Train and support employees with better knowledge sharing

Capture complex procedures with digital guides that employees can find and follow with ease.

Get a ScreenSteps Demo

Watch Platform Videos

Jonathan DeVore, Director of Implementation at ScreenSteps

Watch the video!

What makes a Knowledge Ops Platform different?

Illustration of tribal knowledge in the workplace

When organizations rely on
tribal knowledge, chaos ensues

If an employee doesn't know how to perform a task or
solve a problem, what do they do?

Go digging in SharePoint, Teams, or "the binder"
Shoulder tap their neighbor or manager
Guess and hope for the best

Illustration of happy employees and customers thanks to guided knowledge

But when teams move to guided knowledge, employees thrive

To empower every employee to act like an expert, employees need access to knowledge resources that they can:

Find in 5 seconds or less
Follow without needing to ask for assistance
Apply, even while interacting with a member or customer

Illustration of ScreenSteps digital guide authoring interface

ScreenSteps is the world's first Knowledge Ops Platform

ScreenSteps isn't your grandmother's knowledge base. The AI-powered platform is designed to help teams quickly capture, design, and manage complex knowledge in a way that empowers confident employees, no matter their experience.

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

Get Started With a Demo

Discover what a Knowledge Ops Platform can do for your team

Get Started With a Demo

How It Works
Get knowledge out of heads and into digital guides that support employee performance

With a ScreenSteps Knowledge Ops Platform, teams can capture experts' knowledge, design resources that support employee performance, and ensure knowledge is always up-to-date.

Capture experts’ knowledge that everyone needs

Use AI and rapid-authoring tools to quickly get knowledge out of heads and into employee help guides.

Design guides that are easy to find and follow

Create dynamic articles, decision trees, and interactive checklists that walk employees through complex and changing procedures.

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

Get knowledge out of heads and into digital guides that support employee performance

With ScreenSteps, organizations can quickly capture experts' knowledge, design resources that guide employees through complex tasks, and develop systems that ensure knowledge maintains accuracy.

Illustration of transferring experts' knowledge to a digital guide

Capture experts' knowledge that everyone needs

Use AI and rapid-authoring tools to quickly get knowledge out of heads and into employee help guides.

Illustration of designing a digital guide that is flexible

Design dynamic guides that are easy to find and follow

Create articles, decision trees, and interactive checklists for complex and changing procedures.

Illustration of authoring a procedure change in ScreenSteps

Maintain accurate knowledge for peace of mind

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

Knowledge Ops Platform Core Features

Create findable, followable, and scannable 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 knowledge capture →

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

Micro-courses →

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

Interactive guides →

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

Integrate with any web-app →

Deliver knowledge right where employees work with the browser extension, APIs, and integrations.

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:

Drop in training expenses

Drop in training time

Drop in average hold time

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 Support
Good news: We'll 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:

Give us your procedures

Send us all of your current documentation and talk us through any undocumented procedures.

We'll design guides & courses

Using ScreenSteps AI and our knowledge expertise, we'll design guides and courses your employees will love.

Launch resources to your employees

We'll assist in launching to employees and get contributors comfortable creating more knowledge resources.

Explore All Implementation Plans

ScreenSteps Implementation Support

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

Transferring knowledge

Give us your procedures

Send us your current documentation and talk us through any undocumented procedures.

Designing digital guides

We design guides & courses

Using ScreenSteps AI and our knowledge expertise, we'll design guides and courses your employees will love.

Launching ScreenSteps to employees

Launch resources to staff

We'll assist in launching to employees and get contributors comfortable creating more knowledge resources.

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

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

Watch Platform Videos

Explore the Knowledge Ops Platform with our library of 16 platform demo videos.

Watch Now

Explore Learning Center

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

Explore

Train and support employees with better knowledge sharing

When organizations rely on tribal knowledge, chaos ensues

But when teams move to guided knowledge, employees thrive

ScreenSteps is the world's first Knowledge Ops Platform

Discover what a Knowledge Ops Platform can do for your team

How It WorksGet knowledge out of heads and into digital guides that support employee performance

Capture experts’ knowledge that everyone needs

Design guides that are easy to find and follow

Maintain info for accuracy and peace of mind

Get knowledge out of heads and into digital guides that support employee performance

Capture experts' knowledge that everyone needs

Design dynamic guides that are easy to find and follow

Maintain accurate knowledge for peace of mind

Create findable, followable, and scannable knowledge resources that employees love

Change the user behavior, change the organization outcome

Achieve amazing things with a Knowledge Operations Platform

ScreenSteps Implementation SupportGood news: We'll do the heavy lifting and get your Knowledge Ops Platform launched fast

Give us your procedures

We'll design guides & courses

Launch resources to your employees

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

Give us your procedures

We design guides & courses

Launch resources to staff

See how Knowledge Champions are transforming organizations with ScreenSteps

Get Started With a ScreenSteps Demo

Get Started With a ScreenSteps Demo

When organizations rely on
tribal knowledge, chaos ensues

How It Works
Get knowledge out of heads and into digital guides that support employee performance

ScreenSteps Implementation Support
Good news: We'll do the heavy lifting and get your Knowledge Ops Platform launched fast