring a case study that demonstrates how Trajectory helped Corsearch Inc., a successful portfolio company, streamline its NetSuite environment throughout its investment lifecycle, in order to optimize its operations.
“With increased competition in the private equity sector and the rising cost of fewer targets, the need for PE firms to adjust to a value-creation mindset throughout the entire investment life cycle is a strategic imperative.”
The days of financial engineering to improve the perception of portfolio company performance are a distant memory, replaced with tangible operational improvement initiatives such as technology and financial transformation initiatives. A key success factor for financial technology-driven transformation initiatives is a reliable, experienced technology partner, like Trajectory, to guide the ERP system implementation.
Portfolio company value creation is more and more being driven by technology-backed financial transformation initiatives.
When it is best to engage technology partners during the deal life cycle.
What specific services PE Operations Teams should seek from their technology partners in order to maximize value for their portfolio companies.
A case study of how a PE firm engaged with Trajectory to leverage our expertise in NetSuite assessments, optimizations and integrations to maximize value for one of their portfolio companies.
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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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.
NetSuite OpenAir is a solution that brings project accounting to your fingertips. Automating Invoicing, Revenue Recognition, and Project profitability, among others.
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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?
With the increased competition in the Private Equity sector, we must adjust to a value-creation mindset.
When creating operational value for a Portco, few technology improvements can be as efficient as an ERP system.
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