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.

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.
“Trajectory and West Monroe’s consultants earned the trust of our stakeholders very quickly. They picked up where the previous firm left off and leveraged areas that met KNOX’s requirements to minimize rework and deliver cost savings.”
Mark Bradbury | Director of IT | The Knox Company
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.
About This Insight
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.
About Trajectory
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About This Insight
According to studies, the more transformations a company takes, the greater its chances for success. But less than one-third of respondents in a McKinsey survey said their companies’ transformations were successful. Similarly, out of the 89% of board directors who reported having embedded digital in all of their business growth strategies, Gartner found that only 35% had achieved or were on track to achieving their digital transformation goals.
One-size-fits-all technology implementations fall short in addressing unique requirements, as they overlook the nuances that make each business distinct. By prioritizing customized solutions that are right-sized, organizations can harness the power of technology tailored specifically to their needs. This ensures the seamless integration of every aspect of their operations.
It is in this context that Trajectory’s approach to “optimal customization for unique businesses” becomes a game changer, paving the way for success in today’s competitive landscape.
About Trajectory
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Trajectory Group
CEO & Managing Partner

Throughout his 20-year career at Trajectory, Alex’s role has ranged from managing teams and projects to running the professional services organization, and mentoring Trajectory’s growing number of Consultants. Currently, he leads the Trajectory Team and invests his time ensuring Private Equity avoids key technology risks during their transactions. Alex understands technology is simply the means for achieving business goals. He has guided Trajectory’s organization to form its own version of Operational Improvement, which combines industry and business acumen with highly effective technology implementation capabilities. Prior to joining Trajectory Group, Alex spent 10 years in business consulting, systems advisory, and SAP implementations with IBM Global Services and Accenture.