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WE ARE
TRAJECTORY

Trajectory is a digital transformation consulting group, dedicated to assisting Private Equity operating teams, Office of the CFO groups, and portfolio companies’ executives in achieving operational excellence. Following a business-first solution agnostic approach, we assist with everything from Pre-Acquisition Due Diligence, Blueprinting, and Implementation of entire technology ecosystems including Salesforce, NetSuite, OpenAir, Shopify, Boomi, and GenAI.

OUR TIMELINE

Our cutting-edge expertise
pushes the boundaries
of what’s possible

We provide global coverage and local expertise

Accelerating businesses with NetSuite ERP since 2005

Operations in the US, Canada and LatAm

40 business & technical consultants comprised of MBAs, CPAs, Business Analysts, Software Developers & Professional Project Managers

Private Equity and FinTech advisory dedicated team that specializes in M&A due diligence and carve-out projects

Delivery of complete technology ecosystem solutions including ERP, CRM, eCommerce and PSA elements

More than 50% of our customers are
active referrals,
over 78% work
with us post Go-Live 🚀

MEET THE LEADERSHIP TEAM

ALEX OLANO

CEO & Managing Partner

🇺🇸

Alex has more than 25 years of experience in delivering Business Consulting Solutions to clients. He is responsible for establishing the vision and overall strategy at Trajectory. His passion for building strong relationships makes him ideal to lead our Private Equity Operating Partners team. Alex is a proud board member of the Association of Corporate Growth – Dallas/Fort Worth Chapter (ACG-DFW)

Andrew Andreoli

Managing Partner

🇨🇦

Andrew’s 20 years of experience architecting ERP solutions, his dedication to understanding clients’ business requirements, and his depth of knowledge of cloud solutions are invaluable to leading our sales team in delivering robust and value-driven solutions.

Vlad OLANO

VP of Operations

🇨🇦

Vlad, with over 15 years of technical and solution delivery experience, oversees overall project delivery at Trajectory. He attributes Trajectory’s success to the team’s genuine commitment to clients, and their ability to consistently deliver solutions that drive measurable business value.

Hector parada

Integration Services Manager

🇨🇱

Hector has over 15 years of experience in building custom development and integration solutions. Hector’s extensive technical knowledge makes him a valuable Integration Team lead.

Johanne Prince

Consulting Services Manager

🇨🇦

Johanne is passionate about client service, optimizing NetSuite and exceeding client expectations. Over his 14 year career, he has completed system implementations in the retail, manufacturing, professional services and health and beauty industries.

Abhishek Tiwary

PMO Manager

🇨🇦

Abhishek’s over 10 years of experience overseeing the implementation of Tier II ERP solutions for company’s in various industries including Retail, Tire Retreading, FMCG, Media, Data Security, IT Services and Contact Centres, makes him an ideal PMO team lead. In addition to leading the PMO Team, he manages multiple projects.

OUR VALUES

We Do the Right Thing

Respect, honesty, teamwork and transparency are incorporated into our company’s DNA. We trust each other and collaborate to do the right thing.

We Deliver Value

We provide valuable, measurable and unparalleled services to our customers. We deliver quality and are committed to customer success.

We Take Responsibility

We hold ourselves accountable for our decisions, actions and the results. We take on the responsibility for the quality and delivery of each project.

We Are in Pursuit of Better

We know our approach works and we monitor and analyze our impact to ensure we are always on the right track.

We Invest in Our People

A culture of shared leadership where we coach, support and mentor each other. We lead by example with the goal to reach our highest potential.

YOUR JOURNEY
STARTS HERE

Take control of your company’s path to success. Set new goals, keep moving.

Resources

INSIGHTS & BLOGS

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Beyond the Basics: Common Pitfalls During QuickBooks to NetSuite Migrations And How to Avoid Them

Migrating from QuickBooks to NetSuite? Discover crucial pitfalls in data, process, and user adoption, plus expert tips to ensure a smooth, successful transition.

Empowering Your Finance Team for a Seamless NetSuite Transition

Ready your finance team for NetSuite migration. This guide outlines essential steps for a seamless transition, ensuring an empowered, enthusiastic team.

The Hidden Costs of Staying on QuickBooks Too Long: Is Your “Comfort Zone” Costing You Growth?

Staying with QuickBooks too long subtly drains profits, stifles innovation, and limits growth. This deep dive reveals the hidden costs as your business scales.

NetSuite vs. QuickBooks: When Is It Time to Elevate Your Business Operations?

Discover the clear signs your business has outgrown QuickBooks and how NetSuite offers the integrated ERP solution you need for unparalleled growth.

Key Success Factors for Creating Scalable Technology Ecosystems for PE PortCos

This Insight shares key strategies, such as process redesign, data migration, and tech alignment, through the lens of Sovos Compliance’s transformation with Trajectory

Outgrowing QuickBooks? Make the Move to NetSuite with Confidence

Outgrowing QuickBooks? Trajectory helps scaling companies transition to NetSuite with speed & precision for unified business management.

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.

WE ARE
TRAJECTORY

Our cutting-edge expertise
pushes the boundaries
of what’s possible