ScreenSteps for Credit Unions

Say hello to the world's first Knowledge Operations Platform

Increase supervisor bandwidth by 25% with knowledge your employees can find and follow.

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Knowledge Ops Platform for Credit Unions

How does a Knowledge Operations Platform help your credit union?

Faster training & onboarding

Fewer questions & mistakes

Smoother change management

Consistent member interactions

Knowledge Ops Platform Decision Tree in Progress

What is a Knowledge Operations Platform?

Most credit unions rely on tribal knowledge to run their businesses. Even if they have SOPs and documentation, employees don’t use them.

When employees don’t know what to do, they turn to a supervisor, co-worker, or just make stuff up.

This leads to long onboarding times, inconsistent performance, overwhelmed employees, and burnt-out supervisors.

A knowledge operations platform allows you to operationalize your knowledge by making it findable and followable.

Knowledge operations platform reacting to change icon

Why do credit unions need a Knowledge Ops Platform?

Credit union employees have to deal with a high degree of complexity and change.

Most credit unions rely on “training” to teach employees operational knowledge. But, when your procedures are complex or change regularly, training can never work.

It’s like pouring a gallon of water into a 16 oz. cup.

Our minds weren’t designed to retain that much complexity and deal with that much change.

A knowledge operations platform reduces the need for memorization.

How do credit unions use a Knowledge Operations Platform?

Capture knowledge faster with rapid authoring tools

Use AI, integrated screen capture, and other rapid authoring tools to create digital guides and foundational courses in minutes.

Make knowledge findable, followable, and scannable

Use interactive checklists and decision trees to enable knowledge to support employees at the moment they need it.

Introduce a new way of working: the Find & Follow Framework

Empower employees to rely on guided knowledge as they perform tasks and solve problems, creating a consistent workflow every time.

Discover why credit unions big and small trust ScreenSteps

What can your credit union accomplish with better knowledge transfer? See why credit unions of all shapes and sizes are moving to ScreenSteps.

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See the Knowledge Operations Platform in action

What credit unions are saying about ScreenSteps

"This platform has been a real game-changer in transforming the way we create and transfer knowledge. It's helped us to grow employee expertise and know-how to create a remarkable member experience."

Alaska Delaire
Information Technology Support Specialist, connectFirst Credit Union

"ScreenSteps has been an invaluable tool for ViaCU, streamlining all our information into one easy-to-use database. Jonathan and his team have been incredibly helpful throughout the process, making it simple to create articles and increase efficiency."

Julia Monts
Vice President of Member Services, Via Credit Union

“Going through this process has made for a better member experience because employees can find the information at their fingertips immediately. No more putting members on hold.”

Tiffany Glowacki-Whitt
Core Systems Training Specialist, Mid-Atlantic Federal Credit Union

"Using the ScreenSteps method, we were able to identify over 500 tasks that employees need to know how to do. It was quite eye-opening, and further demonstrated the need for documentation."

Nicole Dardaris
Vice President of Human Resources, Baltimore County Employees Federal Credit Union

What can your credit union achieve with a ScreenSteps Knowledge Ops Platform?

When your credit union implements a knowledge transfer strategy that puts accurate knowledge at your employees' fingertips, everything changes.

ScreenSteps Knowledge Ops Platform layout

Create a Google search experience for every employee question

Put answers directly at employees’ fingertips with knowledge that is easy to find and simple to follow.

The Knowledge Ops Platform has all the functionality of a traditional knowledge base plus more to help you create, organize, and share digital guides with your employees. Streamline employee training with custom courses and learning paths.

Roll out new software and systems without missing a beat

Whether it's a new CRM or loan system, rolling out new technology to your employees doesn't have to keep you up at night.

With the ScreenSteps Knowledge Ops Platform, your team has the technology and frameworks to transition to any new system you adopt seamlessly.

Use custom training courses for foundational knowledge and create digital guides to support the day-to-day activities.

Onboard & train new employees faster

Traditional employee training methods do not work anymore. To develop confident, engaged, and productive employees, we need to rethink how we transfer knowledge.

With a ScreenSteps Knowledge Ops Platform, you can create custom training programs that get employees up and running fast.