The Expert Touch: How Top Step’s OpenAir Custom Scripting Transformed Operations for a Consulting Firm

Business was booming for a recent client of Top Step. This consulting firm’s primary business provides expertise (staffing resources) to other professional services organizations. This consulting agency was currently managing over 200 contractors assigned to varying client projects, submitting timesheets and expenses through NetSuite OpenAir.

While growth was positive, operations were increasingly difficult to manage. With so many contractors, invoice approvals and payables were tedious and manual. The client’s team was wasting valuable time on administrative work. Payments took too long, and mistakes were creeping in. Our client knew something had to change.

The client contacted Top Step, explaining their need to streamline and automate payables from OpenAir into their financial system. The Top Step team listened intently, emphasizing the importance of efficiency, accuracy, and possibilities for achieving timely contractor payments.

Knowing that manual processes could not scale, Top Step leveraged their decades of NetSuite OpenAir experience and unique insight into helping customers transform operations through customization.

Although OpenAir itself is a powerful tool for timesheet processes, there are times when customization is required to unlock its full potential, such as in this case for leveraging data already captured and also to be utilized for the contractor payables.

The Top Step consultant explored the agency’s workflows and contractor base. Together with the client, they came up with a plan to develop a tailored OpenAir script that would:

• Automate the creation of payable expenses from approved contractor timesheets
• Send payable data seamlessly into the financial system
• Remove the need for manual invoice entry or matching
• Ensure accuracy by leveraging OpenAir approval chains.

The client was enthusiastic. This script could alleviate significant pain points and transform their payables process. They eagerly greenlit the project.

Over the next month, the Top Step expert worked diligently on designing the perfect script. They tapped into OpenAir’s flexible API capabilities, building automated workflows and integrating with the financial system. No manual steps are required!

The Top Step team optimized the script for speed and efficiency. Their expertise in OpenAir scripting allowed them to deliver a polished, scalable solution tailored to the client’s needs.

After thorough testing, the script was deployed. The client watched in amazement as the first automated payables flowed directly into their financial system. They no longer had to worry about manual data entry or keeping up with contractor growth.

The results spoke for themselves:

• Payables automated end-to-end, eliminating tedious manual work
• Contractor invoices processed 3x faster, enabling timely payments
• Month-end close streamlined from 2 weeks down to 4 days
• Invoice accuracy is near perfect due to automation
• Improved contractor relations and increased trust.

“This script is an absolute game-changer for our business,” the client remarked. “Top Step delivered huge benefits beyond what we imagined were possible. Their solution expertise gave us the customization we needed to scale efficiently. We are thrilled to finally have smooth operations and happy contractors!”

With their payables nightmare resolved, the client could refocus on strategic goals and strategies to accelerate growth. Meanwhile, Top Step was already working with other clients on tailored OpenAir scripts to solve their pain points; everything from automated billing and revenue recognition to custom reports, integrations, and more.

The potential was limitless. With the right blend of OpenAir’s inherent capabilities and Top Step’s scripting proficiency, companies can optimize and customize workflows to meet their specific needs. Manual processes can be modernized and automated through the flexibility of OpenAir and the expertise of specialists like Top Step.

Is your organization looking to optimize a process that is not easily solved with the current OpenAir functionality? Contact us to explore the possibilities of a customized solution using OpenAir scripting.