ARM YOURSELF WITH A PLAN TO OPTIMIZE YOUR PROFESSIONAL SERVICES AUTOMATION SYSTEM TO YOUR BUSINESS
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
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
Presentation of findings
Validation of assumptions during the analysis process
Customized roadmap and action plan for implementing change