nCino Implementation Case Study
A community bank engaged Abelian Partners to conduct a review of the bank’s nCino system. Abelian had to engage the direct users of the system and document the processes and challenges that prevented them from using it effectively.
Problem
The bank had launched the nCino loan origination system for all commercial lending activities while also integrating the LaserPro document vendor into their existing architecture. However, a disconnect between the lending staff and the bankers on how nCino would be best utilized became evident. Specific aspects of the credit workflow lacked the role clarity needed. Not having clearly defined criteria spawned confusion and inefficiency when working with these new tools.
Team
Abelian Partners team of seasoned bankers offered deep practitioner experience having “sat in the seat”. The consulting team consisted of:
- Senior Manager adept at commercial lending and operational expertise in the nCino system.
- Senior Executive Consultant experienced in banking and commercial credit processes.
- Senior Analyst specifically trained in the nCino system.
Solution
Over 4 distinct project phases and 28 weeks Abelian developed a custom plan to help the bank fully integrate nCino into their existing loan origination infrastructure.
- A 7 week sprint focused around project planning and identifying milestones.
- A 7 week sprint focused around process and policy documentation.
- A 7 week sprint focused around analysis and identify gaps in current vs. target states.
- A 7 week sprint focused around presenting deliverables and discussing next steps with client.
Results
- Developed Road Map with 13 individual projects and their timelines.
- GAP Analysis that documented current process and identified the desired target state.
- 3-year strategic plan that prioritized projects and addressed resource allocation.