Change Management Help Desk
Whether it's a vendor update, a system configuration change, or access to your core, every change should follow a process. SimplifyIT's help desk software gives banks and credit unions a structured, auditable way to manage internal changes - no loose emails, no guesswork, no gaps.
Change Management, Simplified
- Defined Categories: Customize categories like IT, Operations, and Core Changes to fit your teams.
- Role-Based Routing: Automatically direct requests to the right team or individual based on type.
- Approvals: Use single or multi-step approval workflows with full history.
- Audit Trail: Every submission, update, and approval is automatically tracked.
What Kinds of Changes?
SimplifyIT supports your institution's real-world processes:
- Privilege changes in core systems like Symitar, Fiserv, or Jack Henry
- Branch-level IT upgrades or system modifications
- Access revocations for departing employees
- Facilities changes like alarm panel or HVAC access
Integrated with Your Help Desk
This isn't a bolt-on module. Change requests live in your help desk - with routing and visibility tools built in. Staff don't need to learn another system.
Designed for Auditors and Examiners
Audit-ready tracking means everything is time-stamped, role-based, and reportable - right down to the comments and approval dates.
Want to See It?
Watch our demo or talk with us about simplifying your change approval process.
