Recorded Webinars

Learn How to Expand the Boundaries of Your FinancialForce PSA System

  FinancialForce PSA’s configurable platform provides the ability to extend functionality with a variety of tools and coding options. Tune into this 30-minute presentation to explore valuable solutions TOP Step has completed with other FinancialForce PSA customers.  

Learn How to Expand the Boundaries of Your OpenAir System

NetSuite OpenAir’s configurable platform provides the ability to extend functionality with java scripting options. Tune into this 30-minute presentation to learn what interesting and powerful solutions TOP Step has provided to customers to enable even greater productivity and compliance with OpenAir scripts.  

Learn the Benefits of Extending the Boundaries of Your PSA System

A PSA may not handle all of your needs ‘out of the box’ according to your policies.  Learn about typical extensions that can be accomplished within PSA platforms. Keep users informed / reminders Automate and validate data entry Enforce policy compliance  

FinancialForce PSA Auditing Techniques to Keep your Data Clean

In this 30 minute webinar we will discuss auditing techniques for keeping your FinancialForce PSA data clean: Common and recommended data audits Checks and balances

NetSuite OpenAir Auditing Techniques to Keep your Data Clean

In this 30 minute webinar we will discuss auditing techniques for keeping your NetSuite OpenAir data clean: Common and recommended data audits Checks and balances

Best Practices for Auditing Data in Your Professional Services Automation System

In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Self Service Dashboards in FinancialForce PSA

In this 30 minute webinar we will discuss self-service dashboards in FinancialForce PSA. Common Self Service dashboards Dependencies and controls Following the webinar we will keep the lines open for 15 minutes for open discussion and Q&A.

Self Service Dashboards in NetSuite OpenAir

In this recorded webinar we will discuss self-service dashboards in NetSuite OpenAir. Common Self Service dashboards Dependencies and controls  

Empower your PSA Users with Self-Service

In this recorded webinar we will discuss ways to empower your PSA users with self-service. Ideas for self-service items How self-service impacts adoption Dependencies and controls

Scalable Maintenance Practices with FinancialForce PSA

In this recorded webinar we will discuss scalable maintenance practices with FinancialForce PSA: Do’s and Don’ts for customizations Approaches to minimize configuration maintenance Report maintenance suggestions

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

Upcoming Webinars

May 04

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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