ScreenSteps: Use-Cases, Insights and Reviews | 2026 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

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

"...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

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

"...ScreenSteps is an integrated knowledge base, online course, and contextual help software platform that helps you train and support your customers and employees. ..." Online 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

"...15 agents recently went through training with ScreenSteps and their performance is the BEST that this call center has seen from any new hire training class in the last year...." Case Studies

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 does ScreenSteps address your Knowledge Management Challenges?

How can ScreenSteps enhance your Onboarding process?

What Are the key features of ScreenSteps for Helpdesk Management?

How does ScreenSteps address your Sending & Publishing Communications Challenges?

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.

HFS Federal Credit Union - Banking - Small

Hilo, USA

ScreenSteps helped HFS Federal Credit Union cut teller training time from 6-12 months to just 2-3 days. The team used step-by-step guides, the Sidekick browser extension, and Find & Follow Training. ...Trainers built a knowledge base with over 1,000 articles, making answers easy to find. New hires now work independently after only a few days. Trainers spend less time answering repeated questions.

Fort Community Credit Union - Banking - Small

Fort Atkinson, USA

ScreenSteps helped Fort Community Credit Union centralize and optimize their standard operating procedures across five branches. Employees previously relied on experienced coworkers for answers, caus...ing inconsistency and confusion. By using ScreenSteps and the Sidekick browser extension, staff can now quickly find trusted answers within their workflow. This shift reduced reliance on tribal knowledge and ensured all branches deliver consistent service. Employees now self-serve for information, improving member experience and operational confidence.

James Scott Farrin - Legal Services - Large

Durham, USA

ScreenSteps helped James Scott Farrin, a leading personal injury law firm, transform paralegal onboarding. Before, new hires needed over two months to work independently. With a mock case training pr...ogram built in ScreenSteps, paralegals now handle real cases confidently by week two. The program uses micro-courses, a CRM sandbox, and step-by-step digital guides. This approach reduced hand-holding and made training consistent and scalable.

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.

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