Inside nCino’s Global Rocketlane Rollout with nCloud Integrators

nCino is a financial technology company that builds intelligent, cloud-based banking solutions for financial institutions around the world. Its professional services team recently moved global delivery onto one platform, Rocketlane, and ran the implementation itself. The team migrated nearly 1,000 active projects, consolidated four tools into one professional services automation (PSA) system, and now has more than 370 team members across EMEA, North America, and APAC working from a single source of truth.

Dmitri Rybakov, Director, Operations & Analytics at nCino, shares how nCloud Integrators, an independent professional services consulting firm, provided executive-level guidance throughout the Rocketlane implementation, from kickoff and design through migration planning, change management, and go-live planning, while his team did the hands-on work.

The Challenge

As nCino grew globally, its services delivery outgrew the tools underneath it. Project plans lived in one platform, time tracking and resourcing sat in two others, and customer updates went out in several different ways. Leaders had no single view of project status.

The gaps showed up in daily work. Adding a team member in one system could mean waiting hours before that person could log time in another. New hires had to learn multiple platforms, and acquisitions made it harder still to bring project data into the patchwork.

The Approach: nCino Builds, nCloud Integrators Advises

nCino chose Rocketlane as a full PSA platform and decided its own team would run the implementation. Rybakov explained that they wanted to learn the system at the most granular level up front, rather than hand requirements to another team to build.

Rocketlane supplied a technical resource in an advisory role, and nCino did the hands-on setup, testing, and program management itself. The assistance nCino needed for this global implementation was executive-level guidance on professional services best practices from a firm that had supported other Rocketlane implementations and also uses Rocketlane itself: that firm was nCloud Integrators.

Executive Guidance, Start to Finish

nCloud Integrators was involved from kickoff through rollout. Senior nCloud leaders facilitated several kickoff sessions that helped the team think through its current state, its pain points, and the outcomes it wanted to achieve.

Through design, the nCloud Integrators team stayed close to the work and operated as a shadow extension of the company’s team. "Anywhere they saw an opportunity to share best practices, flag pitfalls, or offer counsel for our design decisions, they did," Rybakov said. “They could very comfortably challenge us and push us in a way that was helpful.”

The range of nCloud Integrators consulting assistance stood out. “nCloud could facilitate a leadership discussion at the executive level, then sit down with a small group of users and get into the details just as easily,” Rybakov added.

During the build, a weekly call gave nCino space for "a good open dialogue" while its own team stayed hands-on with the keyboard. Toward the end of the build, the engagement focused on the rollout approach and go-live planning, with nCloud Integrators assisting nCino with a change management framework.

Reflecting on the experience, Rybakov noted: "nCloud Integrators brought an absolutely world-class level of professionalism, along with a depth of experience leading professional services and customer success teams. It went far beyond a technical implementation; they were fully invested in our success."

Results

nCino's global services organization is now live on one platform. More than 370 people across three regions work from a single source of truth, and leaders have a live view of performance across the portfolio. Projects launch from dynamic templates, and delivery connects to Salesforce and other core systems.

Rybakov said nCloud's input impacted nCino's plan, from advising early on to use simpler project plan templates to helping the team "land on the right strategy for the region-to-region migration," which lowered the risk of a single cutover across a global organization.

Now, with its services organization on one connected platform, nCino is continuing to bring enhanced workflows and automations for project delivery, from surfacing risks to analytics and resourcing decisions. As more new projects start and finish entirely on Rocketlane, nCino expects to use the available data to continue driving improvements in customer implementation outcomes.

Looking back, Rybakov said the right platform was only part of the equation. “For large organizations with complex programs, the governance, building a network of champions, and choosing a rollout approach matter as much as the technology. Having experienced advisors in those conversations made a real difference.”

About nCloud Integrators

nCloud Integrators helps organizations implement and optimize Customer Success, Professional Services, and People Analytics platforms. Having partnered with more than 600 customers, nCloud provides implementation, optimization, and expert services, plus AI consulting built around each platform: helping Gainsight teams prove value as AI takes on routine work, Rocketlane teams turn faster delivery into outcomes and margin, and Visier teams connect workforce data to decisions and prepare their people for AI. nCloud Integrators is an independent firm and is not affiliated with nCino.