Latest News
- TOP Step Consulting Nearly Doubles Their Client Base in Ten Months and Adds Two Key Employees to Share Their Growth - December 16, 2011
- How Progress Software Professional Services Took "Global" From Concept to Reality - July 18, 2011
- TOP Step Consulting Shows Growth Can Happen Even In A Sluggish Economy - June 21, 2011
- SPI Research Ranks TOP Step Consulting as a Top Performing Professional Services Firm - February 14, 2011
- TOP Step Announces Report Foundation Reporting Service - November 2, 2010
- TOP Step Consulting Celebrates 3 Year Anniversary - June 11, 2010
- TOP Step Hires Paul Rees Into Their Rapidly Expanding Consulting Team - May 26, 2010
- TOP Step Consulting LLC Named in TOP 15 Of SPI Research’s “The 2010 Professional Services Maturity Model Benchmark - March 1, 2010
- TOP Step Consulting LLC has expanded its consulting team by bringing on board Casey Conner as a Senior Business Consultant - February 1, 2010
Recent and Upcoming Events
- OpenAir Expert Webinar Series: Calendar Use in OpenAir
Date: Thursday, June 14, 2012 Time: 1:00pm ET In this interactive webinar you will learn more about calendar usage in OpenAir and integration to OpenAir including: Data capture for effective and useful calendar use Vacation calendars for your te...
- OpenAir Expert Webinar Series: Cost Tracking in OpenAir
Date: Thursday, May 17, 2012 Time: 1:00pm ET In this interactive webinar you will learn more about delivery effort costing approaches including: User level cost tracking – what types of hourly costs to track, handling data access permissions, a...
- NetSuite SuiteWorld 2012
May 14-17, 2012 | San Francisco Don't miss SuiteWorld 2012! This conference is designed specifically for NetSuite customers, partners and developers; bringing together the full strength of the NetSuite Nation ecosystem to learn and explore, network...
- Technology Services World 2012 Best Practices
May 7-9, 2012 | Silicon Valley Technology Services World 2012 Best Practices is an unrivaled source of peer learning, networking, and idea sharing you won't want to miss. Join TSW for three days of thought-provoking discussion about what today's tec...
- New York OpenAir User Group
Date: Monday, April 23, 2012 Time: 8:30am - 11am (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practic...
- DC OpenAir User Group
Date: Friday, April 20, 2012 Time: 11am - 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices,...
- OpenAir Expert Webinar Series: Communication Planning with OpenAir
Date: Thursday, April 19, 2012 Time: 1:00pm ET In this interactive webinar you will learn more about the wide variety of way OpenAir’s automated communication mechanism can be customized to be effective in your environment including: When are a...
- Boston OpenAir User Group
Date: Thursday, March 22, 2012 Time: 11am - 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practice...
- Chicago OpenAir User Group
Date: Friday, March 16, 2012 Time: 11am - 2pm (CT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practices,...
- OpenAir Expert Webinar Series: Automation and Integration Data Flows with OpenAir
Date: Thursday, March 15, 2012 Time: 1:00pm ET In this interactive webinar you will learn more about how integrations can help your business be more efficient and pitfalls to watch out for including: Sales and OpenAir integrations for early resou...
- Denver OpenAir User Group
Date: Wednesday, March 14, 2012 Time: 8:30am - 11am (MT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best prac...
- San Francisco OpenAir User Group
Date: Friday, February 17, 2012 Time: 11am - 2pm (PT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best practic...
- OpenAir Expert Webinar Series: Invoicing and Credits
Date: Thursday, February 16, 2012 Time: 1:00pm ET In this interactive webinar you will learn more about the topic of invoicing and credits including: Key configuration and permission considerations in handling invoice reviews What to be aware of...
- Atlanta OpenAir User Group
Date: Wednesday, February 15, 2012 Time: 11am - 2pm (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best prac...
- Toronto OpenAir User Group
Date: Friday, February 10, 2012 Time: 8:30am - 11am (ET) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best prac...
- Austin NetSuite OpenAir User Group
Date: Thursday, January 26, 2012 Time: 11am – 2pm (CT) Fee: $0 NetSuite OpenAir and TOP Step Consulting have teamed up to offer NetSuite OpenAir Local User Group meetings in various US cities. These meetings are a great place to share best prac...
- United Kingdom OpenAir User Group
TOP Step Consulting and OpenAir are organizing another UK OpenAir User Group! The topic this time around will be focused on how you approach project management and how much or little you use OpenAir in your methodology. Space is limited for each sessi...
- OpenAir Expert Webinar Series: Revenue Management in OpenAir
In this recorded webinar you will learn more about computing and reporting on revenue within OpenAir including: Revenue Containers – what are they and why do I need them? Deferred revenue reporting and supporting reconciliation with your Accountin...
- OpenAir Expert Webinar Series: Maintenance Considerations for Year End and Prep for 2012
It's the end of the calendar year, and for many of you the fiscal year comes with some maintenance items that need to be handled within your OpenAir system. In this recorded webinar, TOP Step reviews important areas in the system that may need once-...
- OpenAir Expert Webinar Series: PM and Sales Methodology Alignment
In this recorded webinar you will learn more about: Sales funnel versus project lifecycle Overlap of Sales and PS information Interpretation of data - process workflow challenges versus data workflow Best practices for managing integrated soluti...
- Chicago OpenAir User Group
Date: Friday, November 11, 2011 Time: 11am – 2pm (CT) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: ...
- San Francisco OpenAir User Group
Date: Wednesday, November 9, 2011 Time: 11am – 2pm (PT) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: ...
- Confab 2011
October 22-24, 2011 Reno, Nevada The Conference for Consultants by Consultants Confab 2011 is the 34th annual conference for independent management consultants. This learning, sharing and networking event draws consultants of all disciplines from th...
- Washington DC OpenAir User Group
Date: Friday, October 21, 2011 Time: 11am – 2pm (ET) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: ...
- OpenAir Expert Webinar Series: Advanced Reporting
In this recorded webinar you will learn more about: Best practices for report development Features to aid in your reporting challenges Handling report maintenance challenges How to review your configuration to support reporting needs Typica...
- Boston OpenAir User Group
Date: Wednesday, October 19, 2011 Time: 11am - 2pm (ET) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: ...
- New York OpenAir User Group
Date: Thursday, September 22, 2011 Time: 8:30am - 10:00am (ET) The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: Special Topic: Resource Managemen...
- OpenAir Expert Webinar Series: Project Management, Earned Value Management, and Wizards
In this recorded webinar you will learn more about: Plan establishment and baselining Review of EVM and schedule dependency MS Project Connector schedule interaction OpenAir Wizards Pros and Cons of schedule management. What is the right a...
- Denver OpenAir User Group
Date: Friday, September 16, 2011 Time: 11am - 2pm (MT) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: ...
- Atlanta OpenAir User Group
Date: Thursday, September 15, 2011 Time: 11am - 2pm (ET) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: ...
- United Kingdom OpenAir User Group
Date: Friday, September 09, 2011 Time: 11am - 2pm (GMT) Lunch will be served during our meeting The purpose is to bring together OpenAir users to exchange ideas about efficient system usage and share best practices with others. The Session: ...
- Dreamforce 2011
Date: August 30 - September 2 Location: Moscone Center, San Francisco, CA TOP Step will be attending this event to learn more about the trends in cloud computing and to do some valuable networking with others interested in this topic. Are you pl...
- Austin OpenAir User Group
Friday, August 26 from 11:00am - 2:00pm (CT) If you're in the Austin, TX area, come join other OpenAir Users to learn about efficient system usage and share best practices. Lunch will be served.
- OpenAir Expert Webinar Series: Aligning With Your Accounting System
Thursday, August 18 at 1:00 pm ET
Learn more about:
Accounting features within OpenAir - open periods accounting periods, accounting date Report leverage for reconciliation Functionality and process timing for information tracking Approaches for handling prepaid, deferred revenue, WIP, etc. Revenue of new Revenue Container feature (March 2011 release) - Detroit OpenAir User Group
Date: Friday, July 22, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: RIIS 20750 Civic Center Drive Suite 380 Southfield, MI 48076 Fee: $0
- OpenAir Expert Webinar Series: Subcontractor Management Approaches
In this session you will learn more about: Cost tracking options within OpenAir (Pros and Cons) How to handle a mixture of approaches for costing How to handle impact on resource management Valuable metrics to aid in staffing decisions for su...
- Chicago OpenAir User Group
Date: Thursday, July 21, 2011 Time: 11am – 2pm Central (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: Personified/CareerBuilder.com 200 North Lasalle Street Suite 2400 Chicago...
- Portland OpenAir User Group
Date: Friday, July 15, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: Kavi Corporation 225 Southeast Main Street Portland, OR 97214 Fee: $0 Please ...
- San Francisco OpenAir Users Group
Date: Thursday, July 14, 2011 Time: 11am – 2pm PT (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: NetSuite 2955 Campus Drive, Suite 100 San Mateo, CA 94403-2511 United States...
- Boston OpenAir User Group
Date: Friday, June 17, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: 268 Summer St, 4th Floor Boston, MA 02210 Fee: $0 Please join us for this infor...
- OpenAir Expert Webinar Series: Dashboarding and Metrics
In this recorded webinar you will learn more about: Overview of dashboarding in OpenAir - tips and tricks Typical and recommended dashboards How to review your configuration to support dashboards Limitations
- New York OpenAir User Group
Date: Tuesday, June 14, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: E. 40th and Madison Ave New York, NY 10016 Fee: $0 Please join us for this inf...
- Washington DC OpenAir User Group
Date: Tuesday, June 7, 2011 Time: 11am – 2pm (Lunch will be served) Topic: Project Management Metrics and Dashboards (along with open discussion) Location: Intelligent Offices 1900 Campus Commons Drive, Suite 100 Reston, VA 20191 Fee: $...
- OpenAir Expert Webinar Series: Using OpenAir Outside the System
In this recorded webinar, we were joined by Godfrey Nolan of RIIS, who shared their experience in using OpenAir data outside the system. You will learn more about: Leveraging database export options for direct data access Examples of how to bui...
- NetSuite SuiteWorld 2011
May 8-12, 2011 San Francisco, CA Experience five extraordinary days that will transform and energize your business in ways you have never imagined. Join us in San Francisco May 8–12 at SuiteWorld 2011, the first-ever global gathering of NetSuite Na...
- Technology Services World Silicon Valley 2011
May 2-4 Santa Clara, CA Technology Services World conferences provide services professionals the opportunity to learn, engage, and share strategies, best practices, and solutions with their peers. Many companies look to the conference to provide prof...
- OpenAir Expert Webinar Series: OpenAir Advanced Timesheets
In this recorded webinar you will learn more about: Advanced features such as time entries tab and timesheet customization Support tax reporting by region/location Workflow processes and time approvals Adjusting timesheets Best practices fo...
- OpenAir Expert Webinar Series: OpenAir Advanced User Interface
In this recorded webinar you will learn more about: Customizing forms to support workflow Do’s and Don’ts on terminology The value of filter sets in controlling data access Branding your OpenAir instance to align with your logo ….an...
- United Kingdom OpenAir User Group
Date: Friday, March 11, 2011 Time: 11am - 2pm Topic: Staffing capacity and forecasting based on resource management (along with open discussion) Fee: $0 Location: Integralis Ltd. - Theale Theale House Brunel Road Theale, Reading RG7 4AQ ...
- Atlanta OpenAir User Group
Date: Thursday, March 3, 2011 Time: 11am - 2pm (Lunch will be served) Main Topic: Staffing capacity and forecasting based on resource managementSide Topics: Revenue Recognition, Best Practices on Customer PO management, Open Discussion Fee: $0 Loca...
- NC (Charlotte) OpenAir User Group
Date: Wednesday, March 2, 2011 Time: 11am - 2pm (Lunch will be served) Topic: Staffing capacity and forecasting based on resource management (along with open discussion) Fee: $0 Location: RedPrairie 2730 West Tyvola Road, Suite 220 Charlotte, NC...
- Dallas OpenAir User Group
Date: Friday, February 25, 2011 Time: 11am - 2pm (Lunch will be served) Topic: Staffing capacity and forecasting based on resource management (along with open discussion) Fee: $0 Location: eVerge Group 4965 Preston Park Blvd. Suite 700 Plano, T...
- Austin OpenAir User Group
Date: Thursday, February 24, 2011 Time: 11am - 2pm (Lunch will be served) Topic: Staffing capacity and forecasting based on resource management (along with open discussion) Fee: $0 Location: Smartdog Services, LLC 7004 Bee Cave Road Building 3, ...
- OpenAir Expert Webinar Series: Project Budget Management
In this webinar recording you will learn more about: Methods for budget management from simple to advanced Best practice process workflows for Project Managers Aligning effort with contract budgets Baselines and actual vs. plan reports Capt...
- OpenAir Expert Webinar Series: Forecasting - Using OpenAir As A Crystal Ball
In this webinar recording you will learn more about Pros and Cons with forecasting approaches Tips and tricks on how to get a more accurate forecast Reflect weighted forecast values based on your sales methodology Forecast resource needs ...
- Dreamforce 2010
Date: December 6-9, 2010 Location: Moscone Center, San Francisco Dreamforce is the cloud computing event of the year. Every year attendees feel the excitement as they learn how the next wave of cloud computing can help their businesses soar. Mo...
- OpenAir Expert Webinar Series: Advanced Invoicing
In this webinar recording you will learn more about Invoice number increments Expense groups Expense insert layout Prefix, billing codes ...and more!
- Consulting Magazine's Consulting Summit
Date: November 4, 2010 Location: Union League Club, New York City Now in it's 10th year, the Consulting Summit has a new format that focuses on practical, applicable learning and ideas that are ready to be implemented at your firm right away. An...
- NetSuite OpenAir User Summit 2010
Date: November 1, 2010 - November 3, 2010 Boston, MA
- San Francisco User Group
Date: October 19, 2010
- Washington DC User Group
Date: July 29, 2010
- Boston User Group
Date: July 27, 2010 Burlington, MA
- Atlanta OpenAir User Group
Date: July 26, 2010 Alpharetta, GA
