Case Study

Supporting Trajectory Group’s Digital Transformation Through Customized Integration and Intelligent Data Migration

Partnered with Trajectory, Initus consultants helped them complete an internal systems overhaul: integrating new instances of Salesforce and NetSuite with InitusIO, migrating legacy data with InitusMigrate, and automating workflows. The result? Streamlined operations, unified data, and increased reporting and invoicing accuracy, all delivered in-house, empowering the team to optimize processes and support future growth through business-first technology transformation.

Woman doing inventory management using Initus Artificial Intelligence solutions

At a glance

Client
Sovos Compliance, LLC

Industry
SaaS (Tax Compliance Software)

Solution Timeframe
3 Months

Service
Custom Integration Connector

Solution Components
InitusIO, Sovos ConnectOnce, NetSuite

Client Overview

Trajectory Group is an innovative professional services firm committed to operational excellence that undertook a complex digital transformation involving the deployment of a new fully integrated Salesforce and NetSuite technology ecosystem. Please see the full Trajectory technology transformation case study here.

The Challenge

Transitioning to the new ecosystem posed two major hurdles:

1. Integrations: Ensuring smooth data exchange among different platforms (Salesforce, NetSuite and PowerBI).

2. Data Migration: Accurately and efficiently transferring large volumes of legacy data from Hubspot to Salesforce and from the legacy to the new NetSuite instance, without compromising quality, one of the riskiest aspects of any implementation.

Our Solution

To address these challenges, we leveraged the power of Initus’ InitusIO integration and InitusMigrate solutions:

1. Integration Backbone – InitusIO

• We implemented InitusIO, our cloud-based integration middleware, to unify Trajectory’s tech stack.

• Using a combination of customized connectors and workflows, we enabled real-time data flows across Salesforce, NetSuite and PowerBI.

• The result was centralized, reliable data flows with minimal manual intervention, supporting streamlined order processing, invoicing and financial reconciliation.

2. Risk-Free Data Migration – InitusMigrate

• The InitusMigrate tool was used by Initus technology consultants to execute the data migration process for Trajectory, guiding every step with a structured, user-friendly workflow.

• Its AI-powered features automatically mapped source and target fields, detected and merged duplicates, and produced detailed before-and-after migration reports.

• The tool ensured accuracy, data integrity, and data migration efficiency, critical for speeding up the execution of the implementation overall.

Implementation Highlights

• Thorough Integration Discovery & Planning: Initus consultants led mapping workshops with Trajectory SMEs to discuss business process goals and to define the related detailed InitusIO data mappings.

• Data Migration & Validation: The InitusMigrate tool increased the speed and accuracy of data migration, allowing for a 38% reduction in data migration time vs. similar-sized manually executed data migration efforts.

• Optimized Business Processes between Salesforce and NetSuite: The customized InitusIO solution allowed for smooth data transitions between Salesforce and Netsuite and for the automation of integration-related business processes i.e. the automatic set-up of projects in NetSuite, based on sales opportunity closure in Salesforce.

Results & Impact

Client Feedback

“InitusIO helped us connect our systems seamlessly at a fraction of the cost of other enterprise-grade integration competitors. In addition, the InitusMigrate tool helped us streamline our data migration efforts, which allowed us to avoid the typical data headaches and time-delays associated with enterprise system migrations.”

Alex Olano

Trajectory Implementation Project Sponsor, Trajectory Group

Why Initus?

• End-to-End Coverage: From system-to-system integrations with InitusIO, to guided data migration via InitusMigrate, we deliver complete data transformation solutions.

• AI-Enhanced Data Migration Accuracy: Automated field mapping, duplicate detection, and validation checks minimize errors and manual effort through the use of the InitusMigrate solution.

• Enterprise-Grade Solutions at Accessible Prices: InitusIO is a customizable, enterprise-grade middleware for a fraction of the cost, with turn-key Initus implementation consulting support, ideal for fast-growing mid-sized organizations with lean IT teams.

Ready to Optimize Your Tech Stack?

Whether you’re integrating multiple platforms or migrating legacy data, the Initus Technologies team delivers powerful solutions that support your technology transformation projects from planning to execution.

Reach out today to learn how the InitusIO and InitusMigrate solutions can support your next technology ecosystem transformation with precision and confidence.