Blog

Employee/Customer Onboarding, Training and Enablement

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

Blog Feature

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.

Blog Feature

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.

Blog Feature

By: John Julien
April 9th, 2026

Why do credit union tellers struggle with complex transactions? Credit union tellers struggle with complex transactions because they are expected to perform hundreds of complicated, changing procedures, all while delivering a consistent member experience in real time. In one analysis, we identified over 500 procedures a teller needs to execute at any given time.

Blog Feature

By: John Julien
April 1st, 2026

There’s a moment that plays out every day in your credit union.

Blog Feature

By: John Julien
March 17th, 2026

` Starting your standard operating procedures (SOPs) from scratch is a daunting task.

Blog Feature

By: John Julien
February 25th, 2026

Creating a step-by-step procedure with screenshots used to mean one thing: a lot of manual work.

Blog Feature

By: Greg DeVore
February 20th, 2026

Right now, a lot of organizations are making a significant investment in knowledge. But why isn't it actually making a difference in training & operations?

Blog Feature

By: John Julien
December 18th, 2025

So, someone just gave their two weeks. Now what?

Blog Feature

By: Greg DeVore
November 24th, 2025

Both ScreenSteps and Engageware (formerly SilverCloud) help financial institutions manage and share knowledge. But there’s a crucial difference—whether employees are expected to interpret procedures or actually follow them with confidence.

Blog Feature

By: Greg DeVore
November 24th, 2025

Both ScreenSteps and Document360 help organizations create and share knowledge. The difference lies in what happens next—whether employees simply find information or can actually follow it to complete their work.