Business Efficiency
It's automation, not automatic.
Invest in a PSA system that best fits how your PS business works
PSA Tool Selection
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A PSA tool's purpose is to help professional services organizations manage operations, improve business efficiency, and support making strategic decisions impacting growth and profitability.

At it's core, a PSA solution will provide:

  • Time and expense tracking
  • Invoicing and billing management
  • Revenue management
  • Resource management
  • Analytical reporting and dashboarding

Selecting a PSA tool is more than finding a solution with nice features - it's about how PSA will support your business model, work with other core systems you have in place, and be adopted by your team.

Benefits of our Tool Selection

  • Evaluation based on your unique business model
  • Independent PSA system selection by PS business operations experts who also have real-world experience in PSA systems
  • Identification of process and automation changes that can help you achieve your goals
  • Proven PSA evaluation guidelines and ranking criteria

Download the Data Sheet

Helping you select the right tool

TOP Step Consulting Step 1

Business Process Workshop

Review business model end to end starting with opportunity identification to project delivery and closeout

Review current business challenges

Discuss company direction and "to-be" vision

TOP Step Consulting Process Step 2

Tool Requirement Definition

Identify process changes required to meet business efficiency goals

Identify automation opportunities

Develop Tool Requirement Matrix of operational and tool requirements

TOP Step Consulting process step 3

Vendor Selection

Identify “best of breed” PSA systems that best fit your business model and requirements

Invite the agreed selection to Request for Proposal

Down-select to 2-3 vendors for competitive use case evaluation

Prepare the final recommendation report highlighting the recommended vendor, implementation considerations, and suggested next steps

Want to learn more?

Download our latest White Paper "Success with PSA Tools"

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

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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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