Project description
Our team developed a full-scale wealth-management and investment management solution for the US mass market based on Salesforce platform. This app is designed for investment managers, analysts and investors who can authorize, manage customer main data (including households information), create and maintain proposals, design portfolios, search live stream info, and use different integrated partner wealth-management\investment planning tools, use employee Help Center, that integrates seamlessly with Salesforce Cases and Knowledge.
Goals and tasks
The goal was to build a Salesforce employee Help Center, that integrates seamlessly with Salesforce Cases and Knowledge. As one of the project phases the goal was to set up QA automation for the project.
Project scope
- Automate Smoke and Regression Testing
- Verify integration with 4 systems
- Design tests for different Personas and different level of access
- Design detailed test documentation
- Perform cross-browser testing
- Check different features in dependency of environment
- Analyze and test business requirements Usability testing
Result
- 2 fully tested versions of application were successfully released
- Safe 1h per week by automatization Smoke test
- Safe 7h per week by automatization Regression Test
- Test documentation was provided to the customer
- More than 1000 defects did not “go live”
Advantages of JET BI
- All engineers ISTQB Certified
- Deep knowledge in CRM systems
- Workflow transparency
- Flexible engagement models
- Minimal on-boarding overheads
