https://screensteps.com

SOP Software for Better Employee Training & Support | ScreenStepsCreate trusted SOPs in minutes with a Knowledge Ops Platform. Deliver answers wherever work happens with the ScreenSteps Sidekick browser extension.SOP Software for Better Employee Training & Support | ScreenSteps Support Sign In Demo Videos Contact Us Solution Platform Discover the Knowledge Ops Platform difference. Sidekick Browser Extension Deliver trusted answers wherever work happens. Framework The Secret Sauce Learn a new way to work, train, and support employees. Overview Video See ScreenSteps in action with pre-recorded demo videos. Meet ScreenSteps Sidekick Use Cases Industries Credit Unions Better member experiences start with confident employees. Farm Credits 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 real teams 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. Overview Video 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 Book Discover the framework for better employee training & performance. Get Your Copy Today Pricing About Us Get a Demo Solution Platform Discover the Knowledge Ops Platform difference. Sidekick Browser Extension Deliver trusted answers wherever work happens. Framework Learn a new way to work, train, and support employees. Overview Video See ScreenSteps in action with pre-recorded demo videos. Meet ScreenSteps Sidekick 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 Overview Video Get Your Copy Today 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 Your Copy Today icon-arrow-right-2 Pricing About Us Get a Demo Powered by AI, Built For Regulated Industries SOP software for complex and changing procedures Create certified SOPs that employees can find, follow, and trust. Deliver answers wherever work happens with a centralized knowledge base and browser extension. Get a Demo Overview Video Why employees struggle to perform Employees need to work confidently and consistently. But when procedures are complex, constantly changing, and buried in shared drives, the odds are stacked against them. Complexity overload Employees need to perform hundreds of complex procedures every day. Memorizing every step and click isn't realistic. Procedures change... a lot Systems, regulations, and processes change all the time. Keeping up with the latest process can feel impossible.   SOPs are hard to apply Most SOPs live in SMEs' heads or in 30-page PDFs. Neither of these helps an employee when they're trying to perform. Why employees struggle to perform All day, employees need to perform tasks, solve problems, and respond to requests.  Complexity overload Employees need to perform hundreds of complex procedures. Memorizing every process isn't realistic. Procedures change... a lot Systems, regulations, and processes change all the time. Keeping up with the latest process can feel impossible. Answers are hard to find and apply Most SOPs live in SMEs' heads or in 30-page PDFs. Neither helps an employee in the moment of need. Knowledge Ops Platform Support employees with SOPs they can trust, delivered wherever work happens Create SOPs that employees can find, follow, and trust.  How it Works Capture, share, and maintain trusted SOPs in minutes, not hours Empower every employee to act and feel like an expert with guidance they can trust. Powered and optimized by AI, approved by humans. AI-Powered Knowledge Capture Document SOPs in minutes without typing a single word Someone on your team knows the process. They just struggle to write it down. ScreenSteps' AI-powered knowledge capture get knowledge out SMEs heads and into guides fast Record yourself talking through procedures to build optimized SOPs in minutes.  Capture every click to generate helpful screenshots Ask AI to build new articles from prompts Capture Knowledge Faster → CLARIFY COMPLEXITY Turn complex procedures into clear guides with one click Don't expect employees to hunt through 30-page PDFs. Transform long, messy docs into easy-to-follow guides with built-in best practice optimization. Optimize SOPs with best practices in seconds Define how procedures are supposed to be handled Account for nuances with decision trees and checklists Explore SOP Types → DELIVERED WHERE IT MATTERS Deliver trusted answers wherever work happens To support employees in the moment of need, SOPs need to be accessible where work is happening. Put the answers employees need at their fingertips. Centralized knowledge hub with certified SOPs and courses Sidekick browser extension puts SOPs inside any web app AI Chat with AI to surface the right answer at the right time Discover the ScreenSteps Sidekick → MAINTAIN TRUST Keep SOPs accurate, even as procedures change Procedures change at the drop of a hat. SOPs need to keep up with that change. Stay on top of article verification with content certifications Keep staff in the loop with change notifications Get direct feedback from users with requests and comments See All Feedback Loops → The ScreenSteps difference Most SOP projects fail because the tools aren't designed for the moment of performance. ScreenSteps gives employees real-time support, so they can perform consistently every time. Findable Find the SOP you need in 5 seconds or less, every time.  Followable Follow the SOP, even while having a conversation or in a workflow. Trusted Trust that every SOP is certified and up to date. Watch Platform Overview Built for teams where accuracy is critical ScreenSteps is designed for teams who need procedures performed right, every time.  Credit Unions Better member service starts with confident and consistent employees. Whether they’re opening a new account or troubleshooting a loan issue, your team can feel confident they’re doing it right. Banks Create better training and performance support for every employee. From policy and SOP management to major change adoption projects, ScreenSteps supports bank employees in delivering consistent service, every time. Personal Injury Law Firms Deliver consistent case management by turning complex policies and case workflows into clear, step-by-step guidance. Ensure every intake call is handled consistently, cases move forward the same way across teams, and staff execute with confidence. Contact Centers Give agents the support they need by delivering trusted, step-by-step guidance to agents in seconds. Whether agents are handling complex account issues or following compliance procedures, they can find exactly what they need, when they need it. "Seeing a new loan officer close a loan entirely on their own was awesome! It’s a game-changer for branch managers." — Jill JonesDirector of Branch Operations, Desert Rivers Credit Union "We used to spend a whole month training. Now we walk them through ScreenSteps and let them go." — Kaylee SchiffelbeinOperations Manager, High Plains Farm Credit "Finding content in SharePoint was a huge challenge. Now, it's easy to create and find SOPs in ScreenSteps." — Derek CislerSenior Training Manager, Cushman & Wakefield "Making updates to our troubleshooting guides is simple and working with ScreenSteps is an absolute dream." — Jason Mercer-PottingerOperations Director, Baxter Healthcare See how teams like yours get started Book a 30-minute demo icon-arrow-right-2 Projects run more smoothly with trusted SOPs When teams change the way they think about knowledge transfer, every project becomes doable. Training and Upskilling Train and upskill employees faster with step-by-step SOPs that empower every employee to feel like an expert.  87% fasterLearn how this BPO used ScreenSteps to cut Time-to-Proficiency from 60 days to just 15 days. Change Management Support system changes with easy-to-follow guides that reduce confusion, limit downtime, and increase adoption. 100% adoptionLearn how Farm Credit of the Virginias used the ScreenSteps to foster a seamless transition to Fiserv DNA. Employee Independence Help employees work confidently and accurately with guides that reduce errors, escalations, and guesswork. 4,500 deflectionsLearn how this team used ScreenSteps to deflect over 4,500 questions, freeing up supervisor time and energy. Customer / Member Service Better service levels start with confident employees. Ensure every member gets consistent service at every interaction.  $2,300,000 savedLearn how this Fortune-500 contact center saved millions by creating a consistent troubleshooting experience. Compliance Satisfaction Ensure work is being done the right way, every time, with centralized polices and procedures. Use reports for audit defensibility and safety. 100's of policiesLearn how Fergus FCU created policy transparency that supports staff, strengthens compliance, and reflects how work is actually done. Mergers & Growth Reconcile and standardize standard operating procedures during times of growth and expansion. Ensure everyone is working the same way. 0% growth stressHow Acclaim Credit Union built a trusted knowledge base in weeks so new hires are ready for the new branch opening. Projects run more smoothly with trusted SOPs When teams change the way they think about knowledge transfer, every project becomes doable. Training and Upskilling Train and upskill employees faster with step-by-step SOPs that empower every employee to feel like an expert. Change Management Support system changes with easy-to-follow guides that reduce confusion, limit downtime, and increase adoption. Employee Independence Help employees work confidently and accurately with guides that reduce errors, escalations, and guesswork. Customer / Member Service Better service levels start with confident employees. Ensure every member gets consistent service at every interaction. Compliance Satisfaction Ensure work is being done the right way, every time, with centralized polices and procedures. Use reports for audit defensibility and safety. Mergers and Growth Reconcile and standardize standard operation procedures during times of growth and expansion. See the ScreenSteps platform in action Discover how teams use ScreenSteps to capture, share, and maintain trusted SOPs with a platform overview video.  Watch Platform Overview icon-arrow-right-2 Explore All Customer Success Stories Customer success stories Discover how teams are winning with ScreenSteps SOPs. Explore All Customer Success Stories Credit Union's Fast Track to Trusted Knowledge Learn how Acclaim FCU built a trusted knowledge base in weeks so new hires are confident, consistent, and ready for branch opening. Contact Center Saves Millions With ScreenSteps Call Flows See how this contact center used call flows to create interactive guides, giving their reps the consistency they needed. Farm Credit's Smooth Fiserv Launch with Guided Knowledge Learn how Farm Credit of the Virginias leveraged ScreenSteps to prepare for a major technology transformation. Create SOPs employees can find, follow, and trust Schedule a demo to learn how you can empower confident and consistent employees with trusted SOPs. Get a Demo icon-arrow-right-2 PO Box 801, McLean VA 22101P: (866) 275-7856 Manage Preferences Why Screensteps Full Solution Platform Framework Implementation Integrations Resources Pricing Learning Center Webinars Book Substack Customer Stories Partnership Program Our Company About Us Careers Contact Support Get Started Schedule a Demo Watch Demo Videos Request Trial Account © 2026 ScreenSteps. All Rights Reserved. Terms of Service | Privacy Policy | GDPR DPA | US DPA | Manage Preferencesenen1774007766https://screensteps.com

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