With an experienced team, the Stratus implementation process provides a fresh look at your learning program.
Introductory conference call between nCino Project Team and Customer Project Team to define project ownership and roles, review high level scope and customer statement of work (SOW), and map out project timelines for initial phases
nCino works with the customer to develop a deeper understanding of how their core system data is currently architected and structured. nCino analyzes this structure in-depth before starting configuration to ensure clarity and understanding of specific bank terminology, and associations or categorizations used in the core.
The focus of this phase is to effectively analyze the customer's current business process and gain a deeper understanding of the organizational strengths and challenges. This includes a review of any gaps in the current loan process and a detailed walk-through to observe how a loan flows through the bank.
The purpose of this phase is to customize and build the working solution that meets the customer's business requirements. Phase 4 demonstrates the features and functionality as scoped and outlined in the configuration and specification plan.
Launch pilot team training or begin "train the trainer" sessions to empower and enable the customer and users. Begin data validation and user acceptance testing (UAT) sessions.
Completion of on-site and organizational-wide training for the customer and the users in preparation for deploying the system throughout the institution and going live. This includes the on-site kick-off and celebration with the nCino project team and the customer.
This phase is the ongoing client partnership and iterative process of refining and improving the nCino Bank Operating System to ensure it meets the evolving needs and goals of the bank or credit union over time. This includes a proactive account management approach with maintenance, upgrades, enhancements and training.