Touchstone is a structured place to create, store, and manage all standard operating procedures (SOPs) and workflows.

Key Features of the TouchStone Business System

🔹 Process Documentation Tools

TouchStone provides documentation templates, ensuring flexibility for different types of business processes while maintaining consistency in format and structure :

• Work Plans – Step-by-step guides for completing tasks.
• Checklists – Ensure employees follow all required steps.
• Scripts – Pre-written communication for consistency.
• Uploaded Files – Store and attach supporting files.
• Documents – Blank document fields for extra process information
• Custom Forms Builder – Create interactive forms for data collection.
• Policy Notes – Maintain company policies in a structured format.
• Video & Audio Uploads – Include multimedia content for process clarity.

🔹 Job Descriptions & Role-Based Access

Each employee has access to the specific processes relevant to their job role, eliminating confusion and ensuing accountability.

🔹 AI-Powered Process Writing

Processes that document themselves! TouchStone now offers AI-powered process creation, making it easier to generate, refine, and improve SOPs automatically. This feature speeds up documentation and ensures clarity in process descriptions.

🔹 Scribe Integration

Seamlessly integrates with Scribe, allowing businesses to automatically capture step-by-step workflows with screenshots and instructions. This eliminates the need for manual documentation and ensures accurate process recording.

🔹 Integration for Video SOPs

TouchStone integrates Videos, enabling users to create and embed video SOPs directly into their process library. This makes training more engaging and provides visual demonstrations for complex tasks.

🔹 Process Assignment & Completion Reporting

• Assign specific processes to employees based on their roles.
• Track who is responsible for completing and maintaining each process.
• Generate completion reports to monitor which processes have been followed.
• Identify employees who need additional training or follow-up.

🔹 Process Documentation Reports

• View reports on the most recently completed processes.
• See the last updated date for each process and who made changes.
• Identify outstanding or incomplete documentation that needs attention.

🔹 Process Automation

• Automate the process by requiring employees to complete forms and checklists, etc. before moving forward.
• Ensure compliance by automatically tracking and storing completed processes.
• Create approval workflows where processes are only marked complete after review.

🔹 Onboarding & Ongoing Training Tracking

• Assign structured training processes to new employees.
• Track onboarding progress with completion status updates.
• Ensure ongoing training by assigning periodic refresher courses or updates to processes.

🔹 Employee Testing & Assessments

• Create quizzes and tests to evaluate employee understanding of key processes.
• Monitor results to identify gaps in knowledge and provide additional support.
• Use automated reports to ensure compliance with training requirements.

Touchstone is an amazing tool for streamlining and organizing your business processes, but what truly sets us apart is that we are also the experts in business systemization and process documentation.

When you choose TouchStone, you’re not just getting a powerful process management system—you’re gaining 25 years of systemization experience. We don’t just give you the tools and leave you to figure it out on your own; we offer free training and are committed to guiding you every step of the way. With our expertise, we’ll ensure that your business runs smoothly, efficiently, and consistently, helping you scale and succeed without the stress.

Let us prove it to you! Sign up for your FREE trial today!