TouchStone is built to solve small business's biggest problems. If you're looking for smarter ways to organize your existing processes, ways to scale as you grow or simply get your employees to do what they need to do, the powerful Touchstone system can help.

TouchStone Software

Four Key Functions – Process Outline

It is easy to identify processes using our process organization hierarchy. The drag and drop interface makes development and organization easy. Color coding of process completion status helps to manage your process documentation completion. Copy from process libraries for examples of best practices.

standard operating procedure software

Process Documentation Tools and Templates

Thoroughly document business processes using standardized templates and tools. All tools include hyperlinks that will connect to any other part of TouchStone or to external websites. All tools allow for images as well as text.

  • Work Plans: A step-by-step detailed tasks and expectations that demonstrate workflow and show how a process is accomplished.
  • Check Lists: Document tasks, standards, actions that need to be checked off and verified for quality control
  • Scripts: Document conversations, frequently asked questions, response modules, answers to objections anything that is expressed verbally.
  • Uploaded Files: Upload Excel, Word,  Power Point and PDF files that are used in the process.
  • Text Doc: Create printable forms or text documents to assist in inputting and storing information related to the process
  • Custom Forms: Create web forms to capture information related to a work process, create process tests and use the custom forms electronically inside of TouchStone
  • Policy Notes: Document important policies and rules related to the process and the company overall.
  • Audio Upload: Upload audio files for training on how the process is supposed to sound.
  • Video Upload: Upload videos that demonstrate how the process visually runs.
Process software tools
Process software chart

Organizational Chart with Linked Job Descriptions

Create and use a dynamic organizational chart. One click to linked Job Descriptions for every position on your chart. Job Descriptions hold a listing of all the documented processes that position is accountable for.

Use our starting template then customize and build your own chart. Each box on the chart is linked to a Job Description for that position. Drag and drop interface makes development easy. Export to Word, PDF, email. Operating Manual creation for every position.

Control Panels for Implementation and Compliance

The Control Panel provides users the ability to inter-actively follow, track and complete their processes as part of their daily work. Specific process tools inside a process can be opened as trackable copies. When a user clicks on a Process Tool in the Control Panel, a copy of that tool is created for an employee to use. Employees can complete and save work plans, check lists, forms and more.

The Process Tool Copies are saved in a completed folder archived by date and can be searched or reports can be run and retrieved for management review.

The Control Panel also displays the date the Process Tool Master was last updated and indicates if specific users have been trained in that process.

The Control Panel gives employees direct access to their processes. It keeps them focused on the orchestrated processes that need to be followed, thereby eliminating costly errors and lag time.

Control panels for implementation

Management Review for Analysis and Training

Managing employees thoroughly is essential in every business. Employees are best managed with and through their written, orchestrated processes for which they are accountable. The Management Review feature in TouchStone allows managers to review the work their reporting employees are doing and it ensures processes are being followed. Managers can also track that employees have been thoroughly trained.

Any time there is a problem or break down in the work employees are doing, management review gives managers a way to point directly at the processes that were being used and take corrective action by changing the process or re-training the staff member.

Software management review
Completed business work report

Run Reports on Completed Work

Run filtered reports of your own Control Panel activities or of subordinates activities with management Review Reports. All reports are a hyperlinked list to the exact completed items searched. Reports can be downloaded to Excel.

User Access Restrictions & Permissions

Create unlimited users. Users log-in and have access to appropriate processes. Restrict and set access rights to users, set as Read, Edit or Create access to processes.

Permissions and restrictions