Deploying tools and process requires more than just technical expertise.   To be successful you must consider the end result for reporting and how the business operations run.

  • Report Foundation Package for OpenAir

    Do you have the information you need to make proactive decisions?

    TOP Step understands you need to see the right information in order to take action.   Our Report Foundation Package is a collection of critical and most commonly used OpenAir Reports.    By using our Report Foundation Package you can more quickly begin getting visibility into your operational data.   We provide a step by step user guide for each report customized to your unique business model.   The Report Foundation Package is delivered along with a day of consulting to assist in the setup and answer any questions you may have.     Currently the reports we provide as a part of this package are:

    Financial Reports

    • Forecasting
    • Average Bill Rate
    • Fiscal Year Financial Performance vs. Budget Plan
    • Work-in-Progress & Deferred Revenue
    • Strategic Revenue Analysis

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    Project Delivery Reports

    • Project Margin
    • Project Performance (budget management)

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    Resource Management Reports

    • Utilization
    • Capacity Planning
    • Timesheet Compliance

  • Operations Efficiency Checkup

    Are you maximizing the value out of your professional services automation tools in line with your business processes?  Have you recently deployed productivity tools yet they still aren’t achieving the expected benefits?

    The TOP Step Operations Efficiency Check-up is a brief 3 day review of your business operations automation strategy.     It will consider:

    • Your Operational Business Model
    • Adoption and usage of existing system
    • Review potential integrations with other applications such as sales automation or financial applications
    • New features and capabilities you may not have considered or be aware of

    Results of this review is a recommendations report providing guidance for maximize the value of the investments you have made and recommendations to increase adoption and productivity

  • OpenAir Release Management

    Limited time only! Save $300 off the yearly subscription fee through the month of February.

    Do you want a better way to keep up with OpenAir releases?  How do you know if a new feature is right for your business?  What is the best way to roll out changes to users?

    We can answer these questions for you and make sure that you don’t miss anything as OpenAir continues to improve its products. OpenAir releases new code approximately every 6 to 8 weeks. Staying abreast of these changes can be time consuming and drain on valuable resources in your organization.

    Our OpenAir Release Management is a cost effective solution for staying up to date and getting the most from your OpenAir Investment.  TOP Step will partner with your OpenAir Administrators reducing your time and costs associated with understanding each release to determine what features should be implemented for your system.

    We are OpenAir users ourselves.   As a best practice,  we take an in-depth look at each release and test each new feature.   We then apply the features that will benefit our business operations in our system.       At this point we have already done half the work for you… and can do the same for you faster and for less than what it would take with your own staff.

    Through this offering we will:

    • Review each release with an eye on your business model
    • Recommend changes to your system that will benefit your business
    • Review the changes with your administrators to decide what will be implemented
    • Provide a custom OpenAir Configuration Communication email you can use to communicate to your OpenAir users.

    Interested in learning more?  Contact us and one of our TOP Step Consultants will set up time to discuss in more detail and answer any questions you may have.

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  • OpenAir Outsourced Administration

    Do you have the staff to administer your OpenAir system?    Does Your OpenAir Administrator have other important responsibilities that prevents them from responding to user requests and other needed system administration tasks?

    TOP Step provides accredited and professional system administration for the OpenAir system. We offer flexible options to best meet your operational needs.

    • User support, reporting configuration, system configuration changes as your organization grows, and system audits to ensure data accuracy and system adoption.
    • Act as a Help Desk and reference site to look-up specifics for your company’s OpenAir configuration
    • Work in coordination with your central administrator to ensure that remote offices have the support.

  • OpenAir Implementation

    Start off on the right foot with your OpenAir Implementation

    To be successful your first step is to assess the operational business goals and business process.   This will ensure your configuration will meet the demands of your operational business model and achieve the productivity results that a PSA tool should provide.

  • Automation Tool Migration

    Are you planning to change automation tools?

    Migrating from one automation tool to another can be a daunting task. We understand a PSA tool migration is much more than a software migration.

    •A full lifecycle process focused on your business process to assure you get the most benefit possible with your new automation tool.

    •We guide you through your migration to minimize the impact and ensure your critical business operations are not interrupted.