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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.

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ScreenSteps Software | Training | Teaching

By: Greg DeVore
July 11th, 2018

If you have ever been on a backpacking trip, then you know that a backpacker has to deal with competing goals when packing.

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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.

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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. 

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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?”

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ScreenSteps Software | Software Documentation Tips

By: Jonathan DeVore
May 20th, 2016

It's a small thing. But after I was told that one of my help articles looked sloppy, I realized that consistent screenshot width throughout a help article is important.

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ScreenSteps Software

By: Jonathan DeVore
May 19th, 2015

The old knowledge base template was a little outdated, and looked like this: Which is fine, if you like that that look. But some of you mentioned that it was too text-heavy and difficult to navigate through when you had a lot of documentation (and many of you have A LOT of documentation... like, over 400 articles). So, last week, we released a new template to make your knowledge base a little snazzier looking.

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ScreenSteps Software

By: Jonathan DeVore
February 20th, 2014

We're happy to announce a new and improved Zendesk integration. It now works with Zendesk Legacy AND Help Center, is a much faster setup, and has a tighter integration with Zendesk so that you can author everything in ScreenSteps.

Blog Feature

ScreenSteps Software

By: jdevore
July 30th, 2013

Several nonprofit organizations struggle when it comes to effectively training staff on how to use Salesforce, and increasing user and management adoption. In a recent blog post on the 4 key challenges nonprofit organizations face when implementing Salesforce, Sam Dorman noted that: Even when the technical side is done well, it can still be hard to get staff to actually use the system...in fact, staff adoption shows up as one of the most significant challenges across all types of organizations." I'm going to share 3 tips that can help you improve your Salesforce training, and then show you a Salesforce integration that will completely overhaul your training program and boost user adoption---and we're giving it to nonprofits for a fraction of the normal price.

Blog Feature

ScreenSteps Software | Customer Support

By: jdevore
May 8th, 2013

Back in 2010, Greg wrote an article about his experience purchasing software from MacHeist, called "Build the Ark Before the Flood."  His experience with developers who sold their software through MacHeist had not always been great - mainly because they clearly weren't prepared for the volume of support requests that were going to come their way. A few weeks ago, we had the opportunity to be on the other side of the MacHeist fence - our app, Clarify, was featured as part of the MacHeist NanoBundle 3. It was our chance to really put to test the support processes we have established over the last couple of years.

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Succession Planning | ScreenSteps Software | Turnkey Business

By: jdevore
April 24th, 2013

Somebody approached me the other day asking for some assistance with creating documentation for internal procedures and processes. I asked why they wanted to start documenting, and the answer was very interesting. "I've already been burned twice - I don't want to get burned again." After some explanation, I learned that on two occasions, key employees had left somewhat hastily - along with them went all of the operational knowledge for doing their job. Hiring a replacement was almost impossible because nobody knew what the replacement would do - so before anybody could be hired, the individual I was speaking with had to figure it out from scratch... twice.