Advanced Form Permissions / Scripting

In this webinar you will learn more about: Controlling form behavior with Form Permissions Advances in Form Permissions logic How Scripting can be incorporated to extend system validation logic and data processing Determining when to use Scripting, Form Permissions, and more

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Four Ways to Deliver Bad News Like Jerry Seinfeld

Comedians and consultants actually have a lot in common, and not just that they both hate airports. A consultant has to see things as they are, even if it means delivering news a client doesn’t want to hear. Jerry Seinfeld’s job is to make it funny while ours is to keep our projects and clients…

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Lessons In Avoiding Non-Apologies

2013 was another year of tragedy and triumph and, as usual, we all witnessed loads of colossal public gaffes. Just like every other year. And for every Paula Dean, Lance Armstrong and other famous celebrity mishap, there was often an equally embarrassing mea culpa. Many mistakes can’t be laughed off or explained away, so a…

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2013 New Feature Highlights / Release Management

As we work with customers, there are frequently features/functionalities that are not being taken advantage of which are time savers, system compliance helpers, and just generally better ways to view data. In this webinar, we will highlight features introduced in 2013 which impact day to day operational efficiency and hear how TOP Step’s Release Management…

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Sweat the Small Stuff…Sometimes

I once had an extended, heated argument with a client over adding 20 accounts to their 2,000+ value chart of accounts. I spent some of both my credibility and the client’s goodwill during the discussion, and to what end? We both ended up frustrated, and for a while our relationship was strained. There was no…

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Three Ways to Cope With Work Overload

Or, “How I learned to stop worrying and love the fact that I’m busy.” Sometimes it’s hard to help your clients keep things together without falling apart yourself. The more value you add, the more in demand you are, and the harder it is to get a handle on a workload that never seems to…

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Upcoming Webinars

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.