Workopolis Streams their Operations by Moving to the Cloud

Client Overview

As the renowned leader in Internet recruitment, Workopolis provides Canadian employers and job candidates with unrivalled access to new opportunities and workers. Workopolis had quickly outpaced their highly manual and disintegrated business processes and systems. A large number of software applications needed to be amalgamated into one enterprise-wide ERP system in order to streamline Workopolis’ complex business processes, as well as the hundreds of thousands of job queries, orders, support requests and job postings that needed to move between front-end and disconnected back-office platforms for provisioning, customer support, billing and accounting.

Trajectory’s Business Cloud solution was designed to solve a wide variety of business pains and problems for Workopolis. To be considered successful, the solution would have to deliver tools and processes for the management of their complex item, pricing and discounting matrix for sales, to the automation of revenue deferral and revenue recognition management, better support and marketing to their customer base and especially company-wide reporting and visibility that would empower every level of management, and make it possible to enforce corporate governance standards. The result was a an end-to-end Business Cloud solution that included NetSuite as the core ERP and CRM, Dell Boomi’s cloud integration platform and Adobe’s EchoSign for e-signature automation. Additionally, Workopolis is now experiencing:

How Trajectory Helped

• Improved sales order volume and accuracy
• Integrated e-signature platform that has shortened the sales cycle by over 3 times
• Upgraded order review process improving profit margins
• Seamless provisioning process enabling sales to develop lucrative reseller and channel partner relationships
• Automated deferred revenue recognition
• New and customized reporting providing data in real time

Workopolis Streams their Operations by Moving to the Cloud

Client Overview

Knightsbridge works with organizations to strengthen their most valuable asset, their people. As Canada’s leading integrated human capital company, with over 250 specialists in Executive Search & Recruitment, Leadership & Talent Development, Career Management and Workforce Management, Knightsbridge serves clients across Canada, the US, the UK and Australia.

In 2005, Knightsbridge underwent a re-evaluation of its strategic goals. Through this process, the company established that essential to its overall success would be to reach $100 million in revenue and strategically expand operations globally. With the strong belief that NetSuite’s Cloud platform would support its long- term vision, Knightsbridge partnered with Trajectory to deliver and deploy a more complete solution.

How Trajectory Helped

• Consolidated 100 NetSuite roles to 35 roles
• 90% of invoices automated
• Monthly accounting close reduced by days
• Automated financial reports
• Automated opportunity tracking and forecasting
• Customized business intelligence dashboards developed
• Preparation and distribution of financial statements have been automated
• Improved General Ledger consolidation and multi-currency reporting

The power of NetSuite eCommerce down on the Pharm.

Client Overview

CherryPharm had lofty goals and a tight timeframe when they turned to Trajectory for NetSuite expertise. Needing to tell the world about the pre-covery and healing power of their all-natural cherry juices, CherryPharm depended on NetSuite as the backbone of their marketing and order management. With a national TV advertising campaign about to launch, CherryPharm needed integration between their website and NetSuite's webstore and order management system to keep-up with the anticipated volume of orders and visits.

Within weeks (and well ahead of schedule) Trajectory had successfully ported CherryPharm's website to NetSuite, configuring and integrating NetSuite's webstore capabilities. Trajectory also created a customized subscription management solution in NetSuite to manage CherryPharm's unique ordering and fulfillment process. Today, CherryPharm.com uses the most advanced marketing and online advertising tools on the web, all integrated with NetSuite.

With the help of Trajectory, CherryPharm found success by transforming NetSuite into a eCommerce, Marketing and sales order engine that just happens to do accounting too

How Trajectory Helped

• NetSuite Configuration
• SuiteScripting Customization
• Webstore porting and design
• Long-term NetSuite Administration
• Business Process Design

NetSuite success delivered to Front Door Organics.

Client Overview

When Front Door Organics (FDO) approached Trajectory in late 2008, they had reached a critical point with their business technology solution. Having selected NetSuite eCommerce to be the face of their organic delivery service, FDO was faced with crucial SuiteScript customizations that had been left unattended and a NetSuite upgrade looming. And with 90%+ of their business depending on their online order portal, the transition had to be seamless. Trajectory set to work testing, validating and augmenting the scripts driving FDO's business, ensuring their web store and NetSuite could manage their complex subscription and purchasing and fulfillment processes while facing no downtime. For good measure, Trajectory designed and built a new customer interface, making it even easier for FDO's customers to get the very best in organic produce and products delivered right to their door.

How Trajectory Helped

• SuiteScripting
• Webstore Customization
• Subscription Management
• NetSuite Configuration
• Long-term NetSuite Administration

NetSuite CRM in less than 30 days.

Client Overview

Termnet's business was rapidly expanding thanks to its growing reference network. With leads pouring in and eager partners seeking updates on the leads they had submitted. Termnet needed a CRM system that could track and automate the distribution of inbound leads across their sales force, drive Termnet reps through the sales cycle and report back to their partners without fielding phone calls. Add to this a compressed timeline and Trajectory is the natural choice.

Within the first 30 days Trajectory had implemented NetSuite CRM+ for Termnet, customizing their lead distribution and Sales force automation processes and rolling the system out their sales reps. Needing to service their hundreds of partners without the expense of licenses, Trajectory leveraged their Advanced Reporting Toolkit to transform the NetSuite Partner Center into a real-time reporting portal.

How Trajectory Helped

• CRM+ Implementation
• Advanced Reporting Toolkit
• NetSuite Training
• SuiteScript Customization

Translating ideas into success for Argo.

Client Overview

When Argo Translation began their relationship with Trajectory, they were already Chicago's premier provider of the most accurate translation services in the most languages. Running NetSuite as their business system, Argo was seeking a way to leverage the technology for competitive advantages across their entire organization, Trajectory was happy to help.

Using our Advanced Customization and Reporting toolkits, Trajectory created custom estimating, billing and project reporting tools all based on NetSuite. These real-time reporting and automation enhancements have resulted in a level of transparency that only Argo Translation can offer.
Just ask Argo Translation's customers the effect these news tools have had. Just be prepared to hear their answers in a few other languages.

How Trajectory Helped

• Advanced Reporting Toolkit
• SuiteScript Customization
• Long-term NetSuite Administration

Trajectory drives end-to-end success for Bug.

Client Overview

BugLabs had a simple goal: create a new industry and a new way providing hardware to consumers across the globe. As with most emerging start-ups, they were in a hurry. They required an e-commerce platform and flexible sales order management processes that met their evolving needs, along with proper inventory and financial controls.

Trajectory rose to the challenge by quickly and effectively implementing the e-commerce, ERP and support modules of NetSuite. These processes have served the company well through multiple stages of growth. BugLabs has continued to lean on Trajectory's expertise to build-out and automate their inventory controls, allowing BugLabs to better track and measure their inventory, track and reduce costs and ultimately, expand their product range. How is Buglabs' goal of disrupting the consumer hardware design industry going? Drop by the website to get a flavor for what's possible.

How Trajectory Helped

• NetSuite Implementation
• NetSuite Configuration
• SuiteScript Customization
• Long-term NetSuite Administration

Trajectory and NetSuite Open Doors to Success.

Client Overview

New View Windows & Doors built a successful business providing custom doors and windows to building and remodeling sites. Having grown their business quickly on the basis of industry expertise and a unique business model, New View's growth was hampered by the lack of visibility and control resulting from a mix of disparate business technologies. Lacking a single authoritative platform for its back-end processes, and way to streamline the management of the multiple quotes New View requires for each of their jobs, a NetSuite solution by Trajectory offered the fastest path to success.

Trajectory quickly evaluated New View's business needs, creating a NetSuite solution that supports their business processes; something they couldn't find in any other On-demand solution. Part of New View's business advantage revolved around their ability to source multiple quotes for any one job, passing on the best possible price and value to their customers. In support of this, Trajectory created a multi-tennant integration solution that allows New View to quickly source multiple quotes from numerous suppliers, automatically importing them into NetSuite for fast and accurate quoting and sales. Having the tools with the flexibility to run their business their way, Trajectory's NetSuite solution has opened new doors (and windows) for New View.

How Trajectory Helped

• NetSuite Configuration
• NetSuite Integration
• Long-term NetSuite Support

Fast-Dry Courts - One platform to run multiple aspects of Fast-Dry Courts business.

Client Overview

Fast-Dry Courts Inc. has been building and maintaining tennis courts in Florida for more than 20 years, with well over a thousand courts under their belt. To drive financial and operational performance for the organization, Fast-Dry Courts first needed to sort out the critical issues they were experiencing before implementing an overall business software solution. The biggest issue was that they utilized different software packages for different aspects of their business — web store, CRM, warehouse management / shipping and financials. This approach made it close to impossible to get a clear picture on how the business was performing at any point in time and did not provide a scalable platform on which to grow the business. Additionally system performance issues and endless updates and / or upgrades were causing issues. Fast-Dry Courts’ cash flow and customer service suffered as a result.

The perfect solution for Fast-Dry Courts is the single system, single database platform that manages all critical business functions: NetSuite. NetSuite has provided Fast-Dry Courts a real-time view of exactly how they are performing on all critical metrics including standard financial items and key leading indicators, which enables Fast-Dry Courts to act on opportunities as they develop and address issues before they become critical.

The adoption of NetSuite has not only increased Fast-Dry Courts shipping capacity but the ability to access NetSuite anywhere with a web browser has increased staff productivity when they are on the road. Fast-Dry Courts has also experienced 100% uptime without the hassle and expense of costly upgrades. As a result, Fast-Dry Courts is working to move all systems off-premise to the cloud.

“Our experience working with Trajectory was extremely positive. I found the consultants to be knowledgeable and quick to propose work-around solutions when required. Most importantly, they did what they said they were going to do, when they were going to do it. I would definitely recommend Trajectory to any business looking to implement or enhance the usage of the NetSuite solution”, says Stephen Dettor, CEO of Fast-Dry Courts Inc.

Halo - Building manufacturing and and sales operations, from back-end to front office.

Client Overview

As a start-up, Halo Technologies chose NetSuite to support their need to move fast and keep costs down while building up their manufacturing and sales operations for their cutting-edge vacuum product. Needing an immediate solution to support their early manufacturing and sales operations, Halo chose Trajectory to deliver a NetSuite solution implementation that would deliver what they needed today, while taking into account Halo's larger business requirements.

Within the first 45 days Trajectory had implemented Halo's NetSuite solution from back to front office, launched their eCommerce webstore, as well as developing EDI connections to support their sales to the 'Big-Box' stores and Integration to Halo's legacy production systems.

With the help and guidance from Trajectory's project management team, Halo's launch was a true success. Halo continued to engage Trajectory for long-term NetSuite support and optimization until their recent acquisition by one of the largest competitors in their space.

How Trajectory Helped

• NetSuite Implementation
• NetSuite Customization
• Long-term NetSuite Administration

Information at the Heart of TyRx's sales.

Client Overview

With their products having the unique selling feature of saving lives, TyRx Pharmaceutical's sales team was only limited by their information and organization. Information, reporting and sales force automation were crucial to powering their lean but effective sales force.

With their unique sales processes and requirements TyRx turned to Trajectory to create a layer of sales reporting and forecasting for their management and sales team. Bringing together elements of customization and leveraging Trajectory’s Advanced Reporting Toolkit, the result was a real-time reporting environment based on data already in NetSuite. Real-time and inside of NetSuite, these reports and forecasts are also printable.

How Trajectory Helped

• Advanced Reporting Toolkit
• NetSuite Configuration
• NetSuite Customization
• Long-term NetSuite Administration

A true growth strategy with a Trajectory solution at the root.

Client Overview

A leading provider of technology based plant health pesticide solutions, OHP Inc. makes growth their business. OHP's sales organization spans the United States and depends on a keen understanding of available market share within their distributor network to forecast and monitor sales. With traditional opportunity management unable to support their strategic vision for growth, OHP needed a solution that would deliver the visibility, control and predictability their sales and supply chain organization needed.

Leveraging elements of NetSuite's opportunity management, as well as the SuiteFlex development platform, Trajectory quickly designed and developed a sales forecasting and management solution native to NetSuite. Trajectory's solution allows OHP's management to determine the available market share by geography and distribution partner, compare these levels against actual performance and allow for the individual reps’ and managers’ forecast inputs. Vital real-time sales information further augments their understanding of how OHP's Distributors, Sales Managers and Territories are performing. This information enables OHP to forecast more accurately, plan and execute better sales strategies and make quick course corrections based on accurate sales performance data

How Trajectory Helped

• NetSuite Customization
• NetSuite Process Optimization
• Long-term NetSuite Support
• Advanced NetSuite Reporting

Trajectory helps Dow Jones Reprint Solutions see more clearly.

Client Overview

Strategically situated amongst their traditional Enterprise legacy systems, Dow Jones Reprint Solutions relies on an integrated, on-demand ERP and CRM solution to manage their sales activities, order management and business critical reporting. The Cloud platform also furnishes business critical information to multiple departments and multiple on-premise systems through custom scripting via web services.

With Sales orders and billing details needing to integrate with Dow Jones Reprint Solutions' accounting and invoicing systems, and vital Accounts Receivable data returning to the source system for use by Dow Jones Reprint Solutions' Account Managers, data validity is paramount. Trajectory's solution automates the checking and validating of key data on transaction records, prior to integration. Leveraging our vast customization expertise and library of code, Trajectory enabled the business rules Dow Jones Reprint Solutions needed to enforce, effectively removing the human element and the root of many errors. Trajectory continues to support our client's efforts in keeping their business critical data clean and, Trajectory solutions continue to help Dow Jones Reprint Solutions ensure the continued reliability of their data and reporting results.

How Trajectory Helped

• Custom SuiteFlex Development
• Data Workflow Design
• Platform Consulting
• Ongoing Administration & Support

MRP for NetSuite: Manufacturing Success.

Client Overview

X-Calibur Plant Health Company is the manufacturer of the revolutionary Plantacote, controlled release fertilizer. A product that helps plants to flourish, even in the most challenging of environments. Preparing to weather the challenging economic environment on the horizon, X-Calibur turned to Trajectory to leverage their NetSuite solution to gain better control and efficiency over their manufacturing operations.

Needing better visibility and control over their Production Planning and International Supply Chain, X-Calibur looked to Trajectory to design and build essential Manufacturing Resource Planning (MRP) tools, creating them as native elements of NetSuite. Based on X-Calibur's sales forecasts and available inventory, Trajectory created a Demand Planning report to advise X-Calibur's production managers on what to build and when. Essential for the efficient flow of X-Calibur's supply chain was the creation of a Purchase Planning report. Based on the demand plan and inventory on-hand, Trajectory's solution produces an accurate picture of materials to be procured, and when X-Calibur should place their orders with their overseas suppliers.
Plans for automating the generation of Work and Purchase Orders based on the MRP functionality Trajectory has created for X-Calibur OHP are in the works.
Trajectory continues to assist X-Calibur manufacture success.

How Trajectory Helped

• MRP for NetSuite
• NetSuite Configuration
• NetSuite SuiteFlex Customization
• Ongoing NetSuite Support

Manufacturing made simple with Trajectory and NetSuite.

Client Overview

Graceland Properties manufactures and sells high-quality portable storage units of all shapes and sizes. Selling both directed and through an ever expanding network of dealers, Graceland's need for information and automation has grown alongside sales. Using NetSuite to coordinate their manufacturing, dealer partners, delivery drivers and all the back office functions of a manufacturing and sales operation, Graceland needed expertise beyond their NetSuite implementation.

Recognizing Graceland's need to automate and scale, Trajectory consultants quickly went to work creating reporting, custom automation to streamline Graceland's sales order and work order/production processes. To help Graceland better manage their inventory both on their partner's lots and in their own facilities, Trajectory helped Graceland rebuild their inventory tracking processes reducing inventory-related expenses while improving tracking. With big plans and a big opportunity, Graceland continues to lean on Trajectory's expertise as they grow.

How Trajectory Helped

• NetSuite Configuration
• SuiteScript Customization
• Long-term NetSuite Administration