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Replace SharePoint for Document Management Internal docs don't belong in a complex file system.

If your internal policies, forms, and procedures are buried in SharePoint folders… you're not alone. Many banks and credit unions defaulted to SharePoint for document storage. But it's time-consuming, hard to maintain, and wasn't built for internal compliance needs. SimplifyIT was.

Why SharePoint Falls Short

  • No built-in retention tracking
  • Permissions require IT or Active Directory configuration
  • Auditing and versioning are manual or incomplete
  • Staff can't find what they need without search training
  • Setup and maintenance are frustrating for non-technical users

What SimplifyIT Does Better

  • Clean, searchable document repository
  • Built-in version control and automatic audit trails
  • Role-based access with no IT involvement
  • Document workflows, retention dates, and deletion automation
  • Integrated with intranet, forms, help desk, and compliance tools

Still Need SharePoint?

You can keep it for external collaboration or file syncing - but internal use? Let's move that over. SimplifyIT was built for internal knowledge, document workflows, and compliance visibility across departments.

Common Migration Use Cases

  • Replacing SharePoint as the HR document hub
  • Moving compliance documents into tracked workflows
  • Storing board documents with access control and expiration
  • Replacing SharePoint search with clean category navigation

Let's Make It Simple

Request a demo and we'll walk you through a live replacement scenario. You'll see exactly how easy it is to ditch the SharePoint confusion and finally get a document system that works.

 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

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

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

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

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