Turnover-Proof Knowledge: Why Your Intranet Should Be Your Procedures Manual
By SimplifyIT | Published
When People Leave, What Knowledge Leaves with Them?
Staff turnover is inevitable - retirements, promotions, and career changes happen. But if your institution doesn't have clear, written procedures stored in a central place, you're constantly at risk of starting from scratch when someone walks out the door.
Why Procedures Manuals Often Fail
Traditional procedures manuals get created once and forgotten. They live in a dusty binder or an out-of-date PDF on a shared drive. No one updates them, and no one trusts them. So staff rely on tribal knowledge - until it's gone.
Your Intranet: A Living, Searchable Manual
A good intranet makes it easy to keep procedures up to date. Version tracking, role-based editing, and full-text search mean staff can quickly find the latest process - and suggest updates when things change.
Use Cases at Financial Institutions
- How to complete end-of-day balancing
- Steps for reviewing loan applications
- Opening new accounts or handling fraud flags
- Procedures for remote deposit capture issues
- How to escalate compliance concerns
Built-In Version Control and Acknowledgments
With SimplifyIT, you can track changes to every procedure and see which employees have acknowledged them. That's huge for compliance - and it ensures no one's operating from outdated instructions.
Ready to Future-Proof Your Operations?
If you're still relying on paper binders or tribal knowledge, it's time to modernize. Request a demo or watch a quick video to see how SimplifyIT helps banks and credit unions capture critical knowledge - and never lose it again.