Replace SharePoint Without the Headaches

Many banks and credit unions feel stuck with SharePoint - not because it's working, but because it's bundled with their Microsoft 365 subscription. It feels wasteful to replace something you 'already pay for.' But when that free tool becomes a bottleneck - slowing down your staff, your auditors, and your workflows - it's not really free anymore. We call it the SharePoint Trap - and there's a way out.

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Why Financial Institutions Replace SharePoint

Hard to use: Staff engagement drops due to complexity and poor UX.
Not built for FIs: Requires third-party add-ons or consultants to meet basic compliance needs.
Lacks clarity: Search is clunky, and documents get buried in libraries.
Expensive and slow: Time and budget drain on IT for every customization or update.

How We Simplify the Transition

Dual-system rollout: Run both systems temporarily during the transition phase. Learn more about this phased approach on our SharePoint Integration page.
SharePoint file search: SharePoint can be integrated for less disruption using our step-by-step app registration guide.
Microsoft 365 login support: Use your existing Entra ID or Azure AD credentials.
No bottlenecks: Built to be managed across the organization - by operations, HR, compliance, training - not just IT.

The Replacement Process

Review: Evaluate your current SharePoint structure and goals.
Plan: Map out your transition - in full or in phases.
Launch: You can either mirror your SharePoint structure or do something new - and prepare SimplifyIT to go live.
Support: Your staff is onboarded, your documents are secure, and our team is available as needed.

Still Exploring Options?

If you're not ready to switch yet, check out our SharePoint Alternative page for a comparison of the top platforms for banks and credit unions.

Let's Replace SharePoint - Without Breaking Things

SimplifyIT is built for real financial institutions. We help you replace SharePoint the smart way: no disruption, no mystery, no chaos. Just a better internal experience for your staff - and less stress for your admins.

Frequently Asked Questions

Will we lose our SharePoint files if we switch?

No. The files can either be migrated, or you can preserve access to your existing SharePoint files, including optional support for searching SharePoint libraries.

Can we run both systems while we transition?

Yes. Many clients operate SimplifyIT alongside SharePoint for a period of overlap to avoid disruption while staff gets familiar with the new platform.

Does SimplifyIT work with Microsoft 365 logins?

Yes. Users can sign in using their Microsoft 365 (formerly Office 365) credentials through Entra ID or Azure AD, with full support for conditional access and role mapping.