Before getting started first consider...
- Operational business model alignment
- Process changes to ensure data accuracy and efficient handoffs
- Integration needs
- Reporting and data needs
- User adoption
Top Step's methodology for PSA Implementation has been refined and perfected through real-world deployments. With our NetSuite OpenAir tool know-how and our business operations experience, we are 100% confident we can help you quickly receive the value you are expecting in your NetSuite OpenAir investment.
Benefits of our OpenAir Implementation
- Professional Services Automation experts who have PS business operations experience
- A proven implementation methodology based on real-world deployments
- Knowledge transfer through best practice discussions
- User training to ensure adoption
- A Professional Services Automation system configured to work the way you do
How we work with you
Business Process Workshop
Review business model end to end starting with opportunity identification to project delivery and closeout
Review current business challenges
Discuss company direction and "to-be" vision
System Validation
Walkthrough of the configured NetSuite OpenAir solution for immediate feedback
Definition of typical use cases to demonstrate system alignment
User acceptance test windows to educate your team and confirm requirements are satisfied
Identify training needs for end users
Detailed Design Module Configuration
Identification of OpenAir system features/functionality relevant for your business
Reporting needs and report definition
OpenAir system configuration aligning to business model and requirements
Data Migration
Determine foundational and transaction data migration needs
Identify historical data migration amounts and level of detail to meet reporting needs as part of production deployment
Plan out the data migration approach and ownership
Integration and Extension Review
Process and data workflow identification for system integration and automation enhancements
Data ownership and transformation needs to support integration
Identification of integration technology best suited to deliver information on a timely schedule
Implementation of integration and extension logic
Training
Identify role-based training needs for the organization
Determine the best delivery method supporting your organizational culture (webinars, classroom, etc)
Develop materials from training presentation to user guides and FAQs to drive user adoption
Go Live
Migrate configurations and data to production
Minimize disruption to the business
Assistance with user adoption measures
"The experience Top Step brings from having worked across a large customer base, and with complex global organizations in the past is invaluable. The speed and effectiveness in which the initial deployment was completed is proof of that. Ultimately, our success is not just with the software, but with the capability of the partner who helped us implement it. "
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