Internal Procedures on the Intranet Built for Banks and Credit Unions
When a staff member needs to act, your intranet should make it clear what to do, not just what to read. SimplifyIT helps banks and credit unions turn policies into clear, actionable procedures. From step-by-step instructions to embedded tools and forms - everything they need is in one place.
Clarity Over Chaos
No more digging through PDFs or shared drives to find out what to do. Procedures inside SimplifyIT are clear, centralized, and easy to follow - even during stressful moments like outages or escalations.
What You Can Do with Procedures
- Step-by-Step Guides: Break tasks into clear steps with optional checkboxes or timestamps.
- Embed Tools & Forms: Link to calculators, forms, and documents your staff needs to complete the task.
- Role-Based Visibility: Only show procedures to relevant departments or roles.
- Mobile-Friendly: Staff can view procedures on the go or from branch iPads.
- Linked Knowledge: Connect related policies, definitions, and workflows all from one page.
Built for Staff Action
Procedures shouldn't feel like reading legalese. They should walk staff through a task with confidence. With SimplifyIT, your procedures are formatted for clarity and execution - helping prevent errors, reduce training time, and improve service consistency.
Explore Related Features
- Internal Forms - Collect data, trigger tasks, or route escalations
- Knowledge Hub - Centralize how-to content, policies, and guides
- Search - Find the right procedure fast with instant results
Common Questions
How are procedures different from policies?
Policies outline what must be followed; procedures show exactly how. SimplifyIT delivers both - but our internal procedures tools focus on real-world execution, not just compliance.
Can we link procedures to forms or documents?
Yes. Each procedure page can include links to forms, tools, files, and related content - keeping everything your staff needs in one place.
Can we update procedures without IT?
Absolutely. Authorized staff can update procedure pages directly through your intranet - no technical skills required.
