End-to-end agile testing helps an international NGO save testing efforts by 70%

Trigent has become a very integral part of our Salesforce build team.The team learned our product pretty quickly, and that was quite impressive because this is probably one of the most complex builds. Their teams' ability to comprehend without us giving an enormous amount of time to learn was incredible.

About the client

The client is an international, anti-slavery organization focused on human rights and law enforcement. The global organization works to combat sex trafficking, slavery, child abuse, cybersex trafficking, and forced labor to save victims, deter criminals, and decrease violence.

Business challenge

The client used a combination of custom applications and multiple SaaS platforms for fundraising, case management, investigations, and collaboration amongst employees across Africa, Latin America, India, South East Asia, and Europe. The implementations in these systems varied by country and project; the data was owned and maintained by individual program units and had a complex structure. This posed a massive challenge in the exchange of information across programs and global incident management efforts. For seamless collaboration and better data quality for improved decision making, the client wanted an integrated portal with advanced customization, so they migrated to Salesforce CRM.

The initial phase of transforming about 130 business processes took about a year. These were over 35 high-impact processes and contained complex business rules & workflows, with limited decentralization. The initial phase needed to provide quantified, undeniable data for program measures and evaluation.

Trigent solution

Trigent was tasked with testing and performing overall QA efforts to ensure the implemented business processes work reliably and accurately across 21 countries. Therefore the first step was for Trigent to go beyond technology and deeply understand the client’s business processes and programs. This step was decisive in their choice of Trigent to help manage the new standardized processes and thoroughly test their Salesforce instances to align with their transformational goals.

Trigent analyzed the business risk associated with the specific systems being migrated and prepared a testing methodology. As a result, the team ensured compatibility of the new/upgraded application with different field office practices, and the data flow between various business functions did not break under any condition.

The team used Dell Boomi to securely transform sensitive data from the legacy application, eliminating manual data entry. Salesforce.org was customized, existing business rules, processes, and data were migrated. Salesforce Sales Cloud and Service Cloud were used to facilitate customer relationship management to provide a 360-degree view of the victims and criminal cases.

Trigent followed an Agile Testing process with different levels of testing conducted (Unit testing, Functional testing, Regression, and Integration testing) to improve overall coverage.

  • The team built a suite of regression tests to ensure that applications were developed rapidly and with high quality.
  • As part of UAT, security level and object/field level validation were done. Validate that users are added to the appropriate profiles with user roles, sharing rules, and field level security. Also ensured data mapping is implemented correctly before data loading.
  • As part of functional/integration testing, the team identified potential roadblocks, ensured data consistency, and checked data duplicity. Role/user-based testing was conducted to ensure compatibility with organizational profile policies.
  • For integrated 3rd party applications, cross-browser compatibility testing and API testing were done.

Client benefits

  • Dashboard with reliable data, updated in real-time, is available to all
  • Standardized labels across Programs & Projects allows for seamless data exchange
  • Reduced the regression testing time by over 70%
  • Test coverage prioritized all critical flows across 1500+ test cases
  • Increase in productivity for all internal users
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  • Industry
    Industry:

    Legal

  • Business Value
    Summary:

    An international NGO focused on human rights, and law enforcement moved to the Salesforce platform as part of its digital transformation. Because of clients’ unique work, the implementation needed a high level of customization and several custom modules. Trigent performed the QA on this significant project that lasted over a year. Our in-depth experience in Salesforce and regression testing increased test coverage to 90%. The organization benefited from a 10-30% increase in productivity, over 10% gain in institutional donations, and the ability to bring judicial actions through undeniable data.

  • Technology Stack
    Technology stack:
    • Salesforce Service Cloud
    • Salesforce Sales Cloud
    • Salesforce Agile Accelerator
    • Dell Boomi