We follow a simple and straightforward approach to ensure we deliver a superior integration PSA solution
Organizations gain efficiencies from using best of breed tools that support their business objectives; a PSA tool for the Professional Services team, a CRM system for the Sales team, an ERP for the Finance team, and an HR system for Human Resources to name a few.
Integrations require an understanding of more than simple field mapping and data rules. TOP Step's 10+ years of experience to ensure your integrations consider business process workflows, end user behavior, time and dependencies, and best practices that should be applied when integrating your PSA system to other critical operational systems in your business.
Business Model Alignment and Design
Use of workshops to identify system ownership by department
Review of data ownership by system
Determining data workflows, frequency, and integration technology/software
Integration Buildout and Validation
Gather field specifics from each system for mapping and transformation needs
Configure and connect integration technology to end systems
Establish use case and testing scenarios to confirm performance, design, error handling, and more.
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
Benefits of PSA Integration
- PSA experts who have PS business operations experience
- Proven implementation methodology based on real-world experience
- Experts who understand integration technology best suited to deliver information on a timely schedule
- Proven best practices and software components that will accelerate integration projects successfully
Sign up for a complimentary consultation to discuss
integration possibilities for your PSA System
PSA Integration Project Experience
Our integration expertise and best practices have been developed around best of breed tools such as Dell Boomi AtomSphere integration platform and PSA vendor applications such as OpenAirCONNECT and FinancialForce Data Loader.