Professional Services Automation Services
Is your PSA system helping you stay on the right path toward your destination?
PSA Consulting Services
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Improving your bottom line is the destination and there are many roads that will get you there.

Our services are designed to help organizations become profitable, scalable and efficient through change management, process enhancement, technology deployment and skill set training. 

Services to help you every step of the way

PSA Tool Selection

Ready to move out of those trusty spreadsheets to a cloud-based PSA system, but not sure what is the best PSA tool for your organization? Our PSA Tool Selection Service will arm you with the information needed to select the PSA tool that will best fit your business model.

Business Efficiency Assessment

Do you have a PSA system but not getting the results you expect? Our Business Efficiency Assessment will identify the gaps between your business model and your Professional Services Automation system providing you an actionable next step plan.

PSA Implementation

Our methodology for PSA Implementation has been refined and perfected through 10 years of real-world deployments. Our approach begins with understanding your business model and vision of your organization then implementing a change management plan to evolve the organizational business processes along with the deployment of the PSA Solution.

PSA Integration & System Extension

Do you want to extend the functionality of your PSA or integrate with your CRM or ERP for improved collaboration? We have developed an extensive set of proven best practices and software components that will accelerate integration and system extension projects successfully.

PSA Virtual Administration

Your in-house PSA Administrator/Expert has limited time or may no longer be with your company, and you need someone to step in to assist with  PSA administration, report building, and more. Our experts provide ongoing services, support, and guidance to ensure your team is getting the most out of your PSA investment.

Learn how we can help.

Sign up for a 30 minute free consultation

The Latest From Our Blog

Project Management

Not All PMO’s Are the Same and Why

In a Professional Services organization, one of the keys to improving your bottom line is consistency and efficiency in how projects are delivered. A Project ...
PS Enterprise

What the Heck! I Am Not on the Latest Version of FinancialForce PSA

Do you want to have the latest and greatest features in your FinancialForce PSA system? If you answered yes, this short guide will help you ...
SalesforceAppExchange

Using the Power of Salesforce App Exchange to Expand Your FinancialForce PSA Solution

Salesforce App Exchange offers helpful ways to support system expansion with FinancialForce PSA. A great app in the App Exchange is Rollup Helper by Passage ...

Our consultants come from industries that leverage PSA tools and have gained their experience through practical application, trial and error, and vendor interaction.

Keep in Touch

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news, and webinars

Phone:  703-957-8370
Email:  info@TOPStepConsulting.com

Upcoming Webinars

Mar 02

Best Practices to Auditing PSA Data

March 2 @ 1:00 pm - 1:30 pm

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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