SQA2 Case Studies: Finance Tech
Overview
Our client, a leader in the financial services sector, faced challenges managing credit card operations for field teams. Their manual processes for loading funds, tracking transactions, and reconciling expenses were slow and error-prone, hindering operational efficiency. By leveraging our QA expertise and scalable SQaaS model, the client transformed their workflows, achieving faster reconciliation, reduced manual effort, and enhanced accuracy.
Project Background
The client operates in financial services, managing workflows for employees conducting sampling demonstrations. Their platform aimed to automate credit card fund loading, track real-time transactions, and simplify reconciliation reporting. The manual workflows of their legacy systems led to inefficiencies, errors, and delays. To meet their goals, they turned to our QA team to ensure the platform’s functionality, security, and scalability through automation and comprehensive testing strategies.
Challenges
Before implementing our QA services, the client faced several issues:
- Manual Fund Management: Slow, error-prone workflows for loading and managing credit card funds.
- Complex Reconciliation: Hours of manual cross-referencing between transaction files and event data.
- Security Roles: Ensuring appropriate permissions for Support Center Representatives and System Administrators.
- Data Synchronization: Challenges integrating their platform with large, slow databases while maintaining data accuracy.
- Employee Scheduling: Time zone discrepancies and schedule changes complicated card management workflows.
Solutions
Our team tackled these challenges with a robust QA strategy:
- Comprehensive Testing Approach: Validated platform functionality, including cardholder profiles, replacement workflows, and transaction tracking, against legacy systems. Conducted integration tests to ensure accurate data synchronization between systems, minimizing errors.
- Shift-Left QA Implementation: Participated in early-stage planning to identify and mitigate potential risks. Documented processes thoroughly, enabling smooth onboarding for new team members.
- Automation-Driven Efficiency: Automated regression testing for reconciliation workflows, covering 80% of test cases. Streamlined manual testing efforts using automated UI and API tests to reduce testing time.
- Cost-Effective SQaaS Model: Our embedded QA engineer focused on automation while the SQaaS team handled manual testing and supported automation tasks. Delivered automation capabilities at a lower cost compared to traditional SDETs, ensuring efficiency and cost-effectiveness.
Outcomes
Our QA efforts delivered tangible results for the client:
- Reduced Reconciliation Time: Automated workflows reduced processing times from hours to minutes.
- Improved Efficiency: Real-time transaction tracking enabled better oversight and fraud prevention.
- Enhanced Accuracy: Automated testing reduced manual errors and ensured reliable fund management.
- Scalable QA Framework: Automation efforts covered critical workflows, with capacity to scale further.
Client Feedback
The client expressed satisfaction with our QA services, highlighting the seamless integration of manual and automated testing tasks through our SQaaS model. They praised the reduction in manual effort, faster turnaround times, and the cost-effectiveness of our approach.
Lessons Learned and Best Practices
- Communication is Key: Early collaboration ensured alignment with business goals and reduced risks.
- Role-Specific Testing: Dedicated accounts for each user role improved security and minimized errors.
- Scalable Automation: Automating repetitive workflows freed up resources for higher-value tasks, improving efficiency.
Contact Us
If you’re seeking cost-effective and scalable QA solutions tailored to your industry’s needs, contact us today. Learn how we can transform your operations through automation and expert testing strategies.
