Business Efficiency
Business Efficiency Assessment
Arm yourself with a plan to optimize your professional services automation system to your business
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Does this sound familiar? Duplication of work and data, manual processes still being used,
reports not providing the right information, and lack of adoption by users.

The TOP Step Consulting Business Efficiency Assessment identifies the gaps between your professional services business model and
your Professional Services Automation system, providing you an actionable plan for optimization to support your goals.

Benefits of our Business Efficiency Assessment

  • Independent review by PS business operations experts who are also experienced in your Professional Services Automation system
  • Best practice discussions and knowledge sharing
  • Customized implementation plan with cost/benefit for informed decision making
  • A Professional Services Automation system that works the way you do.

How we work with you

TOP Step Consulting Step 1

Business Process Workshop

Gain understanding of your current business model

Capture how daily business operations are currently managed

Discuss improvements or changes you plan to make and any known issues impacting your operations

TOP Step Consulting Process Step 2

Operational Analysis

Identify process changes required to meet business efficiency goals

Identify automation opportunities

Develop matrix of potential system changes with cost/benefit for implementation of identified changes

TOP Step Consulting process step 3

Recommendations Review

Presentation of findings

Validation of assumptions during the analysis process

Customized roadmap and action plan for implementing change

Want to learn more?

Sign up for a 30 minute complimentary review

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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

Thu 13

OpenAir Scripting Tips and Techniques

December 13 @ 1:00 pm - 1:45 pm
Jan 10

Are You Ready For The New OpenAir UI?

January 10, 2019 @ 1:00 pm - 1:45 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.