Name: ScreenSteps
Author: ScreenSteps

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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### Documentation Creation
Users consistently highlight ScreenSteps as a valuable tool for creating detailed and visually appealing documentation. The platform's ease of use, coupled with its ability to streamline the process of organizing information, adding screenshots, and annotating them, has garnered positive feedback. Additionally, users appreciate the flexibility in duplicating and referencing articles across multiple sections, making it convenient to maintain and update documentation efficiently. The overall sentiment leans towards satisfaction with ScreenSteps' documentation creation features, emphasizing its effectiveness in producing high-quality materials with minimal effort.

### Content Management
Users generally appreciate ScreenSteps for its robust knowledge management capabilities. The platform's ability to create, organize, and share knowledge articles, self-help documents, and structured content has garnered positive feedback from users. They find the ease of creating and maintaining high-quality documentation, along with the intuitive organization into manuals, chapters, and articles, to be particularly beneficial. Additionally, users value the platform's features like instant screen captures, workflows, and checklists, which enhance the overall user experience and streamline content management processes. Despite some limitations, such as the three-level nesting for organizing articles, ScreenSteps remains a valuable tool for creating and managing content effectively.

### Search and Retrieval
Users consistently praise ScreenSteps for its robust search and retrieval capabilities. The software's search tool is highlighted as a fast and reliable resource, particularly beneficial in a 24/7 global call center environment. Users appreciate the ease of finding requested information swiftly, enhancing efficiency in handling call interactions. The ability to create different manuals for specific areas while housing them in a centralized location is lauded, with the effective search function enabling end-users to locate information quickly. Additionally, the platform's user-friendly administration and features like instant screen captures, workflows, and checklists contribute to a positive user experience. The availability of detailed analytics further aids in continuous improvement for end-users.

### User and Access Management
Users consistently praise ScreenSteps for its user-friendly interface and robust features. When it comes to user and access management, reviewers have expressed satisfaction with the platform's ease of use and the speed at which they can create and manage user accounts. The ability to customize access levels and permissions has been highlighted as a valuable feature by users, allowing for efficient delegation of tasks and streamlined collaboration within teams. Additionally, users appreciate the platform's support for creating different manuals for specific areas while maintaining a centralized location for all documentation. The general sentiment is that ScreenSteps excels in providing effective user and access management solutions that enhance overall workflow efficiency and knowledge sharing within organizations.

### Training and Instructional Design
Users consistently praise ScreenSteps for its robust training and instructional design capabilities. Reviewers highlight the platform's user-friendly interface, which simplifies the creation and export of training materials. The inclusion of knowledge articles, checklists, workflows, and training courses within ScreenSteps is lauded for streamlining the onboarding process for new team members and facilitating efficient task delegation. Additionally, the ability to link help articles to specific URLs and the Chrome extension for easy access to information are noted as valuable features that enhance the overall training experience. Users express high satisfaction with the platform's effectiveness in creating and maintaining quality documentation, making it an indispensable tool for instructional designers and trainers alike.

### Policy and Procedure Management
Users consistently highlight ScreenSteps's policy and procedure management capabilities as a standout feature, emphasizing its effectiveness in creating and maintaining clear, step-by-step instructions for various processes. The platform's ability to streamline documentation, ensure consistency in formatting, and facilitate easy updates garners positive feedback from users across different organizational functions. Additionally, the centralized knowledge repository for internal policies and procedures is lauded for enhancing accountability and accessibility, particularly in the context of audits and compliance requirements.

Users commonly recommend the following three things based on their experiences with the software:

1. Reach out to support if help is needed. Users have found the support staff to be responsive and helpful, suggesting that reaching out to them can assist in resolving any issues or questions that may arise.

2. Take advantage of the software's ease of use for improving training resources. According to users, the software is user-friendly, making it convenient for enhancing training materials and resources.

3. Read up in the support portal for additional functionality. Users suggest exploring the support portal to discover additional features and functionality that could further enhance their experience with the software.

These recommendations highlight the software's powerful capabilities, great support staff, ease of use for training purposes, and additional functionalities available through the support portal.

ScreenSteps has been an effective solution for many businesses to organize their documentations and manuals in one place while providing a search function for end-users. Users have reported that ScreenSteps provides quick maintenance updates to keep content current, making it easy to ensure the documentation is up-to-date and relevant. With this functionality, ScreenSteps allows users to speed up training for new team members and delegate tasks to existing team members, allowing for structured and consistent knowledge sharing.

Further, ScreenSteps has been used as a centralized location for information in call centers, creating a repository for internal knowledge while keeping customers engaged through self-support opportunities. Clients have benefited from the software's ability to onboard customers into Salesforce implementations while also tracking steps taken to solve problems with client's Salesforce. ScreenSteps has also been useful for creating product documentation resulting in highly rated knowledge bases that help improve support efficiency over time. These use cases of ScreenSteps indicate that the software can support businesses of different sizes and industries.

Ease of Use: Reviewers have consistently praised the ease of use in ScreenSteps. Users find it effortless to create and organize documentation. Many reviewers appreciate how straightforward it is to navigate the interface, allowing for easy navigation and organization of different topics.

Search Functionality: The search function on ScreenSteps has been highly rated by users. Its intuitive and straightforward design makes searching for content quick and reliable for users. Some reviewers have noted that the software's robust search feature saves them a significant amount of time when trying to locate specific information.

Consistent Formatting: One of ScreenSteps' most appreciated features is its ability to create consistent product documentation without authors worrying about formatting. This allows authors to focus on sharing their knowledge rather than formatting it. Several reviewers commented positively on this feature, with many stating that it streamlines the process of organizing information, adding screenshots, and quickly annotating them.

Limited web version: Some users have found the web editor in ScreenSteps to be more difficult to use than the desktop version, and they feel that it has limitations with regards to features. 

Steep learning curve: Several users feel that there is a significant learning curve associated with using ScreenSteps, making it complex for those who do not use it frequently.
 
Limited formatting options: The formatting of articles can sometimes be a drawback as some users feel that the software's formatting options are limited, and they wish that ScreenSteps was more robust.

ScreenSteps, from the company of the same name headquartered in McLean, is an integrated knowledge base, online course, and contextual help software platform that helps users train and support customers and employees.

Founded in 2003, Vivantio is a provider of customer service optimization software and solutions for B2B service teams. By combining enterprise-level software with the flexibility of a cloud-based solution, Vivantio provides a unified service management platform. The platform scales to meet the complex business needs of large, multi-site organizations, to optimize workflows across several departments including IT, operations and customer service.

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TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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What is ScreenSteps?