Maximizing Your nCino Implementation

Garrett Adams, Community & Regional Project Delivery Manager, nCinoDmitri Rybakov, Enterprise Delivery Senior Manager, nCino

June 13th, 2018

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Guest Speakers

Josh Pickett VP of nCino Delivery

Jeffrey Balcom Group Vice President

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Agenda

• Project Release Sequencing Considerations

• Key Success Factors

• Insights from M&T and KeyBank

• Q&A

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A good plan today is better than a perfect plan tomorrow.~ George S. Patton

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Project R2….R3….RnBest Practice Characteristics• Expand the breadth and depth of

functionality and build off the base already established

• Include more complex integrations(e.g., booking to Loan Accounting systems)

• Continue to build automation and processes improvements, leveraging lessons learned from previous releases

Release Sequencing Considerations

Project Release 1

Best Practice Characteristics• Maximizes the Time to Value by

delivering an early win

• Provides opportunities to adapt new technology and collect realistic user feedback

• Focuses on a Minimum Viable Product (MVP) as a base for future releases

• Prioritizes the most critical integrations and automation

6When transitioning from planning to implementation execution, certain themes and guiding principles have proven to be

critical to the overall success of nCino programs.

• Take the opportunity to do homework before the program begins. Understanding your current state (people, process, technology, data) will help you shape the target state.• Form the program team early, focusing on project

management, business process SMEs, legacy systems knowledge, and Salesforce competencies.• Start planning for BAU when planning for the program; for

example, start identifying the future nCino Administrators and/or Center of Excellence early to have them involved throughout the program, continuing to build skills and historical knowledge.

Preparation

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From Planning to Implementation: Key Success Factors

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From Planning to Implementation: Key Success Factors

• Demonstrate executive commitment: Execute an effective communication campaign of program’s strategic vision and goals, supported by Senior Leadership’s sponsorship, participation and commitment to outcomes.• Establish key day-to-day decision makers that will have

authority to determine priorities and make decisions across business and technology processes; active participation, access to leadership and consensus building will be critical factors for fast resolution of bottlenecks.

Leadership

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• Take the opportunity to do homework• Form the program team early• Start planning for BAU when

planning for the program

Preparation

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From Planning to Implementation: Key Success Factors

• Focus on process simplification: standardize key requirements across LOBs and focus on eliminating disparate processes. Allow exceptions only if simplified alternatives are not feasible: the goal is to not automate inefficiencies.

• Continuous progress vs. perfection: don’t sacrifice an opportunity to get a working product in the hands of early adopters and continue improvements vs. immediately chasing perfection. This is an evolution, not a one-and-done.

Target Solution

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• Demonstrate executive commitment

• Establish key day-to-day decision makers

• Take the opportunity to do homework

• Form the program team early

• Start planning for BAU when planning for the program

Preparation Leadership

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From Planning to Implementation: Key Success Factors

• Stick to the timeline and maintain velocity by driving decisions throughout the program that support those goals. Continue to prioritize any requirement that is not critical and hinders the timeline. A program cannot succeed until it crosses the finish line.

• Embrace the ongoing journey: taking full advantage of nCino boils down to continuous improvement. This means establishing repeatable processes to stay current on nCino / Salesforce releases (keeping the toolkit current), and innovate using those tools.

• Explicitly plan for knowledge transfer throughout the program, not at the end of it.

Execution

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• Demonstrate executive commitment

• Establish key day-to-day decision makers

• Take the opportunity to do homework

• Form the program team early

• Start planning for BAU when planning for the program

Preparation Leadership

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• Focus on process simplification

• Continuous progress vs. perfection

Target Solution

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From Planning to Implementation: Key Success Factors

• Demonstrate executive commitment

• Establish key day-to-day decision makers

• Focus on process simplification

• Continuous progress vs. perfection

• Take the opportunity to do homework

• Form the program team early

• Start planning for BAU when planning for the program

• Stick to the timeline and maintain velocity

• Embrace the ongoing journey

• Explicitly plan for knowledge transfer

Preparation

Target Solution Execution

Leadership

• Own change management: Change is not easy; supporting your teams throughout this process leads to greater adoption and ultimate success. Focus on change impact analysis, communications, training, and change support networks.

• Promote program interest and awareness through informational campaigns (e.g., newsletters, emails, roadshows, swag).

• Enable SMEs to develop into future champions in order to increase adoption of the platform.

Change Adoption

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Questions?