Service Approach

At TouchstoneEnergy, we take a structured yet agile approach to managing our clients’ projects, ensuring efficiency, flexibility, and long-term success. 

Man wearing a headset smiling and working at a computer in a bright office.
Our process begins with a deep understanding of your existing systems, infrastructure, and operating strategy. From there, we guide you through every stage of the project lifecycle—from gathering requirements to seamless implementation, training, and ongoing support. With a focus on collaboration and industry best practices, we work closely with your team to deliver tailored solutions that align with your business objectives. Whether you are upgrading legacy systems, streamlining processes, or implementing new technologies, our expertise ensures a smooth transition and measurable results.
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Three people having a discussion at an office table with documents and a phone.

Requirements Discovery and Analysis 


We take the time to listen, learn, and understand your business requirements, conducting a comprehensive audit to assess your needs from the outset. As a dedicated and client-focused team, we are committed to delivering solutions that maximise the value of your investment, ensuring quantitative success and long-term benefits.

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Six people sitting around a table in a bright office, talking and smiling during a meeting.

Design workshops

Based on our discovery session, our team of Solution Architects will work with you to discover your current and proposed business processes, as well as your overall business and system requirements to build a solution landscape.

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Woman placing sticky notes on glass wall during a meeting with colleagues in the background.

Process Mapping

During the project scope and mapping session together, we define roles, responsibilities and expectations, developing a clear plan that supports the execution of a successful project and maximum ROI. The software you have purchased, the systems to be integrated, the deployment infrastructure, and the data to be migrated, are all considered before a System Design Document (SDD) is fully formed.

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Group of people collaborating on app design with diagrams displayed on a computer screen.

System Configuration & Testing

We understand that not every element of a system will align with your organisation’s needs. That’s why we take the time to configure and build a system that meets the business requirements discussed in our discovery sessions. Once built, you will have the time to test the system using real-world data, ensuring it replicates your daily business operations so you can feedback any necessary amends required prior to go-live.

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People holding colorful gear pieces together, symbolizing teamwork and collaboration.

Integration

With a ‘best-of-breed’ approach, our expert Integration Consultants leverage their knowledge, skills, and experience to seamlessly connect the software we provide with any other system in your solution landscape. This ensures a fully integrated, robust solution where data flows effortlessly between systems—eliminating the need for manual data entry and reducing duplication.

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Person using a laptop with cloud computing and data migration icons on the screen.

Data Migration

By leveraging data automation workflows, we minimise the risk of human error and enable real-time data updates, ensuring your data is seamlessly integrated and organised in a way that is scalable, insightful, and reliable. Our approach eliminates silos by consolidating data from multiple business systems into your chosen solution, providing a single source of truth while maintaining accuracy and completeness.

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Man analyzing data and charts on two computer monitors in an office.

Report Building

We collaborate with you to create custom reports that are instantly accessible at the click of a button. Our team ensures your systems’ data is transformed and presented in a clear, meaningful way that suits your business and its key stakeholders.

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Person on laptop in a video conference call with multiple participants visible on the screen.

User Training

As part of the project plan, we schedule dedicated User Acceptance Testing (UAT) to ensure you, and your team, feel confident using the system on a day-to-day basis. Additionally, we offer on-demand and online training sessions throughout the year, focusing on key areas to help you maximise the value of your software.

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Woman smiling while working at her laptop and writing in a notebook at a desk.

Go-Live Support

Our Helpdesk and Support teams have end-user experience of using the systems we implement, ensuring expert assistance when you need it. With a choice between our Essential or Managed Services Support Plans, we provide a comprehensive service—whether you’re reporting an issue or need guidance on using your software.

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Five people having a discussion around a table in a modern office meeting room.

Post Go-Live Review

After go-live, we schedule regular check-ins to ensure a smooth transition, address any adjustments, and provide ongoing support. Our goal is to help you maximise the value of your new system and ensure it continues to meet your needs.

Three people having a meeting at a glass table in a modern office.

Requirements Discovery and Analysis

We take the time to listen, learn, and understand your business requirements, conducting a comprehensive audit to assess your needs from the outset. As a dedicated and client-focused team, we are committed to delivering solutions that maximise the value of your investment, ensuring quantitative success and long-term benefits.

L
A man leads a discussion with four people seated around a table in a modern office setting.

Design workshops

Based on our discovery session, our team of Solution Architects will work with you to discover your current and proposed business processes, as well as your overall business and system requirements to build a solution landscape.

L
Woman placing sticky notes on glass wall during a team meeting.

Process Mapping

During the project scope and mapping session together, we define roles, responsibilities and expectations, developing a clear plan that supports the execution of a successful project and maximum ROI. The software you have purchased, the systems to be integrated, the deployment infrastructure, and the data to be migrated, are all considered before a System Design Document (SDD) is fully formed.

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Engineer working on a computer with system configuration software displayed on dual monitors.

System Configuration & Testing

We understand that not every element of a system will align with your organisation’s needs. That’s why we take the time to configure and build a system that meets the business requirements discussed in our discovery sessions. Once built, you will have the time to test the system using real-world data, ensuring it replicates your daily business operations so you can feedback any necessary amends required prior to go-live.

L
Person holding a smartphone displaying charts, with a laptop showing similar data in the background.

Integration

With a ‘best-of-breed’ approach, our expert Integration Consultants leverage their knowledge, skills, and experience to seamlessly connect the software we provide with any other system in your solution landscape. This ensures a fully integrated, robust solution where data flows effortlessly between systems—eliminating the need for manual data entry and reducing duplication.

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Woman using a laptop with cloud data migration graphics overlayed.

Data Migration

By leveraging data automation workflows, we minimise the risk of human error and enable real-time data updates, ensuring your data is seamlessly integrated and organised in a way that is, scalable, insightful, and reliable. Our approach eliminates silos by consolidating data from multiple business systems into your chosen solution, providing a single source of truth while maintaining accuracy and completeness.

L
Man analyzing data and charts on two computer monitors in an office.

Report Building

We collaborate with you to create custom reports that are instantly accessible at the click of a button. Our team ensures your system’s data is transformed and presented in a clear, meaningful way that suits your business and its key stakeholders.

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Two people work together on a laptop and touchscreen in a modern server room with digital icons.

User Training

As part of the project plan, we schedule dedicated User Acceptance Testing (UAT) to ensure you, and your team, feel confident using the system on a day-to-day basis. Additionally, we offer on-demand and online training sessions throughout the year, focusing on key areas to help you maximise the value of your software.

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Two workers in safety gear look at a laptop in an industrial setting.

Go-Live Support

Our Helpdesk and Support teams have end-user experience of using the systems we implement, ensuring expert assistance when you need it. With a choice between our Essential or Managed Services Support Plans, we provide a comprehensive service—whether you’re reporting an issue or need guidance on using your software.

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Man in a hard hat using a laptop in an industrial factory setting.

Post Go-Live Review

After go-live, we schedule regular check-ins to ensure a smooth transition, address any adjustments, and provide ongoing support. Our goal is to help you maximise the value of your new system and ensure it continues to meet your needs.

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Training

Whether it is refresher training, teaching new member of staff or learning new software, TouchstoneEnergy clients can take advantage of our training services, delivered in bitesize chunks.

Whether your training needs are delivered on site at your office or in our training centre, you can be assured that training and tuition will be delivered by industry experts, experienced in dealing with new and existing users of our systems.

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Support

Our UK-based support Helpdesk team are technical and application experts in all our solutions. They provide our clients with peace of mind that if you experience any issues with your software, when you partner with TouchstoneEnergy there's no need to worry - help is there when you need it. With the choice between an Essential or Premium Support Plan, we give our clients a comprehensive service - whether you want to report a fault or have a question regarding the use of your software.

We work to a published SLA giving our clients the benefit and peace of mind that we do what we say.

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Cloud Hosting & Managed Services   

With over 250 years combined experience of deploying business systems to the Energy sector, our team has the necessary skills and industry knowledge to configure and align your solution with your business processes. With high quality data management solutions and post-deployment support, it's never been easier to manage your business' reporting requirements and strategic management capabilities while reducing spending in the long term.

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System Optimisation

At TouchstoneEnergy, we understand that even the best ERP and EAM systems need regular review and refinement to stay aligned with evolving business goals. That’s where our System Optimisation service comes in.

We work closely with you to analyse how your current system is performing and identify areas for improvement — whether it’s simplifying processes, improving data flow, enhancing reporting, or unlocking underused functionality.

Our proven optimisation frameworks help energy and natural resources companies maximise return on investment, reduce operational friction, and support better decision-making.

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Business System Integrations

We provide Energy companies with an integrated Infor Enterprise solution which comprises of Financial Accounting, Budgets & Forecasts and EAM technology. We provide technical support which helps your business to achieve its goals, and/or with regulatory compliance where necessary.
We have a hands-on approach, working with your team to configure and develop the solution to suit your business needs as well as providing end user training – helping you to streamline your business processes and improve operational efficiency.

Following our initial audit, our specialists will select the right platform to meet your organisation's goals, adopting the best tech solution for your needs.

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System Review

If your finance or business system is no longer meeting your organisation’s requirements, chances are that the system itself is not the issue, but instead it requires updates to ensure it aligns with the changes being made within your business.
Drawing on our extensive experience in the Energy sector, we can review your system and revive it, with optimised and integrated processes, to provide a firm foundation for expansion and ensure that it meets your business needs.

Regulation of all of the systems within your organisation - governance and business processes, time management, money management (including accounting and tax obligations) - is key to a successful project, and to a professional environment generally. Our team can identify where potential issues lie, and use the data we collect to implement new, more effective strategies.

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Implementation and Upgrades

Whether you are considering an ERP project or have already purchased an Infor Solution, implementing a new system will significantly impact the way your organisation operates, so it's important that you select the right implementation partner.

We take the time to listen, learn and understand the requirements of your business, completing a full audit of your business' needs in the first instance. We pride ourselves on being a focused team that truly values what our clients require from their investment, and ensure we achieve success.

Our ERP solutions enable you to leverage industry best practices, run mission-critical operations effectively, and gain insight into each role within your organisation, so that you can adapt to changes.

Our cloud ERP tool is designed for every business, and uses analytics to help with decision making in your organisation.

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