Solutions  •  Why SimplifyIT?  •  Testimonials  •  Resources  •  Contact   
(only 5 minutes)
 

Workflow Approvals

Not every request should go straight to IT - or be resolved without oversight. SimplifyIT's workflow approval tools ensure that tickets and requests are reviewed, routed, and signed off properly, before anything happens.

Multi-Step, Multi-Role Approvals

Build approval flows with multiple layers - operations, compliance, executive - based on the type of request. Whether it's an access request or a new piece of equipment, each workflow is fully customizable by role and category.

Automated Notifications Keep It Moving

When a request is submitted, the first approver is instantly notified. Once they act, the next in line is alerted automatically - no manual nudges needed.

Compliance + Control

Workflow approvals are compliance-ready with full audit trails, timestamps, and optional reviewer comments. You can even restrict edits or resolution until the approval chain is complete.

Flexible Setup. No Code Required.

Set up your own approval paths by category or subcategory. Assign reviewers by group or role - like Network, HR, Programming, or Compliance - without needing IT to hard-code anything.

See It in Action

Watch the demo or schedule a quick call to see how approval workflows can streamline your internal processes.

 
 
 
 
 
 
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 ✦