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How Siit Replaces Spreadsheets, Shared Docs, and Standalone IT Portals

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5
min read
Arnaud Chemla
Account Executive
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If you’ve worked in IT for any length of time, you know the story all too well: teams juggling spreadsheets to track requests, shared docs floating around with important information scattered everywhere, and standalone portals that feel more like roadblocks than solutions. 

While these tools might have gotten you by at some point, they create a tangled web of inefficiency, errors, and frustration.

That’s where Siit comes in—an AI-powered, fully integrated internal support platform built to replace those scattered, inefficient tools with one unified system that streamlines workflows, boosts collaboration, and scales effortlessly as your organization grows.

Why Spreadsheets, Docs, and Portals Just Don’t Cut It Anymore

Before diving into how Siit fixes things, it’s worth taking a moment to acknowledge why these traditional tools often fall short in IT environments.

Spreadsheets

Spreadsheets might feel like the Swiss Army knife of IT admin life, but they come with some serious drawbacks.

  • Prone to Manual Errors: It’s all too easy for someone to mistype a value or accidentally overwrite data. For example, multiple people updating the same spreadsheet can cause version conflicts, leaving your data inconsistent or outdated.
  • Limited Collaboration: Spreadsheets don’t handle real-time collaboration well. If two people edit the file simultaneously, it can lead to confusion or lost work.
  • No Permissions or Audit Trails: They lack fine-grained permissions. Anyone with access can edit anything, making it hard to track who changed what and when, which can be risky for compliance.
  • Cumbersome for Complex Workflows: Managing multi-step IT processes or approvals is tricky with rows and columns—it quickly becomes hard to track progress or ownership.

Shared Docs

Shared docs might feel like a better alternative because they’re easy to share, but they bring their own set of headaches.

  • Scattered Information: Without a clear structure or IT-specific workflow tools, important knowledge ends up scattered across different documents, making it tough to find what you need.
  • Poor Version Control: Keeping track of updates or getting everyone on the same page is difficult. You risk working from outdated info or missing changes.
  • Limited Workflow Support: Docs don’t support complex IT processes like service request triaging or approvals. Notifications and task assignments are clunky or missing.
    Missed Updates: When comments or changes happen, people can easily overlook them, slowing down resolution times.

Standalone IT Portals

Many organizations rely on IT portals to handle requests and support, but these portals are often more siloed than helpful.

  • Fragmented Systems: It’s common to have one portal for ticketing, another for asset management, and yet another for reporting. This fragmentation leads to disjointed workflows and longer response times.
  • Complex Interfaces: Many standalone portals aren’t user-friendly, which leads to poor adoption by employees and frustrates IT admins.
  • Limited Integrations: These portals often don’t talk well with other tools, which blocks automation and adds more manual work.
  • Lack of Unified Insights: With data spread across multiple portals, it’s harder to get a full picture of IT operations or spot trends quickly.

Siit Is the Upgrade You’ve Been Waiting For

Understanding the limitations makes it easier to appreciate how Siit changes the game. Let’s break down what Siit does differently and how it improves your internal support operations.

Centralized Data and Unified Platform

Instead of switching between a bunch of spreadsheets, scattered docs, and different portals, Siit pulls all your internal support info into one place. We’re talking service requests from employees, equipment inventories, application access, employee profiles, and knowledge articles — all accessible in real time.

Why does this matter? It means your IT admins get a full, up-to-date picture without digging through multiple systems. Employees get answers and help faster because the info they need is right there — no hunting or guessing.

AI-Powered Workflow Automation

Manual routing of service requests? That’s old news. Siit uses AI Triage to automatically triage incoming requests, making sure they get triaged to the correct team based on skills, workload, and request details. This not only cuts down on delays but also reduces errors that happen when people have to sort and assign manually.

Imagine the relief of your IT admins when they no longer have to spend hours moving tickets around — instead, they focus on solving problems.

Real-Time Collaboration Tools

Collaboration shouldn’t slow you down. Siit brings threaded comments right into each request, lets you add followers to keep people in the loop, and sends instant notifications when things change.

This keeps your team talking clearly and working together efficiently — no more lost context or endless email chains.

Customizable Dashboards and Analytics

Want to know how your internal support is really doing? Siit offers Analytics & Reporting with custom dashboards that visualize everything — open requests, average resolution times, bottlenecks, and trends.

Armed with these insights, managers can make smart decisions to improve processes and ultimately enhance employee satisfaction.

Scalable Knowledge and Asset Management

Keeping employee and equipment info up to date is crucial. Siit syncs automatically with your existing HR and device management systems like BambooHR, Kandji, Google Workspace, and Microsoft Intune.

This means IT admins always have the full context — who owns what device, what apps they use, past requests, and more — making it easier to resolve issues quickly and accurately.

Built-In Security and Compliance

Security isn’t an afterthought with Siit. Role-based access controls make sure everyone sees only what they’re supposed to, while audit logs track all activity for compliance and peace of mind.

This keeps your data safe as your organization grows, without adding extra hassle.

How Siit Helps You Scale Internal Support Without the Stress

Siit’s AI first-level support bots handle routine requests by suggesting helpful articles and escalating only when needed, freeing up your IT admins for tougher problems.

The platform orchestrates workflows across your service catalog and connected apps, speeding up response times and cutting down manual work.

Dynamic, customizable forms capture exactly the info you need from employees without confusion or extra steps.

Slack and Teams bots let employees submit and follow requests right where they already work, making the process intuitive and simple.

IT admins get 360° views of employee profiles, devices, and apps to provide faster, smarter support.

Broadcast messaging and targeted alerts keep your whole organization informed without overwhelming their inboxes.

Real-Life Wins: What Makes Siit the Best Choice for Replacing Legacy Tools

Seeing how Siit fits into real-world situations helps connect the dots.

  • From Spreadsheet Chaos to Automated Ticketing: Imagine IT admins tracking incidents on spreadsheets with constant back-and-forth emails. Siit replaces this with a Request Management system that automatically assigns requests, tracks progress, and notifies stakeholders.
  • Centralised Knowledge Management: Instead of hunting through scattered shared docs to find troubleshooting guides or policies, employees and IT admins use Siit’s searchable knowledge base with clear version control and approval workflows.
  • One Platform for Everything: Rather than toggling between separate portals for hardware requests, software licenses, and reporting, Siit consolidates all these functions into one interface. Teams get a consistent experience, and IT admins get a holistic view.
  • Supporting Hybrid and Remote Teams: With real-time collaboration tools built-in, Siit keeps everyone connected regardless of location, helping distributed teams work together without delays.

Your Simple Plan to Switch from Legacy Tools to Siit

Making the switch from spreadsheets, shared docs, or standalone portals to Siit might sound like a big leap, but with the right plan, it’s much easier—and smoother—than you’d expect. Here’s a step-by-step approach to help your team transition confidently and set your internal support up for success.

1. Assess Your Current Setup

Start by taking a good look at how your team currently manages service requests and workflows. Identify the biggest pain points—whether it’s manual routing, lost requests, slow response times, or data scattered across multiple spreadsheets and docs. Understanding these bottlenecks will help you tailor the Siit setup to fix your specific challenges.

2. Prep Your Data

Before moving anything, clean up and organize your existing data. This includes service requests in spreadsheets, employee information from HR systems, and equipment or software asset lists. Getting your data in good shape upfront means it’ll migrate into Siit cleanly, helping you avoid confusion and errors once the platform is live.

3. Set Up Siit

Configure Siit to fit your organization’s unique needs. This includes:

  • Setting up AI Triage to automatically route requests to the right team or AI assistant.
  • Creating custom workflows and dynamic forms tailored to your internal processes.
  • Integrating communication channels like Slack, Microsoft Teams, and email with multi-channel messaging so all service requests funnel into one place.
  • Connecting Siit with your HRIS, MDM, IAM, and other critical systems like BambooHR, Kandji, or Okta to sync employee and asset data seamlessly.

The more you customize now, the smoother your team’s daily operations will be.

4. Train Your Team

Introduce your internal support teams and key users to Siit with hands-on training sessions. Focus on features that make their work easier—like AI assistance, in-platform collaboration, and multi-channel messaging. Identifying champions who understand and love the platform early on can help accelerate adoption and solve issues quickly.

5. Pilot and Refine

Don’t roll out to the whole organization at once. Start with a pilot group—maybe one department or a smaller team. Gather feedback about what’s working and what could be better. Use this insight to tweak workflows, automation rules, and integrations. This phase helps catch issues early and ensures a more successful full launch.

6. Roll Out Fully

Once your pilot is running smoothly, communicate clearly across your organization about the upcoming change. Provide support resources and open channels for questions or troubleshooting. A transparent rollout with plenty of guidance helps build confidence and reduces resistance.

7. Monitor and Improve Continuously

The work doesn’t stop once Siit is live. Use the platform’s analytics and reporting dashboards to keep an eye on request volumes, response times, and team performance. Look for bottlenecks or recurring issues and adjust workflows or training accordingly. Siit’s real-time data helps you keep internal support efficient and your employees satisfied.

Ready to Make Internal Support Work for Everyone?

Spreadsheets, shared docs, and portals may have gotten you started, but they’re not built for growing internal support needs.

Siit’s AI-powered, integrated platform replaces that patchwork with a unified, automated, and scalable solution. It streamlines internal operations, cuts manual work, and boosts employee satisfaction—all in one easy-to-use system.

If you’re ready to move past the chaos and give your IT admins and employees the support they deserve, request a Siit demo today or  start a free trial and see how simple internal support can really be.

It’s ITSM built for the way you work today.

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