Change Management
Track Changes and Stay Aligned with IT & Audit Expectations
Whether it's a software update, vendor change, or system configuration adjustment, change management is critical to compliance. SimplifyIT allows banks and credit unions to flag requests as 'changes' and automatically route them for tracking, approval, and export.
Built-In Change Tracking
- Flag any request or workflow form as a change
- Maintain a searchable archive of submitted changes
- Attach notes, files, screenshots, and reviewer comments
- Exportable report of recent or historical changes
- Perfect for IT teams, risk managers, and compliance staff
Supports FFIEC and Examiner Expectations
Examiners often request documentation of significant changes and your institution's approval process. With SimplifyIT, you can instantly export all recent flagged changes - complete with submission dates, supporting material, and reviewer input.
Explore Related Features
Want to See It in Action?
We'll walk you through how change requests are submitted, tracked, and reviewed in SimplifyIT - step by step. Schedule a quick demo or watch the overview.
