ScreenSteps: Use-Cases, Insights and Reviews | 2025 Cuspera

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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

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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

"...I had just seen the Screensteps demo presented at an Apple event online; I signed up...." Peer review by Gary D F, Chairman and CEO, Computer Software

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.

Comprehensive Insights on ScreenSteps Use Cases

How can ScreenSteps enhance your Knowledge Management process?

How does ScreenSteps address your Onboarding Challenges?

What benefits does ScreenSteps offer for Helpdesk Management?

What Are the key features of ScreenSteps for 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.

Case Studies

Banking

CASE STUDY Wichita Federal Credit Union

ScreenSteps helped Wichita Federal Credit Union give tellers instant access to answers. The rollout became a game, with badges, teams, and prizes. Tellers started using ScreenSteps live with members.... This reduced escalations and made service more consistent. Employees built new habits and relied less on tribal knowledge. Managers also encouraged staff to use the guides for answers.

Manufacturing

CASE STUDY Multimillion-dollar manufacturing company

ScreenSteps knowledge ops platform and Find & Follow training helped a multimillion-dollar manufacturing company implement Salesforce after two failed CRM attempts. The company needed to standardize ...sales processes and fix inefficiencies. ScreenSteps provided interactive checklists and decision trees to guide sales reps. Training included real-life practice using digital guides. The result was 99% Salesforce adoption among sales reps before launch day, with faster training and less support needed.

Hospital & Health Care

CASE STUDY Royal College of General Practitioners (RCGP)

ScreenSteps helped the Royal College of General Practitioners train 200 employees on a new CRM system. RCGP used ScreenSteps to create a 'Foundations' course that staff completed before in-person tra...ining. This approach prepared employees and made classroom sessions more effective. The team tracked course completion and sent follow-up emails to ensure readiness. Employees adapted to the new system with less stress and better results.

Education

CASE STUDY Washington State Board of Community and Technical Colleges (SBCTC)

ScreenSteps helped Washington SBCTC manage over 7,000 articles for faculty at 34 colleges. Before ScreenSteps, staff struggled to find information and updating training materials was slow. The team n...eeded a searchable, centralized place for documentation. With ScreenSteps, employees can now easily search for answers and use tutorials in live training. This improved organization and reduced delays in work.

Education

CASE STUDY Brigham Young University - Idaho (BYU-Idaho)

ScreenSteps helped BYU-Idaho move from Adobe InDesign to a knowledge ops platform. Before, only 3 student employees could create help docs. Now, all 37 staff members can make documentation. They crea...ted over 2,000 help articles. The new system is faster and easier to use. This improved the user experience for students, parents, faculty, and staff.

Computer Software

CASE STUDY Adaptive Insights

ScreenSteps helped Adaptive Insights train 1,000 customers in live sessions and over 10,000 end users with self-paced training. The team struggled with Word for creating training content, which was s...low and inefficient. With ScreenSteps, they could easily collaborate, organize, and publish training materials as PDFs. After using ScreenSteps, 93% of customers felt prepared for their Adaptive Insights implementation. Diane, the senior content developer, praised the authoring and collaboration features.

Video

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