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Test Automation Assessment and Strategy for a Financial Services Organization

As part of a test automation assessment and implementation, Forte Group implemented test case management for visibility and consistency of tests across teams. We made test automation execution accessible to everyone on-demand and grew the number of automated test cases from 60 to 200.

Test Automation Assessment and Strategy for a Financial Services Organization
Test Automation Assessment and Strategy for a Financial Services Organization

Client:
Financial Services Organization

Industry:
Financial Services

Technology and Platforms:
.NET, C#, ASP.NET, SQL Server, Playwright, Azure DevOps


A diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. The organization offers retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community.

Technical Challenge

The client's quality assurance (QA) program faced a number of challenges: a lack of test coverage visibility and tracking, low confidence in product readiness for releases, and a lack of testing process and practices.

In addition, they had difficulty in allocating subject matter experts (SMEs) to find and set up data to execute tests. Their test automation covered only specific features and was difficult to run locally. They faced inconsistent team allocation for addressing bugs and verifying fixes. There were no formal quality or testing practices in place to provide confidence in application quality.

Approach & Solution

Forte Group implemented end-to-end test automation as part of the client's release pipelines. We tracked test cases and related automation artifacts in Azure DevOps. Test automation pipelines ran regression tests each evening to monitor environments and changes. We implemented a test data setup tool to enable self-service capability to query and create test data. This tool supported both manual and automated testing.

Forte Group integrated QA-focused resources into key scrum teams. This eliminated the need to involve business users in testing. We implemented standardized testing practices and integrated automated test suites with Azure DevOps Test Plans.

Results & added value

Automated test coverage gave the client's team confidence that they could efficiently assess the quality of releases, with less need for manual checks. There was better visibility to test coverage and an improved ability to plan QA activities for releases. The Dev team became more involved in the implementation of component tests, with a faster turnaround for bug fixes and triaging failing tests.

Outcome

  • Increased functional test automation feature coverage from zero to 50%.
  • Eliminated the need for business SMEs to perform testing.
  • All business and IT stakeholders have real-time visibility into development and quality metrics.
  • Expanded test coverage from component-level only to both functional and user acceptance testing.


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