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OPTIMIZATION & BUSINESS EFFICIENCY

Your NetSuite Ecosystem Can Do Far More Than It's Doing Today.

Manual workarounds, month-end scrambles, reports you don’t quite trust, utilization you can only guess at — these are rarely a people problem. They’re the gap between how your business runs and how your systems are configured. Top Step closes that gap.

SUITEPROJECTS PRO + NETSUITE FINANCIALS + THE SYSTEMS

SOUND FAMILIAR?

You didn’t buy this system to keep working around it.

Most PSOs use a fraction of what SuiteProjects Pro and NetSuite can actually do. The symptoms show up everywhere:

Sound Familiar@2x

Month-end close eats days instead of hours.

Utilization and margin are a guess, not a number you can trust.

Same data gets re-entered across spreadsheets and systems.

Reports don’t match reality, so no one relies on them.

Adoption is low — the system fights how your teams actually work.

You’ve outgrown a setup that was configured years ago.

WHY OPTIMIZE?

Optimization isn’t a tune-up. It’s margin, time, and trust.

The right system , configured to the way you actually run projects, pays you back every single week — in hours reclaimed, revenue captured, and decisions you can finally make with confidence.

WhyOptimize@2x

Reclaim Hours Every Cycle

Replace manual workarounds and re-keying with processes the system runs for you.

Protect Your Margin

Accurate cost, billing, and utilization so profit doesn't leak between projects.

Trust Your Numbers

Clean data and reporting that leadership can actually make decisions on.

Scale Without Adding Headcount

A system that grows with you instead of one you keep patching around.

THE TOP STEP APPROACH

We start with your business. Not your software.

Since 2007 we've worked with professional services organizations, and only PSOs. We've held your roles and know both SuiteProjects Pro and NetSuite from the inside, so we begin with how you want to run the business, then make the system serve it.

Understand How Your Business Runs

A system that grows with you instead of one you keep patching around.

Map The Gap

We compare how your business should run to how SuiteProjects Pro and NetSuite are configured today, and pinpoint exactly where the friction is.

Hand You a Prioritized Roadmap

A sequenced plan of what to optimize and why with the cost and benefit of each move so you can act with confidence.

Approach@2x

THE OFFERING

The Business Efficiency Assessment: Your optimization roadmap.

You do not have to guess where to start. The Business Efficiency Assessment gives you a clear, prioritized view of what to improve, why it matters, and what each change can deliver based on how your professional services business actually operates.

  • Focused workshops to understand your business model and goals
  • A gap analysis of your SuiteProjects Pro & NetSuite configuration
  • The Top Step Solution Plan Proposal, a prioritized, phased roadmap of recommended improvements
  • Cost and benefit for each recommendation so you decide with confidence

WHAT YOU WALK AWAY WITH

A Clear Plan You Own.

A prioritized roadmap tied to your goals, with the trade-offs spelled out - so you can move forward with your own team or with Top Step. No lock-in, no guesswork.

THE ROADMAP

A clear path in priority order.

Every assessment is different, but great optimization tends to follow the same sequence with foundation first, high-value capability next.

Data Integrity

Trustworthy data first is required for the customer, project, users, invoices, and reporting data your decisions depend on.

Process Alignment

Consistent, repeatable ways of working from project creation to month-end close so the system reinforces your process.

Feature & Process Enhancements

Turn on capabilities you already have or under utilized for resource management, utilization targets, budgets, and reporting.

Automation & Integrations

Automate the manual and connect the ecosystem with SuiteProjects Pro, NetSuite Financials, and the CRM, HR, and billing tools around them.

Why Top Step

OraclePartner@2x
Working With@2x
450+@2x

READY WHEN YOU ARE

Find your biggest efficiency wins.

Book a 30-minute call. We will talk through what brought you here and best path to getting more from the system you already own.

QUESTIONS ANSWERED

NetSuite Optimization and business Efficiency FAQs.

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

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