Implementation and Coaching
Our professional services and coaching team can help you achieve the ROI you expect out of your ScreenSteps implementation
You want to make the transition to ScreenSteps but you need some extra help to make sure that transition is flawless. Our professional services team can help.
Document migration
Customized author training
Launch preparations
You don't have to start from scratch. If you have existing materials that you want to convert into ScreenSteps guides, we can help.
Maybe you don't have the bandwidth to migrate the content on your own, or maybe you need advice on how to optimize and format your content as you bring it into ScreenSteps. Either way, we can help.
ScreenSteps was built so that your authors would be able to quickly and easily create content. But each business is different and each authoring team has unique needs.
With customized training for your content authors, you will ensure you employees are on the same page. Together we can develop a style guide so that the articles are uniform, making it easier for your employees to follow them.
Implementing new software into your business can be daunting. Luckily, you don’t have to come up with a plan from scratch.
From preparing documentation to launching ScreenSteps in your company, we’ll be there with best practices and guidance so that you can experience a smooth transition.
Implementing a new software and a new way of writing guides for your reps can seem daunting, which is why we don’t leave you to do it on your own. We work with your team to help them successfully launch ScreenSteps and see an immediate impact to your operations.
When companies have worked with us to implement ScreenSteps, they set up their knowledge base faster and see results sooner.
Fail to plan and you plan to fail. Before creating content, we take inventory of the procedures your company currently uses and examine how your representatives would use your guides to handle calls.
Together we can design a knowledge base that improves upon what employees are already doing without entirely changing how they work. This minimizes disruption and results in better adoption.
Learning to create content with ScreenSteps is incredibly simple. However, ScreenSteps offers features that many companies have never seen before and new authors may not be aware of how to utilize those features to create “dummy proof” guides.
Your coach will train your authoring team to take full advantage of what ScreenSteps offers so that they can build clear, user-friendly guides.
Getting knowledge out of your experts' heads and into guides that are easy to follow can be a challenge, especially if your team hasn't done it in the past.
As part of coaching, we train your authors on how to interview your subject matter experts and document those processes and procedures into "dummy-proof" guides that anybody can use.
Ramping up to introduce a software change into a new company can be challenging. When you use our coaching services, our coach is there through all implementation phases to ensure you have a successful launch. Consulting areas include:
A ScreenSteps coach meets with your team for 45 minutes on a weekly basis to help you apply best practices to your knowledge management project until you are successfully launched.
The coaching process begins with a kickoff meeting to establish goals (e.g. measurable metrics) for your ScreenSteps project. Once we have established your goals, we develop a roadmap that includes activities, milestones, and launch dates.
Each week your team will meet with their coach to discuss progress and roadblocks, as well as learn how to apply the ScreenSteps tools and methodology to create a knowledge management approach that transforms your business.
Coaching costs $2,000 per month with a minimum of three months. For most businesses, three months is all that is needed; however, if you need more time with your coach, then you can add one-month blocks.
At the end of your coaching engagement, your team of authors will be highly skilled at crafting professional looking guides that can transform your operations. You’ll also be able to confidently launch ScreenSteps into your business in less time and see significant results (e.g. training time cut by up to 90%, mistakes go down by up to 90%) within three months of launching.
You need to have a manager who is going to be responsible for the successful launch of ScreenSteps and at least one author who will be able to create the content. If you do not have somebody who can dedicate that much time to this project, that is okay — but launching in three months (or less) is not likely.
Your manager should be able to dedicate at least 20 hours a week on the ScreenSteps project (e.g. gathering processes and procedures, doing quality reviews). You also need to have at least one author who can spend at least 20 hours a week creating content in ScreenSteps. If you do not have individuals who can dedicate that amount of time during the project, we can still work with you and help you be successful. However, it will likely take longer than three months to launch ScreenSteps.
The prices for implementation services vary. The two main factors are a) how much content needs to be converted into ScreenSteps articles (e.g. spreadsheets, PDFs) and 2) whether you have a team who can help with the migration. Depending on how many hours and how large of a project, we can bill at a flat project fee or hourly fee. Contact us to determine what’s best for your unique company.
If the managers and trainers on your team are used to traditional training approaches (e.g. using PowerPoint, creating guides in PDF), or they don’t have a lot of experience writing scripts and procedures, then coaching is recommended.
The ScreenSteps system is very easy to use. It will only take a few hours to get your team up and running. ScreenSteps is also very easy to roll out to your organization from a technical standpoint, and can be done in less than a day. Filling up ScreenSteps with procedures (either from scratch or by migrating existing content) can take anywhere from two weeks to 18 months depending on how much content needs to be created and how much bandwidth your team has.
Teams who are experienced in implementing a knowledge base and have established procedures that are accurate can implement ScreenSteps without a coach and it may only take 1-3 months. Teams that are not experienced in implementing a knowledge base and/or do not have established procedures often take between 9 and 16 months.
The two things that will delay an implementation are 1) not having established procedures and 2) not having somebody on your team who knows how to capture/document those procedures effectively.
No. Every company that purchases ScreenSteps software receives a one-hour onboarding call as well as access to setup videos to help you implement the software into your company.
“All feedback from our reps has been beyond positive. My reps appreciate the step-by-step process and describe it as ‘dummy proof.’ Thank you for helping me bring my vision for our protocol revamp to life.”
Yasmin | Supervisor, Call Center
“When I first started, there were only a couple of articles. And now we have at least 1,500 to 2,000 articles. We're constantly adding new ones. ScreenSteps is used on a daily basis. It's an incredible tool.”
Colin Slade | VP Customer Success & Services, Cloudbeds
“The fact that you have so many features at your fingertips and the fact that you can actually USE all them, make ScreenSteps the best product on the market for training. We've loved it here and it has brought us much better results than what we were doing beforehand. It's a great product with a great customer service department and they keep delivering value.”
G2 Customer Review
You’ve got knowledge base software issues, we’ve got the answers. Use these resources to see if ScreenSteps is the solution you’ve been looking for.
Once you’ve implemented ScreenSteps, you’ll save time in everything from training to search times. Start living life in the fast lane.