The Financial Blind Spot: Why Professional Services Need Unified Project and Financial Systems
It’s day 12 of the monthly close, and your finance team is still manually reconciling project data with invoices. Sound familiar? Your project managers swear the ABC Corp implementation is profitable, but your financial reports tell a different story. Meanwhile, your CFO is asking why the executive dashboard shows three different versions of project profitability—none…
Read MoreEnforcing Timesheet Compliance with Custom SuiteProjects Pro Scripts
Managing timesheet compliance across diverse organizational needs requires flexibility that goes beyond standard out-of-the-box functionality. At Top Step, we’ve developed many custom SuiteProjects Pro scripts that address ensuring time-off requests follow company policy and validating that project time entries align with work schedules. In this article we discuss two such examples. The Challenge: Diverse Time…
Read MoreSuiteProjects Pro Power-Up Series: Effective Forecast Reporting
Are you struggling with accurate forecasting for revenue and billing in SuiteProjects Pro? Watch this Power-Up Series video, where Ronn Breaux, CEO of Top Step, dives deep into effective forecast reporting. Understanding these methods is crucial for accurate financial planning and project management. Key Takeaways: Explore the setup of charge projections in SuiteProjects Pro Learn…
Read MoreCustom Flows Between SuiteProjects Pro and NetSuite
Are you looking to extend the integration capabilities between SuiteProjects Pro and NetSuite? This Power-Up Series video explores custom flows that enable you to sync data beyond the standard pre-built options. Key Takeaways: Learn how to enable custom import and export flows in your integration Discover practical use cases for syncing custom records between systems…
Read MoreTop Step Launches Comprehensive NetSuite Consulting Services for Professional Services Organizations
Industry leader expands offerings to provide end-to-end NetSuite and SuiteProjects Pro expertise for Professional Services Organizations METAIRIE, La., May 22, 2025 /PRNewswire-PRWeb/ — Top Step, a recognized leader in Professional Services Automation with over 16 years of expertise in SuiteProjects Pro (formerly OpenAir), today announced the launch of its dedicated NetSuite Consulting Services. This strategic…
Read MoreBeyond Spreadsheets: Evolving Your Project Management Maturity with Integrated PSA
Introduction: The Spreadsheet Dilemma After 20 years of implementing SuiteProjects Pro (formerly OpenAir) for professional services organizations of all sizes, I’ve witnessed a common pattern. Many organizations continue to manage their project portfolios using a patchwork of disconnected spreadsheets, emails, and disparate tools. This approach might work when you’re small, but as organizations grow, these…
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