Customer Success Stories

Don't just take our word for it

Learn how knowledge champions empower confident and consistent employees with ScreenSteps and Find & Follow.

Featured Customer Story

How HFS Federal Credit Union Cut Teller Training Time from 6+ Months to Just a Few Days

Learn how HFS Federal Credit Union cut teller training time from months to days using step-by-step guides, the ScreenSteps Sidekick browser extension, and Find & Follow Training.

All Customer Stories

FCCU Eliminates Tribal Knowledge At 5 Branches With Trusted SOPs

Learn how Fort Community Credit Union ensures consistent service with trusted answers staff can find and follow.

Great Plains FCU Standardizes Operations Across 10 Branches

How Great Plains Federal Credit Union aligned processes across 10 branches and supported ongoing change.

Capturing 20 Years of Knowledge Before Retirement

Great Plains FCU avoided losing decades of critical knowledge by documenting systems and context.

Utilities Company Reduces Escalations from 80% to 10%

Learn how this public utility cut escalations from 80% to 10%, improved training, and boosted retention.

Driving ScreenSteps Adoption with March Madness Launch

How Great Plains FCU used daily challenges to turn their ScreenSteps launch into lasting adoption.

Fergus FCU Makes Policies Easier to Find, Apply, and Defend

How FFCU created policy transparency to support staff, strengthen compliance, and defend procedures.

Jeanne D’Arc Credit Union Built a JDCU Google for Trusted Answers

Learn how JDCU empowers consistent staff across its branches and contact center with a trusted knowledge hub.

Acclaim FCU’s Fast Track to Trusted Knowledge for New Branch

Acclaim Credit Union built a trusted knowledge base in weeks, so new hires are confident for the new branch.

Wichita FCU Gamifies ScreenSteps for Immediate Teller Impact

What started as a contest quickly built lasting habits, delivering more consistent service.

High Plains Farm Credit Trains New Hires in Days

See how this Farm Credit reduced training bottlenecks and empowered confident new hires.

Credit Union Supports New Loan Officers With Guided Workflows

Learn how Desert Rivers Credit Union used loan execution workflows to empower independent new hires.

Farm Credit Deploys Fiserv With Guided Knowledge

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

MAFCU Creates Over 700 Digital Guides in Weeks

How Mid-Atlantic Federal Credit Union Built & Launched a Complete Knowledge Ops Solution for their staff.

Salesforce Rollout With Find & Follow - 4,500 Questions Deflected

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

New Contact Center Achieves 90% Service Levels in 120 Day Launch

Learn how Baxter Healthcare used Find & Follow to successfully new contact center in 120 days.

Fortune-500 Contact Center Saves Millions With Consistent Call Flows

See how this contact center used call flows to create interactive guides, giving their reps the consistency they needed.

Nonprofit Rolls Out Custom Salesforce to 200+ Employees

How this community center used Find & Follow to roll out a custom Salesforce instance to 200 employees.

Credit Union Centralizes Docs For Seamless Merger

connectFirst was merging four credit unions and needed a way to organize all of their documents in one location.

Call Center Trains New Agents 87% Faster With Find & Follow Training

Explore how this B2B technical helpdesk center improved first-call resolutions, agent training, and client onboarding.

Cloudbeds' Docs Achieves 95% Customer Satisfaction Scores

Learn how Cloudbeds used ScreenSteps to create findable, followable, and scannable documentation.

Contact Center Saves Time & Money with Remote Learning

See how this contact center used ScreenSteps to reduce onboarding from 18 months to 6 weeks.

Contact Center Cuts Employee Training Time By 75%

How this BPO used the ScreenSteps to cut Time-to-Proficiency from 60 days to just 15 days.

Cushman & Wakefield Leaves Sharepoint for ScreenSteps

Cushman & Wakefield uses ScreenSteps for faster authoring and better knowledge sharing.

Manufacturing Company Achieves 99% CRM Adoption Before Launch

How they used ScreenSteps to enable reps to hit the ground running and start problem-solving from day one.

ATS Self-Served Over 8,000 Employee Questions In A Year

Advanced Tech uses ScreenSteps to roll out new software, deflecting thousands of help tickets.

BYU–Idaho Creates 4x The Docs In 1/4 Of The Time

BYU-Idaho uses ScreenSteps to quickly author findable, followable, and scannable digital guides.

Board Trains Thousands Across 34 Colleges With One Platform

Learn how the Washington State Board uses ScreenSteps to roll out new software to their campuses.

Salesforce Rollout to 200 Users in One Week

This organization had to train 200 Employees who were spread across the United Kingdom...in one week.

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Boost training & performance with a knowledge ops solution

Stop wasting time with clunky, outdated, and ineffective authoring tools. Create a knowledge base that your employees will actually enjoy using.

Schedule a ScreenSteps Demo

Boost training & performance with a knowledge ops solution

Stop wasting time with clunky, outdated, and ineffective authoring tools. Create a knowledge base that your employees will actually enjoy using.

Schedule a ScreenSteps Demo