Use cases Knowledge transfer

Thirty years of judgement, recorded in three weeks.

A handover meeting cannot hold what a long-tenured expert knows. Have them work through their real tasks instead. Stepwright keeps the steps and the reasoning, in their own voice, as guides the team owns.

Start a handover See how it works

Free plan, no credit card. Windows and browser.

In short

Stepwright captures departing-expert knowledge by having the person record their real workflows and narrate the reasoning as they work. Each recording becomes a numbered guide — a screenshot and a written instruction per step — that preserves the click-by-click process and the judgement behind it. Recording takes minutes, so you cover far more than any written handover before they leave.

A key person is retiring, and most of what they know about your processes has never been written down.

Exit interviews and handover docs capture policy, not the click-by-click way the work actually gets done.

They are glad to explain it, but nobody has a fortnight to sit beside them transcribing every step.

Once they are gone, the gaps surface weeks later, mid-task, with no one left to ask.

Spend the notice period recording, not writing.

Each task takes as long to record as it takes to do. That single fact is what turns a handover from a rushed document into real coverage: a shelf of processes captured with the reasoning intact, while the person who knows them is still at their desk.

01 / 04

Have them work, not write

The departing person opens Stepwright and performs their tasks the way they actually do them — desktop software, internal systems, the twenty-year-old admin tool nobody else logs into — narrating the exceptions as they go.

  • Legacy line-of-business app
  • Internal admin panel
  • Remote session

02 / 04

The reasoning is the part you are losing

Anyone can learn which buttons to press. What leaves with the person is why they press them in that order, and which cases they treat differently. Spoken explanation becomes step context. Client names and specialist jargon go in the custom vocabulary on Teams, so they transcribe correctly.

Claims · Assessment

Claim review

C-40182 · Property

£18,750.00

Policy excess £500.00
Assessor visit Completed
Prior claims 3 this year
Senior review Required
A spoken note captured with the recording: “Check the excess before you approve the figure.”

03 / 04

What the team keeps after the leaving card

A numbered guide per process, a screenshot at every click, and their own explanation written into the steps. Redact anything sensitive on paid tiers, then publish or export to PDF, HTML or Markdown into the knowledge base your team already opens.

04 / 04

Ask the questions while they can still answer

Record early in the notice period and the successor can follow a guide that same week, flag what is unclear, and have the expert record the missing part. Gaps get closed while the person who knows is still reachable, instead of surfacing in month three.

What stays behind.

The knowledge, not just the job title

The guides hold the click-by-click process and the reasoning behind it, so neither leaves on someone's last day.

The tacit details survive

Their own explanation preserves the exceptions, warnings, and 'always check this first' judgement formal handover documents routinely miss.

Far more coverage per week

Recording a task takes minutes, so a departing expert documents many more processes than they could ever write up by hand.

Works on the systems they use

Native Windows recording captures desktop software, internal admin tools, and legacy apps — where the hardest-won knowledge usually lives.

Accurate to your domain

Custom vocabulary on Teams keeps product names, client names, and specialist jargon correct in the transcribed steps, so guides read the way your team talks.

Private and controlled

Guides are private by default and encrypted in transit and at rest, with redaction on paid tiers for sensitive data.

Questions about handovers.

Related

Rather than relying on a handover meeting, the departing person records their actual workflows and narrates the reasoning as they work. Each recording becomes a screenshotted, step-by-step guide the team keeps — the click-by-click process and the judgement behind it, which written handovers usually miss.

Writing a thorough handover is slow, so it rarely gets finished, and it tends to capture policy rather than the exact steps. Recording takes as long as the task itself and captures both the screen and the spoken explanation, so you get far more coverage and keep the why.

Yes. The native Windows recorder captures desktop applications, internal admin panels, and legacy line-of-business software — often exactly where a long-tenured expert's undocumented knowledge lives.

While the expert is still reachable, updating a guide takes minutes. Capturing early in the notice period is what lets you spot the gaps and have them filled by the person who knows the answer.

Start with the process nobody else has ever run.

Record it this week, while you can still ask about step seven. The free plan needs no card.

Start a handover See pricing