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What is TouchStone Business System?

Never again will you misplace or lose track of your training and documented procedures. By implementing a comprehensive process hierarchy, you enhance both usability and accessibility, allowing for a detailed breakdown into specific work plans, tasks, checklists, and documents. These processes are directly tied to the roles outlined in your organizational chart, which results in dynamic job descriptions and operational manuals for each position. With user-friendly templates, it becomes straightforward to outline and establish processes effectively. Our extensive process libraries provide valuable insights and best practices for your business. Documented processes are essential for effective employee management, as they facilitate improved performance and accountability through regular management reviews. Ensure that all tasks, checklists, documents, and other essential documentation are consistently completed, while also reviewing process notes and generating reports. By concentrating on innovation and performance, you can empower your employees to maintain steady and efficient work results through well-defined documented processes. Additionally, the Control Panels and Reports feature grants you the ability to easily access and utilize these processes. It is crucial to uphold compliance with established process policies and actively enforce them to foster a productive workplace environment. This commitment to structured processes will ultimately drive your organization's success.

What is ProcessKit?

Enhance the efficiency of your client onboarding by creating a structured process that is both consistent and reliable, minimizing the potential for confusion during the setup phase. Develop a smooth workflow aimed at ensuring new clients achieve success on a regular basis. You can either select from our ready-made process templates or customize one to suit particular requirements. Incorporate features like conditional logic, input forms, and automation to elevate the client experience. Emphasize continual enhancement by making seamless updates across all current onboardings. This organized methodology transforms your client onboarding into a streamlined and effective operation, granting you constant visibility and the ability to focus on growth without worrying about overlooking essential steps. Use checklists, intake forms, and adjustable timelines to maintain order, while an automatically refreshing Kanban view provides real-time organization. Experience the flexibility to make quick adjustments when necessary, ensuring that all key information is readily available. Share onboarding tasks among your team members, as ProcessKit is designed to support you throughout this process. Equip your team to manage client onboarding tasks with ease, ensuring positive outcomes consistently. With this comprehensive system established, you can confidently broaden your client base, assured that your onboarding process is well-managed and effective. Ultimately, a well-defined onboarding strategy not only enhances client satisfaction but also fosters long-term relationships, as clients feel valued and supported from the very beginning.

Media

Media

Integrations Supported

TimeXtender
Zapier

Integrations Supported

TimeXtender
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Business Design Corp

Date Founded

2000

Company Location

United States

Company Website

businessdesigncorp.com

Company Facts

Organization Name

ProcessKit

Date Founded

2018

Company Location

United States

Company Website

processkit.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Categories and Features

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