Trajectory NetSuite Consulting

What Trajectory NetSuite Consulting does

Trajectory NetSuite Consulting (legal entity Trajectory Global Services, Inc.) is a privately held digital transformation and systems integration firm founded around 2005-2007, headquartered in Dallas, Texas with additional offices in Toronto (Canada), Bogotá (Colombia), and Santiago (Chile). The firm implements and optimizes enterprise platforms — primarily Oracle NetSuite (ERP), Salesforce (CRM), Shopify (eCommerce), and Oracle OpenAir (PSA) — connected via integration platforms Boomi, MuleSoft, and its proprietary InitusIO, with AI-augmented services delivered through the Initus product family (InitusGPT, InitusMigrate, InitusIDP, InitusDecoder, InitusVault) and the Campfire.AI and Cognita platforms.

The company serves a base of "hundreds of clients" spanning SaaS and technology, financial and professional services, manufacturing and distribution, retail and eCommerce, and — as a primary segment — private equity firms and their portfolio companies requiring digital due diligence, post-close systems implementation, integration roadmaps, and ongoing operational improvement. The firm reports 450+ successful implementations across Salesforce, NetSuite, and integration projects and positions itself as a partner to PE operating teams managing acquisition velocity and exit-readiness reporting.

The business operates on a quote-based, direct enterprise sales model with three revenue streams: professional services for implementation engagements (typically 4-8 months for NetSuite, 4-8 weeks for Salesforce), managed services for ongoing optimization post-go-live, and AI assessment and execution services. Distribution is exclusively direct; the firm does not use indirect channels, resellers, or self-service. The leadership team is led by CEO and Managing Partner Alex Olano (former IBM Global Services and Accenture consultant) and VP of Operations Vlad Olano.

Name

Trajectory NetSuite Consulting

Legal name

Trajectory Global Services, Inc.

Website

https://trajectoryinc.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

51–100 employees

Short description

Trajectory NetSuite Consulting is a privately held, Toronto- and Dallas-based digital transformation firm that implements and integrates Oracle NetSuite, Salesforce, and Shopify for mid-market, enterprise, and private-equity-backed companies, supported by proprietary Initus AI and integration tools.

Ownership category

akta.pro rank

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Professional Services - Implementation: Core consulting revenue stream from implementing enterprise systems (Salesforce, NetSuite, Shopify) for clients. Engagements include assessment, blueprint, configuration, testing, and go-live support. Typical project timelines range from 4-8 months for NetSuite and 4-8 weeks for core Salesforce implementations.
2. Managed Services: Ongoing operational support and optimization services post-implementation. Includes system maintenance, enhancements, troubleshooting, training, and strategic guidance. Acts as an extension of client teams, providing continuous optimization and system evolution.
3. AI Assessment & Execution Services: AI opportunity assessments and implementation services to help companies identify and deploy AI capabilities aligned with business strategy. Includes AI readiness evaluations and custom AI solution development.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Trajectory is a digital transformation consulting firm that implements, integrates, and optimizes enterprise business systems—including Oracle NetSuite, Salesforce, Shopify, Boomi, and MuleSoft—for mid-market and enterprise organizations. Engagements span digital due diligence, business process transformation, system implementation, integration, AI-driven data migration, and ongoing managed services. The firm specializes in serving private equity firms and their portfolio companies, delivering value creation across the investment lifecycle.

Product overview

Trajectory is a digital transformation consulting firm offering a unified ecosystem of enterprise solutions built on industry-leading platforms. The core product portfolio centers on implementing and optimizing Salesforce (CRM), Oracle NetSuite (ERP/CRM), Shopify (eCommerce), and Oracle OpenAir (PSA), connected through integration platforms including Boomi, MuleSoft, and proprietary InitusIO. The offering is augmented by AI accelerators including InitusGPT (generative AI for institutional knowledge), InitusMigrate (semantic AI for data migration), InitusDecoder (AI for legacy code analysis), InitusIDP (intelligent document processing), InitusVault (secure document vaulting), and Campfire.AI. Supporting the technology ecosystem is Cognita, an e-learning platform for NetSuite training and certification preparation.

Differentiator

Problem solved

Functional benefit

Brands

• InitusIO: Cloud-based integration service designed to connect and streamline the flow of data among business platforms
• InitusGPT
• InitusMigrate
• InitusDecoder
• InitusIDP
• InitusVault
• Cognita
• Campfire.AI

Products and services

• Digital Due Diligence & Systems Integration Roadmapping Assessment service for private equity firms evaluating acquisition targets, identifying IT risks and digital gaps and producing bespoke roadmaps covering Salesforce, NetSuite, and integration strategies aligned with value creation goals.
• Enterprise Systems Implementation Business process transformation and implementation of industry-leading platforms such as Salesforce and NetSuite, including assessment, blueprint, configuration, testing, and go-live support for mid-market and enterprise clients.
• Systems Integration Services Connectivity solutions leveraging Boomi, MuleSoft, InitusIO, and native APIs to synchronize data, processes, and operations across Salesforce, NetSuite, Shopify, and other enterprise systems.
• Continuous Optimization & Managed Services Ongoing system maintenance, enhancements, troubleshooting, training, and strategic guidance acting as an extension of client teams to ensure systems evolve with the business.
• Systems Optimizations & Rescues Recovery and optimization engagements for underperforming or troubled enterprise system implementations, including re-implementation, configuration remediation, and stabilization.
• Digital Transformation Value Creation Post-close digital transformation engagements for PE-backed portfolio companies targeting operational improvement, scalable technology foundations, and exit readiness.
• Ongoing Operational Improvement

Quantifiable outcome

• Data migration timeline reduction of 40%+ using InitusMigrate
• +3 more outcomes

Named customers16 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability8 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered core and secondary.

• SalesforcecoreTechnology or IntegrationSalesforce is the world's most popular cloud SaaS CRM platform (150,000+ companies) that Trajectory implements and optimizes for clients. Trajectory supports Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud Account Engagement (Pardot), CPQ, and custom Salesforce Platform applications.
• Oracle NetSuitecoreTechnology or IntegrationOracle NetSuite is Oracle's leading cloud-based ERP solution unifying financials, CRM, inventory, supply chain, and more. Trajectory is a certified NetSuite implementation partner with hundreds of successful client implementations.
• ShopifycoreTechnology or IntegrationShopify is a leading eCommerce platform used by over 1 million businesses worldwide. Trajectory, as a certified Shopify Partner, integrates Shopify storefronts with ERP systems for real-time inventory, order management, and accounting synchronization.
• BoomicoreTechnology or IntegrationBoomi is a leading iPaaS (Integration Platform as a Service) solution. As a certified Boomi Partner over the past decade, Trajectory has helped hundreds of clients integrate third-party solutions with their ERP using the Boomi Connector.
• MuleSoftsecondaryTechnology or IntegrationMuleSoft provides integration platform capabilities that Trajectory leverages for building scalable integrations between enterprise systems. Used alongside Boomi and InitusIO for client integration projects.
• Oracle OpenAirsecondaryTechnology or IntegrationOracle OpenAir is a leading PSA (Professional Services Automation) cloud SaaS solution for project planning, scheduling, resource allocation, and invoicing. Trajectory implements OpenAir for professional services companies.
• AvalarasecondaryTechnology or IntegrationAvalara provides tax compliance automation. Trajectory integrates Avalara with ERP/CRM systems for clients requiring automated tax calculation and compliance capabilities.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Resultant: Mid-sized US consulting firm with a focus on data, technology, and PE advisory. Comparable as a growing challenger in the same mid-market ERP/CRM and PE transformation niche.

Direct peers

• Armanino: Top-20 US accounting and business consulting firm with a large NetSuite practice and PE/venture services. Direct comparable for NetSuite implementations and growth-stage client work.
• Wipfli: Top-tier US accounting and advisory firm with a dedicated NetSuite/ERP consulting practice and PE-backed portfolio services. Direct competitor for NetSuite implementations and PE value-creation engagements.
• Slalom: Boutique consulting and technology services firm delivering Salesforce, ERP, and integration implementations for mid-market to enterprise clients. Closely comparable to Trajectory in delivery model, multi-platform SI focus, and PE/mid-market client mix.
• Accordion Partners: PE-focused consulting firm providing technology-enabled value creation services to sponsors and portfolio companies. Directly comparable PE vertical and technology implementation focus.
• Sikich: Mid-market-focused technology and consulting firm with a NetSuite ERP practice and PE client focus. Comparable in deal size band ($10M–$200M projects) and segment focus.
• CrossCountry Consulting: PE-centric advisory and technology consulting firm delivering ERP, finance transformation, and integration work to private equity and portfolio companies. Strong PE vertical overlap.

Broad incumbents

• BDO Digital: Technology consulting arm of BDO USA offering ERP, CRM, and integration services. Comparable in mid-market positioning and PE-adjacent client base, with broader international scale.
• RSM US: Large accounting/consulting firm with a global NetSuite alliance and dedicated PE services group. Overlaps with Trajectory across ERP implementation, PE diligence, and mid-market transformation.
• NetSuite Consulting Partners (e.g., Capgemini / Cognizant): Global SIs with elite NetSuite alliances delivering large-scale implementations. Compete for enterprise-class NetSuite and Salesforce engagements; broader scale but less boutique PE specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/trajectoryinc
• YouTubeyoutube.com/channel/trajectoryinc
• Facebookfacebook.com/116002841819476
• LinkedInlinkedin.com/company/trajectory-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trajectory NetSuite Consulting