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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Implementing Technology Solutions Alone Does Not Equate to Operational Improvement
Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives.
Realistic Expectation Setting | Operational Improvement Series
Learn about the related factors of timing, budget, resourcing and scope and about 10 tips for setting realistic expectations.
10 Barriers to Implementation Success | Operational Improvement Series
Let’s explore the 10 barriers to implementation success and how to mitigate them to achieve effective technology transformation.
More than a One-off Endeavor | Operational Improvement Series
The importance of fostering an iterative operational improvement mindset and action plan are critical to supporting the on-going optimization of business processes.
Robust Technology Infrastructure for the New eCommerce Era
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The Golden State to Lone Star State Corporate Migration – #Texit
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Shopify Unite 2021: Key Announcements for Developers & Store Owners
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Private Equity Insight: Optimizing the PE Tech Stack
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Private Equity Insight: A Technology Partner For Operating Teams
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Operational Improvement: A Private Equity Roadmap to ERP
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Capitalize on Evolving Consumer Trends with eCommerce
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Securing Cash Flow and Simplifying Payment Cycles
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A Trajectory Group product: Master NetSuite like a Pro with Cognita
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Streamline Go-To Market Strategy by Integrating with External Organizations
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Multi-Platform Expertise On Demand: Unified support for all your enterprise systems
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Advanced Approvals Bundle: Increase Internal Controls
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NetSuite Fixed Assets Module: What, How & Why
The NS FAM is a SuiteApp that provides automated management of fixed assets acquisition, depreciation, revaluation, and retirement.
Step-by-Step: Diving in to Oracle NetSuite Security Roles
We went step by step on the NetSuite user role creation process to help you understand the considerations and underwork needed for a proper configuration.
Many of us have wondered this. Do I Need NetSuite ERP?
Preferred by customers due to its flexible, friendly and scalable solution, NetSuite cloud ERP centralizes business operations to provide a global management experience.