For Salesforce and NetSuite

ARTIFICIAL INTELLIGENCE ASSESSMENTS

Get Strategic. Get AI-Ready.
The AI boom is here. But if your business isn’t ready—from your data to your workflows to your people—diving in could create more noise than value.

Book your AI Assessment today

We offers real use case opportunities tailored to your business model.

Clarity before complexity.

Our AI Assessments for Salesforce and NetSuite technology ecosystems are designed to cut through the hype and bring clarity, structure, and business relevance to your AI ambitions. Whether you’re under pressure to “do something with AI” or you’re genuinely curious where it fits, we assess your operational readiness and make sure every step toward AI adoption is grounded in real business outcomes.

Trajectory works with leadership, operations, IT, and finance teams to align AI opportunities with what matters: efficiency, insight, scalability, and revenue impact.

No AI for AI’s sake. No vague strategies. Just actionable insights and a blueprint you can trust.

When You Need It

You’re under pressure to innovate, but unsure where AI truly fits.

Leadership wants clarity before investing in AI initiatives.

You suspect opportunities in automation, forecasting, or productivity—but lack the roadmap.

You’ve already tried AI pilots with underwhelming results.

Your data, workflows, or integrations need work before AI can deliver value.

What You Get

A clear AI readiness scorecard.

Real use case opportunities tailored to your business model.

Analysis of data structure, quality, and integration capabilities.

A step-by-step, ROI-backed AI roadmap—scalable, grounded, and execution-ready.

A Comprehensive Step-by-Step

The Assessment Process

We make AI practical by breaking down complexity into clear, collaborative steps:

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1. Discovery & Alignment

We meet with stakeholders to understand your business goals, operational pain points, and appetite for AI.

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2. Data & Infrastructure Review

We evaluate your current systems, data quality, and integration capabilities to identify what’s usable and what’s missing.

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3. Process & Use Case Mapping

Through workshops and interviews, we surface automation opportunities and AI-enabled insights that align with your business model.

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4. Gap & Readiness Analysis

We assess gaps across tech, process, and people—and score your readiness to adopt AI effectively.

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5. Strategic Roadmap Delivery

You receive a tailored, realistic AI roadmap with prioritized initiatives, timeline, ownership, and ROI expectations.

Get Started Today

Talk to Us About an AI ASSESSMENT

Ready to stop theorizing and start mapping the path forward?
Let’s assess what’s possible before you take the leap.