Integrate Your PSA With Your Operational Systems
Organizations gain efficiencies from using best-of-breed tools that support their business objectives; a PSA tool for the Professional Services team, a CRM system for the Sales team, an ERP for the Finance team, and an HR system for Human Resources to name a few.
Integrating your PSA to your other operational systems will further automate and optimize your overall business process. However, integrating systems requires an understanding of more than simple field mapping and data rules. With years of experience, Top Step will ensure your integrations consider business process workflows, end-user behavior, time and dependencies, and best practices that should be applied when integrating SuiteProjects Pro to other critical operational systems in your business.
Integration Benefits
Dedicated team experienced in professional services automation and integration best practices
Leverage the strength of each systems intended purpose
Improve speed at which information is available
Increase communication accuracy across your business units
Integration Possibilities Are Boundless
Top Step provides connectivity into your other systems that when integrated will allow each system to do what it does best, remove redundancies, improve efficiencies, and improve data quality. Here is a list of example integrations. Click on the title to learn more or click on the icons to download the fact sheets or request a 30 minute live demo and consultation.
Sign Up For a 30-Minute Complimentary PSA Integration Demo and Consultation
Our Approach
Business Model Alignment and Design
Use of workshops to identify system ownership by department
Review of data ownership by system
Determining data workflows, frequency, and integration technology/software
Integration build out and validation
Gather field specifics from each system for mapping and transformation needs
Configure and connect integration technology to end systems
Establish use case and testing scenarios to confirm performance, design, error handling, and more.
Deploy and monitor
Support migration to a production environment with live data
Assist with data alignment needs and system outage coordination
Establish monitoring activities to ensure continued success
