Archive for OpenAir Implementation

Operations Efficiency Checkup

Thursday, August 26th, 2010

Are you maximizing the value out of your professional services automation tools in line with your business processes?  Have you recently deployed productivity tools yet they still aren’t achieving the expected benefits?

The TOP Step Operations Efficiency Check-up is a brief 3 day review of your business operations automation strategy.     It will consider:

  • Your Operational Business Model
  • Adoption and usage of existing system
  • Review potential integrations with other applications such as sales automation or financial applications
  • New features and capabilities you may not have considered or be aware of

Results of this review is a recommendations report providing guidance for maximize the value of the investments you have made and recommendations to increase adoption and productivity

OpenAir Release Management

Thursday, August 26th, 2010

Do you want a better way to keep up with OpenAir releases? 
How do you know if a new feature is right for your business? 
What is the best way to roll out changes to users?

We can answer these questions for you and make sure that you don’t miss anything as OpenAir continues to improve its products. OpenAir releases new code approximately every 8 to 12 weeks. Staying abreast of these changes can be time consuming and drain on valuable resources in your organization.

Our OpenAir Release Management is a cost effective solution for staying up to date and getting the most from your OpenAir Investment.  TOP Step will partner with your OpenAir Administrators reducing your time and costs associated with understanding each release to determine what features should be implemented for your system.

We are OpenAir users ourselves. As a best practice,  we take an in-depth look at each release and test each new feature.   We then apply the features that will benefit our business operations in our system. At this point we have already done half the work for you… and can do the same for you faster and for less than what it would take with your own staff.

Through this offering we will:

  • Review each release with an eye on your business model
  • Recommend changes to your system that will benefit your business
  • Review the changes with your administrators to decide what will be implemented
  • Provide a custom OpenAir Configuration Communication email you can use to communicate to your OpenAir users.

OpenAir Outsourced Administration

Thursday, August 26th, 2010

Is your Administrator spending more time researching and learning OpenAir than providing the support you need?

The typical OpenAir Administrator has a dual role, making learning the OpenAir system in-depth and keeping up with the changes difficult. This is where TOP Step Consulting steps in as your “right” source for OpenAir System Administration. We work in coordination with your central administrator to ensure that your organization has the support it needs and is utilizing the OpenAir system in the best way possible to achieve your goals.

What is Outsourced Administration?

  • A tailored set of services to fill the gaps in your administrators’ knowledge and availability
  • Access to knowledgeable OpenAir experts who understand your business
  • Hands-on updates to your system as needed
  • Recommendations for fixes and improvements based on your unique business process and system configuration

How is it different from NetSuite OpenAir Support?

NetSuite still provides product support. Outsourced Administration from TOP Step Consulting is a close partnership that starts with a detailed review of your system usage and key business processes. We then put a plan together with you that combines proactive services, administrative support, and periodic check-ins to discuss plans and progress.

Our Outsourced Administration program is designed with flexible options to fit your needs. We begin with a detailed review of your system usage and business processes to create a plan that will meet your needs.

  • User Support
    • Call, email, or submit a request online
    • Identify authorized requesters
    • View the status of your requests online any time
  • Report Configuration
    • Help users modify their existing reports
    • Create new reports
    • Provide pointers to help you gain confidence in your team’s reporting knowledge
  • System Configuration Changes
    • Identify the best way to support changing needs as your business grows
    • Implement configuration changes as needed
  • Proactive System Audits To Ensure Data Accuracy and User Adoption
    • We keep an eye on your OpenAir system and provide regular updates and recommendations
    • We alert you to potential problems to resolve and how to make the change
    • Review for key missing data that can affect accurate reporting
    • Recommend solutions for reducing the amount of recurring issues

OpenAir Implementation

Friday, August 20th, 2010

Start off on the right foot with your OpenAir Implementation

To be successful your first step is to assess the operational business goals and business process. This will ensure your configuration will meet the demands of your operational business model and achieve the productivity results that a PSA tool should provide.

Automation Tool Migration

Friday, August 20th, 2010

Are you planning to change automation tools?

Migrating from one automation tool to another can be a daunting task. We understand a PSA tool migration is much more than a software migration.

•A full lifecycle process focused on your business process to assure you get the most benefit possible with your new automation tool.

•We guide you through your migration to minimize the impact and ensure your critical business operations are not interrupted.

InfoMedics

Wednesday, August 11th, 2010

“With the help of TOP Step Consulting, we now have greater visibility over our operational business and forecasting process.  Adoption of the OpenAir system was critical to our success.  TOP Step Consulting went the extra mile to provide training that not only enabled the individual user with the knowledge they needed but also how the system benefited them and our organization.  We could not have implemented OpenAir and achieved the same results without TOP Step Consulting.”

–Lou MacDonald, Chief Financial Officer, InfoMedics

Empathy Lab

Saturday, May 29th, 2010

“Because TOP Step’s methodology focused on our business process first to understand how we would most benefit from a best in class PSA tool,  we were able to accelerate our original schedule to deploy the OpenAir system to meet our specific business needs.  Within one month we had a system in place that was contributing value to our business operations for Empathy Labs with accurate and readily available information.   TOP Step’s expertise in professional services business automation was key to a successful implementation, and they will continue to be a trusted business partner for providing sound advice as we expand our OpenAir system usage.”

- Howard Abrams,  Empathy Labs