ScreenSteps B2B Case Studies & Customer Successes

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ScreenSteps is a knowledge ops solution that helps companies overcome training and performance challenges by solving their root problem — an inability to transfer knowledge efficiently to their employees. ScreenSteps also provides coaching and consulting services to help companies successfully implement the Find & Follow Framework, build Knowledge Operations Teams, and improve their knowledge operations, knowledge transfer, and employee training.

Case Studies

Showing 24 ScreenSteps Customer Success Stories

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Acclaim Federal Credit Union speeds new hire onboarding with ScreenSteps

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Adaptive Insights improves training and implementation readiness with ScreenSteps

Adaptive Insights logo

Advanced Technology Services reduces support tickets and boosts knowledge base usage with ScreenSteps

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B2B Technical Call Center achieves 87% faster agent training with ScreenSteps

Baxter Healthcare achieves 90%+ service levels in 120 days with ScreenSteps

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BYU-Idaho creates 4x more documentation in 1/4 of the time with ScreenSteps

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Cloudbeds achieves 95% customer satisfaction with ScreenSteps digital guides

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connectFirst achieves a single source of truth for employee knowledge with ScreenSteps

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Cushman & Wakefield Streamlines Knowledge Sharing with ScreenSteps

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Desert Rivers Credit Union empowers loan officers with guided workflows using ScreenSteps

Desert Rivers Credit Union logo

Fergus Federal Credit Union improves policy access and compliance with ScreenSteps

Fergus Federal Credit Union logo

Fort Community Credit Union eliminates tribal knowledge with ScreenSteps

Fort Community Credit Union logo

Fortune-500 Company Saves Millions with Call Flows

Contact Center Saves 85% of Its Training Budget While Switching to Remote Learning

HFS Federal Credit Union cuts teller training from months to days with ScreenSteps

HFS Federal Credit Union logo

High Plains Farm Credit reduces onboarding time from months to days with ScreenSteps

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ICEFLO trains 400–500 users at a time with ScreenSteps

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James Scott Farrin speeds paralegal onboarding with ScreenSteps

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Large Call Center achieves 75% faster agent time-to-proficiency with ScreenSteps

a multimillion-dollar manufacturing company achieves 99% Salesforce adoption with ScreenSteps

Mid-Atlantic Federal Credit Union launches a complete knowledge ops solution in 12 weeks with ScreenSteps

Mid-Atlantic Federal Credit Union logo

Peninsula Jewish Community Center achieves a successful Salesforce rollout with ScreenSteps

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Royal Australian College of General Practitioners (RACGP) - Customer Case Study

Royal Australian College of General Practitioners (RACGP) logo

Washington SBCTC improves searchability and streamlines training with ScreenSteps

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