ScreenSteps: Use-Cases, Insights and Reviews | 2026 Cuspera

Name: ScreenSteps
Brand: ScreenSteps
Rating: 4.5 (214 reviews)

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(214)

ScreenSteps | Knowledge Transfer

App Partner

ScreenSteps Overview

ScreenSteps revolutionizes knowledge management with its AI-powered Knowledge Ops Platform. This platform captures, shares, and manages complex information, transforming it into digital guides that enhance employee performance. By making knowledge findable, followable, and scannable, ScreenSteps changes user behavior and drives organizational success. Its implementation support ensures a swift launch, allowing businesses to quickly leverage the platform's capabilities. ScreenSteps empowers teams to achieve remarkable outcomes by transforming how knowledge is accessed and utilized within the organization.

Use Cases

Customers recommend Knowledge Management, Onboarding, Helpdesk Management, as the business use cases that they have been most satisfied with while using ScreenSteps.

Other use cases:

Sending & Publishing Communications
Collaboration
Workflow Management
Contact List Management
Content Management
Engagement Management
Product Marketing

See all use cases See less use cases

Business Priorities

Acquire Customers and Shorten Ramp Up Time are the most popular business priorities that customers and associates have achieved using ScreenSteps.

Other priorities:

Improve Efficiency

See all business priorities See less business priorities

ScreenSteps Use-Cases and Business Priorities: Customer Satisfaction Data

ScreenSteps works with different mediums / channels such as Phone Calls. Website. E-Mail etc.

ScreenSteps's features include Ticketing. and ScreenSteps support capabilities include Chat Support, Email Support, Phone Support, etc. also ScreenSteps analytics capabilities include Analytics, and Custom Reports.

Reviews

"...It was a no brainer for us to go with Screen Steps when searching for a platform to host our Help Center...." Peer review by Administrator

Peer review evidence (same sources as the product rating summary)

"...Cushman & Wakefield is able to manage the contributions from several authors and manage employee training docs in a searchable knowledge base. ..." Employee Training

"...all our old Wiki help articles that used to be housed on Google Sites into ScreenSteps training modules that perform and look much nicer...." Peer review by Howard L

"...Our end users were dialing our help desk instead of using our previous SharePoint site...." Online Employee Training

ScreenSteps, belong to a category of solutions that help Knowledge Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Screensteps reduces questions, mistakes, and onboarding time with effective knowledge ops solutions. Employee performance is improved through a comprehensive knowledge base.

Popular Business Setting

for ScreenSteps

Top Industries

Computer Software
Construction
Non-Profit Organization Management

Popular in

Small Business
Mid Market
Enterprise

ScreenSteps is popular in Computer Software, Construction, and Non-Profit Organization Management and is widely used by Small Business, Mid Market, and Enterprise.

ScreenSteps Customer wins, Customer success stories, Case studies

How can ScreenSteps optimize your Knowledge Management Workflow?

How does ScreenSteps address your Onboarding Challenges?

How does ScreenSteps address your Helpdesk Management Challenges?

How efficiently Does ScreenSteps manage your Sending & Publishing Communications?

11 buyers and buying teams have used Cuspera to assess how well ScreenSteps solved their Knowledge Management needs. Cuspera uses 214 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Knowledge Management needs.

Multimillion-dollar manufacturing company - Manufacturing - Large

ScreenSteps helped a large manufacturing company achieve 99% Salesforce adoption after two failed CRM rollouts. The company used the ScreenSteps knowledge ops platform and Find & Follow training to s...tandardize sales processes. Sales reps learned through interactive guides, real-life practice, and virtual courses. Training time was reduced by a full day, and ongoing live support was no longer needed. The company reached full productivity immediately after launch, saving time and money.

High Plains Farm Credit - Financial Services - Medium

Hays, USA

ScreenSteps helped High Plains Farm Credit cut new hire training from months to days. The company used the Knowledge Ops Platform and Find & Follow Framework to guide new employees through loan proce...dures. New hires now work independently after just a few walkthroughs. Training bottlenecks are gone, and staff can focus on deeper coaching. Employees revisit guides anytime, improving knowledge retention and engagement.

Cushman & Wakefield - Real Estate - Very Large

Chicago, USA

ScreenSteps helped Cushman & Wakefield centralize training materials that were scattered across four SharePoint sites. Employees struggled to find the right information, leading to frustration and wa...sted time. With ScreenSteps, content creation time was cut in half and subject matter experts could easily contribute. Employees now find answers faster using the improved search and navigation. The knowledge base is organized, growing, and supports a large workforce.

Customer Support BPO - Business Process Outsourcing (BPO) - Medium

ScreenSteps helped a customer support BPO cut new agent training time by 75%. Before, agents needed 60 days to feel confident on calls. With ScreenSteps and Find & Follow Training, agents now reach p...roficiency in just 15 days. Interactive digital guides replaced memorization. Key metrics like handle time and hold time improved. Agents now handle all call types early in their training.

Advanced Technology Services (ATS) - Mechanical Or Industrial Engineering - Large

Peoria, USA

ScreenSteps helped Advanced Technology Services roll out new software to 2,900 employees. ATS needed a way to centralize documentation and make updates easy. The ScreenSteps knowledge ops platform le...t them quickly update training materials and organize content. Employees used the knowledge base more and support tickets dropped. The platform required little admin effort and made software adoption smoother.

California public utilities company - Utilities - Small

USA

ScreenSteps helped a California public utilities company cut escalations from 80% to 10%. The company used the Knowledge Ops Platform and Find & Follow framework to replace tribal knowledge with guid...ed SOPs. New hires began contributing in 3 weeks instead of 16. Employee retention jumped from 17% to 83%. The company now handles complex customer calls with less stress and higher satisfaction.

How to Launch Your Knowledge Base On Time

Peers used ScreenSteps for knowledge management and onboarding

ScreenSteps Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
Analytics	3.53/5 ★ Read Reviews (6)
Custom Reports	2.71/5 ★ Read Reviews (22)

CAPABILITIES	RATINGS AND REVIEWS
Analytics	3.53/5 ★ Read Reviews (6)
Custom Reports	2.71/5 ★ Read Reviews (22)

Software Failure Risk Guidance

for ScreenSteps

Overall Risk Meter

Low Medium High

Top Failure Risks for ScreenSteps

ScreenSteps, Inc Profile

Company Name

ScreenSteps, Inc

Company Website

https://www.screensteps.com/

HQ Location

PO Box 801, McLean, Virginia 22101, US

Employees

2-10

Social

Financials