About the Customer
The client operates in the financial services industry, specializing in innovative insurance solutions that cater to dynamic client needs. With a focus on personalized offerings, they strive to enhance customer experience, ensure regulatory compliance, and maintain financial transparency.
However, they faced several challenges that required a structured approach to testing and software quality assurance.
Customer Challenges
- The business needs to be able to track, manage and maintain records of payment and collection transactions.
- The overall system was huge and difficult to test.
- With multiple system interfaces and complex requirements, the complexity of software systems was growing beyond control, rendering applications and portfolios overly costly to maintain.
- The Business Owners, Development Team and Business Analysts were finding it difficult to add in to the efforts of dedicated testing. Hence affecting the product quality and business.
Our Solutions
- Established Offshore Delivery Centre (ODC)
- Domain inclined Testing
- Walkthrough of requirement with SME
- Domain specific repository – Visual Artefact, Process Artefacts, Business Flow etc.
- Identified Testing Reusable Components E.g. payment areas
- Jira was introduced as a test management tool
- Testing processes were published, with ready-made templates of TC, Test results, TC checklists were signed off
- Delivering testing in agile scrum methodology
- Test process automation solution using JMeter, Jira, Zephyr, API Testing
Testing Process Introduced

Proposed Testing Approach
Testing Process Implementation
- Define all the testing process and get it signed off from the BA
- Get the Test case, Test results, Test checklists- Templates to be signed off from BA
- Creating a repository of testing artefacts
- Conducting RCA (Root Cause Analysis) at end of 2 sprints or as needed.
Testers Training
Get the tester trained on the domain as well as the tools, if any, used in testing using pre-recorded videos by testers or KT sessions.
Initial Steps
- Application walkthrough by onsite SME to offshore QA / System Analyst
- Get additional inputs from the onsite developers, BA which can be used by all testers
- Capture the information in the form of visual diagrams, documents, etc., and add it to the knowledge repository
- Arrange for a reverse KT to verify if the information gathered is correct
Testing Model
Agile
Automation
With the system getting more matured, it can be automated using the compatible tools.
