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10903411: US Bank : nCino Implementation – Release 1 Stage 1 SP051 Solution Plan Overview
Indicative Scope Overview In Scope of Release 1 Out Of Scope of Release 1 • Project Management • Implement and configure nCino as integrated lending platform with the following functionalities • New Money vs Modification vs Renewals • Spreading • Automated Exposure Aggregation • Regulatory Compliance • Credit Approval • Manual Boarding Process • Portfolio Management • Customer Portal Document To-Do and Uploading, and Loan Status Tracking • 4 Integrations (out of the possible 10) between nCino and US Bank Systems using API’s & Web Services (RPMS, AFS (Inbound), Hogan, SFDC 2 SFDC) • One time data load using data loader (for 50 objects maximum) • Test – • Defect fix during system and functional testing • SIT for Accenture scope of work • Defect fix during UAT • Service Introduction • Deployment • Setting up DevOps tools (Will leverage the client DevOps) • Change Enablement and Training • Overall Program Management • Data extraction,Cleansing, De Duplication, Transformation • Performance testing / Automated testing • Usability testing • UAT Preparation and execution • 6 integrations to be considered for further release • Out of scope modules : • SBA • Customer Portal (Online Credit Application Workflow, SSO) • Automated loan decisioning • Compliance regulation (Reg U, Reg W, Reg O, FCRA (Fraud clearance) • System and functional testing • Regression testing and defect fixing of existing org and application
Scope & Responsibilities by ADM Workstream (Client / Accenture)
LEGEND: A – Ownership R – Task Doers C – Consult I – Keep Informed / In loop R* : Primary RACI
Indicative Functional scope *Only 4 (out of the 10) systems are considered in scope for Integration in August 2019 release
Solution Blueprint - Application Architecture Prospect & Pipeline Management Portfolio Management Credit Structure & Approvals RPMS Compliance Closing Doc Preparation AFS Rest API’s / Webservices Hogan SFDC 2 SFDC Booking & Funding Loan Status Tracking Customer Portal Manual Boarding Reports Forms *Only 4 (out of the 10) systems are considered in scope for Integration in August 2019 release (Hogan, RPMS, SFDC 2 SFDC, AFS inbound)
DIIP and Asset Use • Socialized with client during P/A phase and necessary approvals obtained • Use of Industry Assets / Business Services & offering: • Industry/Functional Asset • N/A • Technology Asset (Leveraged post client approval) • Leverage PMOToolkit for Salesforce • Accenture Software Engineering Suite for Salesforce (ASESS) (Novasuite) • Buddy – Debug Logs tool (visualizer) • Apex Test Class Generator
Indicative Schedule *2 week sprint timeline is suggested as per US Bank enterprise sprint schedule (US Bank Agile studio methodology). **12 Sprints at 2 weeks = 24 weeks or 6 months (without org migration and without data conversion)
Estimates Estimating Basis • Estimation Approach: ADM SaaS Estimator 4.0.0 • Effort Day calculation using 8hr/day basis from estimator • Use of Industry Assets / Business Services & offering : NA • Use of industrialization: NA • Comparable implementations: NA • SFDC Estimator created By : Ocasio, Neftali <neftali.ocasio@accenture.com> • Factory reviewed with : Manu.Kalia@accenture.com> • Contingency: 10% • P&A phase already completed(Contract Won and completed) • Design phase Contract won (Currently being performed) • All phase/stage efforts are taken into consideration.
Staffing Mix – Client/Accenture by Activity • Onshore looks bit high. Trust the deal team has tested the resultant pricing of this solution to be within the client expected buying range. Deal team may consider optimizing the onshore pyramid (Delivery location is TBD)
DNP Costs • Secured bay setup charges included • No offshore resources are travelling to onshore (only SM/MD Travel cost considered) • One time VPN setup cost from Offshore has been included • Offshore Background Verification charges worth INR 850/- per resource included • 50% resources are expected to work in shift B to support deployment and UAT . Cost for the same has been included. • Cab Charges included • EHL for 5 resources (1AM, 1TL, 2SSE, 1SE) for 2 weeks has been included • nCino Training cost for 1 week included (1M, 1AM, 1TL, 2SSE, 1SE) • DevOps cost included (One time Set up and Recurring Costs included).
