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.
This 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.
Successful data migration can mean the difference between open for business and costly delays during a cloud software implementation. Avoid headaches and learn about best practices and from professional advice. Optimize your enterprise resource management implementation and start enjoying the benefits!
Critical insights for Operational Groups to understand in order to maximize operational improvement for Portcos. Based on 16+ PE-backed Enterprise Resource Planning Diligence projects completed in 2018.
Resource and project planning are vital to any successful implementation. In this checklist, you will find an ideal project responsibility map and an outline of the steps to allow you to undertake the ERP implementation process with confidence.
Want to run a successful ERP implementation project? This guide covers all of the critical steps you need to follow in order to align your company for ERP project success.
Take control of your company’s path to success. Set new goals, keep moving.
NetSuite OpenAir is a solution that brings project accounting to your fingertips. Automating Invoicing, Revenue Recognition, and Project profitability, among others.
Texas is the state that everyone is looking at right now. The tech hub and the Dallas deal-making culture seem to be the staging ground for the next big software uprising.
Here’s a round-up of the best announcements from last week at the annual partner and developer conference, Shopify Unite 2021.
What exactly is an ERP? How can it be effectively implemented? How can the right PE technology stack build operational value?
With the increased competition in the Private Equity sector, we must adjust to a value-creation mindset.
When creating operational value for a Portco, few technology improvements can be as efficient as an ERP system.
Online purchases have skyrocketed in 2020. Businesses without an online presence during this time are missing out on all the action!
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.
Cognita is the first learning management platform providing NetSuite courses to improve everyone’s knowledge.
Covid-19 has caused many businesses to suffer. Automotive industries are in crisis, but the grocery sector is blossoming.
It’s no secret that the pandemic we’re living in has put a serious dent in most companies’ day to day operations.
Controlling expenditure via secure yet transparent approvals processes is a key success factor for facilitating expense savings and management visibility.
The NS FAM is a SuiteApp that provides automated management of fixed assets acquisition, depreciation, revaluation, and retirement.
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.
Preferred by customers due to its flexible, friendly and scalable solution, NetSuite cloud ERP centralizes business operations to provide a global management experience.
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.
Can SuiteApps really make a night & day difference to your ERP system? We think so. Here are our favourite NetSuite partner apps that make life easier.
Order Management helps keep track of your business’s selling process and impacts practically every supply chain process and operation. With NetSuite, you can build a solid sell process.
Operating an international business is a substantial challenge. To encourage customer growth, NetSuite introduced OneWorld, an addition to the cloud-based ERP system.
The beauty of NetSuite in particular as an enterprise resource planning system is the number of native tools, the flexibility of coding & integrations available.