ScreenSteps
ScreenSteps is a SaaS Knowledge Operations platform that helps regulated enterprises — primarily credit unions, banks, and contact centers — capture, certify, and deliver step-by-step SOPs to employees at the moment of performance via web, browser extension, and AI-powered authoring tools.
- Company typePrivate
- Founded2003
- HeadquartersMclean, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ScreenSteps does
ScreenSteps, Inc. is a McLean, Virginia-based (Delaware-incorporated, remote-first) SaaS company that operates an AI-powered Knowledge Operations (Knowledge Ops) Platform for creating, managing, and delivering step-by-step Standard Operating Procedures (SOPs) to employees at the moment of performance. Founded in 2003 by brothers Greg DeVore (CEO) and Trevor DeVore (CTO), the platform combines a web-based authoring environment, a desktop editor for Mac and Windows, and the Sidekick browser extension (Chrome and Edge) that surfaces SOPs inside any web application the employee is already using. Core technical components include AI-powered knowledge capture (voice-to-SOP), Clarify AI Assistant for prompt-based article generation, AI Chat for natural-language retrieval, decision trees, content certification workflows, and native integrations with Salesforce, Zendesk, SSO/SCIM, Vimeo, and YouTube. The company maintains SOC 2 Type 2, GDPR, CCPA, VCDPA, CPA, and PCI-DSS compliance.
ScreenSteps sells primarily to enterprise customers in regulated industries through a hybrid GTM model: a 30-minute enterprise discovery demo with tailored pricing for larger deals, combined with a 14-day self-serve free trial (with mandatory onboarding call) for mid-market evaluation. Revenue is generated via monthly or annual SaaS subscriptions with automatic renewal on annual plans. The customer base is heavily concentrated in credit unions (eight named customers including Desert Rivers, Acclaim, HFS, Jeanne D'Arc, AdVent Health, connectFirst, Farm Credit of the Virginias, High Plains Farm Credit) with additional named logos in commercial real estate (Cushman & Wakefield), healthcare (Baxter Healthcare), technology (Dell, AgVantis), and financial services (Glacier Bank). After bootstrapping for 20 years, the company filed its first SEC Form D in December 2023 for a $2,000,000 exempt securities offering under Rule 506(b), with $1,000,000 already sold. Vertical-specific solutions are published for Credit Unions, Farm Credits, Banks, Contact Centers, and Law Firms.
ScreenSteps firmographics
Firmographics- Name
- ScreenSteps
- Legal name
- ScreenSteps, Inc.
- Website
- https://screensteps.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ScreenSteps is a SaaS Knowledge Operations platform that helps regulated enterprises — primarily credit unions, banks, and contact centers — capture, certify, and deliver step-by-step SOPs to employees at the moment of performance via web, browser extension, and AI-powered authoring tools.
- Ownership category
- akta.pro rank
ScreenSteps industry classification
Industry- Product category
- Knowledge Operations / SOP Management Software
- NAICS
- Web Search Portals and All Other Information Services (51929)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)
- akta.pro secondary industry
- Q&A and Knowledge Discovery Platforms (BPAMAAAF)
Keywords
Where ScreenSteps is headquartered
LocationHeadquarters
- HQ city
- Mclean
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ScreenSteps business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations, Others
Revenue model
- SaaS Subscription: Monthly or yearly subscription-based pricing for the Knowledge Ops Platform. Businesses are charged based on selected plan. Automatic renewal for yearly plans unless cancelled 30 days before anniversary date.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard subscription with full platform access |
| Subscription | Annual | Annual subscription plan |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
ScreenSteps product offering
Product offeringCore offering
ScreenSteps sells a cloud-based AI-powered Knowledge Operations (Knowledge Ops) Platform that enables organizations to capture, author, certify, and deliver step-by-step SOPs, checklists, workflows, and micro-courses to employees at the moment of performance. The platform is paired with a Sidekick browser extension (Chrome/Edge) that surfaces trusted answers inside any web application, and is sold as a monthly or annual SaaS subscription to regulated and procedure-heavy industries such as credit unions, banks, farm credit associations, contact centers, and law firms.
Product overview
ScreenSteps is a Knowledge Operations (Knowledge Ops) platform that provides a unified system for capturing, organizing, and delivering operational knowledge to employees at the moment of performance. The core product is the Knowledge Ops Platform, which integrates with the Sidekick Browser Extension (Chrome/Edge) for in-workflow guidance and the Find & Follow Framework methodology. The platform supports industry-specific solutions for Credit Unions, Farm Credits, Banks, Contact Centers, and Law Firms. Content is delivered through Digital Guides (Articles, Checklists, Workflows, Courses) accessible via web, mobile, and the Desktop Editor for Mac/Windows. AI-powered features include knowledge capture, Clarify AI Assistant, and AI Chat for surfacing answers. The platform includes integrations with Salesforce, Zendesk, SSO/SCIM, and payment processing via Stripe/Chargebee.
Differentiator
Problem solved
Functional benefit
Brands
- Find & Follow: A framework for employee training and performance support that empowers employees to find and follow step-by-step guides.
Products and services
- Knowledge Ops Platform Cloud-based AI-powered Knowledge Operations (Knowledge Ops) SaaS platform for capturing, organizing, certifying, and delivering step-by-step SOPs (Articles, Checklists, Workflows, and Courses) to employees at the moment of performance. Includes decision trees, content certifications, feedback loops, analytics, and an API with SSO/SCIM support. Sold as a monthly or annual subscription to mid-market and enterprise customers, especially in credit unions, banks, farm credit, contact centers, and law firms.
- Sidekick Browser Extension Browser extension available for Chrome and Microsoft Edge that delivers trusted answers from the Knowledge Ops Platform inside any web application employees use, and includes AI Chat for natural-language surfacing of the right SOP at the moment of need.
- ScreenSteps Desktop Editor Desktop authoring application for Windows and Mac that allows authors to capture screenshots, annotate them (sequence numbers, arrows, boxes, circles, text boxes, and blur for redaction), and build SOPs locally before publishing to the Knowledge Ops Platform.
Quantifiable outcome
- 87% faster training (60 days to 15 days Time-to-Proficiency)
- +4 more outcomes
Companies that use ScreenSteps
Customer profileNamed customers14 records
Segments5 records
Ideal customer profiles4 records
ScreenSteps technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability8 records
Feature7 records
ScreenSteps partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor and core.
- FCCS ConsultingminorImplementation and consulting partner providing deployment and adoption services for ScreenSteps customers.
- Firefly ConsultingminorConsulting partner helping organizations implement ScreenSteps for knowledge management and training.
- HCUA Healthcare Credit Union AssociationcoreAssociation partnership serving credit unions in the healthcare sector. Joint marketing and referral relationship.
- KnowledgelyminorPartner focused on knowledge management and enablement, potentially providing co-development or integration services.
- O2 Consulting GroupminorConsulting group providing implementation services for ScreenSteps deployments.
- WISCUB Service CenterminorService center partnership serving credit union clients with potential referral and co-marketing activities.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
ScreenSteps competitors and assessment
Company assessmentDirect peers
- Trainual: Trainual is a direct competitor to ScreenSteps, offering SOP, playbook, and employee training software for SMBs and franchises. It targets the same use case of documenting standard operating procedures and onboarding employees with step-by-step guides.
- Guru: Guru is a direct peer offering an AI-powered knowledge management platform with a browser extension that delivers verified answers inside employee workflows. Its Sidekick-like browser overlay and AI answers directly mirror ScreenSteps' core delivery model.
- Tettra: Tettra is an internal knowledge base and SOP tool built on top of existing wiki platforms, designed to make company knowledge easily findable. It competes directly with ScreenSteps on findable SOPs and Q&A inside teams.
- Document360: Document360 is a knowledge base platform for both external and internal documentation, with AI-powered search and structured authoring. It competes with ScreenSteps for internal knowledge management and SOP-style content.
- Slite: Slite is a knowledge management and internal wiki tool aimed at distributed teams, with structured documentation and AI-assisted answers. It competes directly with ScreenSteps in the internal team knowledge base category.
- Bloomfire: Bloomfire is an enterprise knowledge management platform with AI-powered search and content certification, used by regulated industries including financial services. It is a direct peer to ScreenSteps for enterprise knowledge delivery and verification.
Broad incumbents
- Confluence: Atlassian Confluence is a broad incumbent enterprise wiki and knowledge base used widely for internal documentation and SOPs. It competes with ScreenSteps as a horizontal documentation platform, though it lacks ScreenSteps' opinionated SOP workflow and AI voice capture.
- Notion: Notion is a broad incumbent workspace platform commonly used for internal documentation, SOPs, and team knowledge bases. It overlaps ScreenSteps on SOP authoring and findability, with a much broader feature surface and significantly larger venture backing.
- Lessonly (Seismic Learning): Lessonly, now part of Seismic, is a broader training and enablement platform for sales and customer-facing teams. It competes with ScreenSteps on structured employee training, although it emphasizes learning management over in-workflow SOP delivery.
Emerging players
- Panopto: Panopto is a video knowledge management platform used to capture, search, and share procedural and training video content. It intersects ScreenSteps at the video SOP and moment-of-performance guidance use case, particularly for training-heavy regulated industries.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
ScreenSteps social profiles
Digital presenceScreenSteps compliance and trust
Trust signalCompliance8 records
ScreenSteps financial estimates
Financial estimateRevenue estimate
Valuation estimate
ScreenSteps leadership team
Management profileNumber of profiles
Profiles8 records
ScreenSteps funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ScreenSteps M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ScreenSteps
What does ScreenSteps do?
ScreenSteps sells a cloud-based AI-powered Knowledge Operations (Knowledge Ops) Platform that enables organizations to capture, author, certify, and deliver step-by-step SOPs, checklists, workflows, and micro-courses to employees at the moment of performance. The platform is paired with a Sidekick browser extension (Chrome/Edge) that surfaces trusted answers inside any web application, and is sold as a monthly or annual SaaS subscription to regulated and procedure-heavy industries such as credit unions, banks, farm credit associations, contact centers, and law firms.
Is ScreenSteps a public or private company?
ScreenSteps is a private company. It is classified as venture growth investor backed and is currently operating.
When was ScreenSteps founded?
ScreenSteps was founded in 2003. It employs 11 to 50 people.
Where is ScreenSteps based?
ScreenSteps is headquartered in Mclean, United States, in the North America region.
How does ScreenSteps make money?
One revenue line is on record: saaS Subscription.
Who are ScreenSteps's main competitors?
Direct peers on record are Trainual, Guru, Tettra, Document360, Slite and Bloomfire. Broad incumbents are Confluence, Notion and Lessonly (Seismic Learning). Panopto is listed as an emerging player.
Does ScreenSteps have an API?
Yes. ScreenSteps provides a non-exclusive, non-transferable, non-sublicensable, worldwide, revocable right and license to use and make calls to the ScreenSteps API solely for use in connection with the Services. The API is available to users and developers to integrate with the platform. Specific API documentation URL and technical details (REST/GraphQL, auth methods, rate limits, versioning) are not publicly stated on the available source pages.
What industry is ScreenSteps in?
ScreenSteps's product category is Knowledge Operations / SOP Management Software. Its primary akta.pro industry code is HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms, with a secondary code of BPAMAAAF, Q&A and Knowledge Discovery Platforms. Its NAICS code is 51929 and its SIC code is 7372.