Does your service organization experience these challenges?
- Duplication of Data
- Manual Processes
- Reports Out of Date
- Poor Resource Utilization Rates
- Lack of Visibility Into Project Status
These problems may be a sign that your professional services business model is not operating at peak efficiency.
What Is a Business Efficiency Assessment?
The Top Step business efficiency assessment identifies the gaps between your professional services business model and your professional services automation system. During this review, our business efficiency consultants will review tasks that:
- Are programmed with set rules: These tasks run on a defined set of rules that are rarely or never changed.
- Need accurate data in their output: Automating these tasks captures the correct data, generating accurate calculations by eliminating the risk of errors and rework.
- Will have more value with automation: Automation can handle complex calculations and processes faster than manual work.
- Are slow or repetitive: Tasks that don't need manual oversight should be automated, so staff can work on more important assignments.
These tasks are the best candidates for automation. We'll help you decide if automation is the best course of action and provide you with an actionable plan for optimization to support your goals. This process may include defining the requirements for your automation to understand its impact and documenting each step.
Benefits of our Business Efficiency Assessment
A service organization that operates efficiently gains the most value from its resources and efforts. The business efficiency assessment from Top Step will help you understand your business productivity. Other advantages are:
- Independent review by professional service (PS) business operations experts who are also experienced in your professional services automation system.
- Best practice discussions and knowledge sharing.
- A customized implementation plan with cost/benefit analysis and details for informed decision-making.
- A professional services automation system that works the way you do.
How we work with you
Business Process Workshop
Gain an understanding of your current business model
Capture how daily business operations are currently managed
Discuss improvements or changes you plan to make and any known issues impacting your operations
Operational Analysis
Identify process changes required to meet business efficiency goals
Identify automation opportunities
Develop a matrix of potential system changes with cost/benefit for implementation of identified changes
Recommendations Review
Presentation of findings
Validation of assumptions during the analysis process
Customized roadmap and action plan for implementing change
Why Partner With Top Step?
Top Step is an Oracle NetSuite Alliance Partner with over 15 years of experience implementing and optimizing PSA solutions. We provide services organizations need to gain the optimal value of their PSA software. We will help you increase your profits and efficiency while eliminating redundancy.