Author: Ruth Cawdron

“Impowr is used by our whole credit underwriting team multiple times a day.”

Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Farm Credit Illinois is a farmer owned and directed agricultural lending cooperative serving 10,000 farm families, agribusinesses, and rural landowners in the southern 60 counties of Illinois with competitive and flexible financing and crop insurance expertise. Their deep understanding of agriculture enables them to provide knowledgeable and effective service.

An interview with Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

What specific challenges were you trying to solve that made you look for a solution?

Farm Credit Illinois (FCI) recently implemented the nCino suite for our loan origination platform. During our design and discovery phase, we realized we were going to have a gap in our credit underwriting process because our previous configuration for uploading financial data sets was not going to be compatible with nCino.

We needed to upload data sets from Excel to the loan origination system for risk rating and other company objectives. Along with our technology provider, Farm Credit Financial Partners, Inc. (FPI), we began the search to find a solution to fit our needs.

What were you (or weren’t you!) looking for in a solution?

• A cost effective, secure, and efficient tool to import data from Excel into our nCino platform.
• A solution that could be easily used by our Credit Department and fit seamlessly within the process without adding additional navigation or clicks.
• We could not afford to sacrifice our member experience by negatively impacting turnaround time in our loan decisions or employee engagement with a complex or cumbersome solution.
• We did not want a complex solution that would require more regular monitoring or resource demand for support, or leave us vulnerable to data errors in transition.

After a process of vetting different solutions, from internally built custom code to outside solutions, we found ProvenWorks. The solution Impowr fit our need to efficiently and effectively upload data from Excel to nCino.

How easy is it to use Impowr?

Very easy! Once we created and saved the import mapping, the end user experience was seamless! We have one saved mapping that is used by many users multiple times a day. It’s a key cog within our underwriting process of uploading data.

How long did it take to train your users?

We were able to coincide the implementation of Impowr with the go-live of our nCino platform. As a result, we incorporated the training for Impowr in our new guides which made for a seamless transition to Impowr. This tool was labelled a “win” in multiple training locations during training courses.

How does Impowr solve the challenges you had with your process?

At the drag and drop of an Excel file, we’re able to import data from our Excel model into the nCino loan product package in a seamless transition.

The efficiency gained from Impowr saves end users from manually entering these data points from point A to point B, reduces data integrity concerns at an effective cost and demands minimal resources to implement and maintain.

How has Impowr helped your business and customers?

The saved data mapping is used by our whole credit underwriting team multiple times a day. At FCI, we view Impowr as our end solution and feel it best fits into the process as we underwrite credit today. The results through two months are very valuable, as this tool in part helped our credit department underwrite a large Q4 loan demand. Without Impowr, this would have negatively impacted loan decision turnaround time with our members and our employee engagement.

Why Impowr?

We’ve had no reason to contact Support thus far – which is a good sign as we haven’t had any issues! I’ve started mentioning ProvenWorks and specifically Impowr as a solution for anyone who needs to transfer data from Excel to nCino.

We thought our previous system coding in our previous loan origination system was efficient, but Impowr was just as efficient if not better as now we can also drag and drop files.

In short, it’s an efficient, cost effective tool that requires marginal training demand and can be used by an individual or a team of users on a frequent or infrequent basis.

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“Impowr frees up time to concentrate on the actual work that we do.”

Sharm Das, Database Manager at Mental Health UK

Bringing together the heritage and experience of four charities across the country who’ve been supporting people with their mental health for nearly 50 years, Mental Health UK provide support and services for the biggest societal challenges posing a threat to our mental health – and they won’t stop until everyone has the tools they need to live their best possible life.

The challenge: importing master-detail records into Salesforce

Mental Health UK receives donations from various online platforms including Facebook, Virgin Money and Paypal donations. Centralising this data – contacts, donations and soft credit – in their Salesforce org is crucial to cultivate a single source of truth about their donors and communicate using the most up-to-date information.

They needed a solution to make importing Recurring Donations into Salesforce as straightforward as possible.

• Mental Health UK needed to import records with Master-Detail relationships into Salesforce, especially Recurring Donations
• They required a process that was straightforward for their small team
• Other solutions they investigated required lots of manual effort which was inevitably time consuming

The solution: empowering busy Salesforce users to import Recurring Donations easily

“I normally find importing such a laborious process, but now it is quick and easy!”

Jemima Woolgar, Senior Community & Events Fundraising Manager

With Impowr (formerly SimpleImport), Mental Health UK’s importing process is straightforward, even for multi-sheet files and master-detail records. Thanks to easy matching of Excel columns to Salesforce object fields, importing has never been so simple!

Impowr presents success and error files for each import, and the Mental Health UK team can use the handy Salesforce Records IDs on the import success files for further manipulations. Even better, the team can save import mappings for further use, saving time and effort on recurring jobs.

The result: importing made simple

“Impowr has saved us so much time. So streamlined and easy to use!”

Johnston Connelly, Events Fundraising and Engagement Officer

With Impowr rolled out, the Mental Health UK team can handle their Recurring Donations imports with ease. Crucially, this frees up their time to focus on what matters most: their mission.

An improved user experience

• The Mental Health UK team can import recurring donations and handle soft credit quickly
• No more anxiety around import jobs thanks to a clean user interface and undo button
• Straightforward workflow with no need to export to CSV or run multiple import jobs for child records

Bigger picture

• Mental Health UK can better track their donors and donations
• Scalability as the team looks to use Impowr for other import processes!
• Impowr frees up time to concentrate on their mission

Why Impowr?

We asked Sharm Das, Database Manager at Mental Health UK why she would recommend Impowr:

“The most cost-efficient solution I have come across.”

We are privileged to support nonprofit organizations, such as Mental Health UK, with flexible discounts. And regarding support:

“The Support team has been amazing – very helpful and quick to respond.”

Help Mental Health UK provide everyone with the tools they need to live their best possible life

Find out more about Mental Health UK and support their vital work across the UK.

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“Impowr is a must-have!”

Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training

Dale Carnegie was founded in 1912, inspired by one man’s belief in the power of self-improvement. Since then, it’s evolved into a movement that’s crossed borders and generations, showing people how to tap into the best parts of themselves to create positive change.

Today, through franchises in over 90 countries and all 50 states, they help people gain greater influence and make meaningful contributions in the places that matter most.

The challenge: moving data from external sources into Salesforce Sales Cloud

As a global franchisor, Dale Carnegie was challenged by siloed information stored in separate franchises using different file formats and languages. Supporting their franchisees with a single org meant that imports needed to honour complex sharing rule configurations to segment their data.

• A small support team for a large amount of imports
• Time-consuming import jobs due to differences in how franchisees operate
• Complex sharing rules to navigate
• Inconsistent file formats
• Multiple data sources and multiple languages

The solution: automatic recollection of prior import mappings makes importing quick and easy

Dale Carnegie needed a strong, efficient importing solution to speed up their regular complex importing jobs. With a small team supporting many franchises, the solution had to be efficient to use, and capable of managing multiple data sources and formats.

With its simple user interface, compatibility with Dale Carnegie’s unique Sales Cloud configuration and sharing rules, and support of multiple file formats, Impowr is the perfect answer to their problems.

The result: Dale Carnegie supports their franchise network with over 50 unique file imports each month

After a simple and speedy installation, and with the straightforward solution configured, Dale Carnegie’s administrators can manage their complex importing processes with ease thanks to Impowr.

This new way of working has enabled the support, sales and even marketing teams at Dale Carnegie to focus on what’s most important: their customers.

A better customer experience

• Less time importing means support staff have more time to focus on delivering an outstanding level of customer support
• Customers and prospects receive a tailored experience since the Dale Carnegie team has an up-to-date picture of customers and prospects thanks to frequent easy imports of important data

An optimized workflow for staff

• Saving import mappings reduces the exhausting administrative overhead
• A user-friendly UI makes the whole import process straightforward
• Sales reps work effectively with the latest customer information
• Support staff can spend more time helping customers and less time importing data
• The team can easily work with multiple file types, including XLS, XLSX, CVS and ODS without leaving Salesforce
• The Dale Carnegie team can trust their CRM and its data thanks to regular, quick import jobs

Why Impowr?

“Cases are typically resolved quickly and professionally. I don’t reach out to ProvenWorks for support often – the application is robust, reliable and is self sustaining. The fact that we don’t need support very often speaks to why we love this product.“

Christopher Addeo, Vice President of Information Technology at Dale Carnegie Training

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