Boosting Productivity in Professional Services: A Step-by-Step Guide for Professional Services Automation

In a world where technology is rapidly reshaping how we work, every Professional Services Organization (PSO) faces the challenge of boosting productivity while ensuring operational efficiency. However, this journey can feel like navigating an intricate labyrinth. The myriad of processes to streamline, resources to optimize, and services to deliver can often seem daunting. It’s like standing on one side of a massive, confusing maze, knowing you need to reach the other side, but unsure of the path to take.

That’s where Top Step comes in. We understand the maze. We’ve walked it, mapped it, and led countless others through it. For over 14 years, we have been a trusted guide for PSOs on their journey to heightened productivity and profitability. With a dedicated mission to empower and enable, we navigate you through the complexity towards your goals. One tool that we have extensively utilized to transform the journey for our clients is NetSuite OpenAir. A world-leading Professional Services Automation (PSA) solution, OpenAir is more than just a tool; it’s a game-changer in the truest sense, redefining how PSOs operate and succeed.

The Power of NetSuite OpenAir

As a world-leading Professional Services Automation (PSA) solution, NetSuite OpenAir is specifically designed to boost productivity and service delivery in PSOs. It offers an exhaustive range of features that, when utilized effectively, can enhance project management, optimize resource allocation, and elevate your services to new heights.

In our decade-plus of hands-on experience with this powerful tool, we’ve assisted over 400 clients in deploying and optimizing OpenAir. Our unique position as an Oracle NetSuite partner, combined with our authentic understanding of your day-to-day challenges, enables us to provide an unparalleled level of support and guidance in your OpenAir journey.

Embarking on the Productivity Journey: A Step-by-Step Guide

Boosting productivity with NetSuite OpenAir is a journey, one that requires strategic planning and execution. With each step, you’ll uncover new layers of efficiency, delivering increasingly higher value to your clients. You’ll also discover that NetSuite OpenAir is more than just a tool, but a transformational driver of business efficiency. Here, we provide a step-by-step guide to help you unlock the full potential of this transformative tool.

Step 1: Master the Project Management Features

NetSuite OpenAir’s project management features offer real-time tracking, comprehensive project visibility, and data analysis capabilities. By understanding how to utilize these tools and applying this knowledge to your projects, you can greatly enhance your project’s efficiency and outcomes, helping you meet deadlines, manage client expectations, and improve overall project delivery.

Step 2: Optimize Resource Management

The resource management capabilities of NetSuite OpenAir are unparalleled. This powerful tool, when used effectively, allows you to efficiently allocate your resources, reduce downtime, and ensure that every project receives the manpower it needs. By harnessing these capabilities, you can ensure your team members are optimally utilized and your projects are completed with maximum efficiency.

Step 3: Empower Stakeholders across Your PSO with Financial Management

OpenAir enables businesses to effectively manage their finances throughout the entire project lifecycle. It provides features such as budgeting, expense tracking, invoicing, and revenue recognition, all integrated into a single platform. This streamlines financial operations and ensures accurate and timely financial data for informed decision-making. OpenAir’s real-time reporting and analytics capabilities allow project-based organizations to gain deep insights into project profitability, resource utilization, and cost control. It also facilitates seamless collaboration between project managers, finance teams, and stakeholders, ensuring transparency and accountability.

Step 4: Adopt Change Management Strategies

Adopting new technology requires careful planning and strategic change management. As your partner in this journey, Top Step supports you throughout this transition, offering strategies that minimize disruption and encourage widespread adoption of NetSuite OpenAir. With our support, you’ll navigate the technology deployment process with ease and confidence, moving towards a more efficient future.

Step 5:  Extend the capabilities with OpenAir Scripting

NetSuite OpenAir’s scripting capability provides immense benefits by enabling customization and automation of business processes. With OpenAir’s robust scripting tools, organizations can tailor the system to meet their unique requirements and workflows. This capability allows the automation of repetitive tasks, streamline complex processes, and enhance overall efficiency. PSOs can leverage scripting to create custom reports, automate data imports and exports, integrate with other systems, and develop advanced workflows. By leveraging scripting, businesses can improve productivity, reduce manual errors, and ensure consistency across their operations based on the unique needs of their organization.

Step 6: Ongoing Optimization and Training

At Top Step, we believe that the journey doesn’t end with the successful deployment of NetSuite OpenAir. To continually foster your organization’s growth, we offer ongoing training and optimization services. These services are designed to keep you updated with the latest OpenAir features and enhancements and help your team develop the skills needed to adapt and thrive in an evolving technological landscape.

Why Choose Top Step?

At Top Step, we pride ourselves on being more than just a service provider. We strive to be a true partner in your success journey. We believe in not only deploying software but also in equipping you with the necessary skills and knowledge for a prosperous future.

Our long-term engagement approach ensures you always have access to our expertise and experience. This dedication, combined with our Customer First approach, has earned us the reputation of providing a better PSA solution with NetSuite OpenAir than the vendor themselves. We’re not just recognized as experts in our field, but as a team that genuinely cares about your success.

Conclusion

The road to enhanced productivity begins with choosing a partner that understands your unique challenges and aspirations. At Top Step, we combine our extensive experience, a customer-centric approach, and a dedicated team of professionals to help you navigate this journey. Our goal is to help you leverage the power of NetSuite OpenAir to boost your productivity, streamline your processes, and ultimately, achieve unprecedented success.