ScreenSteps Demo for Credit Unions

Turn every employee into an expert with a knowledge ops platform

Schedule a 30-minute demo with the ScreenSteps team to learn how a knowledge ops platform can help your credit union:

	Reduce employee training & onboarding time
	Decrease questions to supervisors
	Grow employee independence
	Simplify change management
	Capture and transfer knowledge faster

ScreenSteps Demo for Credit Unions

Turn every employee into an expert with a knowledge ops platform

Schedule a 30-minute demo with the ScreenSteps team to learn how a knowledge ops platform can help your credit union:

	Reduce employee training & onboarding time
	Decrease questions to supervisors
	Grow employee independence
	Simplify change management
	Capture and transfer knowledge faster

Need support or just have a quick question? Reach out to us here.

What is the process for getting started with ScreenSteps?

Getting started with the ScreenSteps knowledge ops platform is simple. Schedule a demo with the ScreenSteps team, and we'll walk you through the process to ensure you're confident in your Farm Credit Association's knowledge solution.

Step 1 – Demo

Connect with the ScreenSteps team

First, we discuss the challenges and use cases at your credit union. Then, we will showcase how the ScreenSteps platform can help your team.

⏰ 30 minutes

Step 2 – Scoping

Get a knowledge roadmap for implementation

Next, we build a 30/60/90-day roadmap for deploying your knowledge ops platform. This includes timelines, budgets, deliverables, and outcomes.

⏰ 1-3 additional meetings

Step 3 – Implement

Start your knowledge ops implementation

Finally, we get to work! You'll work directly with the ScreenSteps knowledge ops coaches to build your team's knowledge resources.

⏰ 1-3 months

What customers are saying

"This platform has been a real game-changer in transforming the way we create and transfer knowledge to support our employees with growing their expertise and know-how to create a remarkable member experience."

Alaska Delaire
Information Technology Support Specialist, connectFirst 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-Whitts
Core Systems Training Specialist, Mid-Atlantic Federal Credit Union

"You guys are a lifesaver. These guides are giving me a lot more confidence in using Salesforce and training others on how to use it. They've told me how much ScreenSteps has helped them do their job."

Lori Bright
Training & Development Manager