Integrating your Data for Better Business Intelligence

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How  Are  Your  Decisions  Made?

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What  the  Experts  Say….. “The  data  integration   initiative  within  a  business   must  be  an   initiative  of  business,   not  IT.”      -­‐ Javlin-­‐Data  Solutions   “When  integration  is  not  prioritized,   you  create  huge   bottlenecks   that  can  hinder   your  organization   from  competing   successfully.” -­‐ Lance  Speck,  Pervasive  Software “You  can  have  data  without  information,   but  you  cannot  have   information   without  data.”  – Daniel  Keys  Moran “The  goal  is  to  turn   data  into  information,   and  information   into   insight.”– Carly   Fiorina,  Former  CEO  Hewlett-­‐Packard 2

Why  Business  Intelligence?

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Data  Integration  – The  Basics Data  integration   is  the  combination   of  technical   technical  and  business  processes nd  business   processes  used  to   combine   data  from   disparate  sources  into  meaningful   and  valuable  information.   A   complete  data  integration   solution   delivers  trusted  data  from   a  variety  of  sources.

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Data  Input/Output ü ü ü ü ü ü ü ü

Clarity Transparency Reporting Anywhere/Anytime Consistency Relevant Accurate Reliable 5

Common  Problems  With  Integrations

• Need  a  way  to  integrate  with  multiple,  diverse  technologies • Custom  integrations  are  time  consuming  and  difficult  to   maintain

• Integrations  focus  on  bringing  in  data  and  can  neglect   business  process

• Productized  integrations  still  need  to  be  customizable   6

Evolution  of  Integrations  at  nCino

Spring  Release  2016

Updates

for  Batch  

Out-­‐of-­‐the-­‐box New Integration  Platform     with   integrations  built  into   Credit  Reporting  I ntegration nCino

Bank  I ntegrator  for  Batch   Updates  (custom  built) 7

Batch  vs.  Realtime

Credit

ECM  Doc  Retrieval

Collateral  RQ

Low  Volume Low  frequency Immediate  business  insight

Loan  Booking

High  volume Low  frequency For  efficiency

Use   Realtime:

CIF  Creation

Use   Batch:

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nCino Integration  Platform

• Vendor  agnostic  integrations  based  on  business   process

§ Increase  customer  business  process  efficiency  by   having  integrations  built  into  the  business  process   workflow   § Separate  business  process  logic  from  third-­‐party   specific  code 9

nCino  Integration  Platform  -­‐ Overview DocPrep   RQ/RS

Credit DocMan OnBoarding

JSON  Messaging

DocPrep

Credit  R Q/RS

DocMan   RQ/RS Custom  System

Custom …….. 10

nCino   Integration  Platform   -­‐ Credit   Example Middleware  

DocPrep

DocMan OnBoarding

Credit  R Q/RS

JSON  Messaging

Credit

Vendor   API Vendor   API

Custom  System

Vendor   API OR

Custom …….. 11

Benefits  of  nCino Integration  Platform

• Reduce  implementation  time  and  custom   development  cost

• No  need  to  wait  for  a  release  to  get  a  new  third-­‐party   integration

• Customize  integrations  without  having  to  deliver   nCino patches

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Benefits  of  nCino Integration  Platform

• Improved  logging  and  auditing   • Enhanced  user  experience • Consistent  business  process  no  matter  what  third-­‐ party  vendor  is  chosen

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Where  Are  We  today?

• Releasing  Integration  Platform  in  Spring  Release  2016 • Includes  Credit  Reporting  Integration  with  productized   plug-­‐in  to  Equifax

• Commercial  Document  Preparation  Integration  in  

progress  with  productized  plug-­‐in  to  Wolters  Kluwer   Expere 14

Credit  Reporting  From  Loan

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Credit   Reporting   From  New  Customer  Creation

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Integration  Platform  – Moving  Forward

• Transform  data  collection  to  an  enhanced  business   process  integration

• Continue  to  add  to  our  integration  library • Deliver  business  value  and  user  experience  – not   just  data

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Integrating  Your  Data  for  Better  Business  Intelligence

Q&A

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