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Break Free From Excel Workbooks and Embrace Streamlined Project Management

Clinical and Contract Research Organizations (CROs) are the unsung heroes of pharmaceutical innovation, completing clinical trials 30% faster than in-house teams. But behind this success lies a complex web of Excel spreadsheets, manual processes, and disconnected systems that threaten your competitive edge.
Top Step's industry-specialized SuiteProjects Pro solution transforms how CROs manage multi-million-dollar, multi-year studies—eliminating the chaos of unwieldy workbooks and delivering the visibility, efficiency, and scalability your growing organization demands.

Break Free@2x-80

 The Unique Challenges
CROs Face

Multi-Year, Multi-Million Dollar Complexity

  • Projects spanning 3+ years with hundreds of billing units
  • Complex unit-based pricing models (interviews, analyses, reporting tasks)
  • Manual tracking across massive Excel workbooks with multiple tabs and sheets
  • Disconnected timekeeping systems that don't integrate with project planning

Operational Inefficiencies

  • Manual Invoice Generation: Accounting teams spending 8+ business days monthly cobbling together invoices
  • Data Silos: No consolidated reporting across operations, increasing errors
  • Change Order Complications: Difficulty managing mid-program pricing changes and scope adjustments
  • Resource Visibility Gaps: Inability to track analyst, programmer, and project manager time across individual projects

Growth Constraints

  • Systems that can't scale with expanding client demands
  • No real-time visibility into project profitability
  • Inefficient resource utilization across multiple concurrent studies
  • Risk of errors in high-stakes pharmaceutical research environment

“With Top Step, there’s no longer a need to cobble together multiple Excel spreadsheets for reports; with our SuiteProjects Pro solution it’s all visible to executive management down. Everyone in the organization can leverage that high level of data visibility that wasn’t previously available.”

— Ronn Breaux, CEO Top Step

Ronn@2x

Our Industry Built
Solution For CROs

Unit-Based Project
Management

Unlike generic PSA solutions, our CRO-specific implementation handles your unique billing model:

  • Complex Unit Tracking: Manage hundreds of different billing units per project
  • Multi-Phase Billing: Spread costs across extended timelines with precision
  • Change Order Management: Easily handle scope changes and pricing renegotiations
  • Revenue Recognition: Automated compliance with your specific recognition requirements
Solutions@2x-80

Automated Data Migration

Our SuiteProjects Pro scripting solution seamlessly transforms your existing Excel workbooks into a comprehensive cloud-based PSA platform. Simply upload your spreadsheet tab, and our custom script automatically creates:

  • Project structures and customer records
  • Unit/task definitions and resource allocations
  • Billing rules and revenue recognition frameworks
  • Complete project hierarchies ready for management

End-to-End Integration

We don't just implement SuiteProjects Pro—we create a unified ecosystem by integrating:

  • NetSuite ERP: Seamless financial management and reporting
  • CRM Systems: Complete client relationship visibility
  • HR Systems: Automated resource management and cost tracking
  • Existing Applications: Preserve your current tool investments
Benefits@2x-80

 Benefits
Our Clients Achieve

Dramatic Operational Efficiency

  • Streamlined billing processes replacing days of manual work with automated invoicing
  • Reduced administrative overhead freeing up valuable resources for billable work
  • Instant access to project status and financial health across all studies

Revenue Optimization

  • Improved billing accuracy capturing all billable units and activities
  • Enhanced resource utilization through better visibility and scheduling
  • Faster project delivery with streamlined workflows and reduced bottlenecks

Enhanced Visibility & Control

  • Real-time project profitability across your entire portfolio
  • Consolidated reporting eliminating the need for multiple spreadsheets
  • Executive dashboards providing instant operational insights
  • Resource optimization ensuring the right people work on the right projects

Risk Mitigation & Compliance

  • Eliminated data errors from manual spreadsheet management
  • Audit-ready documentation supporting regulatory compliance requirements
  • Version control preventing costly mistakes in project tracking
  • Change order management maintaining accurate project scope and pricing history

Ready to Transform Your CRO
Operations?

Don't let manual processes and Excel spreadsheets limit your growth potential. As the demand for CRO services continues to surge, organizations that invest in robust, scalable technology today will lead tomorrow's market.

Take The Next Step

Schedule a 30 minute review to see how our CRO-specific SuiteProjects Pro solution can eliminate your Excel workbooks and transform your operations.

Schedule a Meeting Today
CRO Guide@2x-80

Not ready yet? Learn more in our Solution Guide for CROs.

Download the Complete CRO Solution Guide

Why Partner With Top Step?

17Years_1@2x
Netsuite Partner@2x
Performance@2x

Top Step has been implementing and optimizing SuiteProjects Pro (formerly OpenAir) for over 16 years.

Top Step has been an Oracle NetSuite Alliance Partner uniquely providing automation solutions for the Professional Services industry.

We enable and empower Professional Services organizations to be profitable, scalable, and efficient with a 'customer first' approach.

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