OUR
SOLUTIONS
Your trusted partner for FinTech Advisory, ERP Implementations, Optimizations, and Ad Hoc Support
A Trusted PE Due Diligence Partner
Private Equity
& Fintech Advisory
Trajectory Group has supported over 90 carve-out and merger transactions, working with a variety of different PE teams, by delivering successful cloud-based technology solutions that deliver operational improvement.
Proven Technology Partner
(ERP, CRM, PSA, and eCommerce)
IMPLEMENTATION
SPECIALISTS
Trajectory Group has delivered over 325 successful implementations, including various technology ecosystem elements for clients across North and Latin America.
Beyond the Implementation
OPTIMIZATIONS
AND RESCUES
Implementing a cloud ERP is only the first step in an on-going journey of optimizing your solution to maximize business value.
Robust Integrations that Support Dozens of Applications
INTEGRATION (iPaaS)
SOLUTIONS
No matter how complex your application environment or integration needs, Trajectory has the technology and expertise to help.
Reliable NetSuite Solution Support Specialists
Managed Services
(Expertise on Demand)
Having a trusted support partner on call is essential in times of critical system failure, and is extremely helpful for day-to-day system maintenance or process updates.
AIaaS
AI Assessments for
Salesforce and NetSuite
Clarity before complexity. We evaluate your data, processes, and tech stack to identify where AI can drive real impact. Get a practical, ROI-driven roadmap to readiness and results.
YOUR JOURNEY
STARTS HERE
Take control of your company’s path to success. Set new goals, keep moving.
Resources
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.
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
Unlock 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 unlocking 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.