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PS Best Practices Blog Articles

7 Questions to Ask Before Augmenting, Replacing, or Upgrading Your Operational Software Systems

So you have a system in place for your sales tracking (CRM), project management and time tracking (PSA), and accounting (ERP) along with one or more marketing communication systems, contract…
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Top Three Items to Consider When Aligning Global Operations

How much should I align my offices to support a global business model within a PSA tool?
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Attrition: A Customer Relationship Opportunity


When an employee leaves for another job opportunity, it may be difficult to fill the hole, especially if he or she is responsible for managing a number of projects, initiatives, or engagements with your key customers. These projects will need a new team leader or manager…so how do you approach finding someone to fill those shoes?
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How to Lock Columns While Scrolling in OpenAir

Did you ever want to lock a column while scrolling through your data views? This video will show you how.
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The Importance of Being Earnest(ly Current)

New Year, New Resolutions, right?  One that I always put on my list is ‘keeping up with my workload and staying current with technology’.  I put them together since they…
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Travel Time Policies Around the World

I’ve been traveling quite a bit lately for both customer and company promotion activities. You may not think this is odd, but TOP Step is a virtual company and we…
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Is a completely remote services engagement feasible?

Working in a virtual company, communication is very important to keep everyone on track, engaged in the business, and aware of tips and tricks of the trade. We don’t all…
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Getting the word out to your teams

Communication I find is the key to change management, project management, team management, and operational management.  The cliché of ‘ignorance is bliss’ doesn’t apply in the real world of day…
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How do you define Project Management?

I’ve had the privilege of working in US Federal Government contracting organizations, global and national software company services organization, and strict consulting organizations.   In working with our diverse customer base,…
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When Automated Lead Generation Leaves a Sour Taste

There is an annual event my company attends to network, gain insight into new technology, and learn about new technology partners that may help us provide more solution options to…
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