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Real-World Intranet Case Studies

We don't just build intranet software - we solve real operational problems for financial institutions. Below are case studies that show how banks and credit unions are using SimplifyIT to streamline tasks, improve compliance, and reduce friction in daily workflows.

Change Management Workflow with Conditional Forms

One credit union automated its change request process by showing or hiding fields based on what type of request was selected - no developer needed. Read how they use SimplifyIT to simplify internal IT workflows and meet audit expectations.

Smart Meeting Link Detection Prevents Broken Posts

When a third-party tool was corrupting URLs in staff announcements, a bank used a custom field detection trigger to surface a clean, clickable meeting link instead. The result: fewer tickets and smoother morning huddles.

Got a success story you'd like to share? We're always happy to highlight how real institutions are putting SimplifyIT to work. Get in touch.

📋 Intranet Feature List📋 Help Desk Feature List
 
 
 
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦