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Achieving Quality Assurance Excellence for Financial Services Provider

A comprehensive QA strategy implementation to address client's existing challenges, improve delivery predictability, and become a leader in financial solutions.

Achieving Quality Assurance Excellence for Financial Services Provider
Achieving Quality Assurance Excellence for Financial Services Provider

Achieving Quality Assurance Excellence

US-based Financial Services Provider

Financial Services


Our client is a prominent financial services firm known for delivering innovative financial solutions. They approached us with the goal of enhancing their quality assurance (QA) processes to ensure high-quality product delivery and improved operational efficiency. Our objective was to implement a comprehensive QA strategy that would address their existing challenges, improve their delivery predictability, and establish them as a leader in financial solutions.


Initial Challenges

The company faced several QA-related challenges:


Tool Inefficiencies: The existing toolset, primarily based on Jira, lacked the integration and functionality required for comprehensive QA management. This fragmentation led to inefficiencies in tracking and managing QA activities, resulting in delayed responses to issues and suboptimal workflow coordination.
Inconsistent QA Practices: There was no standardized approach for test case creation, defect reporting, or test execution. This inconsistency led to variability in quality and delivery timelines, causing confusion and rework, which in turn impacted overall productivity and team morale.
Limited Automation: Manual testing was predominant, resulting in long test cycles and increased risk of human error. This reliance on manual processes hindered the company’s ability to quickly validate changes and deliver updates, slowing the overall development lifecycle.
Scalability Issues: As the company grew, its QA processes struggled to scale, affecting overall productivity and reliability. The inability to scale efficiently made it difficult to maintain quality standards and meet the increasing demands of a growing user base.


To address these challenges, we developed and implemented a company-wide QA strategy with the following key components:

Tool Migration:

  • Action: We facilitated a seamless migration from Jira to Azure DevOps (ADO), leveraging ADO’s robust features for better QA management.
  • Impact: This migration provided integrated tracking and reporting, enhancing visibility into QA processes and improving team collaboration. The improved toolset allowed for better management of test cases, defects, and workflows, leading to more efficient and streamlined QA operations. This integration reduced the overhead associated with tool fragmentation and provided a single source of truth for all QA activities, thereby enhancing decision-making and coordination across teams.

Standardized Templates:

  • Action: Established standardized templates for test cases and defect reporting, ensuring consistency and clarity across all QA activities.
  • Impact: Consistent use of templates reduced variability in QA practices, minimizing errors and rework. This standardization ensured that all team members followed the same procedures, leading to more reliable and repeatable QA processes. The uniformity in documentation improved the speed and accuracy of test case creation and defect reporting, which in turn facilitated faster identification and resolution of issues. This contributed to overall quality improvement and operational efficiency.
Repeatable QA Cadence:
  • Action: Implemented a structured QA cadence, including regular planning, execution, and review cycles, to maintain a steady rhythm and improve predictability.
  • Impact: A repeatable QA cadence established a predictable workflow, enabling teams to plan and execute QA activities more effectively. This predictability improved stakeholder confidence in delivery timelines and ensured that QA processes were consistently aligned with development cycles. Regular review cycles allowed for continuous feedback and improvement, helping to identify and address potential bottlenecks before they impacted delivery schedules.
Automation Frameworks:
  • Action: Built comprehensive API and UI-based automation frameworks, significantly reducing the reliance on manual testing and accelerating test cycles.
  • Impact: Automation reduced the time and effort required for regression testing, allowing for quicker validation of changes. This acceleration in test cycles enabled faster delivery of updates and features, enhancing the overall agility and responsiveness of the development process. The automation frameworks were designed to be scalable and reusable, further reducing the cost and effort of future testing activities. This shift not only improved efficiency but also increased the accuracy and reliability of test results.
QA Leadership:
  • Action: Provided ongoing QA leadership and thought guidance, fostering a culture of continuous improvement and innovation within the company’s QA teams.
  • Impact: Our leadership and guidance helped instill best practices and encouraged a proactive approach to QA. This cultural shift promoted the continuous improvement and innovation, ensuring the company’s QA processes remained effective and adaptive to new challenges. Regular training sessions and workshops were conducted to keep the team updated on the latest QA trends and techniques, fostering a culture of learning and growth. This proactive approach helped to maintain high standards of quality and adaptability to changing market demands.
Metrics and Accountability:
  • Action: Set up team/project-specific metrics to monitor performance and progress, improving overall visibility and accountability.
  • Impact: The introduction of specific metrics for each team and project provided clear benchmarks for performance evaluation. This visibility enabled better tracking of progress and identification of areas for improvement. Enhanced accountability motivated teams to meet their targets, fostering a sense of ownership and responsibility. Regular reporting and dashboard reviews ensured that all stakeholders were informed about the status and performance of QA activities, facilitating timely interventions and decision-making.


Through our strategic interventions,  the company achieved the following outcomes:

Enhanced Predictability:
  • Detail: The standardized processes and structured cadence enabled our client to predict delivery timelines more accurately.
  • Business Impact: Enhanced predictability improved planning and resource allocation, resulting in more reliable project deliveries. This predictability boosted stakeholder confidence and satisfaction, fostering stronger client relationships and trust. The ability to forecast more accurately allowed the company to commit to delivery schedules with greater certainty, reducing the risk of missed deadlines and associated costs.
Reduced Manual Test Cycles:
  • Detail: The implementation of automation frameworks led to a significant reduction in manual test cycles.
  • Business Impact: Automation decreased the time and effort required for testing, freeing up resources for other critical tasks. This efficiency gain shortened the overall development lifecycle, allowing the company to bring products to market faster and respond more quickly to customer needs. The reduction in manual testing also minimized the risk of human error, enhancing the overall quality of the software.

Increased Reliability:

  • Detail: Consistent use of templates and automation reduced variability and human error, resulting in higher quality releases.
  • Business Impact: Higher reliability in releases minimized the risk of defects reaching production, reducing the incidence of customer-facing issues. This reliability enhanced our client’s reputation for delivering high-quality products, contributing to customer loyalty and competitive advantage. Reliable releases also reduced the need for emergency fixes and patches, thereby lowering maintenance costs and improving customer satisfaction.
  • Detail: The new QA processes were designed to scale with the company’s growth.
  • Business Impact: Scalable QA frameworks ensured that Forte Group’s client could maintain quality standards even as the company expanded. This scalability supported sustainable growth, enabling our client to handle increased demand without compromising on quality or efficiency. The ability to scale QA processes seamlessly allowed the company to enter new markets and expand its product offerings with confidence.
Trusted Partnership:
  • Detail: By providing consistent, high-quality QA services, we transitioned from being a vendor to a trusted QA partner for our client.
  • Business Impact: As a trusted partner, we became an integral part of the company’s development process, providing strategic insights and support. This deep integration enhanced collaboration and alignment, leading to more effective QA practices and better overall outcomes for the company. The partnership fostered a collaborative environment where both parties worked towards common goals, leveraging each other's strengths to achieve optimal results.
Improved Visibility and Accountability:
  • Detail: Setting up team/project-specific metrics provided clear visibility into performance and progress.
  • Business Impact: Improved visibility and accountability ensured that all team members were aware of their responsibilities and performance expectations. This transparency facilitated better decision-making and timely interventions when issues arose. The regular tracking of metrics allowed for continuous monitoring and improvement, ensuring that performance standards were consistently met or exceeded. Enhanced accountability also fostered a culture of ownership and responsibility, motivating teams to strive for excellence.

Benefits of a Trusted QA Partner


Partnering with a reliable QA service provider offers numerous benefits:

Consistency and Quality: Standardized processes ensure consistent quality across all releases, reducing variability and enhancing reliability. This consistency helps in maintaining customer trust and satisfaction, leading to long-term business success.

Efficiency Gains: Automation and streamlined processes reduce manual effort and accelerate delivery, improving overall productivity. Efficient processes reduce operational costs and increase the speed of delivery, giving businesses a competitive edge.

Scalability: Scalable QA frameworks support business growth without compromising on quality, ensuring sustained performance. Scalability allows businesses to adapt to changing demands and market conditions, ensuring long-term viability and success.

Predictability: Improved processes enable accurate forecasting of delivery timelines, enhancing planning and stakeholder confidence. Predictable delivery schedules improve customer relationships and enable better resource management.

Innovation and Leadership: Ongoing thought leadership and innovation drive continuous improvement and adaptation to new challenges, keeping QA practices current and effective. Continuous innovation ensures that businesses remain competitive and responsive to market trends and customer needs.


Our collaboration with the company underscores the transformative impact of a robust QA strategy and a trusted QA partner. By addressing key challenges and implementing effective solutions, we helped our client achieve greater predictability, efficiency, and quality in their product deliveries, positioning them for sustained success in the competitive financial services landscape. Our partnership not only improved their QA processes but also fostered a culture of continuous improvement and innovation, ensuring that the company remains a leader in delivering high-quality financial solutions.


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