Jonathan DeVore

By: Jonathan DeVore on July 13th, 2021

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3 Tips for Piloting ScreenSteps in Your Business [Video]

It can be tricky to get your company's management on board when it comes to adding new software. Sometimes you need to prove the investment is worth it.

Not everyone has planned a budget for ScreenSteps. In those situations, you can do a paid pilot. In other words, you want to use ScreenSteps with a small team and prove its value before rolling it out to the larger team.

If you’re evaluating ScreenSteps and you’re liking what you see — but the 14-day trial just isn’t long enough to prove it out — then you might be interested in doing a paid pilot program.

As head of consulting, I've coached many companies on the best practices to incorporate when adopting ScreenSteps.

In this video, I share 3 tips for how to run a great pilot program so that you can evaluate ScreenSteps and secure a budget for it with evidence from your own experience.


1. Be clear about what you want to prove out with ScreenSteps

First, be clear about what you want to prove out with ScreenSteps. In other words, decide what you are hoping to accomplish with ScreenSteps.

  • Are you trying to create more content in less time?
  • Are you trying to decrease how long it takes to train new employees?
  • Are you trying to decrease the number of questions being emailed?
  • Are you trying to improve compliance?

Whatever your goal is, you'll want to record your baseline numbers of what things are like before ScreenSteps. This way, you can compare results to your experience with ScreenSteps.

2. Choose an upcoming event to demonstrate an improvement

If possible, choose an upcoming event where you can demonstrate an improvement. Some examples of upcoming events include:

  • Supporting a new system rollout
  • Cross-training employees
  • Routine training events
By having a deadline, you are setting a measuring point. This helps you focus your energy and keeps you from being overwhelmed. Remember: You can't do it all at once, but you can see improvement over time.

3. Be open to doing things the ScreenSteps way

Adopting a new software in your company and learning a new way of doing things can feel disruptive, especially when you have used the same strategies for a long time.

To realize the full benefits of ScreenSteps, you need to be open to doing things the ScreenSteps way.

Our approach to writing procedures, using procedures, and doing training events might not match what you or others have done before. Prepare to adopt these methodologies and see how they help your company achieve your goals.

Want help running a paid pilot program?

It can seem like a lot of work to run a paid pilot program. You don't know if you will be able to get the budget for ScreenSteps in the end — but the effort is worth it. 

You don't have to do it alone. We want you to achieve your goals with the paid pilot program just as much as you do.

If you are doing a pilot, we've prepared videos to help you succeed. Check out our other videos on migrating existing content into ScreenSteps and creating content from scratch using the ScreenSteps desktop editor.

If you want to work with the ScreenSteps team to prepare your pilot program, schedule a time and we’ll be happy to chat.

Talk to a ScreenSteps Rep

About Jonathan DeVore

Customer Success