Case Study: SAI360 achieves streamlined finance operations with Trajectory

SAI360 saves up to 80 hours per month with Trajectory

The customer, SAI360, faced operational challenges due to rapid growth, with its teams performing manual tasks in its Salesforce and NetSuite ecosystems. This created inefficiencies, particularly for its accounting team. To address this, SAI360 engaged vendor Trajectory Inc. for a digital transformation project focused on process optimization and automation.

Trajectory Inc. implemented several solutions including automating the collections email process and multi-tier vendor bill approvals using its Approvals Bundle. The project also streamlined the integration between Certinia and NetSuite using the InitusIO platform. These changes provided the accounting team with collective time savings of up to 80 hours per month, allowing them to focus on more strategic initiatives.

SAI360