Investment Management Company

Test Processes Development

The IT strategy of the client has a firm focus on the decommission of all legacy Oracle forms and reports. The client used the decommissioning strategy as an opportunity to implement their new technical architecture. The first project to adopt this new Service Oriented Architecture (SOA) was a third-party integration which would replace a large suite of oracle forms and reports. As the long-term test partner, the client looked to us to develop test processes which would effectively test the new technology in use, as well as test the product integration in collaboration with the business users and suppliers.

Company Background

The Investment Management Company has UK £173 billion assets under management. With a strong partnership model, the firm focuses on delivering value for clients over the long term.


A high-profile project delivery impacting Trading teams, Settlements and client management departments, the product allows equity and bond operations teams to automate the post execution trade process using an exception-based system. The product covers trade confirmations, trade settlements and settlement tracking.

Key elements included:

  • Delivering test management with our test teams and UAT support, ensuring no duplication of effort and maximum test efficiency
  • Implementing a robust automated test suite into the build and release process
  • Static testing from day one, using sector and client expertise while engaging with project stakeholders to devise a wide range of test scenarios
  • Delivering a pragmatic test strategy, using manual and automated tests in line with a risk-based approach
  • Collaboration with client technical teams at solution design stage
  • Liaising with third party development teams to arrange a suitable release schedule, minimising impact on UAT
  • Test tools evaluation


We implemented a documented test strategy with clear roles and responsibilities. The team engaged with relevant project stakeholders throughout the implementation to establish the test processes, deliver the testing and report on milestones in relation to business goals. Given the business challenges; delivering a new system with a shift of processes, and the technical challenges; an entirely new technical architecture, the key testing principles adopted included:

  • Implementing a sound test strategy, with clearly defined processes, roles and responsibilities while retaining a pragmatic approach
  • Delivering a robust intelligent automation test suite to aid technical infrastructure testing
  • Leveraging the industry expertise of our consultants to devise and execute a wide range of business case test scenarios
  • Evaluating test tools increasing the efficiency of testing the new technology stack
  • Skilled and diverse test consultants able to deliver business case and back end technical testing across a complex and dynamic environment


Working with the client, we also delivered:

  • Test strategy documentation (subsequently used for external audits)
  • Re-usable intelligent automated API testing framework
  • Tool documentation. The tool Postman was evaluated and rolled out across wider development and test teams at the client with supporting guide documentation
  • The introduction of Newman automated testing to execute intelligent automated tests as part of every new release to the test environment
  • A test culture focusing on quality, flexibility, risk reduction and adding value for the client


“This has been of particular benefit to the project as we now have an ‘integration’ quality gate whereby we can conduct a full end to end test on released code before it gets to a formal system test environment. This has already caught several bugs which would have otherwise used up valuable tester resource which could have been better spent on testing business functionality.”

Client Application Developer on the implementation of automated API tests

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