Trajectory

Solution: Over 10 months, Trajectory and West Monroe streamlined the NetSuite configuration, built custom integrations across the order management and procurement systems using Boomi, and automated manual invoicing and reporting.

Results: Daily manual data imports were eliminated, invoice creation and order synchronisation were automated, and NetSuite reporting was connected to third-party analytics for accounts receivable and payable data.

“They didn't treat it as a templated solution that 'somehow' fits into the ERP platform. They carefully reviewed our setup, business processes and identified realistic solutions that were executed on time, scope, and budget.”

Solution: Trajectory oversaw the initial NetSuite launch and built a custom integration ecosystem connecting NetSuite, Boomi, and the industry-specific BatchMetrics system, then acted as an ongoing digital PMO handling governance, vendor orchestration, and cost-optimization cycles. Integration retry mechanisms were engineered so manufacturing continues through individual system outages.

Results: Grouping transactions cut integration throughput by 90 percent, containing NetSuite license costs as volumes scaled. Real-time cost of goods, WIP tracking, and perpetual inventory replaced manual processes, and the engagement continues on a multi-year roadmap.

“Trajectory is a partner in our business growth. They've seen us through every significant phase of our technology evolution since 2022, adding value and protecting our interests every month.”

Solution: Trajectory redesigned business processes around a synchronised Salesforce-to-NetSuite quote-to-revenue architecture, migrated and cleansed data, and consolidated financial reporting to international standards over a 16-month programme.

Results: Quote-to-revenue processing was streamlined with aligned data across systems, and the platform proved scalable — a new acquisition was integrated within 8 months of implementation.

“Our project goal was to make 'Billing a Non-Event' and this solution has helped us achieve this aggressive goal.”

Solution: Trajectory implemented NetSuite as a single real-time database, consolidating eleven separate system instances and replacing the legacy system's connections through integration updates. Corel's in-house team was trained to handle part of the data migration work itself.

Results: The implementation progressed quickly, and Corel reduced the size of its IT team by repositioning members to manage the NetSuite platform. Simplified processes gave the company greater data visibility and improved forecasting.

Solution: Trajectory, working with West Monroe, implemented Oracle NetSuite across finance and accounting, order-to-cash, customer service, manufacturing, and supply chain. Custom work included a multi-jurisdiction distribution sales order process, purchase order approval routing with thresholds, automated order-hold logic, returns automation, an automated settlement process, and a custom table for tracking unique serial numbers with an audit trail.

Results: The project met its timelines and stayed within scope, and system downtime on NetSuite has been close to zero versus the frequently crashing AX server. Automated settlements reduced the daily workload for the accounts receivable team, and new reporting lets manufacturing supervisors track productivity and quality at an individual level.

“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.”