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Case Study

Constructing a UAT Strategy for a Global Bank

Introducing a viable, repeatable strategy for UAT success.


This APAC-based bank was transitioning from a legacy system to a global post-trade management platform. The effort would require extensive product testing as well as user acceptance testing (UAT). Broadridge Consulting Services helped construct and implement a strategy framework that capitalized on onshore and offshore testing, client data and vendor partnerships.

IMPROVED RESOURCE UTILIZATION

Established a framework for collaborative testing across sites and multiple geographies.


INCORPORATED TESTING AUTOMATION

Streamlined configuration changes, standardized deliverables and automated testing documentation.


ACCELERATED DEPLOYMENT

Reduced implementation timeframe by five months.


ENSURED PREDICTABLE OUTCOMES

Developed an end-to-end test strategy and implementation framework devised to optimize platform stability and testing for future upgrades.

RESOURCES REQUIRED FOR USER ACCEPTANCE TESTING

This APAC-based global bank was transitioning from a legacy system to a global post-trade management platform. The effort would require extensive product testing as well as user acceptance testing (UAT). It also presented a strategic opportunity. Rather than simply outsourcing, the bank sought experts who could manage the testing and create an end-to-end, viable, repeatable and efficient UAT framework for the long term. The right approach would clearly define hardware, environments, processes and best practices, adding automation in ways that optimized existing resources.

ROLE MODEL AND REQUIRED EXPERTISE

Broadridge Consulting Services helped construct and implement a strategy framework that capitalized on onshore and offshore testing, client data and vendor partnerships. A Broadridge senior strategist mapped out the bank’s testing strategy, environment needs, end-user experience, business scenarios and a full project roadmap. The team charted automation requirements for configuration changes, deliverables standardization and testing documents. They established best practices for collaborative testing between bank offices in Bangalore and Singapore. Efficient testing allowed the bank to shave five months off platform implementation, while the new strategic testing framework provided a step-by-step roadmap for predictable outcomes and UAT success.

Core Benefits

  • Defined requirements for UAT staffing and training
  • Established UAT framework, including hardware, environments, processes and testing
  • Leveraged bank’s operational resources in Singapore and Bangalore
  • Set a roadmap for future phases, upgrades and new testing/UAT project

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