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StrategyWeekly

Program Strategy Office

Portfolio governance and initiative management

Prep sessions
8
Bottom Line Up Front
  1. 1.

    **PSO should force control decisions, not collect updates.** nCino decommission, Salesforce/1776 remediation, Enlight/Mesh acceleration, Orion/Jack Henry data posture, and Mantl/OAO all need dated owners, gates, and stop-doing calls.

  2. 2.

    **nCino is the nearest enterprise clock.** Current posture: all loans out by Sept. 15, managed-package uninstall by Oct. 31, about 480 stale loans in the LEOG point-in-time count, 400+ exception types, and 35,000+ documented exceptions. Financial spreads and data retention remain decision risks.

  3. 3.

    **Salesforce is a trust and governance repair, not a campaign training issue.** The new workstream model is directionally right, but 1776 launched into weak documentation, unverified reporting, and unclear handoffs. The board deck already had the campaign risk marked red for Aug. 19.

  4. 4.

    **Enlight/Mesh is now an architecture decision, not a code-review dispute.** Current Enlight is front-end heavy and weak on workflow auditability. Mesh/Trabian can propose a rebuild path, but PSO needs a clean decision frame: integration patch, rebuild with dependency, or rebuild with ownership path.

  5. 5.

    **Data is becoming portfolio control infrastructure.** Orion stays the system-of-record data path, Fabric can be a two-speed enablement layer, and Jack Henry Data Hub/JHBI may be an accelerator only if cost, Snowflake/Fabric fit, latency, schemas, and exit terms clear a business-case gate.

Talking Points
Blockers & Escalations
  • ›**nCino:** PM ownership, Rish backup, financial spreads, data retention, exception migration, and field messaging need a single Sept. 15 control plan.
  • ›**Salesforce/1776:** validated reporting, banker guidance, role handoffs, release/training cadence, and adoption metrics are unresolved. Do not call the campaign recovered until report testing and field validation are done.
  • ›**Enlight/Mesh:** code feedback is masking the real question: whether FUB wants workflow-native architecture and how much vendor dependency it will accept.
  • ›**Data:** Jack Henry Data Hub/JHBI could accelerate, but only inside Orion's architecture and only with a price/capability threshold. "Wait for David Little" is not a substitute for the ROI packet.
  • ›**OAO/Fraud:** Mantl and Fraud Defender need toll-gate criteria before field expectations harden.
Sequencing & Dependencies
  • ›nCino cleanup must precede broad future-state lending enthusiasm. No LO-wide Newgen expectation until the exit plan, SilverLake proof, and integration scope are written.
  • ›Salesforce 1776 remediation must precede pressure for more campaign adoption. Pushing field activity before the report and five-click path are validated will deepen distrust.
  • ›Enlight/Mesh should go to PSO as a decision matrix, not a demo reaction: status quo, integration/translation, rebuild with dependency, rebuild with ownership.
  • ›Orion/Jack Henry should be sequenced as an acceleration question inside the data strategy presentation on Aug. 17, not a competing data-platform narrative.
  • ›Mantl, Bottle Rocket, Q2/Gro sunset, Fraud Defender, Care Center, and marketing/training need one digital-account-opening critical path.
Resource & Capacity
  • ›**Tadd:** Technology needs an explicit cross-program architecture lane across Newgen, Enlight/Mesh, Orion/Fabric, Salesforce, and Jack Henry. Tadd should be aligned early enough to prevent surprise, while PSO preserves business decision speed.
  • ›**Monica:** Monica's lane is material in servicing, case management, card fraud/debit experience, and cross-line customer experience. Case management refactor funding is being created through contractor roll-offs; PSO should confirm business outcomes and surge boundaries.
  • ›**Albert:** Analytics/reporting remains a portfolio control function, even when signals name Evan, Tableau, Power BI, Snowflake, or Orion. Albert's lane needs campaign/reporting definitions, product flags, scorecards, and outcome metrics tied to councils.
  • ›**Daniel:** Daniel/PMO needs to turn meetings into decision logs: owner, due date, dependency, risk acceptance, and readiness evidence. This is especially true for nCino, Salesforce workstreams, and Mesh/Enlight.
  • ›**Hillary:** Direct fresh signal was sparse in the Aug. 10-16 review window. Treat her lane as a validation gap rather than assuming status.
Key Decisions
  1. 1.Lock the nCino Sept. 15 control plan with named owners and backup technical ownership.
  2. 2.Approve the nCino data/spreads/archive decision so cleanup work has a landing format.
  3. 3.Decide whether 1776 can continue, pauses, or proceeds only after remediation evidence.
  4. 4.Approve the Salesforce workstream governance model and owner list for 90 days.
  5. 5.Choose the Enlight/Mesh next-step gate and the dependency posture FUB is willing to accept.
  6. 6.Set Orion/JH Data Hub evaluation criteria before the Aug. 17 Jack Henry CDO session creates momentum.
  7. 7.Confirm Mantl/Fraud Defender toll gates before OAO dates are repeated as commitments.
Watch Items
  • ›Sept. 15 nCino loan-removal cliff and Oct. 31 managed-package uninstall.
  • ›Around 480 stale loans is a point-in-time LEOG count; verify current number before formal use.
  • ›35,000+ documented exceptions and 400+ exception types will trigger field anxiety unless communication is operational.
  • ›Financial spreads and data retention are still the highest-risk nCino decisions.
  • ›Salesforce 1776 board risk is time-boxed: board materials read Aug. 19.
  • ›Mesh/Trabian pricing and ownership path are not final; do not let ballpark numbers become commitments.
  • ›Jack Henry connectors for Snowflake are expected around end of month and broader GA around October, per vendor discussion. Treat as vendor roadmap until documented.
  • ›CRA comment deadline is Oct. 13, but Fed non-participation means FUB posture is not the same as OCC/FDIC peers.
  • ›David Little Oct. 1 transition increases the value of concise decision records now.
  • ›Formal PSO agenda and direct Hillary Stephens signal were not recovered in this run.
Next Actions
  1. 1.Justin: use PSO to force an owner/date/risk-acceptance log for nCino, Salesforce/1776, Enlight/Mesh, Orion/JH, and Mantl/Fraud Defender.
  2. 2.Paul/Ashleigh/Corey/Rish: publish the nCino Sept. 15 plan, including backup ownership and archive/spreads decisions.
  3. 3.Michael/Monica/Tadd lane: complete Salesforce workstream owner list and define the 1776 remediation evidence needed before Aug. 19 board materials.
  4. 4.Tadd/Vinay/Madhvi/Modvi: align code review criteria for Mesh/Trabian and separate exploratory PR feedback from architecture decisioning.
  5. 5.Prashant/Brian/Justin: prepare Orion vs Jack Henry Data Hub/JHBI ROI and minimum technical requirements after the Aug. 17 JH CDO session.
  6. 6.Monica/retail/OAO owners: write Mantl/Fraud Defender toll gates, especially pilot data, small-business turn-on, and Care Center/training readiness.
  7. 7.Daniel/PMO: keep the decision log current and visible before the COO transition pack.