Business Process Transformation & Systems Implementation
Transforming
the Core
of Your Business
When working on ERP and CRM implementations, we reimagine your business processes with the precision of a master craftsman and the visionary clarity of tomorrow’s technology. We believe that when your processes are refined and seamlessly integrated with leading CRM and ERP systems, every operation becomes a catalyst for innovation and measurable success.
Business Process Transformation
& Systems Implementation
Transforming
the Core of
Your Business
We reimagine your business processes with the precision of a master craftsman and the visionary clarity of tomorrow’s technology. We believe that when your processes are refined and seamlessly integrated with leading CRM and ERP systems, every operation becomes a catalyst for innovation and measurable success.
Our Philosophy:
Where
Insight Meets Innovation
Every organization is unique, yet the challenges are universal: inefficiencies, data silos, and outdated practices. Our approach is grounded in the conviction that every business has untapped potential waiting to be unlocked. We dive deep into your operations, leveraging rigorous analysis and industry expertise to transform your legacy systems into a dynamic, future-proof engine of productivity.
1. Discover & Diagnose
We conduct a deep analysis of your processes and systems, identifying inefficiencies and opportunities. Our insights are then strategically aligned with your goals, ensuring optimized operations and long-term value.
2. Design & Reengineer
We reengineer your business processes to be agile, scalable, and future-ready, leveraging proven methodologies. Our team then integrates tailored CRM and ERP solutions, utilizing Salesforce and NetSuite to create a seamless, intelligent technology ecosystem aligned with your operational needs.
3. Implement & Optimize
We ensure flawless execution through careful planning and expert deployment, minimizing downtime and maintaining business continuity. Our commitment to continuous enhancement means we provide ongoing optimization and managed services, adapting to your business’s evolving needs long after implementation.
Our Philosophy:
Where
Insight Meets Innovation
1. Discover & Diagnose
2. Design & Reengineer
We reengineer your business processes to be agile, scalable, and future-ready, leveraging proven methodologies. Our team then integrates tailored CRM and ERP solutions, utilizing Salesforce and NetSuite to create a seamless, intelligent technology ecosystem aligned with your operational needs.
3. Implement & Optimize
We ensure flawless execution through careful planning and expert deployment, minimizing downtime and maintaining business continuity. Our commitment to continuous enhancement means we provide ongoing optimization and managed services, adapting to your business’s evolving needs long after implementation.
AI-Powered, Future-Ready
AI-Driven Precision for CRM & ERP Success
We don’t just deliver CRM and ERP solutions, we enhance them with intelligent automation. Trajectory uses AI tools to accelerate and optimize every stage of implementation: from blueprinting and configuration to testing, integration, and post-launch tuning. By embedding machine learning and decision intelligence into our delivery model, we reduce time-to-value, increase accuracy, and drive long-term scalability.
AI-Powered Blueprinting
Our AI tools analyze business processes and system dependencies to create smarter blueprints, reducing design cycles and ensuring optimal alignment.
Streamlined Data Migration
Our AI-driven data migration solution streamlines data extraction, normalization, and transfer between CRM and ERP systems, minimizing risks in technology transformations.
Document-to-Data with OCR
Cut manual data entry with OCR solutions that extract structured data from PDFs like invoices and contracts, automating CRM and ERP records. Streamline workflows and reduce errors for real-time processing.
AI-Powered Blueprinting
Our AI tools analyze business processes and system dependencies to create smarter blueprints, reducing design cycles and ensuring optimal alignment.
Streamlined Data Migration
Our AI-driven data migration solution streamlines data extraction, normalization, and transfer between CRM and ERP systems, minimizing risks in technology transformations.
Document-to-Data with InitusOCR
Cut manual data entry with OCR solutions that extract structured data from PDFs like invoices and contracts, automating CRM and ERP records. Streamline workflows and reduce errors for real-time processing.
Why Trajectory
WE DRIVE BUSINESS-FIRST DIGITAL TRANSFORMATION
Trajectory provides implementation services that deliver beyond go-live, ensuring your CRM and ERP platforms are aligned with your business strategy, scalable for growth, and optimized for long-term success.
✓ Specialists in Salesforce CRM and NetSuite ERP implementations for growing companies
✓ Business-first approach that aligns technology with operational goals
✓ Experienced multi-disciplinary team of consultants, developers, and PMs with deep platform and industry knowledge
✓ Structured to support your full digital transformation lifecycle, from design to post-launch optimization
Trajectory and West Monroe’s consultants earned the trust of our stakeholders very quickly. They picked up where the previous firm left off and leveraged areas that met Knox’s requirements to minimize rework and deliver cost savings.
The Challenge
Knox’s initial NetSuite implementation was hampered by a consulting firm that failed to understand their business needs and consistently missed deadlines. The firm’s lack of urgency and inability to provide a suitable solution for Knox’s complex model led to frustration, prompting Knox to engage Trajectory and West Monroe for a more effective implementation.
The Approach
Through its partnership with West Monroe and Trajectory, Knox leveraged the integrated expertise of their consulting and development teams to create a continuous and efficient end-to-end support model. This consistent project team provided comprehensive support throughout the entire process, from solution architecture and design to implementation and post-go-live assistance.
The Results
The Trajectory and West Monroe solution transformed Knox’s operations by automating product configuration and website updates, streamlining order approvals, and enhancing procurement controls. With improved returns management and custom serial number tracking, Knox is highly satisfied with these changes, fostering operational efficiency and sustainable growth.
Contact Us
Let’s Connect & Transform Together
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.