With a looming deadline, the client had a long list of functions that they wanted addressed before launched. They also wanted to simplify their invoicing methods to eliminate complicated approval processes and streamline tax accounting/reporting and Agent Pay procedures. Integrating with NetSuite and replacing manual Excel work and non-financial metrics with accurate financial reporting were also necessary. Finally, they wanted to configure an accurate fixed asset management module and migrate over 1,000 assets.
Our group went on-site to obtain a deep understanding of what their employee needed. Requirements were drafted and honed to a point of full team buy-in and acceptance. Together, they opted to use collaboration tools like Wrike for collaboration and task management, and Gantt for status updates. We also held weekly 15-minute stand-up meetings to report on progress and to establish what still needed to be done.
Trajectory planned for data migration early, introducing Excel import templates to ensure a clean import of data at configuration and release, resulting in a problem free migration. They also demonstrated every module that was configured to them for requirement acceptance and unit testing. This got the group used to interacting with the platform frequently so that on go-live they were power users. Post-release, Trajectory offered support to clean up and add on any last pieces of non-critical functionality, as well as onboard new users who were introduced mid-project.
Their team quickly adopted the intuitive ERP solution and were able to produce accurate financial reports within weeks of go-live. Their month end close cycle decreased from 3-4 weeks to less than 2 weeks.
“This was a large project with many moving parts, integrations and use of third party apps. Their friendly approach to our group and management, along with fluent communication and robust, yet flexible, planning got the project completed on time and within budget.”
– Darron Yancy, Vice President of Finance, Liveops
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