SharePoint Isn't Your Intranet
You're not alone - many banks try to turn SharePoint into an intranet. But most give up when the learning curve gets steep or adoption stalls out.
SharePoint is a powerful document platform, but it was never designed to be a fully functional intranet for community banks or credit unions. SimplifyIT fills the gaps with tools built specifically for your team - no third-party plugins or custom dev work required.
Where SharePoint Falls Short
- Low adoption: Most frontline staff avoid it or get lost in the interface
- No built-in policy acknowledgment: Hard to track who's read what
- No automated workflows: Requires Power Automate or custom solutions
- Difficult permissions: Easy to break, hard to manage
- Requires training: Steep learning curve for everyday tasks
You Can Replace It - But You Don't Have To
If you're already using SharePoint, you don't have to rip it out. SimplifyIT complements SharePoint by giving your team an easier interface - with tools designed for compliance, communication, and accountability.
We can even integrate search so staff can access content from SharePoint and SimplifyIT in one place.
What You Get with SimplifyIT
- Clean interface: Works on any device with no training needed
- Version-controlled documents: Only the latest version is live
- Built-in policy tracking: See who acknowledged what
- Role-based content: Show different policies, forms, and announcements by department
- Automated workflows: Launch approvals, escalations, and follow-ups
Built for Banks and Credit Unions
SimplifyIT has supported financial institutions since 2004. Our platform exists because real bankers were frustrated with SharePoint, email threads, and shared drives. We listened, built, and refined - and we still do.
Common Questions
Do we have to stop using SharePoint to use SimplifyIT?
Not at all. SimplifyIT complements SharePoint by offering better workflows, policy tracking, and user-friendly tools your staff will actually use. Many clients use both.
What can SimplifyIT do that SharePoint can't?
SimplifyIT includes built-in policy acknowledgment, role-based announcements, workflow automation, and an intuitive interface designed specifically for banks and credit unions. No third-party plugins required.
Can SimplifyIT search files we already store in SharePoint?
Yes. We can integrate search so users can access files from both platforms in one interface - making SharePoint more useful without needing staff to navigate it directly.
