Case Study: Sovos Compliance achieves streamlined billing and quote-to-revenue operations with Trajectory Inc.

Sovos Compliance streamlines billing with Trajectory in 16 months

Sovos Compliance, LLC, a global provider of tax compliance software, faced significant billing process challenges and data inconsistencies due to a poorly integrated Salesforce and NetSuite ecosystem. This resulted in manual workarounds and operational inefficiencies. To address this, Sovos engaged vendor Trajectory for a comprehensive NetSuite blueprint and implementation service to redesign its quote-to-revenue process.

Trajectory implemented a holistic solution by redesigning business processes and executing a complex data migration to unify Sovos's systems. The results included streamlined operations, cleansed data, and consolidated financial reporting. The solution was highly scalable, allowing a new acquisition to be rolled onto the platform within eight months of implementation, successfully making billing a non-event for the company.

Sovos Compliance, LLC