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Why Good Enough Tech is the Enemy of a Successful Roll-Up Strategy

Stop paying the “Legacy Tax.” Discover how disparate tech stacks erode margins in PE roll-ups and why a unified ERP is a non-negotiable value creation lever.

Unified Visibility: Creating a Single Source of Truth for Multi-Entity Portfolio Management

Move beyond fragmented data. Learn how to create a Single Source of Truth (SSOT) for multi-entity portfolio management to achieve real-time unified visibility.

The Platform Play: How to Migrate Add-On Data into NetSuite Without Disrupting Operations

Learn how to migrate add-on data into NetSuite without disrupting operations. Use AI-driven validation to unify M&A acquisitions and eliminate data silos fast.

Beyond the License: Why Top Platforms like Salesforce, NetSuite and Avalara Rely on Trajectoy Group to Turn Strategy into Scalable Technology Ecosystem Reality

Trajectory Group acts as the technical execution engine for top software partners (Salesforce, NetSuite, Avalara), bridging the Implementation Gap with a combination of precise solution implementation and AI-accelerated integration.

The Unified Backbone: Mastering Integrated Salesforce & NetSuite Implementations for SMB to Enterprise Organization Growth

Master Salesforce and NetSuite integration using the Unified Backbone Blueprint. Automate Quote-to-Cash (QTC), eliminate data silos, and drive growth for SMBs to Enterprises.

The Value Multiplier: Integrated Salesforce & NetSuite Technology Ecosystems for Private Equity Portfolio Companies

An integrated Salesforce & NetSuite technology ecosystem is a value multiplier for PE PortCos. Learn how a holistic blueprint can improve EBITDA, ensure M&A readiness, and de-risk the exit process.

The Generational Asset: Building Reliable Technology Ecosystems for Family Office Portfolio Companies

Family Offices use integrated Salesforce & NetSuite technology ecosystems to build “Generational Backbones”, professionalize operations and secure long-term value through efficiency.

Mastering Salesforce Flow for Ultimate Automation

Master Salesforce Flow for ultimate automation. Learn about the top 5 strategies to ensure your automations are efficient, scalable, and easy to maintain.

The Salesforce Optimization Playbook: From Pain Points to Performance

Is your Salesforce instance a roadblock? Learn the strategic approach to optimization that combines configuration updates, AI-powered assessments, and specialized accelerator tools to quickly deliver significant results.

The 90-Day NetSuite Optimization Plan: Your Blueprint for Measurable Results

90-day NetSuite optimization plan: Stabilize, automate, and scale your environment for rapid ROI and operational excellence.

The Power of an Integrated Salesforce and NetSuite Blueprint, and How Trajectory Turns It into Execution

Learn how an intentional, enterprise-grade blueprint integrating Salesforce & NetSuite creates a single source of truth, accelerates value, and reduces risk.

How To Achieve True Business Transformation with Salesforce

Is your Salesforce a configured system or a genuinely impactful business asset? Learn how to close the Salesforce Credibility Gap and transform your instance into an integrated engine for strategic growth

The Top 10 Managed Services Issues Trajectory Can Help Address

Unlock the full potential of your CRM & ERP. Learn about the top 10 challenges that the Trajectory’s Managed Services offering can help solve.

Beyond Go-Live: Why a Managed Services Approach is the Key to Sustainable NetSuite Success

Is your NetSuite potential stalling after go-live? Move from firefighting to foresight with a managed services approach focused on data quality, workflow rationalization, and continuous, AI-driven optimization.

The NetSuite Optimization Playbook: Where Configuration Meets AI for More Efficient, Lower-Cost Operations

The Netsuite Optimization Playbook is a guide for businesses about how to optimize their NetSuite ERP systems. It outlines common pain points like data entry errors and manual processes, providing solutions through high-impact configuration changes and the strategic use of AI. Read on to learn more.

Beyond the Basics: Common Pitfalls During QuickBooks to NetSuite Migrations And How to Avoid Them

Moving from QuickBooks to NetSuite is a crucial step for growth, but many companies underestimate the complexity. Discover the common pitfalls like messy data, scope creep, and poor user adoption and how to avoid them for a successful migration.

Empowering Your Finance Team for a Seamless NetSuite Transition

Ready your finance team for NetSuite migration. This guide outlines essential steps for a seamless transition, ensuring an empowered, enthusiastic team.

The Hidden Costs of Staying on QuickBooks Too Long: Is Your “Comfort Zone” Costing You Growth?

Staying with QuickBooks too long subtly drains profits, stifles innovation, and limits growth. This deep dive reveals the hidden costs as your business scales.

NetSuite vs. QuickBooks: When Is It Time to Elevate Your Business Operations?

Discover the clear signs your business has outgrown QuickBooks and how NetSuite offers the integrated ERP solution you need for unparalleled growth.

Key Success Factors for Creating Scalable Technology Ecosystems for PE PortCos

For PE firms to drive growth, a scalable technology ecosystem in PortCos is essential. Success hinges on holistic business process redesign, robust data migration, and a unified system blueprint to support rapid M&A and expansion.

Outgrowing QuickBooks? Make the Move to NetSuite with Confidence

Outgrowing QuickBooks? Trajectory helps scaling companies transition to NetSuite with speed & precision for unified business management.

The Humbling Lessons from Executing Our Own Salesforce-NetSuite Implementation

Reflecting on their own Salesforce-NetSuite implementation, Trajectory shares key lessons on stakeholder engagement, process documentation, and testing.

Digital Transformation for Large Organizations Demystified

Large organizations can demystify digital transformation by focusing on four pillars: business-first mindset, strategic phasing, collaboration, and continuous support.

The Next Frontier in Business Transformation: AI-Driven Operational Improvement for Mature Technology Ecosystems

Learn about how AI/Machine Learning is driving technology transformation innovation for mature technology ecosystems.

The Implementation Nexus: Why Top PE & Family Office Vendors Rely on Trajectory for Accelerated Value Creation

Close the “Implementation Gap”. Trajectory is the high-velocity execution engine that top PE advisors trust to turn strategic blueprints into scalable technology ecosystems.

Optimal Customization: Leveraging Elite Business Understanding and Technical Capabilities to Unlock Operational Improvement

Tailored tech solutions empower niche businesses to boost efficiency, scale seamlessly, and stay agile in a dynamic market landscape.

Contextualizing and Harnessing Institutional Knowledge with AI to Optimize Operations

Maximize operational efficiency by transforming institutional knowledge into actionable insights with AI-powered tools like InitusGPT.

Harnessing the Artificial Intelligence Revolution for Operational Excellence

Harnessing AI and ML transforms operations, enhancing efficiency, automating complex tasks, and revealing data-driven insights for sustained growth.

Strategic Misalignment Between Private Equity Operating & Portfolio Company Management Teams

Misalignment between Private Equity and portfolio company teams can hinder value creation. Aligning on strategy, fostering clear communication, and building trust are key to bridging gaps.

Implementing Technology Solutions Alone Does Not Equate to Operational Improvement

Technology alone won’t improve operations. True impact comes from aligning tools with strategy, leadership, and effective user adoption.

Realistic Expectation Setting | Operational Improvement Series

Realistic expectations align stakeholders, define success, and drive operational improvement through clarity and shared understanding.

10 Barriers to Implementation Success | Operational Improvement Series

Overcome the ten common barriers to successful tech implementations by aligning strategy, managing change, and ensuring effective leadership.

More than a One-off Endeavor | Operational Improvement Series

Operational improvement is an ongoing journey, not a one-time project. Embrace continuous cycles of design, implementation, and refinement to drive lasting success.

Robust Technology Infrastructure for the New eCommerce Era

Build a resilient tech foundation to scale, adapt, and thrive in today’s fast-paced eCommerce landscape. Discover key strategies for success.

Explore the Professional Service Automation Possibilities of OpenAir (PSA)

Discover how NetSuite OpenAir enhances project visibility, streamlines invoicing, and boosts profitability for professional services firms.

The Golden State to Lone Star State Corporate Migration – #Texit

California tech firms are relocating to Texas, drawn by lower taxes, business-friendly policies, and a thriving innovation ecosystem.

Shopify Unite 2021: Key Announcements for Developers & Store Owners

Here’s a round-up of the best announcements from last week at the annual partner and developer conference, Shopify Unite 2021.

Private Equity Insight: Optimizing the PE Tech Stack

What exactly is an ERP? How can it be effectively implemented? How can the right PE technology stack build operational value?

Private Equity Insight: A Technology Partner For Operating Teams

With the increased competition in the Private Equity sector, we must adjust to a value-creation mindset.

Operational Improvement: A Private Equity Roadmap to ERP

When creating operational value for a Portco, few technology improvements can be as efficient as an ERP system.

Capitalize on Evolving Consumer Trends with eCommerce

Online purchases have skyrocketed in 2020. Businesses without an online presence during this time are missing out on all the action!

Securing Cash Flow and Simplifying Payment Cycles

Problems caused by the pandemic has taken time away from tackling larger challenges. This problem is compounded by not receiving or making payments on time.

A Trajectory Product: Master NetSuite like a Pro with Cognita

Cognita is the first learning management platform providing NetSuite courses to improve everyone’s knowledge.

Streamline Go-To Market Strategy by Integrating with External Organizations

Covid-19 has caused many businesses to suffer. Automotive industries are in crisis, but the grocery sector is blossoming.

Multi-Platform Expertise On Demand: Unified support for all your enterprise systems

It’s no secret that the pandemic we’re living in has put a serious dent in most companies’ day to day operations.

Advanced Approvals Bundle: Increase Internal Controls

Controlling expenditure via secure yet transparent approvals processes is a key success factor for facilitating expense savings and management visibility.

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.

NetSuite CSV Import – ERP Data Migration Process

Be confident in how to migrate your financial data using CSVs into NetSuite. We cover the best practices along with a quick view of NetSuite’s data model.

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