Real-World Intranet Use-Cases
Most financial institutions don't need "another tool." They need a centralized, trackable platform that quietly replaces all the scattered systems, threads, and logins holding them back. Here's how our clients use their intranet every day.
Old forms, broken links, and "final_final_v4.pdf" - shared drives are full of them. There's no versioning, no visibility, and no clean way to track acknowledgments.
- Replace the shared drive with searchable, centralized pages
- Log acknowledgments and track version history
SharePoint works for document storage - but most banks and credit unions need something more user-friendly for communication, task tracking, and intranet basics.
- Integrate with SharePoint search
- Use the intranet for everything SharePoint wasn't built to do
Manual lists, emails, and tribal knowledge make onboarding inconsistent. Our workflow engine replaces all of it with one clean checklist.
- Track tasks across IT, HR, and Compliance
- Assign and follow up automatically
When every task lives in a different tool, staff get overwhelmed. The intranet replaces 3-4 logins with one secure, authenticated portal.
- Single sign-on support
- Link forms, files, tickets, and more - all in one place
Whether it's offboarding or quarterly checks, manual lists go stale fast. Our form builder and workflow tools track every step - and who completed it.
- Customizable workflows for repeatable processes
- Time-stamped logs and audit trails
Requests get buried in inboxes and lost in threads. Use built-in ticketing instead - visible, trackable, and assignable to anyone.
- Never lose a task to email again
- One-click assignments, updates, and follow-ups
PDFs are great for public disclosures - but internal forms need tracking, workflow routing, and analytics. That's what our form builder does best.
- Collect structured data
- Route to reviewers or approvers instantly
Trackers and lists in Excel are fragile and unstructured. Turn them into forms or checklists that work across teams - without version chaos.
- Secure data entry and real-time reporting
- Auto-create tasks or tickets from form results
If one person's calendar owns a compliance task - it's already risky. Switch to a shared ticket that everyone can see, track, and complete.
- Recurring tasks, with visibility
- Built-in accountability, no silos
Paper signatures don't scale - or audit well. Our intranet tracks who saw what, when, and whether they clicked "I acknowledge."
- Digital acknowledgments with timestamps
- Policy links, due dates, and reporting
Some third-party tools are necessary. But when each task needs its own login, vendor, and training - it's time to consolidate.
- Replace multiple internal tools with one platform
- Reduce vendor risk and simplify staff onboarding
Need to solve multiple problems at once? Our intranet brings everything together - securely. See what's included.
