Posts by Kristen MacMillan
OpenAir BI Connector Best Practices
Are you looking to seamlessly integrate your OpenAir data with external systems and BI tools? Watch this OpenAir Power Up Series video, where we’ll explore the capabilities of the Business Intelligence (BI) connector. Discover how this powerful feature can streamline your reporting process, enhance data visibility, and open up new possibilities for data-driven decision-making. Key…
Read MoreRevolutionizing CRO Operations: Insights from Top Step and Sikich
Clinical Research Organizations (CROs) face numerous operational challenges in today’s complex landscape. In a recent webinar, experts from Top Step and Sikich shared strategies to optimize study execution and financial management for CROs. The discussion focused on ways to streamline processes, enhance efficiency, and drive business growth. Be sure to read to the end –…
Read MoreSecrets to Managing Invoice Layouts in OpenAir
In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use: Ways to show or summarize data Defaulting layouts to streamline creation Adding visuals and custom terminology Tailoring layouts for different clients/projects And more! Frequently Asked Questions Can you correct multiple timesheets in a single action? Using the…
Read MoreScaling Success: The Top Step and Provus End-to-End Service Automation
In the ever-evolving landscape of professional services, agility, accuracy, and innovation are paramount. Two industry experts, Top Step and Provus, have come together to deliver a groundbreaking solution that addresses these needs head-on. Their partnership is set to revolutionize the way professional services firms handle quoting and service automation. Top Step and Provus – The…
Read MoreTop Step Earns Recognition as a Top 10 NetSuite Solution Provider of 2023 by CIO Applications
June 26, 2023, Top Step, a renowned provider of award-winning Professional Services Automation solutions, has been honored with the distinction of being named one of the Top 10 NetSuite Solution Providers of 2023 by CIO Applications. This accolade further solidifies Top Step’s position as a trusted and reliable partner for professional services organizations who are…
Read MoreTop Step Recognized by Oracle NetSuite for Exceptional SuiteProjects Pro Product Expertise
Top Step, an award-winning and leading provider of Professional Services Automation solutions, was recently announced as the winner of the SuiteProjects Pro Alliance Partner Spotlight Award by Oracle NetSuite. Oracle NetSuite recognizes Alliance Partners that have demonstrated commitment and success in implementing NetSuite, including partners that have developed outstanding expertise, customizations and/or intellectual property in…
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