SOP Documentation Software

What Touchstone Can Do For Your Business

What Touchstone Can Do For Your Business


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.

Four Key Functions

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.


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 Documentation Tools and Templates

Organizational Chart with Linked Job Descriptions.

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

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.

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.

Management Review for Analysis and Training

Run Reports on Completed Work

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

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.

 best small business SOP management software

How an SOP Software Can Benefit Your Business


Reduce Expensive Errors

With the best small business SOP management software, you can avoid costly mistakes due to problematic instructions. Your business will also get to reduce operational cost since an SOP will streamline all the processes and tasks involved.

Get Your Operation Running no Matter What

Did someone call in sick? With SOP creation software, you can input all the processes involved in accomplishing a task. This way, someone can take over to keep your business running no matter what happens to the initially assigned employee.

Streamlined Training

Hiring new employees? Business process documentation software will let you train new employees easily. They can access instructions, guides, and manuals all in one place. This also lets you re-train your staff for new skills.

business process documentation software

Implement New Instructions Faster

If you need to implement a company-wide rule, adding it to your organizational software for a small business will make information dissemination faster. You can tap the help of managers and supervisors to discuss the new instructions on their teams.

Get Things Done the Right Way

A clear SOP will let you distribute the way a task should be done. This way, each employee will know how to accomplish a certain process properly. It will prevent any second takes, which will consume resources, time, and effort.

Ensure Compliance at All Times

The best small business SOP management software will allow you to monitor the compliance of each employee. Instead of manually checking, your SOP will serve as the watchdog of your company’s standards.

procedure documentation software

Top Features of SOP Software

Here at Touchtone, we offer you the following features on our procedure documentation software. We guarantee organized workflow and ease of creating your business’ SOP.

Process Organization Hierarchy

We have a drag and drop platform that lets you organize the hierarchy of positions in your company. This is an important start when creating an SOP so your employees will know who to contact and to whom they should raise their concerns. We have simple design software for small businesses. 

Sharing and Permissions

With our sharing and permissions feature, you can now select the employees who will have access to specific files. This way, you can protect your privacy and guard the most important information about your company.
sop creation software

Document Control Workflow

With this feature, you can identify who, how, and when a certain document is updated. Everything is transparent and you can check who’s complying with the SOP and those who do not. This feature also streamlines all your documents all in one place.

Free SOP Templates

Are you new to SOP creation software? Our SOP software comes with free templates that you can use to craft your SOP. No need to search and look on the web for the format that works for you. Everything is built within the system.

Document Uploading

Our SOP documentation software gives you the freedom to upload document, image, audio, and video files. This way, your employees can easily comply with the SOP through comprehensive resources. It’s a one-stop information portal for everyone.

Work Plans

By coming up with a work plan, you can outline the responsibilities and expectations for every position in your company. This also includes the process of accomplishing a task and more.