Archive for Business Process

Reporting Workshop

Friday, September 17th, 2010

Do you have the information you need to make proactive decisions?

TOP Step understands you need to see the right information in order to take action. Our Reporting Workshop is a collection of critical and most commonly used OpenAir Reports. By using our Reporting Workshop you can more quickly begin getting visibility into your operational data. We provide a step by step user guide for each report customized to your unique business model. The Reporting Workshop is delivered along with a day of consulting to assist in the setup and answer any questions you may have.

Currently the reports we provide as a part of this workshop are:

  • Financial Reports
    • Forecasting
    • Average Bill Rate
    • Fiscal Year Financial Performance vs. Budget Plan
    • Work-in-Progress & Deferred Revenue
    • Strategic Revenue Analysis
  • Project Delivery Reports
    • Project Margin
    • Project Performance (budget management)
  • Resource Management Reports
    • Utilization
    • Capacity Planning
    • Timesheet Compliance

If you are a department or operations manager, you are keeping an eye on your business’ operational story including staffing needs, utilization, backlog forecasting, sales pipeline, skillset requirements, and so forth. Today you may be getting this information but from a variety of sources: Human Resources, project managers, sales, finance, accounting and others.

Each of these sources is most likely using their own system.  You then have to make decisions based on disparate, manually compiled data.  A PSA Tool provides a centralized system focused on the specific needs of an operational manager, and enables system and process integration to get the latest information from various departments and systems.  TOP Step can review your business model and system usage and recommend ways to be more efficient.

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