Last Updated on September 26, 2025 by Owen McGab Enaohwo
The inability of a business to operate optimally due to the absence of certain employees is a significant red flag. Jeremiah Gaul, president of digital banking and mortgage at
Profinium Bank, encountered this issue when he joined the company several years ago.
To reduce the business’s dependence on individual knowledge, Jeremiah aimed to implement a robust workflow management system. However, he found that most tools didn’t live up to their claims. He was delighted to discover SweetProcess, which exceeded his expectations with its effective documentation, centralized knowledge base, and ease of use.
Jeremiah Gaul, President of Digital Banking and Mortgage
About Profinium Bank
Profinium Bank is a financial services provider based in southern Minnesota. Founded in 1875, it offers a range of solutions, including deposits, loans, mortgages, insurance, and investments. Guided by its core values of prioritizing people, the community bank has supported locals in reaching their goals through specialized packages and wealth planning initiatives for 150 years. It stays dedicated to working with its customers to provide customized services that meet their needs and those of the community.
Listen to the full podcast interview below
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Struggling With Outdated and Inconsistent Documentation
Every organization’s worst nightmare is inconsistent operations. Using Word documents to document procedures and accessing them was challenging, making it difficult for Jeremiah and his team members to stay on the same page. The effectiveness of those documents depended on having the right people constantly updating them, which they hardly did.
Teammates took a proactive approach by printing out the procedures and keeping the hard copies on their desks.
“People would be following a procedure that was probably updated…no one was using the same thing consistently,” Jeremiah lamented.
Working with outdated documents harmed their operations. The discrepancies impacted employee performance and the onboarding of new hires, as they were trained on obsolete procedures, exposing the business to serious quality assurance issues.
Significant Benefits of Implementing SweetProcess
Having worked with workflow software in his previous job, Jeremiah was confident that their operations needed urgent improvement. He was eager to implement a tool even better tha...
