Scaling Success: The Top Step and Provus End-to-End Service Automation

In the ever-evolving landscape of professional services, agility, accuracy, and innovation are paramount. Two industry experts, Top Step and Provus, have come together to deliver a groundbreaking solution that addresses these needs head-on. Their partnership is set to revolutionize the way professional services firms handle quoting and service automation.

Top Step and Provus – The Beginning

Top Step, a rapidly growing professional services firm, found itself grappling with an outdated and inefficient manual quoting process. Sales representatives were using spreadsheets to create quotes, often by reusing old proposals or past client projects. This archaic method introduced the risk of pricing and scoping errors that could potentially lead to customer losses.

Manually repurposing old quotes not only consumed valuable time but also hindered Top Step’s ability to respond promptly to prospects. The inconsistencies across quotes further posed a risk of conveying mixed messages to customers. Moreover, the lack of visibility into resource utilization made it impossible for sales to confirm the availability of resources for proposed projects, risking overcommitment.

To compound the problem, the absence of standardized templates meant that language errors and outdated terms went unnoticed until the contracting stage, increasing legal review costs and risks.

Top Step knew they needed a scalable, automated quoting solution that could:

• Eliminate pricing and scoping errors to reduce financial risks.
• Accelerate quoting to improve sales responsiveness.
• Provide resource visibility to enhance resource planning.
• Utilize templates to ensure contract consistency.

Enter Provus, the solution that transformed Top Step’s quoting process. Despite the challenges of change management, Top Step experienced significant benefits from improved accuracy, consistency, speed, compliance, and resource optimization. This successful transformation paved the way for the Provus + Top Step partnership, offering a comprehensive end-to-end services automation solution.

The Solution

This partnership leverages Top Step’s unparalleled expertise in implementing the OpenAir PSA platform with Provus’ innovative services quoting platform.. Top Step’s extensive experience in adapting OpenAir to suit various business models and processes allows them to guide customers in optimizing the platform for their specific needs.

Complementing Top Step’s OpenAir capabilities, Provus revolutionizes quoting for services organizations. Together, they offer an end-to-end services quoting platform. Top Step optimizes OpenAir as the system of record for resource management, project delivery, time tracking, and financials. Provus seamlessly integrates with OpenAir to fully automate and align quoting based on available resources and standard rates.

This joint solution empowers customers to scale efficiently, accelerate growth, ensure delivery quality, and drive profitability. Top Step’s expertise combined with Provus’ innovation enables professional services firms to achieve services automation success.

The Benefits

The integrated automation solution from Top Step and Provus brings a plethora of benefits to professional services firms, including:

• Faster, more accurate quoting for improved sales productivity and win rates.
• Consistent branded proposals that reinforce marketing messaging.
• Visibility into resource utilization and availability during quoting for improved resource planning.
• Data to identify and correct flaws in estimating resource requirements.
• Error-free contract documents generated from templates to reduce legal risk.
• Tighter integration between Salesforce and services delivery data.
• Optimized OpenAir configuration and adoption to maximize ROI.

With Provus and OpenAir working seamlessly together, services organizations can achieve:

• Increased deal sizes from bigger, more complex projects.
• Improved resource utilization and lower bench time.
• Better visibility into true project costs and margin optimization opportunities.
• Higher on-time project delivery rates.
• Reduced revenue leakage and billing errors.
• Scalability to grow without adding back-office resources.
• Higher customer satisfaction and retention.

The end-to-end automation delivers game-changing operational efficiencies, cost reduction, and profitable growth. Professional services firms can accelerate innovation, adapt quickly to market changes, and focus resources on customers rather than manual processes.

The Visionaries Behind the Partnership

Ronn Breaux, CEO of Top Step, expressed his excitement about the partnership, saying, “Our partnership with Provus is a game-changer for professional services. We’ve seen rapid transformation in our quoting process, delivering with speed, accuracy, and improved win rates. We’re excited to share these benefits with our OpenAir customers.”

Mahesh Baxi, Co-Founder and CEO of Provus, echoed this sentiment, stating, “Partnering with Top Step is a strategic leap forward for professional services automation. Their real-world understanding of our CPQ solution, combined with their deep OpenAir expertise, ensures every implementation is backed by unmatched insight. Together, we empower companies to scale efficiently, drive profitability, and enhance the customer experience.”

In conclusion, the collaboration between Top Step Consulting and Provus is a testament to the power of innovation and collaboration in the professional services industry. With their integrated automation solution, they are poised to help professional services firms scale new heights of success, leaving manual processes behind and embracing a future of efficiency, accuracy, and profitability.