Optimize NetSuite SuiteProjects Pro — Maximize Efficiency
With Our Business Efficiency Assessment
Schedule a free 30 Minute consultantion
With a Business Efficiency Assessment you will get a roadmap customized to your specific needs.
Streamline Processes — Identifying and eliminating in efficiencies leads to more streamlined processes.
Enhance Collaboration — Best practice workflows foster greater collaboration across teams.
Drive Productivity — Smoother workflows and processes boost user productivity.
Increase User Adoption — Optimized workflows and processes result in higher user adoption across your organization.
Improve Reporting — Aligning workflows enable more accurate data capture for enhanced reporting analytics.
What is a Business Efficiency Assessment?
The Top Step business efficiency assessment identifies the gaps between your NetSuite SuiteProjects Pro (formerly OpenAir PSA) implementation. During this review, our business efficiency consultants will review tasks that:
Are programmed with set rules — These tasks run on a defined set of rules that are rarely or never changed.
Need accurate data in their output — Automating these tasks captures the correct data, generating accurate calculations by eliminating the risk of errors and rework.
Will have more value with automation — Automation can handle complex calculations and processes faster than manual work.
Are slow or repetitive — Tasks that don't need manual oversight should be automated, so staff can work on more important assignments.
These tasks are the best candidates for automation.
We'll Help You Decide
We'll help you decide if automation is the best course of action and provide you with an actionable plan for optimization to support your goals. This process may include defining the requirements for your automation to understand its impact and documenting each step.
Benefits of our Business Efficiency Assessment
A service organization that operates efficiently gains the most value from its resources and efforts. The business efficiency assessment from Top Step will help you understand your business productivity. Other advantages are:
- Independent review by professional services business operations experts who are also experts in NetSuite SuiteProjects Pro.
- Best practice discussions and knowledge sharing.
- A customized optimization plan with cost/benefit analysis and details for informed decision-making.
- A NetSuite SuiteProjects Pro system that works the way you do.
How we work with you
Business Process Workshop
Gain an understanding of your current business model
Capture how daily business operations are currently managed
Discuss improvements or changes you plan to make and any known issues impacting your operations
Operational Analysis
Identify process changes required to meet business efficiency goals
Identify automation opportunities
Develop a matrix of potential system changes with cost/benefit for implementation of identified changes
Recommendations Review
Presentation of findings
Validation of assumptions during the analysis process
Customized roadmap and action plan for implementing change
Why Top Step
Schedule A Free 30-Minute Consultation To Discuss Our Business Efficiency Assessment
What We're Solving Right Now
NetSuite Connector: 5 Mapping Types for SuiteProjects Pro
Top Step’s Take on the SuiteProjects Pro October 2026 Release
