AI Assessment & Execution Services
Making AI Work Where It Matters Most
AI is more than a trend, it’s a strategic lever for transformation. At Trajectory, we help companies move beyond experimentation to implement scalable, intelligent solutions that deliver measurable outcomes. Through structured assessment, targeted use case design, and precise implementation, we guide organizations in harnessing AI across sales, finance, operations, customer experience, and decision-making. Whether you’re exploring AI for the first time or looking to optimize existing workflows with intelligent automation, we provide the strategy, tools, and execution to make it real.
AI Assessment & Execution Services
Making AI Work Where It Matters Most
AI is more than a trend, it’s a strategic lever for transformation. At Trajectory, we help companies move beyond experimentation to implement scalable, intelligent solutions that deliver measurable outcomes. Through structured assessment, targeted use case design, and precise implementation, we guide organizations in harnessing AI across sales, finance, operations, customer experience, and decision-making. Whether you’re exploring AI for the first time or looking to optimize existing workflows with intelligent automation, we provide the strategy, tools, and execution to make it real.
Our Approach on AI Enablement
From Vision to Value: A Proven AI Framework
Our structured approach helps businesses identify high-impact AI opportunities, align them with operational goals, and implement with speed and confidence.
1. AI Discovery & Readiness Assessment
2. Use Case Design & Feasibility Analysis
3. AI Execution & Implementation
Our Approach to Digital Due Diligence
Smarter Deals through Digital Insight
1. AI Discovery & Readiness Assessment
2. Use Case Design & Feasibility Analysis
3. AI Execution & Implementation
AI-Powered, Future-Ready
AI-Accelerated Precision for Due Diligence & Integration Planning
AI is reshaping how diligence is done. At Trajectory, we embed intelligent tools into every step, from evaluating code to designing systems and resolving stakeholder questions. The result: faster analysis, smarter roadmaps, and sharper execution for confident investment decisions.
Intelligent Document Processing
Use AI and OCR (e.g. InitusOCR) to extract data from PDFs, invoices, and contracts. Auto-creating records in CRM and ERP systems.
Generative AI Assistants
Implement chat-based AI agents (e.g. InitusGPT) that allow users to query and act within platforms like Salesforce, NetSuite, or Wrike using natural language prompts.
Predictive & Prescriptive Analytics
Apply machine learning to forecast demand, detect anomalies, and recommend next-best actions across sales, finance, and operations.
Workflow Automation & AI-Orchestration
Automate repetitive tasks using AI-enhanced iPaaS platforms such as Boomi, MuleSoft, or InitusIO integrated with CRM and ERP environments.
Code & Process Intelligence
Use AI tools (e.g. CodeQuilt) to analyze scripts, dependencies, and impacts of changes, accelerating safe customization and configuration updates.
Code & Process Intelligence
Use AI tools (e.g. CodeQuilt) to analyze scripts, dependencies, and impacts of changes, accelerating safe customization and configuration updates.
Workflow Automation & AI-Orchestration
Automate repetitive tasks using AI-enhanced iPaaS platforms such as Boomi, MuleSoft, or InitusIO integrated with CRM and ERP environments.
Intelligent Document Processing
Use AI and OCR (e.g. InitusOCR) to extract data from PDFs, invoices, and contracts. Auto-creating records in CRM and ERP systems.
Generative AI Assistants
Implement chat-based AI agents (e.g. InitusGPT) that allow users to query and act within platforms like Salesforce, NetSuite, or Wrike using natural language prompts.
Predictive & Prescriptive Analytics
Apply machine learning to forecast demand, detect anomalies, and recommend next-best actions across sales, finance, and operations.
Solving Inventory Gaps at La Bota Roja with AI
Benefits of AI with Trajectory
WE DRIVE BUSINESS-FIRST DIGITAL TRANSFORMATION
✓ Proven experience implementing AI within real business systems like Salesforce, NetSuite, and Shopify
✓ Enterprise-ready architecture, security, and integration expertise
✓ Accelerated execution with proprietary tools and frameworks (Initus AI Suite)
✓ Cross-functional end-to-end business process impact: through sales, finance, operations, customer success, analytics, and IT
The utilization of Machine Learning enables us to streamline various aspects of our organization, such as product set-up, procurement, and webstore integration. This optimization breakthrough eliminates the need for manual tasks, minimizes the risk of errors and delays, and ultimately enhances efficiency within our organization.
Ramiro Méndez
General Manager
La Bota Roja
The Challenge
La Bota Roja needed to keep their detailed product catalog in NetSuite up to date, but the process relied on manually filling out CSVs—a time-consuming task that often led to errors and delayed inventory updates. This slowed down operations and impacted productivity.
The Approach
Trajectory implemented a Machine Learning solution that automated product setup by analyzing images. The system identified product attributes, generated codes and barcodes, and created Purchase Orders—all integrated directly with NetSuite through Initus. It also updated existing products when needed, ensuring smooth data flow.
The Results
Automation transformed how La Bota Roja managed products. Manual work was dramatically reduced, inventory accuracy improved, and new items were loaded much faster. The team could now operate more efficiently and focus on scaling the business instead of handling repetitive tasks.
Contact Us
Let’s Transform AI from Buzzword to Business Value
Whether you’re driving portfolio success or reimagining your operational core, our experts are ready to start the conversation. Your journey to innovation begins with a single step, reach out, and let’s build the future together.