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FinancialForce PSA Tips

Manage Expectations!

If you do nothing else in consulting, manage expectations well. If you're naturally a people-pleaser (most people in this business are), you'll want to tell your clients that you can do anything within virtually any time frame. We all want ...

Making (Worthwhile) Recommendations at the Right Time

June 2013 Inside Tech Services Written by:  Jodi Cicci   “I realize how valuable it is to have someone make a solid recommendation based on your specific requirements—and explain the alternatives in terms that make sense.” I recently changed mobile ...

The Three Musketeers Had It Right

Many of us know the cliché "All for One and One for All". It’s the team support spirit; everyone pitching in to support a common goal and having that goal benefit all who supported it. It’s also the basis for ...

Are Your Customers Your Virtual Sales Team?

  Originally published: Jan 2013 Inside Tech Services Written by:  Jodi Cicci For a consulting firm to be successful, it’s important to have a solid reputation—to be referenceable by all or a majority of your customers. Running a consulting firm ...

Top Three Items to Consider When Aligning Global Operations

TSIA -- October 2012 Written by Jodi Cicci What I love about working with global companies is that you never know how global or independent the regional offices are until you work through their business processes. Nothing points this out ...

Attrition: A Customer Relationship Opportunity

TSIA - August 2012 Written by: Jodi Cicci, President and CEO, TOP Step Consulting LLC When an employee leaves for another job opportunity, it may be difficult to fill the hole, especially if he or she is responsible for managing ...

The Importance of Being Earnest(ly Current)

New Year, New Resolutions, right?  One that I always put on my list is ‘keeping up with my workload and staying current with technology’.  I put them together since they really work together.  Anyone remember getting a TripTik from AAA ...

Travel Time Policies Around the World

I’ve been traveling quite a bit lately for both customer and company promotion activities. You may not think this is odd, but TOP Step is a virtual company and we pride ourselves on being able to effectively communicate with our ...

Is a completely remote services engagement feasible?

Working in a virtual company, communication is very important to keep everyone on track, engaged in the business, and aware of tips and tricks of the trade. We don’t all get to see other in person often – more often ...

Getting the word out to your teams

Communication I find is the key to change management, project management, team management, and operational management.  The cliché of ‘ignorance is bliss’ doesn’t apply in the real world of day to day business if you want to have reliable forecasting, ...
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