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Page 19 of 55

Adopting Automation Technology for Optimal Professional Services Operations


Introduction: Adopting Automation Technology is Hard Business operations have shifted. Business operations and customer relations have moved from pen, paper, spreadsheets, manually created reports, and calculators to modern software tools.…

Adopting new automation technology

November 19, 2020


Financial Management Reporting and Metrics in NetSuite OpenAir


In this recorded webinar, we take a deeper look at typical reports and metrics to support Financial Management across your organization using NetSuite OpenAir. Topics covered include: Backlog and pipeline…

Financial Management Reporting and Metrics in NetSuite OpenAir

November 13, 2020


Quick Guide to NetSuite OpenAir Integration With Only API Connections


Your OpenAir implementation contains a wealth of information. So do your other back-office applications. To get a complete picture of a client, you may need data from your accounting system,…

OpenAir Integration

November 12, 2020


Simplifying Subcontractor Management in OpenAir With These 3 Tips


There are many reasons that a professional services organization might need or want to bring on a subcontractor. Maybe there is the opportunity for work that a company has resources…

Subcontractor management in OpenAir

October 28, 2020


Exciting Changes in 2020: A Look at Some of Top Step’s Favorite OpenAir Release Features


NetSuite OpenAir Release for October 2020 is heavily focused on enhancements to UI4. If your organization has not already made the switch to the new user interface, now is a…

New OpenAir Release

October 15, 2020


Tips For Integrating Your NetSuite OpenAir Using only API Connections


In this Integration focused webinar presentation, learn tips and tricks for NetSuite OpenAir using Direct API Connection and Authorization including: Data translations Maintenance tips Error handling considerations

Tips For Integrating Your NetSuite OpenAir Using only API Connections

October 9, 2020


4 Automation Strategies to Support Revenue Recognition for PS Organizations


One of the features of using a Professional Services Automation (PSA) tool is the benefit of the software being able to incorporate multiple team functions. A comprehensive PSA tool can…

Revenue Recognition

October 8, 2020


Strategies for Growing Your Services Business During Difficult Times


In this recorded webinar, Ronn Breaux, CEO at Top Step, and Tukun Chatterjee, PSA Specialist at Oracle NetSuite, discuss the challenges organizations are facing as well as: The five essential strategies…

OpenAir Strategies for Growing Your Services Business During Difficult Times

September 29, 2020


Improve Resource Scheduling and Bench Management with These OpenAir Features


Managing scheduling, resourcing, and your bench is key to a successful professional services organization, especially during an economic slowdown. You need good processes in place for resource requests, allocation, and…

resource scheduling and bench management in OpenAir

September 24, 2020


The Fundamental Business Case for Professional Services Automation Investment: Cost Reduction


In a previous article, we discussed the many ways that investing in a professional services automation (PSA) platform can promote revenue growth. We mentioned in that article that cost reduction…

Business Case for PSA Investment: Cost Reduction

September 15, 2020


Page 19 of 55

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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