Workflow
Workflow refers to a defined series of steps or actions that guide a process from start to finish. In an intranet, workflows typically involve routing forms, requests, or approvals through the correct people or departments.
For financial institutions, intranet workflows are used to standardize internal processes - like IT requests, new account setups, or employee onboarding - ensuring consistency, accountability, and speed.
Why It Matters
- Eliminates manual back-and-forth and email chains
- Ensures requests are reviewed in the correct order
- Improves tracking, visibility, and accountability
- Reduces errors and speeds up internal processes
How SimplifyIT Helps
We provide drag-and-drop form builders with built-in workflow routing. You can assign steps to specific users, departments, or roles - with full history and reporting built in.
See how intranet workflows simplify operations