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Manual Bookings Vs. Booking Approvals In OpenAir

In OpenAir, there are many ways to manage resources. One key consideration is whether to create bookings directly into your system – manual bookings, or using a request/approval process. As with anything, there are pros and cons to using either method. Manual bookings are immediately scheduled, so you don’t need to wait to have a…
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Setting Up Subcontractor Resources in OpenAir

OpenAir uses an active user licensing approach that supports a wide range of permissions and data view controls. Knowing what you need your subcontractors to see and do vs. what they shouldn’t is key to role and filter set setup to limit access. A priority is to make sure your subcontractors do not see more…
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TOP Step Consulting Among 10 Best Performing PSA Solution Providers 2018 List

Insights Success has once again named TOP Step Consulting to its 10 Best List Insights Success has named professional services automation (PSA) solutions provider TOP Step Consulting as one of the 10 Best Performing PSA Solution Providers 2018. Insights Success top ten list highlights PSA solution providers that distinguish themselves as leaders and consistently deliver…
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Successfully Served Over 300 Professional Services Organizations

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A Few Of Our Accomplishments

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Mar 14

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.