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Employee/Customer Onboarding, Training and Enablement

Come to ScreenSteps blog to learn how to onboard, train and support your employees and customers.

Jonathan DeVore

Customer Success

How to Train Employees on New Systems Faster With ScreenSteps Sidekick

By: Jonathan DeVore
August 11th, 2026

Rolling out a new system can feel overwhelming. You’re changing technology, processes, responsibilities, knowledge, and employee habits all while keeping the business running.

Why Copilot Isn't Enough for Complex Procedures

By: Jonathan DeVore
August 6th, 2026

Most AI chatbots and knowledge base tools are built around retrieval. You ask a question, and they generate a helpful-sounding answer as text. That works great for a lot of situations. But for complex, regulated procedures, chatbots can fall apart fast.

Your Best Employees Are Retiring. Is Their Knowledge Retiring With Them?

By: Jonathan DeVore
August 5th, 2026

Organizations are facing a major knowledge transfer problem right now. Experienced employees have spent years building and learning how your operations should run. They know the procedures, the policies, the context, and critical background information.

The Missing Piece in Your Credit Union's AI Strategy

By: Jonathan DeVore
August 3rd, 2026

A lot of credit unions are thinking about AI right now and asking important questions:

The Browser Extension That Puts Your Knowledge Base Everywhere

By: Jonathan DeVore
July 30th, 2026

You've built a great knowledge base. It's got easy-to-follow procedures, it's optimized for search, and everything is in one place.

How to Stop Typing Out Every Procedure and Create Guides People Will Actually Use

By: Jonathan DeVore
July 29th, 2026

Creating clear, easy-to-follow procedures used to take hours. You had to type out the instructions, take screenshots, format the SOP, export it as a PDF, save it on a drive somewhere, and then hope someone can actually find it when they need help (and let's be honest... they never can...).

Keep Your Knowledge Base Clean with Clarify Check

By: Jonathan DeVore
July 27th, 2026

When you create a new job aid or SOP, you don't just want it to be clear. You want to make sure it fits with everything else in your knowledge base.

Do You Really Need ScreenSteps, or Can You Just Use ChatGPT for Documentation?

By: Jonathan DeVore
May 7th, 2026

At ScreenSteps, we talk a lot about an approach called Find and Follow. The idea is simple: employees should be able to quickly find the right answer and easily follow the instructions so they can complete their work correctly. But that second part, follow, is where a lot of documentation falls apart.

What is a Decision Tree? And How Do You Create One? (+ Example)

By: Jonathan DeVore
April 15th, 2026

What is a decision tree? A decision tree is a structured way to guide someone through a process by asking a series of questions and mapping out the correct path based on the answers.

How to Help Gen Z Succeed in the Workplace (3 Tips)

By: Jonathan DeVore
November 21st, 2024

According to a study by the Work Economic Forum, Gen Z will make up nearly 27% of the workforce by 2025.

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