Case Study
Getting a Securities Firm Back on
Getting a Securities Firm Back on Track Accelerated test strategy and UAT gets implementation back on track. A U.S. Securities firm acquired new advisor compensation software and began managing implementation in-house. Entering testing, the firm was more than three months behind schedule. Broadridge assumed responsibility for the testing and mapped an accelerated action plan that quickly created essential tools to get the implementation back on track. DEVELOPED TESTING STRATEGY AND TIMETABLEEstablished a roadmap for expedited software and user acceptance testing, keeping project implementation on time and on budget. DESIGNED TESTING ARTIFACTS Created overarching test strategy, discrete testing plans and scenarios, acceptance criteria, test scripts and more. PROVIDED PROJECT LEADERSHIP Mana