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TopDown Consulting

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TopDown Consulting Automates Financial and Reporting Operations With NetSuite

TopDown Consulting, was running a lean operation that needed to scale with company growth. A lack of integration between its previous Deltek ERP and Changepoint PSA solutions required time-consuming workarounds and too many manual and paper-based processes. This high growth rate demanded a business system solution that automated processes, accommodated the expanding rate of business transactions, supported current and future needs.

COMPANY

TopDown Consulting

LOCATION

San Francisco, Calif.

INDUSTRY

Professional Services

REVENUE

$5M to $20M

EMPLOYEES

50 to 99

NUMBER OF USERS

55

NUMBER OF COUNTRIES

1

OTHER SOLUTION CONSIDERED

Deltek, Intacct

SYSTEMS REPLACED

Compuware Changepoint PSA, Deltek ERP

IMPLEMENTATION PARTNER

NetSuite Professional Services

NETSUITE PRODUCTS IMPLEMENTED

LEARN HOW CLOUD ERP CAN STREAMLINE YOUR BUSINESS.

"The automated data flows between NetSuite and OpenAir create efficiencies, reduce manual data entry, and let us grow our company without adding extra staff."

- Cheryl Power, Director of Finance at TopDown Consulting

Growing Fast. Running Lean.

Equipped for Growth
By deploying a combination of NetSuite ERP and OpenAir, the company gained a comprehensive services resource planning solution that provides real-time, on-demand data. TopDown now enjoys the efficiency, visibility and scalability it needs to take full advantage of abundant growth opportunities.
By automating manual processes, TopDown has significantly sped up everything from generating revenue forecasts to approving time and expense reports. What’s more, built-in mobile capabilities benefit salespeople in the field, and embedded CRM features have streamlined lead management and improved sales effectiveness.
Business Improvement Evident
Everywhere
Runway for Expansion
Since its initial deployment, TopDown has expanded its project management capabilities with a subsequent deployment of OpenAir PSA, added new functionality with NetSuite Payroll and integrated with Mineral Tree’s AP payment system through the SuiteCloud Developer Network.

Learn About OneWorld Global Business Management

  • Business requirements: The ERP system should meet your organization’s business needs and align with your operational processes.
  • Scalability: The system should be scalable to meet your organization’s future needs, including growth, expansion, and changing business requirements.
  • Customization: The system should allow for customization to meet specific business needs and integrate with other systems.
  • Integration: The ERP system should integrate with other systems and applications your organization uses, such as CRM, HR, accounting, and inventory management.
  • Ease of use: The system should be user-friendly and easy to use, reducing training costs and ensuring a smooth transition for employees.
  • Cost: Consider the total cost of ownership, including licensing, implementation, training, and ongoing maintenance costs.
  • Security: The ERP system should have robust security features to protect sensitive data and prevent unauthorized access.
    Vendor reputation: Choose a reputable vendor with a proven track record of delivering quality ERP systems and excellent customer support.
  • Support & maintenance: The vendor should offer reliable support and maintenance services to ensure smooth system operation and minimize downtime.
  • Industry-specific features: The ERP system should have industry-specific features that meet your needs, such as compliance with regulatory requirements or specific reporting capabilities.
  • Experience and expertise: Choose a vendor with a proven track record of delivering successful ERP implementations. Look for reviews, case studies, and references to evaluate the vendor’s experience and expertise.
  • Project management methodology: Check their project management approach and see how they manage risks, issues, and change requests.
  • Team composition: Ensure the vendor has the right team composition to deliver successful implementation, with skilled and experienced members having diverse expertise like functional, technical, and project management.
  • Customization capabilities: The vendor should have customization capabilities to meet your specific business needs and integrate with other systems.
  • Cost: Consider the vendor’s pricing structure, including implementation, training, and ongoing maintenance costs.
  • Training and support: Check their training and support processes and see how they will help you and your employees throughout the implementation and beyond.
  • Change management expertise: The vendor should have experience in change management, ensuring your organization can adopt the new system smoothly and efficiently.
  • Communication and collaboration: The vendor should have open and transparent communication channels and foster collaboration between their team and your organization.
  • Data security: The vendor should have robust security features to protect sensitive data and prevent unauthorized access.
  • Scalability: The vendor should have the capabilities to scale the system to meet your organization’s future needs, including growth, expansion, and changing business requirements