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A global B2B financial services company iconA global B2B financial services company

Financial solutions provider raises the quality of software development with OpenText™ Core Software Delivery Platform

A global B2B financial services company icon

About the global B2B financial services company

This global provider of business-to-business financial solutions serves its parent company and external businesses, supporting customer investments with leasing solutions and equipment, project, and structured financing.
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  • Experience:
    50 years
  • Employees:
    3,000+ globally

Summary

Challenges

  • Juggling testing, QA, and dev backlogs slowed application delivery.
  • Adding new features risked application stability, speed, and security.
  • Regular audit demands drained time and resources.

Solution

  • Streamlined management of testing, QA, and development backlogs.
  • Improved collaboration and visibility across teams.

Results

  • data-visualization Unleashed employee productivity
  • asset-management Accelerated processes with AI
  • dollarsign Ensured audit-readiness
  • diagram Achieved 91% time gain in user acceptance test generation

Challenges

  • Testing and backlog overload slowed delivery
  • New features threatened app performance and security
  • Frequent audits drained time and resources

This global provider of business-to-business financial solutions serves both its parent company and external companies, supporting investments through leasing solutions, and equipment, project and structured financing.

To empower its 3,000 employees to work effectively, the company invests continually in updating the wide range of software tools it offers its workforce. Specifically, the company puts new software releases through rigorous testing to help ensure that applications provide new capabilities while remaining stable, efficient, and secure. Testing also checks that the updated applications integrate seamlessly with the rest of the application landscape. Adherence to detailed QA and development backlog processes helps ensure that new releases meet defined requirements and development teams prioritize the right tasks.

The company’s senior test manager said, “We have internal customers in locations including France, Germany, and China that use a variety of different software tools to support their work. Some of our applications are used by thousands of people each day, so it’s essential that we keep them up to date. Our ongoing challenge is how to manage the testing of each new software release to high standards, alongside QA and development backlog processes.”

A person using a touch screen technology

The OpenText platform offers us a professional database for testing that mirrors the workflow of our typical application lifecycle [...]. As a result, we gain confidence that we’re testing software rigorously to arrive at the best release for our internal customers.

Senior test manager
A global B2B financial services provider

Solution

To transform the management of software testing, quality assurance and development backlog, the financial services company deployed OpenText Core Software Delivery Platform in the cloud, enabling end-to-end visibility and control.

Products deployed

Reduced complexity with a centralized testing and QA platform

With OpenText Core Software Delivery Platform (CSDP), the company has gained a cloud-based solution that meets its requirements for the management of software testing, QA, and development backlog.

“When we selected OpenText, our priority was finding the highest quality toolset,” said the senior test manager. “By choosing a cloud-based solution, we get new features rolled out on a constant basis without having to maintain our own specialists in the technology. We can focus on what’s important—empowering our internal customers with the best software—rather than creating and maintaining in-house software development tools. The cloud-based nature of the solution also gives us peace of mind that we’re covered when it comes to security.”

Improved collaboration and visibility across testing and development

With a single point of control, the financial services provider facilitated collaboration between stakeholders involved in software testing, QA, and development backlog processes. For testing, the company maintained approximately 100 workspaces within the platform, with some applications using more than one workspace and some workspaces used by multiple applications.

“Our project managers rely on the dashboards within OpenText Core SDP for immediate visibility of how testing is progressing,” said the senior test manager. “It is now much easier for them to ensure adequate test coverage and that we’re meeting the criteria laid out by the developers.”

The financial services company makes extensive use of the DevOps capabilities of OpenText Core SDP to enable seamless test automation.

Some teams within the company also utilized the OpenText solution to manage QA and development backlog. “Although software testing is our main use case for the OpenText solution, it’s also a valuable tool for many of our developers to track QA and prioritize different tasks,” said the senior test manager.

Two people discussing work on office computer

We are using OpenText DevOps Aviator to suggest User Acceptance Tests and define User Stories. DevOps Aviator helps us to generate User Acceptance Tests in just 5 minutes versus 1 hour previously.

Senior test manager
A global B2B financial services provider

Results

Using the OpenText solution to tightly manage testing, QA, and development backlog at every step of the software lifecycle, the financial services provider empowered its employees with the solutions they need to work productively.

Unleashing productivity

Through the OpenText solution, the financial services provider has unlocked unprecedented transparency and control for software testing, QA, and development backlog, allowing the company to focus on elevating the employee experience.

“OpenText Core SDP offers us a professional database for testing that mirrors the workflow of our typical application lifecycle,” said the senior test manager. “It prevents anything from slipping through the net. As a result, we gain confidence that we’re testing software rigorously to arrive at the best release for our internal customers. Those using the solution it to manage QA and development backlog have a versatile framework that helps them optimize resources to get better results.”

Accelerating processes with AI

The financial services company is making further gains in productivity through the use of OpenText DevOps Aviator to design test cases automatically. Having set up the environment and started querying data within less than four weeks, the company quickly saw real business results from the solution.

"We are using OpenText Aviator to suggest User Acceptance Tests and define User Stories," said the senior test manager. "Aviator helps us to generate User Acceptance Tests in just 5 minutes versus 1 hour previously.”

With OpenText AI integrated into its existing enterprise-grade information management capabilities, the financial services company was able to make faster data-driven decisions. Users can employ conversational search to find, retrieve, and analyze information much faster than before, and the solution also accelerates document management tasks.

Ensured audit-readiness

Operating in a highly regulated industry, the financial services provider is subject to regular internal and external audits. The OpenText solution provided full visibility of testing processes to simplify compliance with regulatory guidelines.

“OpenText helps us maintain an ‘audit-proof’ position, so we have all testing documentation ready at our fingertips in one place,” said the senior test manager. “As a result, we cut the risk of non-compliance and dramatically reduce the effort required from my team to serve up the required documentation.”

Building a long-term relationship

The financial services provider anticipates that OpenText technology will play a central role in its software delivery processes for years to come.

“Whenever we’ve been in contact with OpenText for support, I have been very happy with the speed and effectiveness of their response,” said the senior test manager. “We’re continuing to explore new features and functionality such as the DevOps Aviator AI technology to uncover new insights. OpenText continues to deliver value to us, and we have teams across the world using it who are all extremely satisfied.”

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