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: Greg DeVore
October 24th, 2017

ScreenSteps isn’t just a traditional knowledge base - it’s a tool for giving your employees all the information they need to do their job in the context of where they are working. Here are three examples of how we have been using ScreenSteps:

Blog Feature

By: Greg DeVore
October 19th, 2017

Why do we assume that we need to learn everything? Our brains can only hold and apply so much information. Do we really want to limit our performance and the performance of our employees to what information we can remember and actually apply? Not if we want our team to reach its full potential. But what if L&D changed its strategy from trying to teach more information to trying to help employees be successful when they forget?

Blog Feature

By: Greg DeVore
October 17th, 2017

I teach. A lot. I teach people that are very interested in what I have to say. And I teach people that don't care at all. I teach people who are highly motivated to apply the information that I present. And I teach people who like what they hear but can't find the time to get around it actually applying it. I teach big groups and individuals. I give lectures and I lead discussions. And I have to do it multiple times each week. Here are just a few principles that I have learned over time. 1. You cannot teach someone who is not ready to learn.

Blog Feature

checklists

By: Jonathan DeVore
October 12th, 2017

In 1935, Boeing's model 299 crashed into the ground during a test flight, killing two crew members. The plane was newly designed to push the limits of flight—aluminum-alloy shell, four engines, a 103-foot wingspan, and it could carry 5x more bombs than what the military had initially requested. But none of that mattered because apparently, the plane couldn't fly.

Blog Feature

ScreenSteps Employee Training Platform

By: Jonathan DeVore
October 10th, 2017

We wanted to give you a preview of what is coming in the new ScreenSteps Employee Training Platform. Look for future blog post that will detail all of the features. But here are a few bits. Checklists Job aids are great for when an employee is still learning where to click and what to do. But after awhile, employees may not need to reference the screenshots very often because they remember all (or at least most) of the clicks for performing a task. Yet mistakes are still being made in the day-to-day operations. Billing information is incomplete, Opportunties are inaccurate, and Quotes are being sent out prematurely. Even though employees basically know how to do their job, sometimes they forget all that needs to be done. And that's where checklists come in.

Blog Feature

Customer Support | New Feature

By: Jonathan DeVore
September 8th, 2017

Are some of your ScreenSteps articles kind of lengthy?

Blog Feature

ScreenSteps Software

By: Greg DeVore
September 5th, 2017

I have what we like to call our $40,000 fridge problem. Whoever designed our kitchen (long before we purchased our current house) put the oven so close to the wall that you can only fit a small fridge next to it. The oven is situated such that in order to get a larger fridge we would have to redo the entire kitchen.

Blog Feature

ScreenSteps Software

By: Greg DeVore
August 29th, 2017

We are happy to announce that starting on Thursday, August 31, 2017 you will now be able to set article viewing permissions on a per article basis.

Blog Feature

ScreenSteps Software

By: Jonathan DeVore
March 29th, 2017

Don’t you hate it when you finish up a project, release it to the world, and then get an email from your team with something like, “Hey! How come you didn’t address any of my notes and feedback?”

Blog Feature

Software Documentation Tips | Call-Center | Ed Tech

By: Greg DeVore
November 2nd, 2016

If you are building a knowledge base for customer support or for internal training, then it is important to keep in mind what you want the article to accomplish. In a perfect world you could write one article and use it for training, onboarding and support. And this is the approach that many people take. But it is a big mistake. When someone needs to be trained, their needs are very different from when she need to be reminded. The person who is being trained needs to understand concepts, definitions and workflows. The person who just needs a quick reminder only needs a quick step-by-step guide.