Goal

What the client needed to achieve

A rapidly growing commercial bank set out to transform its paper-based treasury management process into a Salesforce-powered solution that would streamline workflows, digitize document management, and create a 360-degree view of the customer.

To ensure a smooth implementation and strong adoption across departments, the bank partnered with Sendero and a software integration partner to build a detailed plan that addressed key risks, gained stakeholder alignment, and improved the employee and customer experience.

Results

Enhancing visibility, efficiency, and collaboration across business units

100+

employees trained on the new system

Delivery

How Sendero delivered

Sendero collaborated with the bank to guide the implementation from discovery through delivery, focusing on risk management, stakeholder engagement, and cross-team alignment.

Highlights:

Facilitated requirements gathering sessions using a collaborative approach that encouraged open discussion and efficient decision-making
Introduced a new meeting structure to capture input while maintaining productivity and focus
Re-baselined the overall program schedule with achievable milestones and realistic timelines
Launched daily stand-up meetings to maintain progress visibility and ensure accountability
Partnered with QA and testing teams to create standard metrics for defect tracking and resolution
Supported the rollout by developing and delivering training materials for more than 100 employees

Practice

Transforming treasury management through collaboration

Sendero’s partnership with the bank resulted in a modern, Salesforce-based treasury management solution from nCino that streamlined processes, improved communication, and strengthened customer relationships. The new system positioned the bank to continue scaling efficiently while maintaining a consistent, high-quality experience for employees and clients alike.

Key Contacts