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The Hidden Cost of Disconnected Implementations: Why Your PSA and ERP Need to Speak the Same Language from Day One

Two years into their NetSuite implementation, a growing consulting firm discovered they had a problem. They wanted to offer their clients flexible engagement models—combining fixed-fee deliverables with time and materials work on the same project. It should have been straightforward. It wasn’t. The issue? Their NetSuite items were configured for immediate revenue recognition on billing.…

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Beyond Dashboards: The Hidden Challenge Every PSO Faces

I don’t sleep well when we have an unhappy customer. Neither do you. Over our 17 years implementing NetSuite SuiteProjects Pro for more than 400 professional services organizations, I’ve witnessed this scenario countless times. A project manager confidently reports their project is “on track.” The dashboard shows green lights. Resource utilization looks solid. Budget burn…

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Beyond Spreadsheets: Evolving Your Project Management Maturity with Integrated PSA

Introduction: The Spreadsheet Dilemma After 20 years of implementing SuiteProjects Pro (formerly OpenAir) for professional services organizations of all sizes, I’ve witnessed a common pattern. Many organizations continue to manage their project portfolios using a patchwork of disconnected spreadsheets, emails, and disparate tools. This approach might work when you’re small, but as organizations grow, these…

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PSO Excellence: The Evolving Project Management Landscape

As professional services organizations seek greater efficiency and competitive advantage, project management practices continue to evolve. The emergence of AI technologies presents both opportunities and questions for PS leaders committed to operational excellence. At Top Step, we work with hundreds of professional services organizations implementing Professional Services Automation (PSA) solutions. Across our client base, two…

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Maximizing Value from Mature Resource Management: Strategies for PSO Leaders

As professional services organizations advance their resource management capabilities, a new challenge emerges: how to maximize the value of these enhanced practices. Recent industry research reveals that organizations with mature resource management practices achieve 30% higher profitability than their peers, but this success doesn’t happen automatically. It requires careful attention to critical success factors, thoughtful…

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The Journey to Resource Management Maturity: A Guide for PS Organizations

5 level pyramid with concept of climbing toward top

Professional services organizations today face mounting pressure to deliver more value with finite resources. As project complexity increases and talent markets tighten, the ability to effectively manage resources has become a key differentiator between thriving firms and those that struggle to maintain profitability. Recent industry research shows that organizations with mature resource management practices are…

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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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