Case study · Finance & insurance
A UK BPO provider used a dedicated offshore team to customise an established document workflow product for customers with varied requirements, including finance and insurance businesses.
The situation
The client already had a mature product for managing electronic documents through web-based workflows. Customers in different industries needed additional functions and changes to existing behaviour.
The challenge was the frequency and detail of requests. Small variations needed careful analysis so the team could reuse existing capabilities rather than repeatedly rebuild similar functions.
The approach
Shinetech formed an offshore team with a project manager, architect and developers who had relevant finance and insurance experience. A detailed internal training plan introduced the business rules and team responsibilities.
The team analysed each customer request, identified the precise difference from existing behaviour and added or optimised functions with limited changes where possible. Regular internal discussions shared knowledge across the work.
Black-box and white-box techniques were combined. TestDirector produced timely test reports and supported a more efficient testing cycle.
Project context
Technologies and working practices used in this engagement.
The result
The engagement added and improved functions in the existing document management product.
The delivery approach focused on preserving useful product capabilities while addressing detailed differences.
Combined testing methods and test reporting supported the customisation process.
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