Introduction

Project Duration: 8 months (2022-2023)
Client: The largest US-based asset manager and investment advisory firm, managing $7.7 trillion in global assets.
Objective: Testing a client-facing web application to enable the sale of banking products in Europe and the US, with integration to American Express.

The Story

Scope of Work: The primary objective was to test and deliver a high-performing web application, ensuring seamless functionality across multiple geographies while integrating with external systems such as American Express.

Project Roles:
Test Manager: Oversaw the testing lifecycle and ensured the quality of deliverables.
Technical Coordinator: Managed technical dependencies and ensured effective collaboration across distributed teams.

Team Setup:
4–6 distributed teams, with a total team size of 6–10 members. Collaborative work across multiple time zones.

Tasks Undertaken

• Coordinating the SDLC from a testing perspective.

• Defining the test automation strategy and overall testing approach.

• Implementing automated API and UI tests.

• Providing testing coverage metrics for KPIs.

Technologies and Tools Used:

• Java, AWS, RestAPI, Ngrx

• Cucumber, TestNG, Jira, Jenkins, Cypress

Methodology: Agile with Continuous Delivery practices.

The Challenge

The project involved collaboration across distributed teams operating in multiple time zones, which demanded precise synchronization and regular communication to ensure alignment. Integrating modern technologies with existing legacy systems introduced additional layers of complexity, requiring careful planning and execution. At the same time, the commitment to zero downtime meant that continuous delivery had to be maintained without any interruptions to user access or experience.

The Results

The project emphasized the importance of planning and dependency management. Most efforts were directed towards coordinating between teams and aligning priorities.

Key insights included:

Dedicated Coordination: Effective communication and synchronization between distributed teams were critical for success.
Modern Technologies vs. Legacy Systems: While modern technologies accelerated development, integrating with legacy systems posed challenges.
Outcome: The project was successfully delivered, and after go-live, the Net New Money KPI showed a positive trend, reflecting the impact of the solution.

This case study highlights the importance of robust testing strategies, advanced tooling, and efficient coordination in delivering high-quality client-facing applications.