PSA Integration
PSA System Integration
An efficient and profitable PS is a connected PS
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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.

1

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

2

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.

3

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.  

Here are some of the PSA Integration examples from our knowledge library

  • NetSuite OpenAir & Microsoft Dynamics GP

  • NetSuite OpenAir & Concur

  • NetSuite OpenAir & Workday HR

  • FinancialForce PSA & NetSuite ERP

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

Stay informed of tips,
news, and webinars

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

Upcoming Webinars

Nov 09

NetSuite OpenAir Best Practices For Billing

November 9 @ 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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