(only 5 minutes)
 

Internal Ticketing System for Credit Unions

Created by Credit Union IT

We know what credit unions need because we've been there. Our first product launch back in 2004? A help desk system. We've been focused on this for decades - and it shows.

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21+ Years in CUs
 

How SimplifyIT Supports Credit Union Workflows

  • Deployment Options
    Run SimplifyIT your way - cloud-hosted by us, self-hosted in your environment, or fully on-premises behind your firewall. Choose the model that fits your IT strategy and compliance requirements.
  • Microsoft 365 Integration
    Connect tickets with your Microsoft 365 environment. Use single sign-on, sync users from Azure AD/Entra ID or onsite Active Directory, and send email communications via Office 365.
  • Change Management
    Requests tied to key systems (like GOODNIGHT) can be auto-flagged as change. Generate examiner-ready reports with a single export.
  • Onboarding
    Custom forms capture role, location, and permissions. Conditional automation provisions the right apps and resources without extra steps.
  • Systems Access Tracking
    Know exactly who can access Symitar, VPN, or facilities. Sync with AD/Entra and export clear reports for audits and supervisory reviews.
  • Offboarding
    Departures stay organized. Tickets guide each step: disable logins, pull badges, collect devices, and close vendor accounts - all logged with timestamps.
  • Custom Forms with prompts by request type.
    Collect only what's needed for each workflow. Example: onboarding forms ask for name, role, permissions, and location so tasks start right the first time.
  • Role-based routing.
    Networking trouble? It goes to the network team. Symitar code update? Route it directly to programmers - automatically.
  • Curated self-help during ticket creation.
    Resolve common issues before a ticket even submits - cutting noise for IT and saving staff time.
  • Conditional task automation.
    Tasks fire based on form inputs. Example: mortgage software installs only if the role is tagged 'Mortgage Officer'.
  • Track issued devices.
    Log laptops, tokens, and phones from issue to return. Integrates directly with offboarding workflows.
  • Smart approvals.
    Requests needing oversight show an approval step inside the ticket - giving managers visibility and clean sign-off history.
  • Knowledge Base.
    Publish IT-only procedures alongside end-user self-help. Articles can surface automatically while a ticket is being opened - like How to PF a printer or Run an OnDemand SpecFile.

    Symitar help desk workflows often involve tasks like running an OnDemand SpecFile, PF'ing a printer, or submitting a GOODNIGHT request. SimplifyIT supports all of them.

  • Productivity Suite.
    Beyond tickets, manage vendor records, track policy acknowledgments, oversee your PC refresh cycle, and connect with dozens of related intranet tools.

Made for Member-Focused Teams

Credit unions operate differently than large banks. You need internal tools that support collaboration across departments without overcomplication, for a simple, streamlined approach. SimplifyIT's ticketing system was built with that in mind - tracking requests from IT, HR, operations, compliance, marketing, and more in one secure place.

Real-World, Non-IT Examples from Credit Unions

  • Branch manager reports a building maintenance issue
  • Employee requests policy clarification from HR
  • Compliance team submits questions during audit prep
  • Marketing requests printer access for a new branch

Common Questions

Can non-technical staff use the system?
Yes. Most staff interact through email. Admins have full dashboard access, but ticket replies and updates can happen directly via inbox.
Is it exam-ready?
Absolutely. Each ticket includes a full timestamped history for NCUA or internal review. Reports are exportable for auditors.
Can we customize the categories?
Yes. You can set custom ticket types, categories, routing logic, and department assignments to fit your CU's workflows.
Does it work outside of IT?
Definitely. The ticketing system is built for IT, HR, compliance, operations, marketing, and more - giving every department a simple way to manage requests.
How does routing work?
Routing can be skill-based (like sending network issues to IT or Symitar code changes to programmers) or rules-based using your own categories.
Can we track approvals and sign-offs?
Yes. Requests requiring sign-off show an approval step right in the ticket, ensuring compliance and visibility without extra email chains.
How does it help during onboarding and offboarding?
Custom forms collect all required info at the start, while conditional task automation handles things like provisioning mortgage apps only for Mortgage Officers. Device and access tracking makes offboarding seamless.
Can staff access a knowledge base?
Yes. You can publish self-help and IT procedures that appear onscreen while a ticket is being opened - saving everyone time.
Does it integrate with vendor management?
Yes. Many credit union IT teams also manage vendors. Our Productivity Suite includes vendor tracking, device management, policy acknowledgments, and more.
What makes this different from generic ticketing tools?
We've been building for credit unions since 2004. That means built-in change management, audit trails, and workflows designed specifically for CU operations - not retrofitted from big-bank or enterprise tools.

Get Started or See the Demo

If you're looking for a credit union-friendly ticketing system that works across every department - or one that's hyper-specialized for CU IT - you're in the right place.

Request a consultation or watch a short demo.

 
 
 
 
 
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.
 
Instant Search
 
Instant
 
Search
Smart, relevant
real-time, Instant
Search - restricted
by role.
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 ✦