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Knowledge Ops Platform for Employee Training & Support | ScreenSteps

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- Solution

- Platform

Discover the Knowledge Ops Platform difference.
- Framework The Secret Sauce

Learn a new way to work, train, and support employees.
- Implementation

Launch confidently with one-on-one support at every step.
- Demo Videos

See ScreenSteps in action with pre-recorded demo videos.

Discover the Difference
- Use Cases

Industries

- Credit Unions

Better member experiences start with confident employees.
- Farm Credits Passkey Partner

Create an internal Google for every employee question.
- Banks

Better banking operations start with confident employees.
- Contact Centers

Reduce training and escalations with better knowledge.
- Law Firms

Empower expert staff with scalable training and support.

Objectives

- Employee Performance

Empower expert employees with Knowledge Ops.
- Employee Training

Train and onboard faster with Find & Follow.
- Digital Transformation

Roll out new tools and software without the headache.
- Change Management

Adapt to changes, big and small, on the fly.
- Internal Operations

Streamline operations with a Knowledge Ops Strategy.
- Customer Self-Service

Turn every user into a Super User with better support.
- Succession Planning

Don’t let operational knowledge walk out the door.

Customer Success Stories

Learn how Knowledge Champions are succeeding with ScreenSteps.

Explore Customer Stories
- Resources

Where to Start

- What is Knowledge Ops?

Learn the behaviors, tools, and teams of a Knowledge Operations Strategy.
- What is Find & Follow?

Discover the framework that empowers expert employees.
- Knowledge Ops Maturity Model

Evaluate your knowledge transfer strategies and learn how to level up.
- Demo Videos

See the Knowledge Ops Platform in action with 16 demo videos.

All Resources

- Weekly Webinars Register Now!

See upcoming & on-demand webinars from the ScreenSteps team.
- User Groups

Connect and learn from other ScreenSteps users.
- Find & Follow Book

Reduce burnout and improve performance – get your copy now!
- Free Courses

Enroll in courses designed to empower knowledge champions.
- Substack

ScreenSteps CEO Greg DeVore's personal blog.
- Learning Center

Resources to help you improve employee training & performance.
- Blogs

Insights and tips on all things knowledge transfer.
- Videos

Tips, tricks, and best practices from the ScreenSteps team.
- Guides + eBooks

Deep dive into training & operational knowledge resources.
- Partner Program

Let's transform the way teams work and train together.

Find & Follow

Reduce Supervisor Burnout and Improve Employee Performance.

Get the Find & Follow Book
- Pricing

Get a Demo

Solution

Platform

Discover the Knowledge Ops Platform difference.

Framework

Learn a new way to work, train, and support employees.

Implementation

Launch confidently with one-on-one support at every step.

Demo Videos

See ScreenSteps in action with pre-recorded demo videos.

Discover the Difference icon-arrow-right-2

Use Cases

Industries

Credit Unions

Farm Credits

Banks

Contact Centers

Law Firms

Explore Customer Stories icon-arrow-right-2

Objectives

Employee Performance

Employee Training

Digital Transformation

Change Management

Internal Operations

Customer Self-Service

Succession Planning

Explore Customer Stories icon-arrow-right-2

Resources

Where to Start

What is Knowledge Ops?

What is Find & Follow?

Knowledge Ops Maturity Model

Demo Videos

Get the Find & Follow Book icon-arrow-right-2

All Resources

Weekly Webinars

User Groups

Find & Follow Book

Free Courses

Substack

Learning Center

Blogs

Videos

Guides + eBooks

Partner Program

Get the Find & Follow Book icon-arrow-right-2

Pricing

Get a Demo

# Put Trusted Answers Right At Employees' Fingertips

Turn complex procedures into step-by-step guides that employees can find, follow, and trust.

Get a Demo

Watch Platform Overview

### When employees can't confidently perform, chaos ensues

You know that moment when an employee needs to perform for a customer or member, and can’t find an answer that they trust? Here's what happens ...

Employees feel embarrassed and inadequate
Managers get swamped with questions and mistakes
The customer experience suffers

**We want to make sure that moment never happens again.**

### With trusted guidance available at their fingertips, employees thrive

ScreenSteps solves that moment by putting trusted guidance directly at employees’ fingertips. It's like an internal Google for all of your company’s policies, procedures, and how-tos.

Faster training
Less stress for managers & employees
Fewer questions & mistakes
More consistent customer experiences

Get Started With ScreenSteps

## Empower experts with trusted guidance at employees' fingertips

Get Started With ScreenSteps

## How It Works

Clarify complex procedures with digital guides optimized for employee performance

To empower confident, consistent employees, they need access to knowledge that they can **find, follow, and trust** in the moment of need. ScreenSteps AI-powered platform makes that possible.

##### Import and optimize existing documentation

Automatically import and convert existing, scattered documentation into uniform guides that are optimized for search, humans, and AI.

##### Fill in the gaps with AI-powered authoring tools

Use Clarify AI to quickly get tribal knowledge out of heads and into dynamic guides that walk employees through complex processes.

##### Deliver step-by-step guides into employee workflows

Put trusted answers at your employees' fingertips with the ScreenSteps browser extension, integrations, and API connections.

##### Maintain info for accuracy and peace of mind

Leverage analytics, feedback loops, and in-app notifications to ensure your knowledge stays accurate.



How It Works

## Clarify complex procedures with digital guides that employees can find and follow

To empower confident, consistent employees, they need access to knowledge that they can find, follow, and trust in the moment of need. ScreenSteps AI-powered platform makes that possible.

### Import and optimize existing documentation

Automatically import and convert existing, scattered documentation into uniform guides that are optimized for search, humans, and AI.

### Fill in the gaps with AI-powered authoring tools

Use Clarify AI to quickly get tribal knowledge out of heads and into dynamic guides that guide employees through complex processes.

### Deliver knowledge resources into employee workflows

Put trusted answers at your employees' fingertips with the ScreenSteps browser extension, integrations, and API connections.

### Maintain info for accuracy and peace of mind

Leverage analytics, feedback loops, and in-app notifications to ensure your knowledge stays accurate.

Knowledge Ops Platform Core Features

## Create knowledge resources that employees love

When employees have trusted resources they can rely on, they work like experts. ScreenSteps is designed to make it easy for teams to quickly capture, share, and manage operational knowledge.

#### AI-Powered Knowledge Capture

Get knowledge out of heads and into guides fast with AI and integrated knowledge capture tools.

#### Micro-Courses & Learning Paths

Train, cross-train, and upskill employees faster with custom courses & learning paths.

#### Interactive Digital Guides

Share knowledge that accounts for every nuance with articles, checklists, and decision trees.

#### Access Anywhere With Sidekick

Find and follow trusted guidance from any website or web-app with the ScreenSteps Browser Extension.

#### Change Notifications

Keep everyone on the same page with in-app notifications pushed to any user or group.

#### Feedback Loops

Optimize and update knowledge with comments, requests, and usage reports.

Explore the Knowledge Ops Platform Features

The Find & Follow Framework

## Change the user behavior, change the organization outcome

Knowledge Operations isn't just about new technology. It's about changing the way organizations work. Here's what organizations experience with ScreenSteps and the Find & Follow Framework:

0%

Drop in training expenses

0%

Drop in training time

0%

Drop in average hold time

0%

Drop in task time

The Find & Follow Framework turns knowledge into action, empowering teams to scale, change, and adapt with fewer mistakes.

Discover What Your Team Can Achieve with Find & Follow

"This platform has been a real game-changer. It's helped us grow employee expertise and create a remarkable member experience."

**— Alaska Delaire**
Information Technology Support Specialist, connectFirst Credit Union

"Making updates to our troubleshooting guides is seamless and working with the ScreenSteps team is an absolute dream."

**— Jason Mercer-Pottinger**
Operations Director, Baxter Healthcare

"ScreenSteps has been so great to work with. You're my right hand and my left hand."

**— Lori Bright**
Training & Development Manager, Binswanger Glass

"Seeing a new loan officer close a loan entirely on their own was incredibly exciting! It’s a game-changer for branch managers."

**— Jill Jones**
Director of Branch Operations, Desert Rivers Credit Union

ScreenSteps Use Cases

## Achieve amazing things with a Knowledge Operations Platform

When organizations change the way they capture, transfer, and maintain operational knowledge, amazing things start to happen.

#### Boost Employee Metrics →

Help employees work faster and accurately with guides that reduce errors and eliminate guesswork.

#### Train and Upskill Faster →

Speed up learning by giving employees step-by-step guides and courses they can follow on their own.

#### Navigate Digital Adoptions →

Support digital transformations with easy-to-follow guides that reduce confusion and increase adoption.

#### Build Change Resilience →

Equip your workforce to adjust quickly with guides that help them stay consistent through change.

#### Create SaaS Superusers →

Provide customers with the self-service resources they need to succeed, without relying on support.

#### Ensure Easy Successions →

Capture essential knowledge before roles change so your team runs smoothly without disruption.

## ScreenSteps Implementation

Escape your reliance on tribal knowledge in 30 days or less

Getting started is easier than you think. We offer three implementation plans to help your team plan, build, and launch your Knowledge Ops Platform quickly and with immediate impact.

##### Accelerated Implementation

For teams who want ScreenSteps to do the heavy lifting.

##### Standard Implementation

For teams who want help building their Knowledge Ops Platform.

##### Self-Serve Implementation

For teams who are comfortable building and launching on their own.



Explore All Implementation Plans

ScreenSteps Implementation Support

## Good news: We can do the heavy lifting and get your Knowledge Ops Platform launched fast

Getting started is easier than you think. We offer three implementation plans to help your team plan, build, and launch your Knowledge Ops Platform quickly and with immediate impact. Here's what the Accelerated Plan looks like:

### Accelerated Implementation

For teams who want ScreenSteps to do the heavy lifting.

### Standard Implementation

For teams who want help building their Knowledge Ops Platform.

### Self-Serve Implementation

For teams who are comfortable building and launching on their own.

Explore All Implementation Plans

Customer Stories

## See how Knowledge Champions are transforming organizations with ScreenSteps

Explore stories of real teams who are adapting to change, reducing training time, and improving employee performance with ScreenSteps.


####
#### Credit Union Supports Loan Officers With Guided Workflows →

How Desert Rivers Credit Union created 11 loan execution workflows, arming confident new loan officers.

####
#### Farm Credit Deploys Fiserv With Guided Knowledge →

Learn how Farm Credit of the Virginias leveraged ScreenSteps to prepare for tech transformations.

####
#### Salesforce Rollout With Find & Follow Deflects 4,500 Questions →

Learn how this company rolled out Salesforce to 250 employees with Find & Follow training.

Explore All Customer Stories

## Get Started With a ScreenSteps Demo

Schedule a 30-minute demo with the ScreenSteps team to learn how a Knowledge Ops Platform can transform your training and operations.

Get a Demo icon-arrow-right-2

## Get Started With a ScreenSteps Demo

Schedule a 30-minute demo with the ScreenSteps team to learn how a Knowledge Ops Platform can transform your training and operations.

Get a Demo icon-arrow-right-2

### Watch Platform Overview

Discover the Knowledge Ops Platform in an overview video by Head of Implementation Jonathan DeVore.

Watch Now icon-arrow-right-2

### Explore Learning Center

Get tips, insights, and best practices for better employee training and performance support.

Explore icon-arrow-right-2

PO Box 801, McLean VA 22101
P: (866) 275-7856

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