CUSTOMER STORIES
How Ascensus Tripled its CRM Testing Efficiency
Headcount efficiency
Reduction in bugs
Increased throughput
How Ascensus Tripled its CRM Testing Efficiency
Who is Ascensus?
Ascensus is the largest recordkeeping services provider in the US, specializing in retirement, college savings, and health savings account administration. To ensure reliability and efficiency across platforms, Ascensus has been utilizing test automation software to maintain high quality and performance for their digital solutions.
THE CHALLENGE
Manual testing errors and wasted time
Ascensus relies on Microsoft Dynamics 365 CRM to manage customer relationships and business growth. This application is business-critical for Ascensus. Previously, their QA strategy involved 100% manual testing, but this was slow and costly.
The CRM team faced several challenges:
– Excessive time spent on regression testing, especially following D365 updates.
– Inability to achieve desired test coverage with limited testing resources.
– Manual testing errors leading to bugs in production and service disruptions.
Unable to shift focus from maintaining the CRM to driving innovation.
THE SOLUTION
Rapid time to value and projected ROI
Ascensus chose Leapwork due to its rapid time to value, projected ROI, and easy-to-use interface. Leapwork’s rapid onboarding program and continuous validation engine and visual interface blew the competition out of the water, allowing Ascensus to swiftly secure budget internally.
Leapwork caters to both technical and non-technical users, opening the door for wider organizational adoption. Even with a modest QA team, Ascensus was able to quickly build automation flows, pulling business users into the process to expand test coverage
THE IMPACT
Enhanced throughput and efficiency
Leapwork’s platform has revolutionized CRM application regression testing at Ascensus. By enhancing throughput and headcount efficiency, Leapwork has significantly boosted the CRM team’s efficiency.
The team at Ascensus also note how the platform has eliminated siloed testing. Now, business analysts, developers, and QA analysts own and drive the testing process, helping Ascensus to drive innovation faster.
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