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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.

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.

What Customer-Facing Teams in Regulated Industries Actually Need to Perform, and Stay Compliant

By: Greg DeVore
August 7th, 2026

Every customer-facing employee in a regulated industry lives inside what we call the moment of performance: the instant they have to answer a question, execute a task, or solve a problem while someone is waiting.

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.

Why a Chatbot Isn't Enough at the Moment of Performance

By: Greg DeVore
July 23rd, 2026

"When I see that wall of text, I just turn to the escalation desk." That's a contact center agent describing what happens when she opens her company's chatbot mid-call. She didn't say the chatbot gave her the wrong answer. She said she couldn't use the answer it gave her.

AI Didn't Break Your Procedures. It Exposed Them.

By: Greg DeVore
July 22nd, 2026

A credit union or bank connects a chatbot to their SharePoint and tests it with a small group of employees. They quickly run into hallucinations, outdated information, and knowledge gaps. They then invest 12 months and expand headcount to get procedures to a place where the AI can use it. That story isn't rare. It's close to the median outcome.

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