Business Efficiency


Business Efficiency Assessment


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 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

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

Operational Analysis

Identify process changes required to meet business efficiency goals

Identify automation opportunitie

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


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

The latest from our blog

Project Task Structure: Task vs. Time

Project Task Structure in OpenAir: Task vs. Time

The team here at Top Step is constantly asked the question about project task structure in OpenAir and what we ...

Understanding Cost Tracking Features in OpenAir

Being able to track costs is vital for any business.  OpenAir supports several cost tracking features and related functions that ...

OpenAir Techniques for Forecasting Resource Utilization and Reporting

Resource utilization is a common measure in all professional services organizations. It’s a measure of productivity and of your people ...

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

p:  703-957-8370

Upcoming Webinars
Jun 13

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.