IMPLEMENTATION
Implement NetSuite For The Way Your PSO Actually Runs.
Every PSO arrives at NetSuite from a different place. You may be new to the platform, adding NetSuite Financials to SuiteProjects Pro, or trying to get both to work as one. Wherever you're starting, Top Step implements to how your business really operates - because we know both platforms and the professional services model behind them.
SUITEPROJECTS PRO + NETSUITE FINANCIALS
Start where you are
Which path is your PSO on?
Most professional services organizations are in one of four places. Each has a different "done right." Which is yours? It shapes everything about the implementation.
Not sure which one you are, or you're somewhere in between? That's the first thing we'll figure out together.
Why it goes wrong
The platform is powerful. It is not self-configuring.
Generalist partners can get NetSuite live. What they miss is the professional services operating model, and that's where implementations quietly fail.
Old processes were carried into the new system, including the same workarounds and inefficiencies.
Why it matters
A right-first-time implementation pays you back for years.
When the system matches how work gets done and the pieces work together, value becomes clear
quickly and adoption sticks.
THE TOP STEP APPROACH
People and process first. Then the platform.
Technology is rarely why a PSO underperforms in NetSuite — it's process and adoption. We've worked with professional services organizations since 2007, and only PSOs, so we start with your operating model and bring your team along.
We meet you where you are
A clean slate, an add-on, or a fix. We start from your scenario and how you win, deliver, resource, and bill.
Process before configuration
We align on how the business actually runs first, then configure to it. Change management is a core deliverable, not an afterthought.
Depth in both platforms
We know how SuiteProjects Pro must be configured to feed clean data into NetSuite Financials, the gap generalists miss.
What we implement
One platform or both — built for how PS works.
One team, accountable for whatever you're implementing and for the integration in between - where PSOs get the most value when it is right, or the most pain if it's wrong.
- SuiteProjects Pro — resource planning, time & expense, delivery, and billing
- NetSuite Financials — GL, AR/AP, revenue recognition, and reporting
- The integration between them — project events driving the right financial transactions, automatically
- Data migration, testing, training — and a supported, rehearsed go-live
Built for how PS works
Not a generic NetSuite build.
Project-based revenue, utilization as a KPI, milestone revenue recognition, configured around your operating model. We stay through go-live, then hand off to a team that keeps it optimized.
Our Methodology
A proven path to a go-live you can trust.
Refined across hundreds of professional services deployments — applied the same way whether you're implementing one platform or both.
Why Top Step
READY WHEN YOU ARE
Tell us where you're starting.
Book a 30-minute call. We'll listen to where you are, be direct about what we think you need, and outline what the path forward looks like with one platform or both.
