Executive Team
Weekly leadership sync — Greg, Tim, and extended team
- 1.
**Keep Board and Executive Team attention on three items through Oct. 1: nCino exit, Salesforce trust, and digital account opening.** The cleanest leadership ask is not another portfolio tour. Ask the room to hold the enterprise to these three outcomes and stop letting adjacent vendor or feature conversations dilute the path.
- 2.
**nCino is now an operating-clock issue.** Current working posture remains lenders/loans out around Sept. 15 and decommission by Oct. 31, while the contract clock may run longer. LEOG 8/11 says the exception dashboard will not fully roll, about 480 stale loans remain, and exceptions move to UView. The decision need is field messaging, interim LO path, archive/retention discipline, and who kills new requests through the exit.
- 3.
**Salesforce should be framed as trust before 1776.** SLWE now has a five-workstream draft model, but open owner seats and adoption friction remain. Community Bankers will not deepen relationships through a tool they do not trust. The ask is a 90-day owner list, release lead times, and a lasting business sponsor path so Justin's interim sponsor role does not become permanent by drift.
- 4.
**Digital must stay one path, not two builds.** Mantl opens and funds accounts. Bottle Rocket defines experience. Research/readout is not a build order. Require named bank owners, UAT window, go-live range, scope/cost band, first-90-day measures, and kill criteria before any follow-on build SOW.
- 5.
**Greg relationship context matters this week.** Justin's 8/14 Greg prep centered on clearing two misses: Jack Henry/Orion communication and Brandon/Paul loan-process sequencing. If either comes up, lead with ownership: Orion stays the path; Tadd gets pulled in before widening; Greg opens Brandon/Paul and Justin supports after.
- ›Current operating gates remain:
- ›lenders and loans out around Sept. 15
- ›decommission by Oct. 31
- ›contract tail may run to Oct. 31, 2027, so operating exit and contract/legal posture must not be confused
- ›LEOG 8/11 status:
- ›nCino/Encino exception dashboard will not fully roll
- ›about 480 stale loans remain
- ›exceptions migrate to UView
- ›CSC Lien Perfect rollout targets Aug. 24 without Laser Pro to CSC integration
- ›First Source to SharePoint mass migration is done but cutover date is still unclear
- ›Decision posture:
- ›name who owns field messaging on banker access and interim LO workflow
- ›require a killed/deferred list for new lending-tech asks through Oct. 31
- ›preserve UView and archive evidence for exam/compliance needs
- ›keep Newgen evaluation from becoming field expectation before scope/commercial gates are written
- ›SLWE structure v1 draft is now five workstreams plus Platform:
- ›WS1 Sales Pipeline
- ›WS2 Selling
- ›WS3 Servicing
- ›WS4 Marketing
- ›WS5 Tableau
- ›horizontal Platform
- ›Settled posture:
- ›Salesforce is CRM / relationship layer, not document-heavy workflow engine
- ›enterprise reporting should run Orion/Snowflake to Tableau, not FSC-native
- ›nCino exit ops assumption remains bankers cease around Sept. 15 and decommission Oct. 31
- ›single-org vs greenfield remains deliberately open
- ›Open owner risk:
- ›Program Manager, WPMO, QA leads, WS2 sponsor/SMEs, WS3/WS5 process owners, WS4 BA/dev all remain open or pending in the durable register
- ›Justin is exec sponsor and interim business sponsor; "interim" needs an end path
- ›Adoption posture:
- ›Salesforce UX sessions and RBC prep kept returning to the same ask: top five 90-day priorities, single owners, release lead times LOBs can train against, and Banking-owned field communications
- ›1776 should not be pushed harder until servicing and pipeline trust are visibly ready
- ›Hold the line:
- ›Mantl opens and funds accounts
- ›Bottle Rocket defines the experience layer
- ›discovery/readout does not authorize a build SOW
- ›Required before any next commitment:
- ›named FUB owners per milestone
- ›UAT window, likely 3.5-4 weeks based on prep notes
- ›go-live range, not a single heroic date
- ›explicit out-of-scope list
- ›first-90-day measures: open, fund, activate, support
- ›cost band and kill criteria before any build work
- ›Watch the expectation risk from the Aug. 14 readout. If the room hears "Bottle Rocket is the OAO solution," the portfolio reopens a custom-build fight it already learned from.
- ›Newgen remains promising as a workflow/document-centric lending path, but field expectation needs guardrails.
- ›From 8/10 prep, Newgen owed:
- ›pending Q&A
- ›AI Studio / promote-to-prod / Risk Rating & Spreading videos
- ›LO demo options
- ›Borrowing Base / Construction Monitoring answer
- ›Guardrails before LO-wide demo:
- ›written LO-demo tracker
- ›fixed-fee/milestone commercial framing or clearly bounded T&M
- ›Paul credit gates
- ›Jack Henry / Salesforce / Fabric-Foundry dependency map
- ›enterprise architecture review before production claims
- ›Internal only. Do not turn this into a public announcement.
- ›Justin should prepare a day-one pack with:
- ›the three items through Oct. 1
- ›nCino facts and dates
- ›Salesforce ownership / sponsor gaps
- ›digital sequence and owner gaps
- ›parallel platform dependencies and stop-doing list
- ›Ask Greg what David should hear directly from him about what Transformation owns.
- 1.**Three-item focus through Oct. 1.** Confirm Board and ELT materials stay centered on nCino, Salesforce trust, and digital account opening.
- 2.**nCino exit ownership.** Name owners for field messaging, interim LO workflow, UView/archive evidence, and new-request kill/defer decisions through Oct. 31.
- 3.**SLWE business sponsorship.** Decide how Justin exits interim business sponsor role and who owns lasting business process sponsorship.
- 4.**Salesforce 90-day adoption RACI.** Lock top five priorities, owners, release lead times, and field feedback path before pushing 1776 harder.
- 5.**Digital path.** Confirm Mantl as account-opening engine and Bottle Rocket as experience layer; require ownership list, UAT/go-live range, scope/cost band, and kill criteria.
- 6.**Newgen guardrails.** Require written LO demo tracker, Paul credit gates, dependency map, and commercial posture before broad field demo.
- 7.**David transition message.** Get Greg's day-one message for David on Transformation's mandate.
- ›**nCino stale loans:** LEOG point-in-time count around 480. Confirm current count before using in formal material.
- ›**UView exception migration:** Open UView officer-code reassignment and First Source cutover date remain unresolved.
- ›**Salesforce owner gaps:** The five-stream model is draft and still has meaningful open seats.
- ›**1776 readiness:** Risk is not the idea; it is pushing a growth campaign into low platform trust.
- ›**Bottle Rocket expectation:** A strong readout can accidentally become an implied build authorization.
- ›**MANTL timeline optimism:** Vendor speed does not equal FUB critical path across SilverLake, compliance/KYC, Care Center, training, and marketing.
- ›**Jack Henry / Orion:** If raised, keep it crisp: Orion stays the path; Jack Henry data product is only a possible accelerator inside it; pull Tadd in before widening.
- ›**Brandon / Paul sequencing:** Greg opens the loan-process work; Justin supports after.
- 1.Bring the three-item Oct. 1 frame to Executive Team and Board material prep.
- 2.Ask for named owners on nCino field messaging, interim LO path, and archive/UView evidence.
- 3.Push SLWE toward 90-day adoption RACI and a lasting business sponsor decision.
- 4.Hold digital to Mantl engine + Bottle Rocket experience until scope, cost band, and kill criteria are written.
- 5.Require Newgen tracker before LO-wide demo.
- 6.Draft David Little day-one pack and ask Greg for his opening mandate.
- 7.Confirm missing source artifacts: formal Aug. 17 agenda, Bottle Rocket readout outcome, current stale-loan count, and the missing shared-agent context file.