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7 Things Banks Can Do Today to Streamline nCino Deployments

7 Things Banks Can Do Today to Streamline nCino Deployments

7 Things Banks Can Do Today to Streamline nCino Deployments_AutoRABIT

Automated Salesforce release management tools and adherence to best practices streamline nCino deployments, enabling banks to maintain secure and productive DevOps pipelines.

Why It Matters: Unchecked bugs and errors can have disastrous consequences in live environments. Security vulnerabilities threaten system data and a bank’s ability to adhere to data protection regulations.

  • The nCino Bank Operating System powers more than 1,850 banks’ digital transformation with an entirely cloud-based solution built on Salesforce.
  • Delays in application development reduce ROI and reduce the value banks offer customers.

Here are seven ways banks of all sizes can streamline application deployments on the nCino operating system:

  1. Implement CI/CD
  2. Standardize Environments
  3. Automate Testing
  4. Monitor Monthly Updates
  5. Document Everything with Version Control
  6. Protect and Maintain Metadata
  7. Foster a Culture of Collaboration

1. Implement CI/CD

Continuous integration and continuous deployment (CI/CD) are perhaps the most well-known Salesforce release management tools, for good reason: these processes help teams expedite releases while reducing errors.

A reliable CI/CD framework streamlines nCino deployments for worry-free releases and a reduction of manual work.

Any errors that make it through deployment have the capacity to create data security vulnerabilities, misfires, and downtime. CI/CD tools have the necessary layers of testing to find and flag these potential errors before they make it to a live environment.

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2. Standardize Environments

7 Things Banks Can Do Today to Streamline nCino Deployments_AutoRABIT

Code is going to move through a variety of locations throughout the Salesforce DevOps life cycle. Any discrepancies between these environments make it more difficult to find and fix errors, which can eventually lead to deployment failures.

Standardizing production, testing, and development environments minimizes these discrepancies and reduces the chances of encountering environment-specific issues during deployment.

Utilizing Salesforce release management tools like a data loader keeps these environments consistent, eliminating confusion and streamlining deployments.

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3. Automate Testing

Manual testing is incredibly time-consuming and prone to errors. And when it comes to creating the most secure and stable releases, you need to utilize multiple layers of testing to make sure nothing slips between the cracks.

Automated testing—including static code analysis, integrations tests, and unit tests—provides the coverage and consistency needed to guarantee smooth deployments.

The goal is to deploy error-free, high-quality code. Automated testing is the only way to guarantee this happens.

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4. Monitor Monthly Updates

7 Things Banks Can Do Today to Streamline nCino Deployments_AutoRABIT

nCino has moved to monthly deployments to continuously address the evolving needs of its customers. Implementing these updates quickly is critical to maintain a secure and productive nCino environment, but it’s up to your team to do this.

nCino’s monthly updates are incremental improvements to an already great platform—but you need to implement the updates to see the improvements.

AutoRABIT helps manage these monthly enhancements, so you can focus on serving your banking customers. AutoRABIT’s nCino integration expands the benefits seen by users. Here’s what Ryan Atkins, nCino EVP of Global Customer Success, has to say about this business partnership:

“We are excited about our strong partnership with AutoRABIT, which has been instrumental in expediting nCino customer installations with cutting edge features for banks and credit unions. By working with AutoRABIT, we can ensure seamless deployments for our customers that accelerate their adoption journey, taking full advantage of our significant R&D investments. This collaboration not only enhances our ability to provide timely updates but also strengthens nCino’s commitment to delivering exceptional value to the global banking industry. With AutoRABIT, our customers have a trusted solution that has proven instrumental in our joint customer successes.”

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5. Document Everything with Version Control

A large development team is a great way to expedite Salesforce deployments. However, with expanded teams also comes the risk of code overwrites and incompatible updates. Salesforce release management tools can be used to create a log of changes for easy rollbacks and accountability.

To support collaboration among large DevOps teams, version control is a critical tool that provides a simple remediation tactic when accidents or unintended results occur.

Time stamps and personal identifiers for updates to the code repository simplify the process of resetting a project after an error is identified.

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6. Protect and Maintain Metadata

Your system’s metadata plays an enormous role in the functionality and stability of your applications. Failing to properly protect this metadata can lead to misfires, data exposures, and even compliance failures.

Risk reduction, privacy, and consistent quality levels are all benefits of a strong metadata management strategy.

Preserving your nCino metadata is part of a comprehensive data governance strategy that serves your larger Salesforce instance. Communicate best practices and include metadata in your backup and recovery plan.

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7. Foster a Culture of Collaboration

7 Things Banks Can Do Today to Streamline nCino Deployments_AutoRABIT

Keeping everyone on the same page reduces confusion that can otherwise lead to errors. Clear communication between development and operations teams will help highlight areas that can be improved while also ensuring best practices are understood and maintained.

Encourage team members to ask questions and make suggestions at any point throughout the application life cycle.

Keeping everyone informed and aligned streamlines processes leading up to nCino deployments. Having clear communication and providing ongoing training create an environment of consistency and reliability.

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Next Step…

Banks handle their customers’ most sensitive information. Accordingly, compliance standards and market demands require banks to provide the highest possible levels of protection for this data.

Read our blog, 7 Best Practices for Secure Salesforce DevOps with Data Masking, to learn how to get the greatest benefits from this critical security tool.

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FAQs

What is nCino and how does it benefit banks?

nCino is a cloud-based banking platform designed to streamline various banking functions into a unified system, enhancing operational efficiency and customer experience. By integrating processes such as loan origination, account opening, and customer relationship management, nCino provides banks with real-time insights and automated workflows. This reduces manual errors, accelerates processing times, and ensures regulatory compliance. Additionally, its scalability and adaptability make it suitable for banks of all sizes. Ultimately, nCino helps banks improve service delivery, increase productivity, and stay competitive in a rapidly evolving financial landscape.

Why is a DevOps approach beneficial for nCino deployments?

DevOps helps banking development and operational teams collaborate more easily, leading to faster and more reliable deployments. DevOps practices such as CI/CD ensure that coding updates are more quickly and consistently integrated into the larger repository. This helps reduce manual errors, minimizes downtime, and accelerates release velocity for new features and updates. Scalability and flexibility are also supported through DevOps practices, which allows banks to adapt to changing market needs and security threats.

How can banks ensure data quality during nCino deployments?

Constant attention to data cleanliness will streamline processes further down the pipeline. For nCino deployments, banks should start by thoroughly cleansing data and validating accuracy before migration to eliminate inconsistencies and errors. Implementing automated data quality checks within the CI/CD pipeline is crucial for ongoing accuracy. Utilizing tools like ARM helps in consistently handling data during migration and integration. Regular audits and monitoring can detect and address any issues promptly. Additionally, involving data governance policies and ensuring all stakeholders are trained in data handling best practices further guarantees the integrity and reliability of data throughout the nCino deployment process.

How does static code analysis fit into nCino deployments?

Static code analysis with CodeScan is a non-negotiable aspect of optimizing nCino deployments. Strong code—along with automated scans of profiles, permission settings, and other security posture management processes—ensures that bugs don’t appear in live environments. As part of the AutoRABIT platform, these capabilities have shown the ability to strengthen our customers’ DevSecOps strategies. ABN AMRO has had great success with streamlining their nCino processes with AutoRABIT. Read their story here.

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