Integration
PSA System Extensions
Discover a fast way to make big efficiency improvements
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Plug-in functionality quickly and easily to your PSA System

PSA Extensions plug into the great features of your PSA system to provide customized new behavior and functionality to support your business processes.  There are many alternatives when it comes to customizing the functions of your system.

We make it easy with our library of system extension best practices and software components that can be easily applied and customized to your specific system.

1

Business Requirement Definition

Identify the business need in processing, communication, automation, etc.

Confirm standard PSA functionality it not already native in the platform

Highlight desired behavior resulting from a custom solution

2

Scope, Design, and Confirm

Scope a custom solution leveraging available PSA platform tools and add-on products

Consider boundary conditions, error handling, volume processing, and feature dependence

Evaluate end user impact and ‘workarounds’ that could possibly be used by end users which undermine end goal achievement

3

Develop and Accept

Develop the custom solution in a testing environment

Establish use case and testing scenarios to confirm performance, design, error handling, and more

Engage with the client to confirm requirements are met

4

Deploy and Monitor

Support migration to a production environment with live data

Assist with data alignment needs and system outage coordination

Establish monitoring activities to ensure continued success

Watch how it works:

NEW! Introducing the PSA Extension Marketplace

Get pre-built extensions to help you do more!

PSA System Extension Project Experience

NetSuite OpenAir

OpenAir scripting is a component of the NetSuite OpenAir platform that allows you to extend the capabilities of the system.  Our pre-built OpenAir scripts are easily customizable to fit your needs and save you development time.   

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FinancialForce PSA

There are a lot of ways that you can extend the use of FinancialForce PSA through custom system extensions, using both native Salesforce capabilities and capabilities for FinancialForce PSA.  Here are a few examples:

  • Project dashboards and status reports using Visualforce pages and Output Builder
  • Prepaid draw downs on fixed fee projects using custom objects and triggers
  • Revenue Management for the entire organization using complex sales orders
  • Automated project setup and team assignment for new accounts to capture presales time efficiently

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

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Jul 13

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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