FCCS News & Insights

Simplifying Change: A Smarter Approach to Onboarding, Training and Team Performance

Whether it’s onboarding new hires or equipping tenured employees to navigate changes like new systems, software, or procedures, organizations today are struggling to keep pace. In a world where technology and process changes happen at lightning speed, ensuring smooth transitions and strong team performance is more important than ever.

ScreenSteps, a Passkey Partner, offers practical strategies and solutions that help organizations meet these challenges head-on. With tools, training, and proven frameworks, ScreenSteps empowers employees to adapt confidently to change, enhance their performance, and improve procedures. Their AI-powered knowledge transfer platform is simplifying onboarding, training, and process execution—helping businesses stay agile, aligned, and ahead of the curve.

“ScreenSteps replaces static, step-by-step process documents and helps employees answer the inevitable ‘how do I…’ questions,” says Greg DeVore, ScreenSteps founder and CEO. “This is especially helpful during onboarding, cross-training, technology changes and for processes that are undertaken less frequently and so are less automatic.”

ScreenSteps is a knowledge operations solution that provides:

Knowledge Operations Platform

• Centralized knowledge hub for employees with digital guides, job aids, and training courses.

Find and Follow Framework

• Methodology to onboard, train, and retain confident employees with a better way to transfer knowledge.

In combination, these solutions empower organizations with the technology, frameworks, and habits needed to support employees who are confident, consistent, and change-agile.

The interactive ScreenSteps platform supports complex inquiries based on multiple variables, accommodating “if/then” parameters and asking the user targeted questions to narrow down the right response. As an example, when asking about a loan process, ScreenSteps will ask if it’s for a new or existing loan or customer, since the steps for those two instances may differ. In addition to capturing processes, the platform can also record historical and institutional knowledge—such as explaining why certain decisions were made or how difficult customer situations were handled—and then uses this information to organize content into relevant, searchable topics.

“Particularly during onboarding, rather than cramming all the information a new employee will need for their entire jobs into a day or two, ScreenSteps provides bite-sized job support that’s easily accessible exactly when it’s needed,” says Greg. “This also means fewer questions interrupting your more experienced employees, who can then focus on their primary responsibilities and be a resource for more nuanced questions and guidance.”

The operational knowledge captured in ScreenSteps supports every process across the organization, from HR and back-office documentation to customer-facing relationship management and credit approval. For screenshot-heavy processes, the platform includes an integrated screen capture feature. User permissions determine which employee roles are allowed to submit and approve content, and extensive reporting tracks adoption and analytics show which topics are being most accessed.

In addition to the searchable, interactive resources, the guides are also searchable from within other web-based applications being used through a browser extension, and through Microsoft Teams or Slack. To support change management during technology rollouts, ScreenSteps change notifications can be set to require acknowledgment so leaders can be sure everyone has read critical information.

ScreenSteps implementation for a specific project, like developing the resources to support a major technology rollout, can be completed in a week or so. Broader implementations typically follow a phased implementation, adding content for the highest priority processes first, with staged, monthly targets covering additional content areas.

For more information and to schedule a ScreenSteps demonstration, visit their Farm Credit webpage.

Click here to listen to Greg Devore, Founder and CEO of ScreenSteps, on the FCCS Forward Thinking Podcast.