Charting Bold New Paths in
Digital Transformation
We deliver transformation through a blend of strategic advisory and cutting-edge implementations, tailored to elevate your operational performance.
Digital Due Diligence & Systems Integration Roadmapping
Business Process Transformation & Systems Implementation
Systems Integration
Continuous Optimization & Managed Services
Insights
Strategies
That Inspire
We believe technology is not just a tool but a catalyst for progress. Our vision is built on the conviction that every business can achieve operational excellence when the right strategy meets unrivaled execution.
We are not satisfied with simply keeping pace; we lead, innovate, and redefine industry standards.
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Our Services
Tailored Services
for Visionary Leaders
Our services are crafted to address the most pressing challenges, from helping private equity firm unlock portfolio value to supporting companies in reengineering processes for lasting impact. With unwavering attention to detail we blend precision and innovation to drive successs, empowering you to excel in a rapidly evolving digital landscape.
Services for
AI
Enablement
Services for
Private
Equity Firms
Services for
Companies
AI Assessment & Execution
Our AI Assessment identifies automation opportunities, then we design tailored solutions to enhance efficiency, innovation, and accelerate AI adoption aligned with your business goals.
Digital Due Diligence & Systems Integration Roadmapping
We help PE firms assess acquisition targets, identify IT risks, and create tailored roadmaps for Salesforce, NetSuite, and integrations, aligning with value creation and post-close execution.
Digital Transformation Value Creation
Trajectory drives value through strategic automation, process optimization, and scalable tech stacks including Salesforce and NetSuite.
Growth Enablement & Ongoing Operational Improvement
As PortCos grow, we scale systems with managed services by supporting integrations, reducing technology burdens, and enabling continuous improvements using fractional resources.
Business Process Transformation & Systems Implementation
Using Salesforce, NetSuite, and Shopify, our experts craft tailored solutions that optimize your processes to work as efficiently as you do.
Systems Integration
With Boomi, MuleSoft, and InitusIO, we ensure seamless operations without silos or manual workflows; unifying your systems and leveraging data for strategic decisions.
Continuous Optimization & Managed Services
Our proactive support and continuous optimization keep your systems agile, efficient, and ready for the future.
Services for
AI
Enablement
AI Assessment & Execution
Our AI Assessment identifies automation opportunities, then we design tailored solutions to enhance efficiency, innovation, and accelerate AI adoption aligned with your business goals.
Services for
Private
Equity Firms
Digital Due Diligence & Systems Integration Roadmapping
We help PE firms assess acquisition targets, identify IT risks, and create tailored roadmaps for Salesforce, NetSuite, and integrations, aligning with value creation and post-close execution.
Digital Transformation Value Creation
Trajectory drives value through strategic automation, process optimization, and scalable tech stacks like Salesforce and NetSuite.
Growth Enablement & Ongoing Operational Improvement
Services for
Companies
Business Process Transformation & Systems Implementation
Using Salesforce, NetSuite, and Shopify, our experts craft tailored solutions that optimize your processes to work as efficiently as you do.
Systems Integration
Continuous Optimization & Managed Services
Our Clients
WE TAKE PRIDE
IN YOUR SUCCESS
Our success is measured by the growth of our clients. We build lasting relationships rooted in trust, transparency, and a shared passion for excellence. From nimble startups to global enterprises, our clients rely on us for transformative solutions that yield lasting results.
Client-Centric Approach
We collaborate closely with each client, ensuring that every solution is as unique as the challenges it addresses.
Proven Track Record
With two decades of experience, hundreds of successful projects, and a team of certified experts, our legacy is defined by long-term partnerships and transformative success stories.
Our Products
Transformation
IS ONLY POSSIBLE
WITH THE BEST TOOLS
Our robust ecosystem is built on industry-leading products. Every product is a building block in a larger strategy to make your operations more agile, efficient, and ready for tomorrow’s challenges.
Enterprise Solutions
Integration Platforms
Our Products
Transformation
IS ONLY POSSIBLE
WITH THE BEST TOOLS
Our robust ecosystem is built on industry-leading products. Every product is a building block in a larger strategy to make your operations more agile, efficient, and ready for tomorrow’s challenges.
Enterprise Solutions
Integration Platforms
“Trajectory worked with Sovos’ Salesforce implementation partner and internal teams to develop a streamlined Salesforce to NetSuite architecture, achieving the goal of making “Billing a Non-Event.” This transformation improved the quote-to-revenue process and positioned Sovos to efficiently integrate new acquisitions. Trajectory’s combined consulting and development efforts added significant value, ensuring a smooth implementation.”
Venu Martha
VP Business Applications
Sovos Compliance, LLC
The Challenge
Sovos encountered challenges due to the previous independent implementations of Salesforce and NetSuite, which simplified integration and overlooked unique business processes. This led to operational issues, manual workarounds, and data inconsistencies. Updating the systems to accommodate new processes was crucial while minimizing disruption to operations.
The Approach
Integrating multiple entities into a unified Salesforce and NetSuite ecosystem involved extensive data transformation and redefining processes. Key outcomes included synchronized operations, accurate data migration, and resolved revenue recognition issues, enabling consistent financial reporting and scalable growth under a centralized project manager overseeing over 100 stakeholders.
The Results
The successful implementation enabled the Sales, Sales Operations, Customer Success, and Finance teams to optimize quote-to-revenue reporting. Key benefits included streamlined integration between Salesforce and NetSuite, aligned and cleansed data, consolidated reporting compliant with international revenue recognition standards, and the ability to onboard a new acquisition within eight months.
Over TWO DECADES turning complex challenges into seamless solutions
We have mastered the art of business transformation. Our world-class team of certified consultants bring a unique blend of industry expertise, technical know-how, and innovative thinking.