nCino

Global enablement at nCino

A global leader in cloud banking, nCino has over 1200 employees across the world. nCino University aims to provide all these people – plus partners and customers – everything they need to achieve success. This center of excellence is managed by the Global Enablement team. Their aim is to enable learners to enhance their careers through clean, concise, and consistent learning experiences. But, achieving this in a global business isn’t easy.

The challenge

Packed with content from across the organization, the management of nCino University was becoming tricky. Elearning maintenance and training requests were building up. Minor updates were taking hours. The Global Enablement team were becoming a bottleneck, and this meant they just didn’t have time to maintain standards. Content was inconsistent, it often looked rushed, and sometimes it didn’t even look like it was nCino content. 

Alex: “That disjointed quality, and the amount of legwork to maintain SCORM files, were really the two biggest pain points that drew us towards Elucidat as our new solution.” 

The solution

If the University was going to remain a center of excellence, the team needed to enable subject matter experts (SMEs) from across the organization to produce quality learning experiences. They knew what they wanted to achieve, but they didn’t know what to do next. Until someone recommended Elucidat. 

Alex: Somebody [at the Docebo Inspire annual conference] just said, ‘hey, have you guys tried Elucidat?’…We didn’t know what we were looking for or the next step to fix those problems. But then we saw that [Elucidat] had rapid release and that we could create and develop wireframes ahead of time. It was almost like our questions had already been answered. 

Partnering for success

Excited to get started with their new process, the team began using the Elucidat Platform. With his technical background, Alex didn’t need a lot of onboarding from Elucidat Professional Services to use the easy-to-understand layouts. He started building his first wireframe template. Then when it came time for content specialists, like Kippy, to build elearning, he acted as a trainer. But with new questions cropping up, there were some things he couldn’t answer.

Alex: “We reached back out to [Elucidat] and you allowed us to revisit our paid service – understanding that it might have happened a little pre-emptively. And that’s what really helped solidify the onboarding from a content development standpoint.” 

Seeing the impact

The team started to see the benefits of partnering with Elucidat, as well as their new authoring platform, straight away. 

1. Setting and maintaining standards

Using Elucidat allowed the team to focus on establishing best practices. From staying on brand to creating effective learning experiences, a selection of ready-to-go wireframe templates and centralized assets meant that content specialists could focus on the learning content itself. Ending the L&D bottleneck meant that the team could oversee development – maintaining standards across multiple authors.

Alex: “We focus on what we call the 80 percent: the standards, different enablement initiatives, best practices and the way to develop training. And then the [content specialist] team gets to follow those parameters and build content. And due to that, we’ve been able to create a ton of scalable content in a relatively short amount of time.” 

2. Empowering content specialists 

As the gateway to learning content, nCino’s specialists have the potential to keep things on track. Rather than just being a source of information, they started to create high-quality elearning for themselves. Using the wireframe templates as part of a streamlined process meant super-fast authoring was possible.

Over a 7 month period, a team of 2 authors was able to develop 70 courses for nCino’s LMS, centered around product-focused configuration training and releases. 

Kippy: “So we have a plug and play template…And building our content that way makes it super easy when we get to the authoring point and everything has been reviewed and we’re ready to put it into Elucidat. It’s really just copy/paste. It’s easy to get that into the system and then published in pretty near real time.” 

3. Getting creative 

Just because nCino uses wireframe templates, doesn’t mean they’re not thinking outside of the box. Whether it’s new interactions or ways to deliver content, the team is exploring the art of the possible with Elucidat.

Alex: “Elucidat solves far more problems than we had initially thought that we would use it for. Which is a really cool thing…[For example] we’ve been able to use different releases, specifically the password protected online link for an onboarding checklist…They can basically save [it] in their browser as a bookmarks tab for their first couple of weeks of onboarding. It’s been a surprise benefit of Elucidat.” 

You can see first-hand what nCino developed by exploring some of Alex’s How to and Exercise wireframe templates.

Scaling up for the future

This is just the start of nCino’s journey with Elucidat. Their next goals are to: 

• Start translating: First up is a global roll out in Japanese, with more languages to follow. Designed for scalability, cloning courses in Elucidat makes translation simple. And keeping a master course avoids version control issues.
• Increase authors: Now that the standards are set, nCino is opening up authoring to even more content specialists using Learning Accelerator. Not just providing wireframe templates, but empowering them to make design decisions and build high-quality, people-centered courses.

In summary

Faced with disjointed and inconsistent learning experiences and an L&D bottleneck, nCino decided to take a new approach. By partnering with Elucidat and applying a new process, they have transformed their content development. The team: 

• Removed the L&D bottleneck that was holding them back
• Empowered content specialists to produce on brand and effective learning with best practice wireframe templates
• Delivered online learning at speed and scale

With even bigger plans for what’s next, the future of nCino is exciting, thanks to nCino University and Elucidat!

Want to find out how you can achieve similar results? Book a demo of Elucidat and get started with a free trial.