Launch your knowledge ops platform and training program confidently with expert advice

You are not alone — ensure success with a clear step-by-step implementation plan to get your knowledge ops platform up and running quickly.

Schedule a ScreenSteps Demo

Watch Demo Videos

Jonathan DeVore, Director of Implementation at ScreenSteps

Watch the video!

What does implementation look like?

Leverage expert advice for peace of mind during your implementation process

Adopting a new product into your organization can be intimidating and time-consuming. Luckily, you don’t have to do it alone.

When you follow the Four Systems of Find & Follow, implementation is broken into easy-to-follow steps. ScreenSteps experts can help during any of these implementation phases.

The coaching and implementation plans are tailored to each client, so talk to a ScreenSteps rep to create a support plan that works best for your company.

Schedule a ScreenSteps Demo

Empower every employee to act and feel like an expert, regardless of their background, tenure, or experience.

4 Systems of Find & Follow Implementation

Create a culture where your employees can trust your digital guides and learn to rely on them. These tools enable you to keep your knowledge resources up to date and optimize the digital guides for easier use.

System 1: Align & Define

Align your teams and plan what resources you need

The first step to implementation is aligning your Training and Operations Teams on what employees need to know and what they need to be able to do.

During the Align + Define System, you:

Hold a kick-off meeting with ScreenSteps
Run a Find & Follow Workshop
Prioritize activities and tasks

System 2: Design + Refine

Create digital guides that are easy to find and follow

After you’ve planned and accounted for knowledge gaps, it is time to create your digital guides. This is all in preparation for launching your knowledge ops platform and training employees.

The Design + Refine System includes:

Training content contributors
Creating and optimizing digital guides
Performing user acceptance testing
Launching your knowledge ops platform

System 3: Train

Deliver knowledge to employees in formal training

Once all your materials are prepared, it is time to train your employees using the Find & Follow Framework.

During the Train System, you:

Run a soft launch with a smaller group
Refine the training program
Run full training with employees

System 4: Empower + Adapt

Optimize your digital guides and training program

The final step to implementation is evaluating and improving your resources and training program. This keeps everything clear, up to date, and accurate for future training sessions and employee support.

The Empower + Adapt System involves:

Evaluating how training went
Incorporating feedback
Optimizing digital guides and keeping them up to date

What customers are saying

“Jonathan and his team have been incredibly helpful throughout the process. Initially apprehensive about the transition, I found the entire process to be well-organized and straightforward from start to finish.”

Julia Monts
Vice President of Member Services, Via Credit Union

“What we like the best about ScreenSteps is that the ScreenSteps team is very easy to work with and the application is super easy to use.”

Jason Mercer-Pottinger
Operations Director, Baxter Healthcare

“The Find & Follow Workshop was a crucial first step to developing our training programs. Using the ScreenSteps method, we were able to identify over 500 tasks that employees need to know how to do.”

Nicole Dardaris
Director of Human Resources, Baltimore Country Employees Federal Credit Union