
The implementation process for OnScreen software is intentionally streamlined and rapid, designed to allow organizations to deploy and begin creating interactive guides almost immediately. The entire implementation process can typically be completed within a few hours to one day, with new guides created in under 27 minutes by any subject matter expert.
Step-by-step implementation process:
Setup and Access: Since OnScreen is 100% web-based, there are no installations required. Businesses simply access the platform through a browser and connect it to relevant systems like SAP, Salesforce, or Workday.
Process Walkthrough: A subject matter expert performs the desired workflow or process inside the business application while OnScreen records each step.
Guide Creation: The recorded sequence is enhanced with explanatory text, contextual tips, and embedded links designed to guide users efficiently through the task.
Publishing: The guide is saved and published instantly inside the target application for end-users to view.
Assignment: Guides are then assigned to specific users or groups based on their roles or training needs.
User Adoption: Employees access in-app guidance in real time, increasing accuracy, retention, and process consistency.
The flexibility and no-install architecture make it possible for teams to implement and start using OnScreen in the same day without technical integration delays.
OnScreen provides extensive customization features that allow it to fit specific business needs across enterprise environments. Its flexibility stems from a combination of configurable design tools, role-based targeting, and multi-application compatibility.
Key customization capabilities:
Custom guide creation: Trainers and SMEs can build tailored, task-specific walkthroughs suited to unique business processes in SAP, Salesforce, or any web-based system.
Multi-application support: Optimized for SAP, but compatible with any ERP, CRM, or HR app, allowing unified guidance across a mixed technology stack.
Contextual help customization: Businesses can define explanatory texts, add personalized links, or embed visual cues specific to workflows and internal policies.
Role and group-based assignments: Guides can be distributed to targeted user groups or departments, ensuring relevance by role or function.
Visual customization: Layouts, color schemes, and tooltip designs can be adapted to match company branding and UI standards.
Real-time updates: Admins can modify guides instantly without reinstalling or redeploying software.
Analytics-driven optimization: Usage data helps identify where additional customization or guidance is needed to improve process execution.
OnScreen’s pricing model is simple and subscription-based, designed to minimize extra costs. As a fully web-based application, there are no setup or installation fees required — users can begin immediately after account activation. Because it is cloud-hosted, OnScreen does not require separate maintenance charges; platform updates and performance enhancements are included within the standard subscription. Technical support and product updates are part of the package under Learning Pool’s enterprise support framework, typically included in the ongoing license cost. Enterprise clients may incur additional charges only for optional custom integration services, dedicated onboarding programs, or advanced analytics support.
OnScreen provides a lightweight, self-service onboarding structure supported by comprehensive training resources. The platform’s core design allows any trainer or subject matter expert to create and publish a guide in 27 minutes or less on the first attempt, minimizing reliance on formal training. Learning Pool also complements this with implementation guidance, video tutorials, documentation libraries, and customer support designed to enable users to produce in-app walkthroughs efficiently. Additionally, group workshops, admin onboarding sessions, and continuous support channels are available for enterprise accounts through Learning Pool’s Learning Experience division. The emphasis is on rapid enablement — empowering non-technical users to build guides and deploy them autonomously within hours.
OnScreen follows enterprise-grade data protection standards consistent with Learning Pool’s global compliance measures. As a cloud-based SaaS platform, it implements data encryption, secure authentication, and access controls to safeguard client information. All user activity within the platform is handled under secure HTTPS connections, and organizational data is stored in controlled environments with restricted administrative access. OnScreen’s web-based delivery also limits local data exposure by keeping user guidance and activity logs within the encrypted cloud environment, ensuring confidentiality and integrity. Its alignment with Learning Pool’s enterprise governance ensures compliance with international privacy frameworks such as GDPR and supports secure operations across diverse industries.
OnScreen is a cloud-based platform managed under Learning Pool’s enterprise software lifecycle, where updates are released automatically on a regular schedule, typically every few weeks or months, depending on feature rollouts and security enhancements. Because the platform is 100% web-based, updates do not require client-side installations or downtime. New features, security upgrades, and UI improvements are seamlessly deployed via the cloud, ensuring all users operate on the latest version without manual intervention. The Learning Pool ecosystem also provides update notifications and release documentation for enterprise clients that follow controlled adoption policies.
OnScreen’s data policy aligns with enterprise SaaS norms under Learning Pool’s governance. Client organizations retain full ownership of their proprietary data, including usage metrics, process documentation, and analytics generated within the platform. OnScreen acts as a processor of data, not the owner, ensuring that all stored content remains under client control. Data portability is supported through export options that allow users to download process documentation, reports, and analytics outputs in standard formats for backup or integration with other tools. This supports continuity and compliance with frameworks like GDPR, guaranteeing clients the right to access, transfer, or remove their information as needed.
OnScreen’s subscription model is built for scalability to accommodate changing organizational needs. As a cloud-based solution, customers can scale user licenses, access tiers, and supported apps up or down with flexible subscription adjustments. There are no fixed infrastructure costs, making expansion as simple as upgrading the plan or adding new users, while scaling down typically takes effect in the next billing cycle. This elasticity supports growing or seasonal organizations that frequently adjust workforce size or technology stacks. Additionally, Learning Pool’s enterprise account team can assist with custom scaling arrangements for clients undergoing major software rollouts or restructuring projects.
OnScreen operates under renewable subscription contracts managed through Learning Pool’s enterprise licensing system. Standard terms include annual or multi-year subscriptions, with renewal notices issued in advance of the contract’s end date to allow organizations time for review or adjustment. Contracts renew automatically unless canceled within the specified window, typically 30 to 60 days before renewal, ensuring uninterrupted access to the platform.
For cancellation, customers must submit a written notice to terminate the subscription prior to renewal; upon cancellation, access continues until the end of the paid term. Because OnScreen is a cloud-based service, there are no hardware return obligations or software uninstall requirements. Enterprise contracts often include flexibility for early termination under specific conditions, such as non-performance or changes in business needs. Any prepaid fees are generally non-refundable, which aligns with standard SaaS industry billing practices. Organizations scaling down or transitioning to other Learning Pool products can opt for prorated adjustments rather than full cancellations, depending on contract structure.
OnScreen adheres to global data privacy and enterprise security compliance standards as part of Learning Pool’s managed SaaS infrastructure. The platform meets major international frameworks such as:
OnScreen ensures data encryption in transit and at rest, role-based access control, and audit logging across all user operations. These measures, combined with secure multi-tenant hosting, provide comprehensive compliance coverage appropriate for enterprise-scale deployments in sectors such as healthcare, finance, and government.