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Starting point: Our client, a leading mortgage solution provider, embarked on significant enhancements to one of its key business platforms in order to pursue new opportunities in the loan servicing market. Launching the upgraded platform – quickly and with the utmost quality – required vital regression and integration testing capabilities the client did not have.

Why CG?

Why CG?: The client chose CG to manage the critical testing phase of this time-sensitive project because we had:

  • Extensive working knowledge of the client’s systems and was closely integrated with its business and technology organizations
  • Deep mortgage industry, project management, and testing expertise the client needed
  • A proven track record of delivering high-value results in rapid timeframes
Roadmap

The CG Roadmap: CG’s established a systematic, end-to-end test process that spanned more than 40 test plans and included integration and regression testing, as well as training. We worked feverishly to create test scripts, provide test execution, and build an artifacts repository that would deliver fast, reliable results for this and future testing projects. And we did it all in less than six months.

Milestone

Memorable Milestone: The testing artifacts repository created by CG – along with the testing processes we established – provides the client with a powerful, scalable, and repeatable quality assurance process that puts time-to-market front and center for the client’s most strategic products and services.

Success

Success: CG’s testing expertise helped the client quickly and cost-effectively benefit from system enhancements while ensuring high-quality performance. Success metrics include:

  • CG delivered the results on time and almost $500k under budget
  • The successful rollout of the enhanced platform opened a new loan servicing market segment for the client, increased processing capacity, and grew new accounts by approximately 30%

Mortgage Platform Testing

Leading Mortgage Solution Provider

CG delivers fast-track testing solution to help leading mortgage solution provider bring new products to market quickly, cost-effectively, and with optimum quality

Business Challenge: Opportunity knocks…right now!

After the 2008 fall-out in the housing market, the mortgage industry’s focus quickly shifted from loan origination to loan servicing. Seeking to meet the market’s increased demand for loan servicing solutions, our client – the services division of a leading mortgage solution provider – embarked on significant enhancements to one of its key business platforms. These enhancements would allow the client to provide new tools and support for servicing mortgages, but they had to be delivered quickly and with the utmost quality and performance to ensure the client’s success. The system, a legacy platform that processes over 50% of all mortgages in the United States, hadn’t undergone core changes to the application in several years. The proposed enhancements necessitated thorough testing, but the client didn’t have the experience or the capacity to perform the vital regression and integration testing they required. Incomplete or incorrect testing could increase system errors, damage customer relationships, delay the critical time-to-market window, and cause revenue and possible market share losses. Time and quality were of the essence.

The CG Solution: Make it flawless, fast, and high-value

The client chose CG to manage the critical testing phase of this time-sensitive project because:

  • CG had deep working knowledge of the client’s systems and was closely integrated with its business and technology organizations.
  • CG had the mortgage industry, program management, and testing expertise the client needed.
  • CG had a proven track record of delivering high-value results in rapid timeframes.

CG’s Program & Project Management experts established a systematic, end-to-end test process that spanned more than 40 test plans and included integration and regression testing. They also trained a team of CG and client employees on client applications, test plans, and processes to ensure that the testing lifecycle would run smoothly and be performed thoroughly in the face of the condensed timeframe.

CG technology consultants worked feverishly to create test scripts, provide test execution, and build an artifacts repository that would deliver fast, reliable results for this and future testing projects. They created more than 30,000 test scripts, loaded them into the application, and reported on and reconciled each one before, during, and after each test phase. And all of this was delivered in less than six months.

Results: A testing platform that delivers strategic advantage again and again

CG’s industry and technology depth, along with its intimate understanding of the client’s system and business needs, helped the client quickly and cost-effectively benefit from system enhancements while ensuring high-quality performance. The client now has a powerful, scalable, and repeatable quality assurance process that puts time-to-market front and center for the client’s most strategic products and services.

        Success Metrics:

  • CG delivered the results on time and almost $500k under budget – a testimony to CG’s deep client commitment, testing expertise, and results-oriented work ethic.
  • The successful rollout of the enhanced platform opened a new loan servicing market segment for the client, increased processing capacity, and grew new accounts by approximately 30%.
  • CG’s expertise enabled the client to quickly, cost-effectively, and temporarily expand its testing capabilities to meet the urgent requirements for this project.
  • The CG-driven strategic enhancements to the client’s testing platform and processes provided increased functionality, efficiency, effectiveness, and clarity to all its current and future critical testing initiatives.
  • The testing artifacts repository created by CG enables the client to maintain testing scripts for future use.

Mortgage Platform Testing

Leading Mortgage Solution Provider

CG delivers fast-track testing solution to help leading mortgage solution provider bring new products to market quickly, cost-effectively, and with optimum quality

Business Challenge: Opportunity knocks…right now!

After the 2008 fall-out in the housing market, the mortgage industry’s focus quickly shifted from loan origination to loan servicing. Seeking to meet the market’s increased demand for loan servicing solutions, our client – the services division of a leading mortgage solution provider – embarked on significant enhancements to one of its key business platforms. These enhancements would allow the client to provide new tools and support for servicing mortgages, but they had to be delivered quickly and with the utmost quality and performance to ensure the client’s success. The system, a legacy platform that processes over 50% of all mortgages in the United States, hadn’t undergone core changes to the application in several years. The proposed enhancements necessitated thorough testing, but the client didn’t have the experience or the capacity to perform the vital regression and integration testing they required. Incomplete or incorrect testing could increase system errors, damage customer relationships, delay the critical time-to-market window, and cause revenue and possible market share losses. Time and quality were of the essence.

The CG Solution: Make it flawless, fast, and high-value

The client chose CG to manage the critical testing phase of this time-sensitive project because:

  • CG had deep working knowledge of the client’s systems and was closely integrated with its business and technology organizations.
  • CG had the mortgage industry, program management, and testing expertise the client needed.
  • CG had a proven track record of delivering high-value results in rapid timeframes.

CG’s Program & Project Management experts established a systematic, end-to-end test process that spanned more than 40 test plans and included integration and regression testing. They also trained a team of CG and client employees on client applications, test plans, and processes to ensure that the testing lifecycle would run smoothly and be performed thoroughly in the face of the condensed timeframe.

CG technology consultants worked feverishly to create test scripts, provide test execution, and build an artifacts repository that would deliver fast, reliable results for this and future testing projects. They created more than 30,000 test scripts, loaded them into the application, and reported on and reconciled each one before, during, and after each test phase. And all of this was delivered in less than six months.

Results: A testing platform that delivers strategic advantage again and again

CG’s industry and technology depth, along with its intimate understanding of the client’s system and business needs, helped the client quickly and cost-effectively benefit from system enhancements while ensuring high-quality performance. The client now has a powerful, scalable, and repeatable quality assurance process that puts time-to-market front and center for the client’s most strategic products and services.

        Success Metrics:

  • CG delivered the results on time and almost $500k under budget – a testimony to CG’s deep client commitment, testing expertise, and results-oriented work ethic.
  • The successful rollout of the enhanced platform opened a new loan servicing market segment for the client, increased processing capacity, and grew new accounts by approximately 30%.
  • CG’s expertise enabled the client to quickly, cost-effectively, and temporarily expand its testing capabilities to meet the urgent requirements for this project.
  • The CG-driven strategic enhancements to the client’s testing platform and processes provided increased functionality, efficiency, effectiveness, and clarity to all its current and future critical testing initiatives.
  • The testing artifacts repository created by CG enables the client to maintain testing scripts for future use.