Customers

athenahealth

“We were impressed with how quickly TOP Step responded to our needs for filling a gap when we lost our in-house OpenAir administrator. Within one week of our request, we were provided with a very capable OpenAir TOP Step consultant who understood our world. Not only did TOP Step meet our expectations – they went…

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AppDynamics

“Having a consulting partner like TOP Step Consulting that understands the Professional Services industry, helped us to successfully define business processes, and align them with best practices in FinancialForce PSA. The experience TOP Step brings from having worked across a large customer base, and with complex global organizations in the past is invaluable. The speed…

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Instructure

“TOP Step Consulting guided us through the implementation of our FinancialForce PSA system with an eye on understanding the needs of our business and mapping these needs to the technology to support it. TOP Step worked with transparency, keeping us informed of the progress allowing us to go live with our new solution on target…

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ECS Team

“The TOP Step Consulting Reporting Workshop was right on the mark and absolutely what we needed. Not only did we solve our reporting challenges, but we also benefited greatly by spending time with the experts who truly understand how to use OpenAir to support the business. TOP Step really gets it. They listened carefully and…

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iModules

Customer Success: Improving Resource Coordination For iModules Background iModules is a leading solution provider in online Constituent Engagement Management for educational institutions. Its interconnected suite of modules transforms how institutions create relevant constituent experiences and achieve fundraising success through web content management, marketing communications, online giving, event management, e-commerce, and social media integration. Their expertise and…

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Strata Information Group

Customer Success: Strata Information Group Implements Professional Services Automation To Improve Efficiency Of Their Business Operations Background For more than 28 years, Strata Information Group (SIG) has been supporting the efforts of colleges and universities nationwide to manage information technology in order to improve services for their faculty, staff,  and students. SIG provides a wide-range…

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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.  We are celebrating our 10th year of success and look forward to growing and learning with you.

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