Financial Services
America's Top Leading Bank
IT infrastructure readiness initiative for one of America's largest banks — modernizing core systems and enabling enterprise-wide digital transformation.
F500Tier client engagement
TOUCHSTONE pairs operating-level management consulting with full-lifecycle technology delivery for businesses — one accountable team that carries context from the strategy conversation through the systems that run it.
Strategy without execution is a slide deck. Technology without strategy is a expensive tool nobody asked for. TOUCHSTONE brings both disciplines under one roof, working from the same picture of your business.
Implemented SAP MRP and consumption-based demand planning, virtually eliminating stock-outs and overstock situations while dramatically reducing operational costs.
$18M SAP implementation covering supply chain, EAM, fleet management, and serialization across gas meters, hydrants, and utility infrastructure.
GenAI automation of regulatory reporting, audit trail generation, and onboarding documentation workflows across two major banking institutions.
Revamped group claim processing, adjudication, TPL eligibility, CoB/EoB systems and implemented B2C e-billing for one of the largest healthcare insurance firms in the US.
We don't generalize. Our practitioners have operated inside these industries.
We don't just advise from the outside — we operate alongside you. TOUCHSTONE brings the discipline of enterprise consulting, the rigor of institutional finance, and the ownership mindset of a founder to every engagement.
Schedule a complimentary 30-minute strategy consultation. No obligation — just a peer-level conversation about where your business stands and what's next.
Touchstone drives value creation for businesses through management consulting and full-lifecycle technology delivery — with more than two decades of experience advising companies from founder-run firms to the largest corporations in the country.
Our capability to leverage data, generate actionable insights, and identify opportunities using KPI-driven analytics enables executives to gain greater visibility across their business and complete control of strategic decisions.
Enterprise-grade capabilities at middle-market economics — backed by experienced delivery teams across six countries.
Our leadership has held CRO and Practice Head roles at firms ranging from mid-market to multi-billion in revenue. We understand how decisions get made at the top — and deliver accordingly.
From strategy and organizational design to ERP/AI implementation and managed support — one trusted partner across both practices, end to end. No finger-pointing between the consultant and the implementer.
Our Extensible Collaborative & Integrated Performance Management approach helps leadership teams reduce time-to-insight across KPI design, reporting, and performance governance.
Enterprise-grade quality at middle-market economics, backed by proven delivery infrastructure across six countries and three US offices.
We establish measurable success metrics from day one — value stream KPIs, OKRs, and participatory budgeting frameworks that align delivery with your strategic objectives.
We maintain deep relationships with CXOs — assessing technology roadmaps, aligning enterprise solutions with long-term strategy, and serving as a strategic thought partner.
We're always looking for exceptional consultants, technologists, advisors, and sales professionals who bring both expertise and passion to their work.
View Open PositionsBusinesses need a strategy partner who also knows how to build the technology that makes the strategy real. TOUCHSTONE pairs operating-level management consulting with full-lifecycle technology delivery — one team, one point of accountability.
Business & growth strategy, portfolio & market positioning, operational turnaround, supply chain consulting, board advisory, and executive retention & succession planning.
Digital transformation, AI & intelligent automation, ERP/SAP, technology strategy, IT transformation, cybersecurity, and cloud & data.
Tell us what's on your plate — a stalled growth plan, a process that doesn't scale, or a technology decision you don't want to get wrong — and we'll route it to the right practice, or blend both.
Book a Strategy SessionMost strategy work stalls at the slide deck. Ours doesn't stop until the process, the org chart, and the leadership bench actually reflect the plan — informed by two decades leading P&Ls from $28M to $250M and running our own 20+ years consulting firm.
Growth strategy, market positioning, and competitive analysis for founders and CEOs deciding where to place the next dollar of investment.
Expansion pathways — new markets, new channels, and new offers — sized and sequenced against the capital and team you actually have.
Portfolio rationalization across business units — deciding what to invest behind, what to sunset, and how to price the difference.
Competitive differentiation and value-proposition work that gives your sales team a reason a prospect chooses you over the incumbent.
Hands-on stabilization for underperforming operations — fixing the process, the org, and the cost structure before the numbers force a harder conversation.
Demand planning, inventory optimization, and supply network redesign — the same discipline that cut inventory cost 32% and demurrage 58% on a prior engagement.
KPI frameworks, scorecards, and decision-ready dashboards built around the handful of numbers that actually move enterprise value.
Governance structures, board composition, and decision-rights design for owners bringing on their first outside directors or formalizing a board.
Retention structures for the handful of people whose departure would actually hurt — retention bonuses, vesting design, and golden-parachute frameworks.
Executive and equity-based compensation design that aligns leadership incentives with the outcomes ownership actually cares about.
Leadership continuity and transition planning so the business doesn't stall the day a founder or key executive steps back.
Every technology recommendation is justified against ROI, not vendor preference — full-lifecycle ERP, AI, and cloud delivery from six global centers, held to the same rigor as any major investment decision.
End-to-end modernization roadmaps that sequence AI, ERP, and cloud investment against the business case, not the hype cycle.
Generative and agentic AI, LLM-powered workflows, intelligent document processing, and robotic process automation across finance, HR, and operations.
Full lifecycle SAP S/4HANA, ECC, SCM/APO, FICO, and BOBJ implementation, plus Oracle EBS and NetSuite — from design through go-live and managed support.
Vendor selection, build-vs-buy analysis, and IT capability roadmaps aligned to a three-to-five-year growth plan.
Modernizing legacy application landscapes, monolith-to-microservices conversion, and IT operating model redesign.
Practical, board-ready cybersecurity guidance for businesses — risk assessment, governance, and incident readiness, informed by our founder's published cybersecurity guide for directors.
Cloud migration, data governance, and BI/analytics platforms that turn transaction data into a decision-ready dashboard.
Real outcomes. Real clients. Explore how Touchstone's strategic advisory, management consulting, digital transformation, and technology services have helped enterprises achieve operational excellence.
IT infrastructure readiness initiative for one of America's largest banks — modernizing core systems and enabling enterprise-wide digital transformation.
Digital transformation and systems integration for a major transit authority, improving operational efficiency and passenger experience through technology modernization.
SAP and supply chain modernization for a major pharmaceutical firm, optimizing inventory management, demand planning, and regulatory compliance systems.
ERP implementation and manufacturing process optimization for an auto glass tools manufacturer, driving production efficiency and reducing operational costs.
Revamped group claim processing, adjudication, TPL eligibility, and CoB/EoB systems — and built a B2C e-billing application for one of the largest healthcare insurance firms in the US.
SAP MRP implementation eliminating stock-outs, reducing inventory 32%, demurrage 58%, emergency shipments 22%, and identifying $1.7M in underutilized E&P assets.
Manufacturing execution system integration and supply chain optimization for a plant equipment manufacturer, improving production scheduling and reducing downtime.
EPM platform implementation and reporting modernization using our xCIPM methodology — transforming planning and reporting infrastructure for a regional capital management firm.
$18M SAP EAM/SCM implementation — saved $4.2M/year in fuel, $2M/year via asset serialization, reduced corrective maintenance 18%, identified $1.7M in underutilized assets.
From founder-led and family-owned businesses to high-growth middle-market companies and Fortune 500 corporations — Touchstone has served clients across a wide range of industries and business sizes.
Download Touchstone Insights to understand how complex industry challenges can be solved leveraging emerging technologies — and how our team can help take your business to the next level.
How LLM-powered agents are transforming regulatory reporting, client onboarding documentation, and compliance workflows at large banking institutions.
A practitioner's guide to industrial IoT implementation — from sensor selection and protocol design to real-time streaming architecture and ROI measurement.
How Touchstone's Extensible Collaborative & Integrated Performance Management methodology is reducing planning cycles and improving forecast accuracy.
Lessons learned from supply chain transformations in O&G, manufacturing, and utilities — achieving 30%+ cost reductions through consumption-based planning.
Step-by-step guidance for technology leaders planning cloud-native migrations — covering architecture decisions, team structure, and common failure modes.
A practical framework for identifying key-person risk, developing internal successors, and designing retention structures that keep leadership continuity intact.
We're always looking for exceptional consultants, technologists, advisors, and sales professionals who bring expertise, intellectual curiosity, and a passion for delivering results for clients.
Work on enterprise engagements across industries and geographies, with delivery centers spanning 6 countries and clients across the Fortune 500.
A fast-moving firm where exceptional performers move quickly — from practitioner to leadership. We promote from within and invest in your development.
Our leadership has held CXO, and Practice Head roles at major firms. You'll learn how to think like an owner and advise like a trusted partner.
Send us your resume and a brief note about the type of role you're looking for. We're always interested in talented people, even when we don't have a specific opening posted.
Send Your Resume →Whether you're exploring a technology initiative, a strategic advisory engagement, or just want to discuss what's possible — we'd love to hear from you.
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